Zachary F. Longley, AIF^{^®}, RFC^{^®}

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Q3 2024 Plan Participant Newsletter

Contact

Office: (207) 653-8423

Fax: (207) 433-1057

781 US Route 1, Suite A

Yarmouth, ME 04096

ZFLongley@northeastplanning.com

LPL Financial Form CRS

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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NPA Form CRS

Financial planning offered through Northeast Planning Associates, Inc. (NPA), a registered investment adviser (RIA). Securities and advisory services offered through LPL Financial (LPL), an RIA and broker-dealer (BD), member FINRA/SIPC. Credit union is not an RIA or BD. Insurance products offered through LPL or its licensed affiliates. LPL registered representatives offer products and services using NPA. These products and services offered through NPA, LPL, or its affiliates, which are separate entities from, and not affiliates of the credit union, are:

Not Insured by NCUA
or Other Government Agency

No Credit Union Guarantee

Not Credit Union Deposits or
Obligations

May Lose Value

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