Northeast Planning Associates Employee Directory

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.

Find Northeast Planning Associates employees' phone numbers or email addresses

Northeast Planning Associates Global Highlights

Location
Employees

North America
156

Minus sign iconPlus sign icon
  • United States Of America
    155
  • Trinidad And Tobago
    1

Europe
1

Minus sign iconPlus sign icon
  • United Kingdom Of Great Britain And Northern Ireland
    1

Northeast Planning Associates's Leadership

  • Stylized image of a person
    E. H.
    Ceo
    Phone icon
  • Stylized image of a person
    C. R.
    Ceo
    Phone icon
  • Stylized image of a person
    C. M. H.
    Chief Compliace Officer And Director Of Operations
    Phone icon
  • Stylized image of a person
    P. M. G.
    Owner / Certified Financial Planner™ Practitioner
    Phone icon
  • Stylized image of a person
    M. L. W.
    Chfc®, Chsnc®, Financial Advisor
    Phone icon
  • Stylized image of a person
    J. L.
    Owner
    Phone icon
  • Stylized image of a person
    P. C.
    Owner And Certified Financial Planner Practitioner
    Phone icon
  • Stylized image of a person
    R. R.
    Chairman
    Phone icon

Contact profiles from Northeast Planning Associates

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. D.
    Administratiave Manager
    Phone icon
    UNITED STATES
    Apr 07, 2023
  • Stylized image of a person
    J. S.
    Information Technology Manager
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    K. B.
    Practice Manager
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    K. G.
    Territory Sales Manager
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    L. M.
    Client Relationship Manager
    Phone icon
    United KingdomEngland
  • Stylized image of a person
    R. B.
    Restaurant Manager
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    T. C.
    Site Manager
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    R. S.
    Certified Financial Planner™ Professional And Principal
    Phone icon
    United StatesMassachusetts
    Nov 13, 2025
  • Stylized image of a person
    S. M.
    Chartered Financial Analyst® Charterholder And Principal
    Phone icon
    United StatesDc
    Oct 23, 2025
  • Stylized image of a person
    M. C.
    Senior Sales Engineer
    Phone icon
    Oct 21, 2024

Frequently Asked Questions

What is Northeast Planning Associates known for?

Minus sign iconPlus sign icon
Northeast Planning Associates operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Northeast Planning Associates's company overview page for more information.

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

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
Northeast Planning Associates has approximately 82 employees as of December 2025. These team members are located across 2 continents, including North AmericaEurope.

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

Minus sign iconPlus sign icon

As of December 2025, Northeast Planning Associates's key employees include:

  • Ceo: E. H.
  • Ceo: C. R.
  • Chief Compliace Officer And Director Of Operations: C. M. H.
  • Owner / Certified Financial Planner™ Practitioner: P. M. G.
  • Chfc®, Chsnc®, Financial Advisor: M. L. W.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.