Insights

Established Market Presence With over 50 years of experience in financial services, Northeast Planning Associates has a longstanding reputation in the New England region, indicating trust and stability which can facilitate upselling premium financial products.

Growth and Staffing The company employs between 51 to 200 staff members and recently added new personnel, such as Steve McFeely, suggesting expansion opportunities for customized financial solutions or technology integrations to support team growth.

Digital Infrastructure Utilizing a diverse tech stack including MySQL, Shopify, and SEO tools, the company is digitally oriented, presenting opportunities for tailored digital marketing services, CRM solutions, or analytics tools to enhance client engagement.

Revenue Potential With reported revenues between $50M and $100M, Northeast Planning Associates is a sizable client capable of investing in sophisticated financial technology, compliance solutions, and strategic consulting services to optimize operations.

Industry Positioning Operating within a competitive landscape alongside firms like American Portfolios and Prospera Financial, partnering with Northeast Planning Associates offers a chance to position complementary financial products and expand market share within the financial services sector.

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

Where is Northeast Planning Associates's headquarters located?

Northeast Planning Associates's main headquarters is located at 43 Constitution Drive Bedford, New Hampshire 03110 United States. The company has employees across 2 continents, including North AmericaEurope.

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 NAICS code?

Northeast Planning Associates's NAICS code is 52 - Finance and Insurance.

How many employees does Northeast Planning Associates have currently?

As of April 2026, Northeast Planning Associates has approximately 80 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.

Q: What is Northeast Planning Associates's NAICS code?

Northeast Planning Associates's NAICS code is 52 (Finance and Insurance).

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.

Company Overview

Headquarters: 43 Constitution Drive Bedford, New Hampshire 03110 United States
Phone number: +1-603-471-****
Website: northeastplanning.com
NAICS Code: 52 - Finance and Insurance
Employees: 51-200