Northeast Planning Associates, Inc.

Northeast Planning Associates, Inc. (CRD# 131406) is a financial advisory firm headquartered in Bedford, NH. They manage $301,435,475 in 1,318 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
43 Constitution Drive, Bedford, NH 03110
https://www.bheffernan.com
By the Numbers
  • Total Assets Under Management
    301
    MILLION
  • Total Number of Accounts
    1,318
    ACCOUNTS
  • Average Account Value
    $228,707
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, DE, FL, MA, ME, NH, NY, RI, TX, VT

Financial Advisors at Northeast Planning Associates, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Donald Burnham, financial advisor Bedford NH
Donald A. Burnham
CRD#: 838833
43 Constitution Drive, Bedford, NH 03110

Donald Burnham (CRD# 838833) is an Investment Advisor Representative working at Northeast Planning Associates, Inc. in Bedford, NH and has over 42 years of experience in the finance industry.

2
Craig Grover, financial advisor Bedford NH
Craig A. Grover
CRD#: 4573502
43 Constitution Drive, Bedford, NH 03110

Craig Grover (CRD# 4573502) is an Investment Advisor Representative working at Northeast Planning Associates, Inc. in Bedford, NH and has over 18 years of experience in the finance industry.

3
Thomas Harnish, financial advisor Bedford NH
Thomas L. Harnish
CRD#: 4315606
43 Constitution Drive, Bedford, NH 03110

Thomas Harnish (CRD# 4315606) is an Investment Advisor Representative working at Northeast Planning Associates, Inc. in Bedford, NH and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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