Gary W. Pelletier, CLU, ChFC, AIF®

Northeast Planning Associates, Inc.

Corporate, Estate

& Financial Planning

Strategic Alliances

We have cultivated relationships with a select group of experienced professionals who can provide additional services beyond the scope of our practice. We can give you a referral or partner with these professionals to provide continuity of service that ensures your questions are answered, your time is well-spent, and your needs are met. 

When you have any question or are looking for a referral, we encourage you to start with us. We can help you find a:

CPA

  • Small Business
  • Non-profit
  • Audit Services
  • Personal Tax Services


Attorney

  • Corporate
  • Estate
  • Family / Divorce
  • Mergers and Acquisitions
  • Medicaid Planning

Mortgage Broker

 

Realtor

  • Residential
  • Multifamily
  • Commercial


Bookkeeper

  • Small Business
  • Payroll Services


Property and Casualty Insurance Broker (Individual or Corporate)

 

Bank or Credit Union 

  • Lending
  • Savings

Health Insurance Brokers

  • Small Business
  • Corporate Benefit Plans
  • Individual 


If you would like a referral, please contact Gary directly via email or phone.