Plan, Protect, SimplifyTM
Our goal is helping our clients work towards their goals. We are dedicated to providing meaningful financial strategies to address the concerns of individuals, families and business owners.
For over 30 years, George K. Slyman Jr., a Certified Financial PlannerTM practitioner with Northeast Planning Associates, Inc., has provided clients with access to a full range of financial services and products. He understands the complexities of business and personal financial planning. He holds both a CFP certification and a Chartered Financial Consultant (ChFC) designation.
As an independent advisor, his top priority is to help enhance the lives and financial future of those with whom he works. George believes in long-term relationships built around trust and honest, open communication. He has advised individuals, partnerships and corporations. He conducts private and corporate sponsored seminars, college faculty seminars as well as regional and state association workshops. George is an author and has been published nationally in The Wall Street Journal, Kiplinger's Personal Finance, Financial Planning Magazine and Golf Business Magazine. He has been active as a board member of regional non-profit organizations and as a coach for youth sports.
Named a Five Star Wealth Manager 2011-2015 *Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.