Northeast Planning Associates
Brian Heffernan is a seasoned financial planner with over two decades of experience at Northeast Planning Associates, Inc., where comprehensive financial planning and risk management strategies are provided to a select group of clients. Prior to this role, Brian served as Vice President at Northeast DBS, LLC, contributing to the company's startup journey from June 1994 to November 2001. Brian holds a Bachelor of Arts in Organizational Behavior & Management from Brown University, attained between 1982 and 1986, and graduated from Needham High School in 1982.
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Northeast Planning Associates
At Northeast Planning Associates, Inc., our goal is helping our clients work towards theirs. We are a financial services firm dedicated to providing meaningful financial strategies to address the concerns of individuals, families, and business owners. For more than 50 years, we at Northeast Planning Associates, Inc. have provided our clients with access to a full range of financial services and products. For a list of states in which we are registered to do business, please visit www.northeastplanning.com. Securities offered through LPL Financial, Member SIPC (www.sipc.org). Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.