Todd Levine

Financial Professional
 


 

Todd has been helping business owners and individuals successfully plan for their future.  His knowledge and unique approach have been highlighted through the numerous clients he has assisted this early stage of his professional life.  He truly has captured the interest of many professionals who he continues to help to the best of his ability.

 

Todd helps businesses and individuals plan for financial success through wealth building, asset protection, retirement planning, college savings planning, and estate planning. 

 

As a young professional, his dynamic strategies and flexibility make it easy for him to come across and provide strategies to varying needs of individuals, families, and businesses.

Education



Richard Stockton College - Business
 

Contact


Phone: 908-709-0020 ext. 119


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Registered Representative of Park Avenue Securities LLC (PAS), 1150 Raritan RoadCranford, New Jersey07016.  Securities products and services offered through PAS, 908-709-0020. Field 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:
Writing Your Own Retirement Permission Slip - May 2013
How life insurance can become as a “permission slip” to confidently spend accumulated assets.

Read More »
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Planning Tools
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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.