Individual Clients


Our Commitment

NEEBCo Retirement & Wealth Planners delivers service that consistently exceeds expectations.  We take an in-depth and confidential approach in developing a financial strategy that is tailored to your personal needs.  As you go through life and your investment priorities change, we'll be there to help you adapt by creating new strategies and solutions.

Products & Services

At NEEBCo Retirement and Wealth Planners, we provide assistance in the following areas


Services offered

Investments offered

  • Managed accounts
  • Variable Annuities
  • Fixed Annuities
  • Brokerage Accounts
  • Common Stocks
  • Preferred Stocks
  • ETF's (Exchange Traded Funds)
  • Mutual Funds
  • Rollover IRA's
  • Traditional IRA's
  • Roth IRA's
  • Simple IRA's
  • SEP IRA's
  • REIT's (Real Estate Investment Trusts)
  • Alternative Investments
  • CD's
  • Treasury Bills 
  • Municipal Bonds
  • Bonds
  • Government Securities

Financial Planning

  • Retirement Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Savings Plans
  • Estate Plans
  • Profit Sharing Plans
  • Business Succession Planning
  • Key Executive Planning


  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance