Angelo Planning Group, LLC

Angelo Planning Group, LLC

Financial Services Rochester, Ny, United States 16 employees
Employees
16
Contacts
4
Emails
4
Phones
2

Angelo Planning Group, LLC Overview

Headquarters
Rochester, Ny, United States
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
16
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Angelo Planning Group, LLC

Angelo Planning Group, LLC (APG) is an independent financial services firm. APG Advisors have access to any investment product available so that we are prepared to makes decisions on the best possible solution to a client’s case without any pressure to use proprietary products. APG's broker dealer is American Portfolios Financial Services, Inc. (APFS). APFS is a full-service broker/dealer and registered FINRA/SIPC member firm, whose primary mission is to provide the best business solutions, support and services that its financial professionals require to achieve financial freedom for their clients. Registered Representative offering Securities through America Portfolios Financial Services, Inc. Member: FINRA, SIPC. Investment Advisory products/services are offered through American Portfolios Advisors Inc., an SEC Registered Investment Advisor. Angelo Planning Group is independent of American Portfolios Financial Services Inc. and American Portfolios Advisors Inc. Angelo Planning group is not affiliated with APFS and APA. Any opinions expressed in this forum are not the opinion or view of American Portfolios Financial Services, Inc. (APFS) or American Portfolios Advisors, Inc.(APA) and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors. Additionally, in accordance with FINRA regulations, please remove Profile information under “Specialties", “Endorsements”, “Skills” and/or “Recommendations”.

Angelo Planning Group, LLC Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
2
50.0% coverage

Angelo Planning Group, LLC Org Chart

Sample employees and titles
Name Title Contact
Robert Delisanti Director of Investment Management Accounts at Angelo Planning Group
Email Phone
Shawn Richards Cofounder/investment Manager at Teacheretire
Email
Rob Conderman Partner at Angelo Planning Group
Email
Kyle Downey Financial Advisor at the Angelo Planning Group
Email Phone

Employees by Management Level

Individual contributor 4 profiles
Associate / junior 2 profiles
Director 1 profile
Manager 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 3 3 1
Finance 1 1 1

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