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”.
Company Details
- Employees
- 16
- Address
- 2590 Brighton Henrietta Town Line Road, Rochester,ny 14623,united States
- Phone
- +1 585-568-6943
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- angeloplanninggroup.com
- Keywords
- Retirement Planning, 401(K) Advisory, 403(b) Advisory, 457 Advisory, Investment Management, Insurance, College Planning, Estate Planning, Long Term Care, Financial Planning.
- HQ
- Rochester, NY
Angelo Planning Group, Llc Questions
Angelo Planning Group, Llc's helpline number is +1 585-568-6943
Angelo Planning Group, Llc's website is angeloplanninggroup.com
Angelo Planning Group, Llc's LinkedIn profile is https://www.linkedin.com/company/angelo-planning-group-llc
Angelo Planning Group, Llc has
16 employees.
View email and phone details for 16
employees at Angelo Planning Group, Llc.
Angelo Planning Group, Llc's industry is
Financial Services
Angelo Planning Group, Llc's top competitors are
Commonwealth Financial Network,
Eternal Technology, Inc.,
Horizon Financial,
Angelo Planning Group,
Gordon Brothers,
Regents Capital Llc,
Cobblestone Capital Advisors, Llc.,
The Flow Group, Llc,
Canal View Financial Advisors,
Honeoye Central School District.
Angelo Planning Group, Llc's categories are Financial Services
