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Brian Heffernan Email & Phone Number

Financial Planner at Northeast Planning Associates, Inc.
Location: Southborough, Massachusetts, United States 2 work roles 2 schools
1 work email found @northeastplanning.com 2 phones found area 603 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email b****@northeastplanning.com
Direct phone (603) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Northeast Planning Associates, Inc.
Role
Financial Planner
Location
Southborough, Massachusetts, United States
Company size
75 employees

Who is Brian Heffernan? Overview

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Quick answer

Brian Heffernan is listed as Financial Planner at Northeast Planning Associates, Inc., a with 75 employees, based in Southborough, Massachusetts, United States. AeroLeads shows a work email signal at northeastplanning.com, phone signal with area code 603, and a matched LinkedIn profile for Brian Heffernan.

Brian Heffernan previously worked as Vice President at Northeast Dbs, Llc. Brian Heffernan holds Ba Organizational Behavior & Management from Brown University.

Company email context

Email format at Northeast Planning Associates, Inc.

This section adds company-level context without repeating Brian Heffernan's masked contact details.

{first_initial}{last}@northeastplanning.com
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AeroLeads found 1 current-domain work email signal for Brian Heffernan. Compare company email patterns before reaching out.

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Profile bio

About Brian Heffernan

Brian Heffernan is a Financial Planner at Northeast Planning Associates, Inc.. He possess expertise in strategic financial planning, retirement planning, risk management, wealth management, securities and 20 more skills.

Listed skills include Strategic Financial Planning, Retirement Planning, Risk Management, Wealth Management, and 21 others.

Current workplace

Brian Heffernan's current company

Company context helps verify the profile and gives searchers a useful next step.

Northeast Planning Associates, Inc.
Northeast Planning Associates, Inc.
Financial Planner
bedford, new hampshire, united states
Website
northeastplanning.com
Employees
75
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Company profile
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2 roles

Brian Heffernan work experience

A career timeline built from the work history available for this profile.

Financial Planner

Current
Northeast Planning Associates, Inc.

Offices In Southborough, Ma & Salem, Nh

Work closely with a select group of individuals, families and business owners to provide comprehensive financial planning and risk management strategies.Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Series 7 held with LPL.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 www.bheffernan.com

May 2002 - Present

Vice President

Northeast Dbs, Llc

Williston, Vt

An incredible start-up journey afforded to me by founders Bob Bloch and Jeff Price. I am eternally grateful for the personal growth experience and for the lifelong friendships forged there. Acquired by Digital Television Services (DTS) in 1997 and then again by Pegasus Communications in 1998.

Jun 1994 - Nov 2001
Team & coworkers

Colleagues at Northeast Planning Associates, Inc.

Other employees you can reach at northeastplanning.com. View company contacts for 75 employees →

ML Michelle L. Wheeler Michelle L. Wheeler Colleague at Northeast Planning Associates, Inc.Nashua, New Hampshire, United States View → GK George K. Slyman, Jr Cfp® George K. Slyman, Jr Cfp® Colleague at Northeast Planning Associates, Inc.New Ipswich, New Hampshire, United States View → MM Margaret Murray Margaret Murray Colleague at Northeast Planning Associates, Inc.Portsmouth, New Hampshire, United States View → SP Sarah Pflaum Sarah Pflaum Colleague at Northeast Planning Associates, Inc.Newburyport, Massachusetts, United States View → CS Christine Soucy Christine Soucy Colleague at Northeast Planning Associates, Inc.Greater Boston, United States View → BH Bryan Harms Bryan Harms Colleague at Northeast Planning Associates, Inc.Bedford, New Hampshire, United States View → TJ Tracy Jean Tracy Jean Colleague at Northeast Planning Associates, Inc.Bedford, New Hampshire, United States View → DL Dominic Lucente, Cfp® Dominic Lucente, Cfp® Colleague at Northeast Planning Associates, Inc.Manchester, New Hampshire, United States View → DR Denise Rybinski Denise Rybinski Colleague at Northeast Planning Associates, Inc.Portsmouth, New Hampshire, United States View → TB Timothy Brisson Timothy Brisson Colleague at Northeast Planning Associates, Inc.Burlington, Vermont, United States View →
2 education records

Brian Heffernan education

Education record

Needham High School
FAQ

Frequently asked questions about Brian Heffernan

Quick answers generated from the profile data available on this page.

What company does Brian Heffernan work for?

Brian Heffernan works for Northeast Planning Associates, Inc..

What is Brian Heffernan's role at Northeast Planning Associates, Inc.?

Brian Heffernan is listed as Financial Planner at Northeast Planning Associates, Inc..

What is Brian Heffernan's email address?

AeroLeads has found 1 work email signal at @northeastplanning.com for Brian Heffernan at Northeast Planning Associates, Inc..

What is Brian Heffernan's phone number?

AeroLeads has found 2 phone signal(s) with area code 603 for Brian Heffernan at Northeast Planning Associates, Inc..

Where is Brian Heffernan based?

Brian Heffernan is based in Southborough, Massachusetts, United States while working with Northeast Planning Associates, Inc..

What companies has Brian Heffernan worked for?

Brian Heffernan has worked for Northeast Planning Associates, Inc. and Northeast Dbs, Llc.

Who are Brian Heffernan's colleagues at Northeast Planning Associates, Inc.?

Brian Heffernan's colleagues at Northeast Planning Associates, Inc. include Michelle L. Wheeler, George K. Slyman, Jr Cfp®, Margaret Murray, Sarah Pflaum, and Christine Soucy.

How can I contact Brian Heffernan?

You can use AeroLeads to view verified contact signals for Brian Heffernan at Northeast Planning Associates, Inc., including work email, phone, and LinkedIn data when available.

What schools did Brian Heffernan attend?

Brian Heffernan holds Ba Organizational Behavior & Management from Brown University.

What skills is Brian Heffernan known for?

Brian Heffernan is listed with skills including Strategic Financial Planning, Retirement Planning, Risk Management, Wealth Management, Securities, Start Ups, Retirement, and Investments.

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