For more than 65 years, the advisors at Northeast Planning Associates, Inc. have assisted clients with financial planning, and wealth and investment strategies. Working with individuals, families, and business owners, Beth and Caitlin provide our clients access to a full range of financial services and products.

“We understand the complexities of business and personal financial planning and our top priority is always to help enhance the lives and financial future of those with whom we work. We create a plan or strategy designed to address both short term and long-term goals and then adjust as necessary when life changes or market fluctuations require a direction change.

“We believe in long-term relationships built around trust and honest, open communication. We are a resource for our clients and their families, whether recommending a financial path, or simply answering a pressing question or providing a referral to a local professional, such as a CPA or attorney.  

“No matter what season of life you find yourself in, we are here to help!”