Do you have a financial plan? Are your financial decisions supporting that plan?

No matter what your age, income level or profession, planning for your future can turn your visions into reality. Northeast Community Credit Union offers our members access to financial planning, investments, long-term care and insurance services through Northeast Planning Associates, Inc. and LPL Financial.

The cornerstone of the planning process is a comprehensive, individualized financial plan prepared especially for you. A Financial Planner will objectively analyze your current situation and assist you in laying the foundation to help you achieve and protect your dreams. Whether your objectives involve retirement, reducing your tax burden, proper advice on allocation of your investment portfolio or protecting your assets, an advisor can prepare a personalized plan with specific courses of action for you to consider.

Click here for more information about our Financial Planning partners.

Financial Planner offers advisory services through Northeast Planning Associates, Inc., a registered investment advisor. Securities offered through LPL Financial, member FINRA/SIPC. The Credit Union, Northeast Planning Associates, Inc., and LPL Financial are not affiliated. Products and services provided; 1) are NOT federally insured; 2) are NOT obligations of the Credit Union; 3) are NOT guaranteed by the Credit Union; 4) may involve investment risks including possible loss of principal. Branch: Forrester Street, The Professional Building, Newburyport, MA 01950 Tel: (978) 465-1483.

Your Community Credit Union
For more information about our savings and investment services, please complete our information request form or give us a call at (978) 374-4533.