From left to right - Christine Paulus, Holly Calandra, Bob de Jongh, Nate Hall

NEi Financial, LLC

"At NEi Financial we believe that knowledge is power.  We also believe 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 from HTK and Pershing we are able to analyze, develop and manage our clients insurance and investment portfolios.  We are keenly aware of the trust they have placed in us and we will do everything in our power to maintain that trust."  Bob de Jongh

Our Purpose

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

Our Process

We will follow a discovery process to anayze each client's financial situation, including their goals, objectives and deepest concerns.  The result is a customized financial "road map" designed to help them achieve their objectives and overcome their concerns.

Our Promise

Our promise to each client is to provide them with the highest level of service possible and we are committed to delivering on that promise!