Review Philip Lennox In bristol, massachusetts, united-states | Finance In Bristol
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Philip Lennox
871 Oak Grove Avenue
Bristol,
Massachusetts,United-states - 02720
Detailed description is Philip Lennox is a Financial Planner for Northeast Planning Associates, Inc.
At Northeast Planning Associates, we understand the many concerns hard-working individuals and families face as they prepare for retirement.
Our goal is to help you feel confident about your future and pursue your vision of a comfortable retirement.
Through our personalized approach, we develop a comprehensive financial plan that addresses your specific needs and goals, both short and long-term..
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Without a plan, it is nearly impossible for you to set, pursue, and reach your goals.
At Northeast Planning Associates, we believe everyone—regardless of their level of wealth—needs a financial plan that integrates all elements of their finances.
Whether you are just getting started planning for retirement or have already built a nest egg, we can help you develop your own personalized roadmap designed to help you understand where you are today and what you need to do in the future to accomplish your goals.
Working with a number of local credit union members, we can provide an initial financial plan for no charge..
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Our services include:.
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Investment Management.
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We believe that a diversified and flexible investment portfolio tailored to your unique situation is essential for pursuing financial goals.
Avoiding short-lived investment fads, we instead focus on market efficiency and sound economic philosophies.
In creating a diversified* investment portfolio, we help you understand the balance between risk and reward.
Depending on your needs and risk tolerance, your portfolio may include:.
•Stocks.
•Bonds.
•Mutual Funds.
•Exchange Traded Funds (ETFs).
•Certificates of Deposit.
•Annuities.
•Alternative Investments.
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Retirement Planning.
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We specialize in retirement planning, as many of our clients are approaching or living in their Golden Years.
Typically, clients planning for retirement are less focused on taking risks and more focused on managing and preserving their wealth and creating a predictable income stream that can last through retirement.
With this in mind, we develop conservative strategies with a focus on risk management.
We seek to identify opportunities for building a consistent income that will last through retirement and help you determine when you may be able to retire.
We can also offer you advice and education on maximizing employee benefits, Social Security, 401(k) rollovers, and other complex financial elements of retirement..
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Estate Planning.
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Beyond ensuring you have enough money to last through retirement, you likely also want to leave a legacy to your loved ones.
The financial side of estate planning is often overlooked and can have a significant impact on your family.
We can assist you in articulating your estate planning needs, and coordinate the work of other professionals who may be needed, including attorneys and CPAs..
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College Planning.
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Many families and couples may want to help pay for their child or grandchild’s future college tuition.
We can help you balance these needs with your retirement planning goals and evaluate educational plans, such as a 529 plan, that allow you to simultaneously save and plan for your retirement..
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Cash Flow Analysis & Debt Management.
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Whether you are in the middle of your career or preparing to retire, it’s important to budget to ensure you have enough assets to last through retirement.
We can develop debt management tactics designed to improve your cash flow, which may include refinancing, consolidation, or changes in tax withholding..
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Insurance.
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Risk management is an important element of a complete financial strategy.
Without the right type of insurance to protect your assets, you could be leaving yourself vulnerable.
With access to a wide array of products, we help you determine what type of coverage is appropriate for your circumstances, including life, long-term care, and disability insurance options..
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*There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio.
Diversification does not protect against market risk.
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Financial Planning offered through Northeast Planning Associates, Inc.
(NPA),.
a registered investment adviser.
Securities and advisory services offered through LPL.
Financial, a registered investment adviser and member FINRA/SIPC.
www.finra.org and.
www.sipc.org Insurance products offered through NPA, LPL Financial or its licensed.
affiliates.
The Credit Union, NPA and LPL Financial are not affiliated.
.
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The investment products sold through LPL Financial are not insured Credit Union deposits and are not NCUA.
insured.
These products are not obligations of the Credit Union and are not endorsed, recommended or.
guaranteed by the Credit Union or any government agency.
The value of the investment may fluctuate, the return.
on the investment is not guaranteed, and loss of principal is possible..
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For a list of states in which I am registered to do business please visit www.financialplanningsecurity.com.
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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.
Established in the recent years Philip Lennox in bristol , massachusetts in united-states.
This is a well known establihment acts as one-stop destination servicing customers both local and from other of the city.
Over the course of its journey , this business has establihed a firm hold in the [category].
The belief that customer satisfaction is an important as it products and services , have helped this establihment garner a vast base of customers and continue to grow day by day
Foods is provided with high quality and are pretty much the highlight in all the events in our lives.
Sweets and food are the ideal combination for any foodies to try and this Philip Lennox is famous for the same.
This has helped them build up a loyal customer base.
They have started a long journey and ever since they have ensure the customer base remains the same and growing month on month.
As they are located in favourable location , becomes the most wanted space for the tourist.
For any kind and assistance , it is better to contact them directly during their business hours.
Premises has a wide parking area and need to avail special permissions for parking.
Pets inside the premises are not allowed and require additional permission.
Cashless payments are available and extra charges for the credit cards are levid.
They are listed in many of the food delivery networks for home delivery with appropriate charges.
They accept cards , cash and other modes of payments
Tips are not actually encouraged but customers are willing to offer any benefit as needed.
There you can find the answers of the questions asked by some of our users about this property.
This business employs inviduals that are dedicated towards their respective roles and put in a lot of effort to achieve the common vision and goals.
It is a effortless task in communiting to this establishment as there are various modes available to reach this location.
The establishment has flexible working timings for the employees and has good hygene maintained at all times.
They support bulk and party orders to support customers of all needs.
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