James Leblond
Financial Planner * Entrepreneur * Volunteer * Professional Daddy
- Role
- Financial Planner at Northeast Planning Associates
- Location
- Biddeford, ME, US
- LinkedIn followers
- 500 followers
About James Leblond
Since 1997, James LeBlond has been advising clients on investment and insurance…
Experience
Financial Planner
Oct 2005 — Present
401k, 403b, 457 Plans, SEP, SIMPLE IRA, Individual K Plans)Individual Retirement Plans (Traditional and ROTH IRAs)Investment Advisory Services (Fee based, Transparent Business Models)College Planning (529 Plans, Coverdell Education Savings Plans)Estate Planning (Trusts, Endowments)Medicare Planning (Medicare Advantage Plans, Medicare Supplements, Part D Drug Plans)Offer the \"Wealthvision\" platform to build valueSecurities and advisory services offered through LPL Financial, a registered investment adviser. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to \'Contact Info\' section above. NPA and LPL Financial are not affiliated. 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.For a list of states in which I am registered to do business, please visit
Education
Boston University Institute of Finance
Certification of Completion of Required Courses, Financial Planning and Services
2006 — 2012
University of Maine
Bachelor's, Business Management
1991 — 1999
Biddeford High School
Diploma
1987 — 1991
Skills
- Pensions
- Financial Planning
- Retirement Planning
- Financial Services
- Wealth Management
- Retirement
- Strategic Financial Planning
- Investments
- Securities
- Estate Planning
- Finance
- Business Acquisition
- 401(K) Retirement Savings Plans
- Investment Strategies
- Insurance
- Financial Advisory
- Long Term Care Insurance
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