Northeast Planning Corporation (NEPC) is a comprehensive financial services firm committed to helping individuals, families and businesses improve their long-term financial success. With 50 years of experience in all areas of financial planning and backed by The Guardian Life Insurance Company of America, NEPC is one of the Tri-State areas largest, oldest and most respected independently owned financial services companies.
Headquartered in Cranford, New Jersey, Northeast Planning is centrally located to its 17 detached branch offices that employ staffs of specialists and administrative personnel who service more than 30,000 clients. In addition, as one of the leading Insurance Brokerage firms in New Jersey, Northeast Planning represents more than 3,000 insurance and investment minded professionals. The firm is recognized by GAMA International as a Master Agency, a designation given only to the countrys top financial services firms.
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Release Date:
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Northeast Planning Corporation
1150 Raritan Road, Suite 201
Cranford, NJ 07016
Facts 2014 Company Overview
Northeast Planning Corporation (NEPC) is a comprehensive financial services firm committed to helping individuals, families and businesses improve their long-term financial success. With 50 years of experience in all areas of financial planning and backed by The Guardian Life Insurance Company of America, NEPC is one of the Tri-State area’s largest, oldest and most respected independently owned financial services companies.
Headquartered in Cranford, New Jersey, Northeast Planning is centrally located to its 17 detached branch offices that employ staffs of specialists and administrative personnel who service more than 30,000 clients. In addition, as one of the leading Insurance Brokerage firms in New Jersey, Northeast Planning represents more than 3,000 insurance and investment minded professionals. The firm is recognized by GAMA International as a Master Agency, a designation given only to the country’s top financial services firms.
History and Philosophy
Northeast Planning’s success is rooted in its relationship driven, service first approach. Founded in 1964 by Al Ferrara to serve the residents of his Newark neighborhood, NEPC has a rich history of delivering a high level of personalized service, knowledge and expertise while helping clients grow, protect and conserve their wealth. CEO Steven Ferrara, CLU, joined the organization in 1974 with a mission to evolve with client needs and changing financial times.
NEPC considers wealth building to be equal parts art and science. Utilizing the firm’s patented Purpose Driven Wealth System©, planners work with each client to organize and coordinate the many facets of their financial world, including protection needs, taxes, investments and estate planning. Together they develop a comprehensive strategic plan to help the client achieve their goals and objectives. This holistic approach allows NEPC to serve as the “go to” resource for everything that touches their clients’ financial lives.
The firm also has a long history of partnering with the business community, working closely with companies on employee and executive benefits plans, succession planning strategies, attracting and retaining key employees and retirement and estate planning for individuals and their families.
Significance in Today's Market
Since NEPC opened its doors, there have been continuous and dramatic changes in the financial world. Starting in the early 1990’s, U.S. household saving rates as a percent of disposable income declined and personal debt ratios rose to all-time highs as Americans spent more and saved less. There has been some improvement in debt reduction and saving in recent years, as the difficult economy has motivated individuals to take greater responsibility for their personal finances.
Responding to this increased interest in long term financial planning, Northeast Planning continues to shape the role it plays in the lives of its clients. NEPC’s relationship focused philosophy, coupled with proprietary tools designed to help middle to upper-middle class individuals and families build wealth, uniquely position the company for growth in today’s financial services marketplace. Backed by 50 years of development, the firm’s seasoned and uncommon approach to financial decision making is highly effective in educating and advising clients on how to build assets, as well as how to preserve and conserve those assets through proper planning and protection.
Key Management and Staff
- Steven Ferrara, CLU®, CEO, General Agent
- Dave Parsels, CLU®, ChFC®, CLTC, Managing Partner, General Agent
- Michael Salvatore, Associate General Agent, Director of Agency Growth and Development
- Mark Schliefman, CLU®, President
- Ken E. Phillips Jr., Director of Marketing
- Tom Bauman, CFP®, ChFC®, Director of Equity Sales
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Website:http://www.nepcusa.com