NJSCPA Membership Benefits



Northeast started working with CPAs long before CPAs were permitted to accept revenue from offering financial services.  Working closely with the CPA community they would build an "egoless" model that was found to be attractive to many early adopters and with a couple of the largest CPA firms here in NJ.  As time and experience was put into those relationships, NEPC would develop a multi-tier approach that was scalable enough to work with a larger firm but accommodating enough to help a small to mid sized level firm expand their business.

As a Bronze Sponsor for the past two years, NEPC would like to earn your trust and help you explore the many “Value-Added” avenues provided to society members; the firms you own and work for; the clients you represent. Here are some of the ways we can help:

·          NEPC has 25 Approved CPE courses
·          Explore a way to build a profit center offering financial services and products
·          Get to know our Alliance Program
·          Assistance on Marketing and Business Development
·          See how you can incorporate The Living Balance Sheet® into your practice

Based out of Cranford NJ, coming up on their 50th anniversary, NEPC has 75 planners with just over 20 branch locations that represent over 30,000 clients. 

To take advantage of the Membership Benefits offered through NJSCPA Email blast please contact us here and a representative will call to discuss the many benefits that you can be taking full advantage of.



 

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The information on this site is not intended for the residents of AK, AR, ID, KS, MS, NE, OK, OR, WY. The associates of Northeast Planning Corporation are not licensed to sell insurance in all 50 states. To find out if an agent is licensed in your state, please contact Mark Schleifman at ext. 106.

Northeast Planning Corporation is an agency of The Guardian Life Insurance Company of America, New York, NY.

Neither Guardian, nor its subsidiaries, agents or employees give tax or legal advice. You should consult your tax or legal advisor regarding your individual situation.

The Living Balance Sheet® and the Living Balance Sheet® Logo are registered service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. The graphics and text used herein are the exclusive property of Guardian and protected under U.S. and International copyright laws. © Copyright 2005 - 2012, The Guardian Life Insurance Company of America.

NEPC is an authorized user of The Living Balance Sheet®, an electronic wealth organization platform that provides a wide-angle view of your financial world and enables us/him/her to stress test your current financial approach. Gain insight and clarify on your complete current financial picture, which when coupled with our professional experience, will allow you to make well-informed personal and business decisions and take appropriate actions to achieve your desired results.

Securities products are offered through Park Avenue Securities(PAS), 1150 Raritan Road, Cranford, NJ, 07016, Tel: 908.709.0020. PAS is a registered broker/dealer. Northeast Planning Corporations is not an affiliate or subsidiary of PAS or Guardian.

PAS is a member of FINRA, SIPC.