What departments does Northeast Planning Associates have?

Northeast Planning Associates has employees across 10 departments including Entrepreneurship, Information Technology, Customer Success, Travel, Solutions Engineering.

What is the largest department at Northeast Planning Associates?

The largest department at Northeast Planning Associates is Entrepreneurship with 3 employees.

Where are Northeast Planning Associates employees located globally?

Northeast Planning Associates has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Northeast Planning Associates's team size changed over time?

Northeast Planning Associates's team has grown from approximately 55 to 56 employees based on available data.

Northeast Planning Associates Employee Directory

Financial ServicesNew Hampshire, United States51-200 Employees

Northeast Planning Associates is a financial services firm based in Bedford, New Hampshire, with a long history spanning more than five decades. The company emphasizes delivering comprehensive financial strategies geared toward individuals, families, and business owners, addressing a broad range of financial needs through a full spectrum of services and products. Its operations are conducted under the structure of offering securities through LPL Financial, a detail that situates Northeast Planning within a broader network of independent financial advisory activity.

The firm serves clients across New England and emphasizes personalized planning as its core value, aiming to help clients work toward their financial goals. Recent recognition includes a national-level accolade for one of its independent advisors, reflecting ongoing involvement in the wealth management field. The organization operates within the financial services industry, positioning itself as a regional advisor with a multidecade presence in the market.

Northeast Planning Associates Global Highlights

North America
176

United States Of America
176

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Northeast Planning Associates's Leadership

J. L.
Owner
Mobile Phone
Email
W. R.
Owner
Mobile Phone
Email
W. R.
Owner
Mobile Phone
Email
J. S.
Information Technology Manager
Mobile Phone
Email
L. M.
Client Relationship Manager
Mobile Phone
Email
R. B.
Restaurant Manager
Mobile Phone
Email
T. C.
Site Manager
Mobile Phone
Email
M. C.
Senior Sales Engineer
Mobile Phone
Email

Northeast Planning Associates Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Business
Support
Accounting
Other
Administrative

Contact profiles from Northeast Planning Associates

Name

Title

Contact Info

Location

Last Update

J. L.
Owner
Mobile Phone
Email
Oct 17, 2024
W. R.
Owner
Mobile Phone
Email
Oct 18, 2024
W. R.
Owner
Mobile Phone
Email
Dec 31, 2023
J. S.
Information Technology Manager
Mobile Phone
Email
Oct 18, 2024
L. M.
Client Relationship Manager
Mobile Phone
Email
United KingdomEngland
R. B.
Restaurant Manager
Mobile Phone
Email
Oct 21, 2024
T. C.
Site Manager
Mobile Phone
Email
Oct 23, 2024
M. C.
Senior Sales Engineer
Mobile Phone
Email
Oct 21, 2024
P. B.
Principal
Mobile Phone
Email
Oct 23, 2024
A. B.
Team Member, Server
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Northeast Planning Associates known for?

Northeast Planning Associates operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-603-471-****

. Explore Northeast Planning Associates's company overview page for more information.

What is Northeast Planning Associates's most common email format?

Northeast Planning Associates employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Northeast Planning Associates email formats with LeadIQ.

How many employees does Northeast Planning Associates have currently?

Northeast Planning Associates has approximately 83 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Northeast Planning Associates's key employees and leadership?

As of July 2026, Northeast Planning Associates's key employees include:

Owner: J. L.
Owner: W. R.
Owner: W. R.
Information Technology Manager: J. S.
Client Relationship Manager: L. M.

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Northeast Planning Associates Employee Directory

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