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    Angelo Planning Group, Llc

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    Description

    • 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 clients 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.
    • location

      Headquarters:2590 Brighton Henrietta Town Line Road , Rochester, New York, United States

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    • Angelo Planning Group, Llc phone

      Phone Number: +1 585-568-6900

    • Angelo Planning Group, Llc website

      Website: https://www.angeloplanninggroup.com

    • Angelo Planning Group, Llc employees

      Employees:15

    • Angelo Planning Group, Llc revenue

      Revenue:$1 - 10M

    • Angelo Planning Group, Llc legal name

      Legal Name:Angelo Planning Group, Llc

    • Angelo Planning Group, Llc's Social Media

      Angelo Planning Group, Llc linkedin Angelo Planning Group, Llc facebook
    • done Is this data correct?

    • |  NAICS Code: 561990  |

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    Person level website identification

    Wealth Manager for Angelo Planning Group, Llc

    Robert Delisanti

    Wealth Manager

    Person level website visitor identification

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    View Employees

    Robert Delisanti

    Wealth Manager

    Frequently Asked Questions regarding Angelo Planning Group, Llc

    • Where are Angelo Planning Group, Llc's Headquarters?

      Angelo Planning Group, Llc's Headquarters are in 2590 Brighton Henrietta Town Line Road ,Rochester,New York,United States

    • What is Angelo Planning Group, Llc's phone number?

      Angelo Planning Group, Llc's phone number is +1 585-568-6900

    • What is Angelo Planning Group, Llc's official website?

      Angelo Planning Group, Llc's official website is https://www.angeloplanninggroup.com

    • What is Angelo Planning Group, Llc's Revenue?

      Angelo Planning Group, Llc's revenue is $1 - 10M

    • What is Angelo Planning Group, Llc's NAICS code?

      Angelo Planning Group, Llc's NAICS code is 561990

    • How many employees are working in Angelo Planning Group, Llc

      Angelo Planning Group, Llc has 15 employees

    • What is Angelo Planning Group, Llc's Industry?

      Angelo Planning Group, Llc is in the industry of Financial Services

    • Who is Angelo Planning Group, Llc's Wealth Manager?

      Angelo Planning Group, Llc's Wealth Manager is Robert Delisanti

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