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Firm History

National Planning Corporation is a comprehensive financial services firm with offices in Miami, Hollywood and Boca Raton. Since 1951, we have built a reputation for excellence by helping individuals, families and business owners protect what they value and make the most of their unique possibilities in a changing world.

The thoughtful, comprehensive approach we bring to all of our planning services— from wealth management and business planning to insurance, retirement, and estate planning—is complemented and supported by the specialized resources and products we provide through our longstanding relationships with The Guardian Life Insurance of America, and its subsidiaries. We draw together the professional team and the capabilities that make sense for each client, and we empower our clients by guiding them in making informed financial decisions consistent with their values and goals.

National Planning Corporation is a third generation company, and no one better understands the importance of building soundly for the long-term—be it a reputation… a relationship…a family legacy…or a financial plan that will endure for tomorrow and many tomorrows to come.