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
- Website
- angeloplanninggroup.com
- Industry
- Financial Services
- Employees
- 16
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Robert Delisanti | Director of Investment Management Accounts at Angelo Planning Group | Penfield, New York, United States |
Email
Phone
|
| Shawn Richards | Cofounder/investment Manager at Teacheretire | Rochester, New York, United States |
Email
|
| Rob Conderman | Partner at Angelo Planning Group | Rochester, New York, United States |
Email
|
| Kyle Downey | Financial Advisor at the Angelo Planning Group | Fairport, New York, United States |
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 | Phone | |
|---|---|---|---|
| General | 3 | 3 | 1 |
| Finance | 1 | 1 | 1 |
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