In business and in life, a team approach is always best. Our goal is to align all advisors and financial institutions that our clients work with, to create maximum efficiency in their overall financial plan. This comprehensive philosophy coordinates accountants, attorneys, banks, and other financial managers, making sure they are all working together for the client's success.
In addition, we have created a team of advisors within Northeast Planning Corporation, as well as strategic alliances and partners outside of the firm. Our team of specialists, client associates, and assistants work together to ensure a five star level of value and service. Any and all questions or concerns can be answered by an specialists, and all clients have the ability to speak with a member of our team at any given moment.