Our Firm

nei financial, llc founded in 1993 by Robert de Jongh, specializes in two areas - Wealth Accumulation and Wealth Distribution.  Our work with small business owners centers around how to attract and retain key employees, understanding and developing appropriate retirement strategies, and the creation of successful exit strategies.  With individuals we focus on analyzing their current situation, explore their goals and objectives and then develop a strategy to help them meet those goals. 

On September 1, 2006 we opened a new division of NEi Financial called The Financial Learning Center of Cheshire.  The purpose of the Center is to hold monthly educational workshops on a variety of financial topics, such as Retirement Income Planning, Long Term Care, Charitable Giving and Estate Planning. Our goal is to enable our clients and prospective clients to have a better understanding of investing and the need for a sound financial plan.

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Bob de Jongh is a Registered Representative and Investment Adviser Representative of Hornor, Townsend & Kent, Inc. (HTK), and has been in the financial services field since 1972. Through his association with HTK and Pershing, LLC, they have formed a team of knowledgeable professionals dedicated to providing quality insurance and investment products and services.  His work with business owners over the past 3 decades has given him a keen understanding of the problems faced by business owners.

Mike Evans is CPA as well as an Registered Representative of Hornor, Townsend & Kent, Inc. (HTK), and has been in the financial services field since 1990.  His previous experiences with Fleet Bank and Edward Jones give Mike a unique perspective on the problems his his clients face on a daily basis. 

Barbara Parent Roberts is a Certified Fund Specialist, as well as an Registered Representative and Investment Adviser Representative of Hornor, Townsend & Kent, Inc. (HTK).  Her extensive work and speaking engagements with business owners brings a unique understanding of the challenges faced by business owners as she develops customized plans to meet those challenges. 

Holly Calandra is our Senior Administrative Assistant and a vital part of our team.  Holly has a Series 6 FINRA license and has over 19 years of experience providing quality service to clients.

Mary Evans is an Administrative Assistant with over 15 years of experience in providing quality customer service.

"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