For over forty years, we've been helping our clients to build their assets and then preserve and conserve those assets through proper planning and protection. During that time, the role we play in our clients' financial lives has grown dramatically. Employee and executive benefit plans for our business clients to retirement planning, college funding strategies and estate planning for individuals and their families are just some of the areas in which we consult.

Headquartered in Cranford, New Jersey, our main office houses all of the financial specialists and support staff required by a truly cutting edge financial services company. In addition, we have twenty-two detached branch offices throughout the state whose staffs of specialists and administrative personnel attend to the needs of more than 20,000 clients.

Northeast Planning is proud to be the only New Jersey member of the National Study Group, LLC., an affiliation of large financial services firms from throughout the United States who utilize each others expertise on a national basis. Just fifteen firms across the country have been inducted into this organization which jointly represents over 120,000 individual clients whose assets under management total in the hundreds of billions of dollars.*