Investment Analysis
Let us help you review your portfolio today.
A periodic portfolio review will help you stay on track with your financial goals. Your portfolio consists of all your investments and should be reviewed on a regular basis with your investment representative to work toward maximizing your money's growth potential.
NECU offers access to professionals that can meet with you for a complimentary portfolio review.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
DISCLOSURE
Securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.
Regarding Northeast Insurances and Investments (IIS)
Northeast Credit Union and Northeast Investment and Insurance Services are not registered broker/dealers and may only discuss and/or transact securities business with residents of the following states: CO, FL, GA, IL, IN, ME, MD, MA, NH, NC, RI, SC, VA, VT, WV
Regarding Northeast Planning Associates (NPA)
Financial planning offered through Northeast Planning Associates, a registered investment adviser. The LPL Financial Registered Representatives at Northeast Planning Associates may only discuss and/or transact securities business with residents of the following states: CA, CO, CT, FL, GA, IL, MA, ME, NH, NJ, NY, PA, SC, TX, VA, VT, WI
Northeast Credit Union, Northeast Insurances and Investments, NPA, and LPL Financial are not affiliated.
