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John C
Series 63, Series 65
Fairhaven, MA
Northeast Planning Associates, Inc.
John Castelot is a financial advisor at Northeast Planning Associates, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with LPL Financial and Ams Financial Corporation. Castelot also manages a separate business entity, JBC Financial Corp, for tax and investment purposes. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular planning engagements and access to investment management, managing approximately $327.7 million in client assets.
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