Insights

WealthAdvisorRecognition Established financial services firm with a multi-decade track record and a strong local presence in New England, indicating potential interest in ongoing wealth management solutions, retirement planning tools, and family office services to support long-term client relationships.

HighNetWealthOps Reported revenue range ($50M-$100M) and a growth-oriented profile with advisor recognition, suggesting opportunities for enterprise-level financial planning platforms, portfolio management automation, and advanced reporting for high net worth clients.

StrongRetentionNetwork Longstanding affiliation with LPL Financial and a distributed office footprint imply needs for scalable compliance, custodian-integrated solutions, client onboarding automation, and centralized marketing to support repeatable advisor activities.

DigitalGrowthReady Active tech stack including Shopify and SEO tooling indicates openness to digital marketing enhancements, client-facing portals, and secure online account access to attract, educate, and convert prospects.

TalentExpansion Recent hiring activity and recognition of top advisors signal potential demand for recruiter services, onboarding programs, onboarding technology, and training platforms to accelerate capacity and performance across offices.

Northeast Planning Associates Tech Stack

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

  • oEmbed
    Dev Tools
  • Shopify
    E-commerce
  • Font Awesome
    Font Scripts
  • Bootstrap
    UI Frameworks
  • Contact Form 7
    Web Platform Extensions
  • Apache
    Web Servers
  • FitVids.js
    Web Tools And Plugins
  • Sitelinks Search Box
    Web Tools And Plugins

Northeast Planning Associates's Email Address Formats

Northeast Planning Associates uses at least 1 format(s):
Northeast Planning Associates Email FormatsExamplePercentage
FLast@northeastplanning.comJDoe@northeastplanning.com
92%
Last@northeastplanning.comDoe@northeastplanning.com
5%
First.Last@northeastplanning.comJohn.Doe@northeastplanning.com
2%
F.Last@northeastplanning.comJ.Doe@northeastplanning.com
1%

Frequently Asked Questions

What is Northeast Planning Associates's phone number?

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

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

How much revenue does Northeast Planning Associates generate?

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As of July 2026, Northeast Planning Associates's annual revenue is estimated to be $50M - $100M.

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

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Northeast Planning Associates's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Northeast Planning Associates have currently?

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As of July 2026, Northeast Planning Associates has approximately 83 employees across 2 continents, including North AmericaEurope. Key team members include Owner: J. L.Owner: W. R.Owner: W. R.. Explore Northeast Planning Associates's employee directory with LeadIQ.

What industry does Northeast Planning Associates belong to?

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Northeast Planning Associates operates in the Financial Services industry.

What technology does Northeast Planning Associates use?

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Northeast Planning Associates's tech stack includes oEmbedShopifyFont AwesomeBootstrapContact Form 7ApacheFitVids.jsSitelinks Search Box.

What is Northeast Planning Associates's email format?

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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 logo

Northeast Planning Associates

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.

Section iconCompany Overview

Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Employees
51-200

Section iconFunding & Financials

  • $50M - $100M

    Northeast Planning Associates's revenue is estimated to be in the range of $50M - $100M

Section iconFunding & Financials

  • $50M - $100M

    Northeast Planning Associates's revenue is estimated to be in the range of $50M - $100M

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