Broker Check

Zachary F. Longley

Zachary F. Longley is an independent, investment, tax, and financial opportunity specialist dedicated to providing common sense strategies to complex financial issues. His goal is assisting his clients in reaching financial independence and then managing their resources after retirement. Zack believes in building lasting relationships with his clients and providing them with the confidence they need to pursue their short and long term financial goals.

As an associate of Northeast Planning Associates, Inc., Zack has experience in retirement planning, tax management, college funding, and estate planning for future wealth preservation and transfer.  In addition to working with his private sector clientele, Zack specializes in helping federal employees retire, and throughout the process helps them understand the advantages that are unique to their government positions. He regularly holds Thrift Savings Plan seminars, along with seminars on other financial topics of public interest.

Zack’s approach combines education with practical experience.  He earned a Bachelor of Arts degree from The University of Maine, and currently holds Series 7, 63, and 65 securities registrations through LPL Financial, as well as Life and Health Insurance licenses. Zack also maintains Registered Financial Consultant (RFC®) and Accredited Investment Fiduciary (AIF) designations.

Zack is a resident of Yarmouth, Maine. He is active in many outdoor activities and particularly enjoys boating, golf, skiing, and running.