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Angelo Planning Group LLC

in business since
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5 years on Angie's List
Contact Angelo Planning Group LLC
Phone Number
(585) 568-6912
Address
2590 Brighton Henrietta Town Line Road
Rochester, NY
14623

About Us

I am an independent wealth manager and financial planner with extensive experience in asset management. I work with families to help them meet the challenges they face in meeting the goals of retiring comfortably, providing for their children, and protecting their family's financial well being. I work mainly with educators and administrators in Rochester area schools and colleges as well as employees at local Rochester, NY companies. I am an independent advisor which means I do not represent any company or product line. This allows me to give my clients unbiased and objective advice. I provide my clients with detailed descriptions of the fees they pay for their investments as I take full and fair disclosure very seriously. I manage client's accounts actively in an effort to provide less risk in people's portfolios. I do not believe in simply having clients hold the same investments for extended periods of time with no entry and exit strategy. Most importantly I am in contact with my clients several times throughout the year to make certain that they stay informed on their financial plan. I grew up in the Boston area (Go Sox) and moved to Rochester in 1996 to attend RIT. I live with my wife Jen and daughter Eve in West Henrietta, NY.
Contact Angelo Planning Group LLC
Phone Number
(585) 568-6912
Address
2590 Brighton Henrietta Town Line Road
Rochester, NY
14623