Gary W. Pelletier, CLU, ChFC, AIF®

Northeast Planning Associates, Inc.

Corporate, Estate

& Financial Planning

Team

At Northeast Planning Associates, Inc., our goal is helping our clients work towards theirs. 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 50 years, we have provided our clients with access to a full range of financial services, strategies, and solutions.

Please click a team member name below for their full biography.

 
Gary W. Pelletier CLU, ChFC, AIF® is an Independent Wealth Planner who works with individuals, families, and businesses to provide investment and financial consulting.

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Janet Zale

Director of Financial Services

(800) 337-7421 x18

As Director of Financial Services, Janet Zale has been with Gary Pelletier for more than 25 years and is responsible for the overall operation of the practice. She has more than 25 years of management and supervisory experience.

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Lauren Colby

Office Manager, Insurance & Retirement Plan Coordinator

(800) 337-7421 x22

As Office Manager and Insurance & Retirement Plan Coordinator, Lauren specializes in servicing the needs of corporate retirement plans and participants as well as life, long term care and disability insurance needs.

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Matthew H. Eaton, CLU, ChFC, CFP®

Director of Case Development

(800) 337-7421

Matthew H. Eaton, CLU, ChFC, CFP®, has been with us for more than 30 years. In his role as Director of Case Development, Matt assists our clients with estate and charitable planning, business succession planning, and executive benefits.

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Anna-Marie Smith, CLU, ChFC, CFP®

Financial Planner

(800) 337-7421

Anna-Marie (Marie) Smith, CLU, ChFC, CFP®, has been with us for 20 years. Marie helps create detailed financial plans for our clients, leveraging her extensive experience and state of the art financial planning software.

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