New Century Planning Associates, Inc. South St, Freehold

New Century Planning Associates, Inc. Reviews

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  Kristian D.
  5

  Always found Bob and Louis at New Century Planning to be adaptable in their suggestions and advice. Having been a client of theirs for nearly two decades, I'm impressed with the depth of their knowledge and their preparation prior to our regular meetings. I appreciate their honesty in situations, given the varied state of certain investments and their ability to look forward in terms of not just investments but my growing needs with a family. They communicate well and effectively as a dynamic duo, offering balanced and reasonable suggestions to fit our financial goals. Every meeting with them I leave enthused about the ideas shared and with some new angles to research and consider. What more can you ask for?

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  Michael Walter
  5

  In my industry, I’ve met a lot of financial planners during the last 25 years and I can emphatically state that Bob and Lou are clearly the cream of the crop among them all! They are very personable, extremely knowledgeable (write books/teach classes/co-author books), are easily accessible, very proactive (they call me!), and explain the very complicated & confusing subject of financial planning in easy to understand language. When Bob & Lou reviewed my account 12 years ago, they opened a whole world of investment, retirement, and tax planning strategies that I, like most people, didn’t even know about! They’re also ahead of everyone else. What’s starting to come to fruition today they discussed with me 4 years ago! I've been extremely pleased with Bob, Lou, and their excellent staff. Over the years I’ve recommended Bob & Lou without hesitation. Even if you feel you are tied to your current financial planner, definitely keep your options open and have Bob & Lou review your situation… It may turn out to be the best financial decision you will ever make. Michael Walter

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  John Visci
  5

  Robert,Louis and their team at New Century are extraordinary competent and innovative at bringing viable solutions to complex financial planning issues which are vital to anyone looking toward peace of mind concerning retirement. After years of what Robert likes to call the "pie chart" guys, my wife and I finally have in place a very realistic and workable plan which in just two short months has all but eliminated our anxiety about our financial future while providing a template for moving forward in an accelerated fashion. I wish we could have found their office and utilized their expert services years earlier. Their knowledge, integrity and genuine concern for their clients well being is an oasis from the usual fare provided from the majority of financial services companies offerings of today. My wife and I give them a well earned five star review!

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  Vincent Presepe
  5

  My wife and I are amazed at how quickly Bob and Lou assessed our situation and built a comprehensive retirement plan tailored specifically to meet our needs. This firm has an extraordinarily experienced team who continues to gives us confidence every day that our end goals will be met. We've never met a more trustworthy, caring, and committed group of professionals whose clear interests are to see their clients satisfied and enjoying financial freedom in retirement for years to come. Even now, as we speak, our portfolio continues to rise at record rates, as sort of 'icing on the cake' to complement the more stable and guaranteed income we now have in place. What a pleasure and good fortune it was to meet you at this critical time in our lives. Thank you Bob and Lou and the entire New Century Planning Team.

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  Joe Plom
  5

  Bob and Louis are great financial advisors. They will take a deep dive into your financial situation and come up with options which balance your risks. They also have a broad range of investment ideas including non-traditional vehicles which go beyond your typical 401K/IRA options. Their knowledge of the economy and potential pitfalls are outstanding. One of the areas that impressed me was their knowledge on the best ways to navigate tax policies to benefit your retirement planning. They will also help in other areas as well such as home financing ideas. They will guide you in an honest and professional way to optimize all areas of your financial life.

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  Judi Schuster
  5

  We met Bob and Louis at a free seminar, and had a follow up meeting with them to discuss our financial concerns. They have helped so much with our retirement planning. They work so well together as a team, and are very caring. They are easily accessible and seem genuinely concerned for us. I will go into my retirement soon with confidence that they have educated me and guided me well.

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  andrew grier
  5

  In the relatively short time we have been with New Century Planning we are very pleased with their professionalism, service and performance. Bob and Louis are easy to reach, willing to address any questions or concerns we might have and their investment advice has been excellent to date and we could not be more pleased.

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  Leonard Vovk
  5

  Experienced and caring professionals with a wealth of knowledge and sound investment, financial, retirement, and tax advice. The comprehensive approach of the team at New Century Planning Associates ensures winning strategies and a sound long-term view. The team inspires confidence and trust. I highly recommend New Century Planning Associates to anyone planning for a secure financial future.

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  Beverly Brown
  5

  I experienced a team approach of caring, knowledgeable, educators, who were confident, about "Thinking Outside of the Box" with retirement planning. The service I received was comprehensive. Location was accessible and convenient . There conference room exhibited NCPA was trustworthy, reliable, and capable of presenting clients with "Long Term views" without pressure. I found them to be responsive to all of my request, and reassuring to my concerns no matter how relevant/off topic.

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  Kathleen o'Donnell
  5

  I find NCP to be very knowledgeable and very reponsive to my retirement requirements. They are always accessible and return my phone calls and address my concerns with a reassuring and caring manner. Their innovative and "outside the box" thinking has been very beneficial to my portfolio. I would strongly encourage and recommend a review and consultation with Bob and Lou. They get results!