Northeast Planning Associates
Steve McFeely, CFA, is a seasoned financial professional currently serving as Principal at Northeast Planning Associates and LPL Financial since June 2020. With a robust background in investment management and research, Steve previously held leadership roles at Cassaday & Company, Inc. as Director of Investment Management and Research, and at Harbour Capital Advisors and Guggenheim Investments as a Portfolio Manager. Additionally, Steve contributed as Lead Investment Strategist at Freddie Mac and gained initial experience at FOLIOfn. Educational credentials include an MBA from George Mason University's Costello College of Business and a BS in Business Administration from the University of Maryland. Contact details for Steve McFeely include office phone at (978) 465-1483 and email at stephen.mcfeely@lpl.
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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.