Derek Spencer

Anthony Brooks

Financial Professional
 

After spending 15 years on Wall Street, where his experience centered on consultative selling of financial products, services and information, Tony decided to utilize his knowledge and experience by developing an educational consulting business that focused on financial literacy for middle school and high school students.  However, most recently Tony joined Northeast Planning Corporation as a Financial Professional because he realized the need for sound financial advice went much further than the classroom. Tony resides in central New Jersey with his wife Therese, son Austin, and his dog Cinnamon. Tony is adept at establishing relationships, understanding the client’s goal and designing strategies to help them accomplish it.  It is through his experience and compassion that he is able to assist his clients with planning for wealth accumulation and protection.


Education


B.A. Finance, MorehouseCollege

Certificate in Information Management, New YorkUniversity

 



Contact


Phone: 908-709-0020 ext. 137


►Contact Tony Now





Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY.  Northeast Planning Corporation is not an affiliate or subsidiary of Guardian or its subsidiaries.

PAS is a member FINRA, SIPC


Client Resources
Presentations:
The Living Balance Sheet® for Individuals Click Here »
 
The Living Balance Sheet® for Business Owners Click Here »
 
Financial Education:
All Things Financial - Maximize the opportunities that are right in front of you...
As you take a look at your 2011 1040 Tax form, did you ever realize how many opportunities that are present to plan better for your future. Let your planner help you identify some areas 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.