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History

Since 1964, we have seen dramatic changes in the financial world. People today are interested in financial planning now more than ever before. This fact has helped us shape the role our company plays in their lives. Our goal is to help our clients build their assets and show them how to preserve and conserve those assets through proper planning and protection.

We regularly consult on employee and executive benefits plans for our business clients. We also consult on retirement and college funding ideas for individuals and their families as well as estate planning.

Our Main headquarters in Cranford, New Jersey is centrally located to our 17 detached branch offices that employ staffs of specialists and administrative personnel who service more than 30,000 clients. All together these clients represent an asset base worth billions of dollars.

Northeast Planning is also nationally known through its affiliation with the National Study Group, LLC, which is a group of large financial and planning services firms spread out across the US. NEPC is proud to be one of only 15 firms that 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.

 


NEPC 50 Years of Excellence Video