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Stephen C. Zeni
Financial Professional
Steve Zeni is a dedicated Financial Professional who works with individuals, families and business clients to help them build and protect wealth. Using a process which integrates a wide range of wealth solutions to organize his clients’ financial world, Steve helps his clients integrate their individual strategies into a consolidated, comprehensive plan. This process helps maximize wealth and to assist clients realize their goals, hopes and dreams. Steve’s mission is to have each client recognize their full economic potential.
When working with clients, Steve uses a powerful new financial tool called The Living Balance Sheet® to help them more easily manage their assets and liabilities; monitor their cash flow; assess their savings strategies; understand their retirement and investment funds and determine whether their insurance protection is current and adequate - all within a single platform.
Prior to becoming a member of Northeast Planning Corporation, Steve worked as a Financial Advisor at Prudential.
Education
New Jersey City University
Contact
Phone: 908-709-0020 ext. 182
►Contact Steve 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
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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. |
