Financial Planning

Meet Your Financial Consultant

Zack Longley

Northeast Planning Associates, Inc.

At Northeast Planning Associates, Inc., our goal is helping our clients with their goals. 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 40 years, we at Northeast Planning Associates, Inc. have provided our clients with access to a full range of financial services and products.

We Begin By Listening

Listening to your answers is the best way we can understand your financial needs. Together we will review your present situation and define future goals. We then analyze your current situation and review exactly what steps we need to take to help you work toward your specific financial objectives.

The Planning Process

We start by putting together a strategy of specific recommendations that, taken together, form a comprehensive financial strategy that is unique to your personal financial situation. Once the strategy is in place, we take time to meet with you and clearly explain what is being recommended and why.

Implementing Your Decisions

One of the most important services we can provide is to help you implement the recommendations we have made. Whether it’s savings, investments, or insurance, we have the ability to help you execute your decisions.

Reviewing And Updating

Remember that unknown factors, both positive and negative, are always ahead of us. We will be there to help make the adjustments needed so that your financial strategy continues to work toward your goals. We are your partner.

Please contact the financial consultant, Zack Longley, for more information on how KSW Federal Credit Union’s partnership with Northeast Planning Associates, Inc. can help you. He can be reached at (207) 653-8423.

Important Disclosure

KSW Federal Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

Financial planning offered through Northeast Planning Associates, Inc. (NPA), a registered investment adviser (RIA). Securities and advisory services offered through LPL Financial (LPL), an RIA and broker-dealer (BD), member FINRA/SIPC. Credit union is not an RIA or BD. Insurance products offered through LPL or its licensed affiliates. LPL registered representatives offer products and services using Northeast Planning. These products and services offered through NPA, LPL, or its affiliates, which are separate entities from, and not affiliates of the credit union, are:

Not insured by NCUA or any other government agency
Not credit union guaranteed
Not credit union deposits or obligations
May lose value

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.