Nashua, NH — April 20, 2022 – Gary W. Pelletier, an independent financial advisor at Northeast Planning Associates in Nashua, NH, has been recognized by Forbes as one of the 2022 Best-In-State Wealth Advisors. This was his fifth consecutive year on the list.
According to Forbes, advisors selected for the list were assessed on a variety of criteria, including years of experience, community involvement and client retention data.*
“To be acknowledged for this award is again a huge accomplishment for any advisor,” said Ed Hiers, CEO of Northeast Planning Associates. “It takes a tremendous amount of dedication and experience to achieve this level in our industry. For Gary to have attained this recognition five years in a row is a testament to his commitment to his clients, and is a great example of the value the independent model has to grow successful businesses. We are honored to be an enabling partner for Gary and wish his continued success.”
Pelletier has been providing financial services to families and small businesses primarily throughout northern New England for more than 30 years. He provides corporate, estate and financial planning for individuals, families and businesses.
About Gary W. Pelletier
Gary W. Pelletier is an independent Wealth Planner who specializes in executive fringe benefit programs and retirement planning, in addition to his work in business insurance and estate planning. In his role as an affiliate of Northeast Planning Associates, Inc.’s network of specialists, Gary provides his clients with a variety of financial, insurance and business strategies. He has been named three times to Barron’s 1000 list** (2011-2013), which honors top financial advisors nationwide and has previously been featured in Forbes Magazine. Gary is also a member of the New Hampshire Estate Planning Council.
*The Forbes Best-In-State Wealth Advisor ranking for 2018-2022, 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.
** “Top 1000 Advisors in America” by Barron’s is based on factors including: assets under management, revenue produced for the firm, quality of practice, regulatory record, and philanthropic work.
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. NPA, LPL Financial, Forbes Magazine and SHOOK Research are not affiliated. 22-206
