Investment Analysis
Our Wealth Advisors will review your investment portfolio to assess the value and explore and identify ways you can diversify and seek to grow it.
Request Appointment
Trading
Invest your way with Trade Direct from LPL Financial. Make and manage trades when it's convenient for you with a secure online trade resource.
Retirement Planning
Striving for the dream of a secure, comfortable retirement is much easier when you plan well in advance.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Northeast Credit Union and Northeast Wealth Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Northeast Wealth Advisors, and may also be employees of Northeast Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Northeast Credit Union or Northeast Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.