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2016-11-23T00:00:00.000Z

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Matthew H. Eaton

HQ Phone: (866) 672-2400

Email: m***@***.com

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Pension Design Services Inc

43 Constitution Drive

Bedford, New Hampshire 03110

United States

Company Description

PDS is a third-party pension administration firm providing comprehensive consulting, design, implementation and administration of retirement plans. Our goal is to discover each business's objective as well as their challenges,tailoring a retirement plan t ... more

Find other employees at this company (7)

Background Information

Affiliations

Registered - Investment Advisor and Member FINRA and SIPC
Northeast Planning Associates Inc

Board Member
Moore Center Services Inc

Education

BS degree

the United States Military Academy

BS degree

the United States Military Academy , West Point

Web References (17 Total References)


Contact Information - Pension Design Services

www.pdsplans.com [cached]

Matthew H. Eaton, Ext. 227 matt@pdsplans.com President


Northeast Planning Associates - Management Team

www.northeastplanning.com [cached]

Matthew H. Eaton Director of Case Development and Technical Support

Matthew H. Eaton, CLU, ChFC, CFP®, joined NPA in 1980. Matt helps NPA's Financial Advisors assist their clients in estate and charitable planning, business succession planning, and executive benefits.
read more/less
During his tenure, Matt helped develop a sophisticated retirement distribution and asset allocation software program for financial planners. This program is available independently and exclusive to NPA advisors. He also serves as a support to our network of professionals, frequently assisting our CPA, Financial Institution, and Attorney partners.
Prior to joining NPA, Matt served as Chief Operating Officer for Micree Corporation and was a 1st Lieutenant in the United States Army. He is the Former President of the New Hampshire Society of Financial Service Professionals; Former President of the New Hampshire Chapter of the Association of Insurance and Financial Advisors; and Former President of the Nashua Chapter of the Association of Insurance and Financial Advisors. He is Series 6, 7, and 65 registered with LPL Financial. Matt earned a BS degree at the United States Military Academy, West Point, NY.
Matt resides in Nottingham, NH with his wife Seonaid.
...
In addition to her role as Director of Training, Marie supports Matt Eaton in providing technical support to NPA's Financial Advisors and Partners. She is also familiar with a variety of financial planning software programs and works closely with advisors in developing financial plans for their clients.
Prior to joining NPA, Marie was a Brokerage Manager for National Life of Vermont, representing their products and services to advisors throughout New England. She is the Former President of the New Hampshire Society of Financial Service Professionals and has served on the Board of Directors for Moore Center Services, Inc., an area agency serving individuals with intellectual and developmental disabilities and acquired brain disorder (ABD) in Manchester and the surrounding area. She is Series 6, 7, 24, and 65 registered with LPL Financial.


Team | Northeast Planning Associates, Inc.

www.darenseekins.com [cached]

Matthew H. Eaton, CLU, ChFC, CFP®

...
Matthew H. Eaton, CLU, ChFC, CFP®
Director of Case Development
(603) 471-0900
Matthew H. Eaton, CLU, ChFC, CFP®, has been with Northeast Planning Associates for more than 30 years, joining NPA in 1980. Matt assists our clients with estate and charitable planning, business succession planning, and executive...


Team | Northeast Planning Associates, Inc.

www.pelletierfinancial.com [cached]

Matthew H. Eaton, CLU, ChFC, CFP®

...
Matthew H. Eaton, CLU, ChFC, CFP®
Director of Case Development
(800) 337-7421
Matthew H. Eaton, CLU, ChFC, CFP®, has been with us for more than 30 years. In his role as Director of Case Development, Matt assists our clients with estate and charitable planning, business succession planning, and executive benefits.


Team | Northeast Planning Associates, Inc.

www.timbrisson.com [cached]

Matthew H. Eaton, CLU, ChFC, CFP®

...
Matthew H. Eaton, CLU, ChFC, CFP®
Director of Case Development
(603) 471-0900
Matthew H. Eaton, CLU, ChFC, CFP®, has been with us for more than 30 years. In his role as Director of Case Development, Matt assists our clients with estate and charitable planning, business succession planning, and executive benefits.

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