![](https://express.adobe.com/page/nRSEJ0eHXx2Sl/embed.jpg?buster=1647954697443"%20alt=)
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.
Northeast 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.
Securities offered through LPL Financial (LPL), a registered broker-dealer, member FINRA/SIPC. Investment Advisor Representatives conducting business as Northeast Wealth Advisors (NWA) offer investment advisory services through LPL, a registered investment advisor. Insurance products are offered through LPL or its licensed affiliates. Northeast Credit Union (NECU) and NWA are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using NWA, and may also be employees of NECU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, NECU or NWA. Securities and insurance offered through LPL or its affiliates are:
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.