About Karen Swartz

Karen Swartz

Karen Swartz

Financial Professional

Karen Swartz lives in Chatham, NJ and is dedicated to helping business owners, families and individuals successfully plan for their future. Karen believes in a “serve first” business philosophy that has enabled her to develop solid long term relationships with her clients. She is a true client advocate utilizing a unique approach to helping her clients reach their goals and objectives. She truly has made a difference in the lives of many professionals, business owners and individuals she is helping every day.

Prior to joining NEPC, Karen spent over 25 years working in the Wall Street community. Her trading experience in the Fixed Income and Equity Markets has truly helped her develop strong recommendations for her current client base.

Education

Bowdoin College, Brunswick, ME (BA-Government)

Contact

Phone: 908-709-0020 ext. 188

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Karen is Associated With

Women's Syndicate Associates

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

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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These calculators are intended to help you understand your current financial situation. Your advisor can help you create a strategy to meet your needs. View All Tools »

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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.

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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.