NEWS RELEASE - April, 2018
Bedford, NH - Raymond R. Noel, CPWA®, CAP®, AIF®, RFC®, MBA, CFS, CEPA® an independent Financial Planner at Northeast Planning Associates, Inc. was recently recognized by Forbes magazine as one of the 2018 Best-In-State Wealth Advisors.* According to Forbes, advisors selected for this inaugural list were assessed on a variety of criteria including years of experience, community involvement and a review of compliance records & client retention data.
For more than 20 years, Mr. Noel has provided comprehensive, holistic Financial Planning and Investment Management services in the greater Bedford area to individuals & families and serves the private business community as a Certified Exit Planning Advisor®. He maintains offices at 165 S. River Road, Bedford and can be reached at firstname.lastname@example.org.
Securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. Financial Planning Services offered through Northeast Planning Associates, Inc. (NPA) a registered investment advisor. Northeast Planning Associates, Inc. and LPL Financial are not affiliated.
*The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.