Your Financial Planning Team
Back left to right: Harold Wiksten, Michael Murphy, Daniel Wilson & William Powers
Front left to right: Zachary Longley & Thomas Bridge
To fulfill our clients' requests and work toward our goal of providing complete financial services, BCOB Financial Group, LLC, has formed a strategic partnership with Northeast Planning Associates, Inc. and Mutual Service Corporation. As a result of this affiliation, our clients now have access to comprehensive financial planning, investment advisory services and a full array of financial products and services.
Zachary M. Longley, MBA, RFC
Registered Investment Adviser
Zack has been affiliated with Northeast Planning for over 15 years. He is an independent, fee-based investment, tax and financial opportunity specialist dedicated to providing common sense strategies to today’s complex financial issues. His firm’s goal is to build long-term relationships that help his clients reduce taxes; work toward their retirement objectives and most importantly, attain the confidence that comes with financial freedom.
Zack earned his MBA with a major in finance. He is a Registered Financial Consultant, a frequent seminar presenter and has made several radio and television appearances. He has received numerous industry awards in his 25 plus years working in the financial services industry.
Although he currently lives in Kensington, NH, Zack was born and raised in Newburyport and has many ties to the community. As a civic leader, Zack has served as President of the Newburyport Education Business Coalition and the Newburyport Rotary Club, is a board member of the Anna Jacques Hospital Foundation and currently serves as Chairman of the Board of Turning Point, Inc., an organization which serves disadvantaged, abused and dependent children and adults in Essex County. Zack is a combat decorated Navy veteran and currently serves as a Blue & Gold Officer for the United States Naval Academy.
Harold F. Wiksten, RFC, CAS
Registered Investment Adviser
Harold F. Wiksten (Harry) is a specialist in working with individuals, families and business owners. Harry’s work enables clients to develop and implement comprehensive strategies to work towards their objectives. These are determined through an in-depth analysis of their current economic positions and stated future goals.
Harry specializes in helping his clients plan for the future through the use of tax-advantaged financial products and techniques. His experience lies in providing creative strategies to business issues, investment, retirement and estate planning needs.
Combining academic study with practical experience, Harry has been involved in the Financial Services and Accounting industries for over twenty years, and is a graduate of Suffolk University with a BA in Accounting.
Harry is a Financial Advisor with Northeast Planning Associates, Inc., a group of financial professionals dedicated to solving clients’ financial issues and concerns.
As an involved member of his community, Harry is a member of the Hamilton/Wenham Rotary and actively works for the Jimmy Fund. Harry and his wife Jeanne live in Danvers, MA, and have four grown children.
Call today to schedule an appointment: 800-639-7025