James Minniti

James Minniti


Managing Director
Financial Professional
 



James Minniti has been helping business owners and individuals successfully plan for their future. His knowledge and unique approach has grabbed the attention of many professionals whom he is assisting everyday. His professional knowledge in the business market truly helps his business owner clients properly plan for the future of their business success. James’s unique approach to planning helps his clients create, preserve and maximize their wealth. James resides in Clark NJ with wife Ana. James has four children, Gianna, Andrea, Jacqueline, and Anthony James.
 
James had played an essential role in the growth of NEPC. As part of the management team, he has worked building the training curriculum, he leads the  advanced planning department, and mentors many of the planners building a career with us. He has also spoken locally to organizations on planning, financial and business development strategies.
 

Specialty


James specializes in working with Small to Mid Size business owners, and individuals helping to organize and coordinate their business and personal financial lives.

 

Contact


Phone: 908-709-0020 ext. 145


►Contact James Now



Registered Representative of Park Avenue Securities LLC (PAS). Securities products and services are offered through PAS, a registered broker/dealer. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect wholly owned subsidiary of Guardian.   Northeast Planning Corporation is not an affiliate or subsidiary of PAS or Guardian. 
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.