✦ This feature uses Artificial Intelligence to generate its response. AI can make mistakes.
Financial Planning
Plan for the future you've always dreamed about with Northeast Planning Associates.
Your vision for a brighter future
Through Northeast Planning Associates (NPA), HRCU members have easy and convenient access to a wide array of investment and retirement planning services. NPA is committed to providing exceptional care and service alongside trusted products.
HRCU members have access to personal, face-to-face financial planning services. Northeast Planning Associates maintains an office at HRCU’s main branch in Rochester, with the added benefit of meeting you at any HRCU branch for your convenience.
Like any other goal, one of the best ways to work towards financial independence is to create a plan that helps you strive to gain the things you want. That's where Northeast Planning Associates comes into play, offering you an array of services that can help you work towards your financial goals.
Make an appointment today!
Investment Services Offered by NPA
Take advantage of NPA's investment services and plan for a better future.
How does this work?
Our financial planners work hard to ensure that we don't miss a step when planning for your financial future.
Asking questions and really listening to your answers is the best way we can understand your financial needs. Together we'll review your present situation and define future goals. We then analyze your current situation and review exactly what steps are necessary to assist you in working towards your specific financial objectives.
We start by putting together a strategy of specific recommendations that, taken together, form a comprehensive financial plan tailored to your personal financial situation. Once the plan is in place, we take the time to meet with you and clearly explain what we're recommending and why.
One of the most important services we can provide is to help you implement the recommendations we've made. Whether it's building your nest egg, investments, or insurance, we have the ability to help you execute your decisions.
Remember that unknown factors, both positive and negative, are always ahead of us. We'll be there to help you make the necessary adjustments to ensure your financial plan continues to work towards your goals. We are your partner.
Meet NPA's Financial Planners
Let our Financial Planners help you develop a personalized plan based on your financial goals, needs, and desires. Appointments are available in-person, over the phone, or online Monday - Friday, 9 a.m. - 5 p.m.
*Holy Rosary Credit Union (HRCU) has a partnership with Northeast Planning Associates (NPA). NPA is a separate entity from HRCU, and business conducted with NPA is separate and distinct from any business conducted with HRCU. NPA offers financial investment and retirement planning products through LPL Financial. Financial investment and retirement planning products offered through NPA are not HRCU products and are not NCUA or federally insured. These products are not obligations of HRCU; are not endorsed, recommended, or guaranteed by HRCU or any government agency; and are subject to investment risks including, without limitation, the possible loss of principal.*
Check the background of your financial professional on FINRA's BrokerCheck.
Holy Rosary Credit Union ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information. LPL Financial Form CRS.
Financial planning offered through Northeast Planning Associates, Inc. (NPA), a registered investment adviser (RIA). Securities and advisory services offered through LPL Financial (LPL), a RIA and broker-dealer (BD), member FINRA/SIPC. Holy Rosary Credit union is not a RIA or BD. Insurance products offered through LPL or its licensed affiliates. LPL registered representatives offer products and services using NPA. These products and services offered through NPA, LPL, or its affiliates, which are separate entities from, and not affiliates of the credit union, are:
Not Insured by NCUA or Other Government Agency | Not Credit Union Guaranteed |
Not Credit Union Deposits or Obligations | May Lose Value |
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Make your next smart move.
Support copy would go here to direct existing users to log in.
Support copy would go here to direct users to become a member.
© Holy Rosary Credit Union, NH.
All rights Reserved
