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.
David Greenberg is the President and Founder of Integrated Planning Concepts, located in Livingston, NJ. For nearly 20 years, David has established himself as a leader in the insurance and financial planning industry. His passion is...
Executive Assistant and Client Services Manager
Jennifer Georgeian is the Executive Assistant and Client Services Manager with Integrated Planning Concepts (IPC). She is dedicated to providing excellent service to clients, whether it is processing applications or just answering...
Vice President of Client Services
Tom Bauman is part of the Executive Management Team at Northeast Financial Network. Through NEFN, our clients gain access to hundreds of product specialists and back office 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...
Mike Salvatore is the General Agent at Northeast Financial Network, an affiliate of Integrated Planning Concepts. Mike is directly responsible for driving the firm’s growth and profitability. A highly effective team leader and...