Financial Planning Services
Working with Northeast Planning Associates, Inc., cPort offers our members access to a wide range of insurance and other financial planning opportunities. Northeast Planning Associates, Inc. utilizes its breadth of experience and insight to analyze and make recommendations on which products and services may be of value to you. We are committed to offering personalized financial strategies for our members. We'll help you focus on your future and respect your priorities.
CERTIFIED FINANCIAL PLANNER™ professional Gary Slipp is available to meet one-on-one with members to provide access to financial planning and brokerage services and can prepare customized financial plans to members. Gary has the knowledge to develop a flexible financial plan that will help you work toward achieving your goals.
Services for you and your family:
- Financial planning
- Investment analysis
- Asset management
- College planning
Services for you and your business:
- Succession & retirement planning
- Key executive benefits
- Deferred compensation
- Executive bonus
- Qualified retirement plans: pension, profit sharing, 401(k), SEP
- Employee group benefits
- Employee educational seminars
Gary is available by appointment at any of our branches. For more information or to make an appointment with Gary Slipp, please call 1-800-464-0253 or 207-646-8544.
|Not NCUA Insured|
|No Credit Union Guarantee|
|May Lose Value|
Financial Planner Gary Slipp offers financial planning through Northeast Planning Associates, Inc., a registered investment adviser. Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through NPA, LPL Financial or its licensed affiliates. The Credit Union, Northeast Planning Associates, Inc. and LPL Financial are not affiliated. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, FL, MA, MD, ME, NH, RI, and VT.