In today's challenging economic climate people need to receive accurate information that's applicable to their individual situation. At Invest for a Lifetime, we take pride in the fact that we are a hands-on firm that puts its' clients first. With prompt response times, our team is dedicated to providing you with the level of service you deserve. We believe that today's actions are the key to tomorrow's results and through effective planning and implementations, we can help secure your financial future. We celebrate the fact that everyone is different and after speaking with you, we strive to help develop a strategy that's been completely customized to fit your needs. Most people avoid dealing with the tough questions of personal finance, but we're here to take the intimidation factor out of the process. We can help provide you with comfort in knowing that you're financially prepared for the years to come.
35+ YEARS EXPERIENCE
HANDS-ON ACCOUNT MANAGEMENT
Neil Piper, CFS, CLTC
Neil has been dedicated to providing insightful and accurate information to assist his clientele in securing their financial future for over thirty years. He holds a number of securities registrations and insurance licenses which allows him to represent clients in various states. Also, Neil has continued his education and is a Certified Funds Specialist (CFS) and Certified Long-Term Care Specialist (CLTC). After graduating Magna cum Laude from California State University, Neil began his career as an account executive at Dean Witter Reynolds. In 1988, he made the decision to become an independent advisor and started his own financial services firm.
Passionate about sharing his knowledge with others, Neil was co-host of "You and Your Money," a financial talk radio show featured on Central Jersey WCTC 1450AM.
Neil has always been community-minded and often uses his professional and personal affiliations as platforms for such causes. He is committed to supporting All Fur Love Animal Rescue, has participated in fundraisers such as Snow Bowl to raise funds for the Special Olympics and a former member of The Phil Villapiano Field of Hope Gala committee dedicated toward ALS research. Married for over thirty-five years to Wendy Piper, Neil and his son's Kyle and Roy have been life-long residents of Oakhurst in Monmouth County, New Jersey.
Sales & Marketing Operations Manager