Northeast Planning Associates logo

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.

Find Northeast Planning Associates employees' phone numbers or email addresses

Northeast Planning Associates Global Highlights

Location
Employees

North America
177

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  • United States Of America
    177

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Northeast Planning Associates's Leadership

  • Owner at Northeast Planning Associates
    J. L.
    Owner
  • Owner at Northeast Planning Associates
    W. R.
    Owner
  • Owner at Northeast Planning Associates
    W. R.
    Owner
  • Information Technology Manager at Northeast Planning Associates
    J. S.
    Information Technology Manager
  • Client Relationship Manager at Northeast Planning Associates
    L. M.
    Client Relationship Manager
  • Restaurant Manager at Northeast Planning Associates
    R. B.
    Restaurant Manager
  • Site Manager at Northeast Planning Associates
    T. C.
    Site Manager
  • Senior Sales Engineer at Northeast Planning Associates
    M. C.
    Senior Sales Engineer

Northeast Planning Associates Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Business
  • Support
  • Other

Contact profiles from Northeast Planning Associates

Name
Title
Contact
Location
Last Update
  • Owner at Northeast Planning Associates
    J. L.
    Owner
    Oct 17, 2024
  • Owner at Northeast Planning Associates
    W. R.
    Owner
    Oct 18, 2024
  • Owner at Northeast Planning Associates
    W. R.
    Owner
    Dec 31, 2023
  • Information Technology Manager at Northeast Planning Associates
    J. S.
    Information Technology Manager
    Oct 18, 2024
  • Client Relationship Manager at Northeast Planning Associates
    L. M.
    Client Relationship Manager
    United Kingdom, England
  • Restaurant Manager at Northeast Planning Associates
    R. B.
    Restaurant Manager
    Oct 21, 2024
  • Site Manager at Northeast Planning Associates
    T. C.
    Site Manager
    Oct 23, 2024
  • Senior Sales Engineer at Northeast Planning Associates
    M. C.
    Senior Sales Engineer
    Oct 21, 2024
  • Principal at Northeast Planning Associates
    P. B.
    Principal
    Oct 23, 2024
  • Team Member, Server at Northeast Planning Associates
    A. B.
    Team Member, Server
    Oct 22, 2024

Frequently Asked Questions

What is Northeast Planning Associates known for?

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Northeast Planning Associates operates in the Financial Services industry. You can contact Northeast Planning Associates's 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?

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Northeast Planning Associates employees' email format typically follows the pattern of FLast@northeastplanning.com. 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?

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Northeast Planning Associates has approximately 82 employees as of September 2026. These team members are located across 2 continents, including North America and Europe.

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

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As of September 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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