nei financial, llc

The NEi Financial team...seated: Bob de Jongh and Holly Calandra; standing: Mary Evans and Mike Evans

NEi Financial, LLC

"At NEi Financial we believe that knowledge is power. We also believe that the more our clients know about the insurance and investment decisions they have made, and how market conditions impact those decisions, the more effectively we can help them plan for the future. Through the resources available at HTK and Pershing, we are able to analyze, develop and manage our clients insurance and investment portfolios. We are keenly aware of the trust placed in us and we will do everything in our power to live up to that trust."  Bob de Jongh

Our Purpose    

Our primary purpose is to help our clients realize their financial goals.    

Our Process

We will follow a unique discovery process to analyze each client's financial situation, their goals and objectives, and their deepest concerns.  The result will be a financial road map to help them overcome their concerns, and achieve their objectives.

Our Promise

  Our promise to each client is we will always strive to provide the highest level of service possible and we are committed to delivering on that promise.
Calculators

Savings Accumulation

Estimate the future value of your current savings.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators →

Newsletters

Help Your Family Help You

Obviously, most of us prefer to keep our personal finances personal, but opening a discussion about family finances could help prevent headaches and challenges when difficulties strike.

Inflation Gets Personal

The CPI attempts to measure the rate of inflation experienced by the average American, but this figure may not be entirely applicable to your situation.

The Problem with Investment Gains

Believe it or not, a significant investment gain, especially one from an unexpected source, can pose a risk to your progress toward long-term goals if it's not handled properly.

The Return of the Initial Public Offering

After a drought of initial public offerings over the past few years, the IPO market finally began to perk up in the second quarter of 2009.

More Newsletters →