The Advanced Planning Group of New York (APGNY) is a team of dedicated financial professionals providing personal financial planning, retirement planning and estate planning for individuals and families as well as advanced business planning for owners of small to medium sized businesses. APGNY offers comprehensive financial planning services through Lincoln Financial Advisors (LFA), a broker/dealer and registered investment advisor. Through LFA, we can provide the personal attention of a smaller firm along with the resources of a national organization. Our main office is in Manhattan, NY and we maintain affiliated offices in Upstate NY and Long Island to best serve our clients.
We work with our clients throughout all the financial stages of their lives, from income protection, to asset accumulation and management, to retirement planning and estate conservation. We take pride in the professionalism of our firm's partners, associates, and consultants. We will also work hand-in-hand with our clients' tax, legal, and other advisors to be sure that all of their financial components are running in sync.
APGNY uses a unique process in order to define and implement strategies to benefit our clients. We first take the time to fully understand our client's financial situations and discuss how our relationships can work to meet their expectations. We use a team-oriented approach so that each of our advisors focuses on a specific planning area. In this way, our clients can be assured they are receiving prudent advice for their particular needs. And since financial concerns change over time, we frequently review your plan to ensure the long-term integrity of the strategies we put in place.
If you think our services could benefit you and your family or business, we would be delighted to meet you for a complimentary consultation. Please feel free to contact us at 212-776-1860 or email at info@advancedplanningny.com.
Company Details
- Founded
- 2013
- Address
- 1359 Broadway, Suite 820, New York,ny 10018,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- advancedplanningny.com
- Keywords
- Fee-based Financial Planning, Investment Planning, Life Insurance, Retirement Planning, Wealth Management and Asset Protection Strategies, Estate Planning and Conservation, Business Owner Planning, Employee Benefit Services.
- HQ
- New York, NY
- Competitors
Advanced Planning Group Of New York Questions
Advanced Planning Group Of New York's website is advancedplanningny.com
Advanced Planning Group Of New York's LinkedIn profile is https://www.linkedin.com/company/advancedplanningny
Advanced Planning Group Of New York's industry is
Financial Services
Advanced Planning Group Of New York's categories are Financial Services
Advanced Planning Group Of New York's founding year is 2013
