Insights

Established Market Presence With over 50 years of experience and a substantial client base across multiple states, Northeast Planning Associates has a solid reputation in the financial services sector, presenting opportunities for advanced product offerings and premium financial solutions.

Mid-sized Growth Potential Employing between 51 and 200 staff and generating revenues between 50 and 100 million dollars, the firm is well-positioned for expansion initiatives, making it a prime prospect for scalable financial services and technology integrations.

Technology Adoption Utilizing several digital tools like MySQL, Shopify, and Nginx, the company demonstrates openness to technological solutions, providing potential to introduce innovative financial management platforms or client engagement tools.

Regional Expansion Opportunities Based in New Hampshire and with facilities throughout New England, there is potential to offer targeted regional financial products or customized advisory services tailored to local markets and regulations.

Client Segmentation Focus Dedicated to serving individuals, families, and business owners, Northeast Planning Associates is an ideal candidate for specialized financial products and services aimed at high-net-worth clients or niche market segments requiring personalized planning solutions.

Similar companies to Northeast Planning Associates

Northeast Planning Associates Tech Stack

Northeast Planning Associates uses 8 technology products and services including MySQL, Shopify, Twemoji, and more. Explore Northeast Planning Associates's tech stack below.

MySQL
Database
Shopify
E-commerce
Twemoji
Font Scripts
Microsoft
Miscellaneous
Yoast SEO
Search Engines
Contact Form 7
Web Platform Extensions
MonsterInsights
Web Platform Extensions
Nginx
Web Servers

Media & News

Northeastplanning hired Steve McFeely on Jun 23rd '20.
Steve McFeely recently joined Northeast Planning Associates Inc., a 60-year-old financial services firm with offices throughout New England.
Jul 23, 2020 | www.wickedlocal.com

Northeast Planning Associates's Email Address Formats

Northeast Planning Associates uses at least 1 format(s):

Northeast Planning Associates Email Formats	Example	Percentage
FLast@northeastplanning.com	JDoe@northeastplanning.com	92%
Last@northeastplanning.com	Doe@northeastplanning.com	5%
First.Last@northeastplanning.com	John.Doe@northeastplanning.com	2%
F.Last@northeastplanning.com	J.Doe@northeastplanning.com	1%

Frequently Asked Questions

What is Northeast Planning Associates's phone number?

You can contact Northeast Planning Associates's main corporate office by phone at

+1-603-471-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Northeast Planning Associates's official website and social media links?

Northeast Planning Associates's official website is northeastplanning.com and has social profiles on LinkedIn.

What is Northeast Planning Associates's SIC code NAICS code?

Northeast Planning Associates's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Northeast Planning Associates have currently?

As of December 2025, Northeast Planning Associates has approximately 82 employees across 2 continents, including North AmericaEurope. Key team members include Ceo: E. H.Ceo: C. R.Chief Compliace Officer And Director Of Operations: C. M. H.. Explore Northeast Planning Associates's employee directory with LeadIQ.

What industry does Northeast Planning Associates belong to?

Northeast Planning Associates operates in the Financial Services industry.

What technology does Northeast Planning Associates use?

Northeast Planning Associates's tech stack includes MySQLShopifyTwemojiMicrosoftYoast SEOContact Form 7MonsterInsightsNginx.

What is Northeast Planning Associates's email format?

Northeast Planning Associates's email format typically follows the pattern of FLast@northeastplanning.com. Find more Northeast Planning Associates email formats with LeadIQ.

Northeast Planning Associates

Q: What technology does Northeast Planning Associates use?

Northeast Planning Associates's tech stack includes Slider Revolution, Bootstrap, RSS, oEmbed, Chart.js.

Financial ServicesNew Hampshire, United States51-200 Employees

At Northeast Planning Associates, Inc., our goal is helping our clients work towards theirs.  We are a financial services firm dedicated to providing meaningful financial strategies to address the concerns of individuals, families, and business owners.  For more than 50 years, we at Northeast Planning Associates, Inc. have provided our clients with access to a full range of financial services and products.

For a list of states in which we are registered to do business, please visit www.northeastplanning.com.

Securities offered through LPL Financial, Member SIPC (www.sipc.org).  Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.