We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
We also can answer your questions, including:
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Vice President of Client Services
General Agency Support
Agency Control Officer
Steven joined IPC as a proven professional with a combination of compliance and regulatory knowledge in the financial services industry. The valuable skills he learned over his 15 year career have translated well at IPC. Steven works...
Tom Bauman is part of the Executive Management Team at Northeast Planning Corporation, an affiliate of IPC.Northeast Planning Corporation works in tandem with IPC. Through NEPC, our clients gain access to hundreds of product...