North Main Planning Associates, Ltd.

At North Main Planning Associates, Ltd.,
we understand that financial success goes beyond accumulating and managing assets. It is about building security for you, your family and your business.

We deliver a high degree of service, flexibility and attention to detail, while providing our clients with the personal service they desire. At North Main Planning Associates, Ltd., we bring creative and innovative solutions to the many financial challenges that our clients face.

We are dedicated to providing both our personal and corporate clients with a well-balanced, creative and customized financial strategy. We recognize the importance of designing a flexible plan that adjusts to both your situation and the ever-changing economy.

Our commitment is always to bring you quality service and the highest degree of trust and integrity. This commitment motivated us to form a strategic partnership with NorthEast Planning Associates, Inc. As a result of the affiliation, our clients have access to comprehensive financial planning, investment advisory services and a full array of financial products and services.

If you are looking for comprehensive financial planning that allows you to move beyond accumulating and managing assets, and you want a strong relationship based on expertise, service and integrity, you need look no further than North Main Planning Associates, Ltd.

 

  • Financial Planning
    - Fee
    - Non Fee
  • Retirement Planning
  • Estate Planning
  • Tax Planning
  • Investment Planning
  • Educational Planning
  • Asset Allocation
  • Charitable Giving
  • IRA's-Roth
  • Business Continuation
  • Key Executive Benefits
    - Deferred Compensation
    - Executive Bonus
  • Qualified Retirement Plan
    - Pension
    - Profit Sharing
    - 401(k)
    - SEP
  • Employee Group Benefits
  • Employee Educational
    Seminars

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© 2004 O'Brien Shortle Reynolds & Sabotka, P.C.