Angelo Planning Group
Finance · New York, United States · 11-50 Employees
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Overview
Headquarters
2590 Brighton Henrietta Town Line Rd, Ro...Phone Number
(585) 568-6900Website
www.angeloplanninggroup.comRevenue
<$5 MillionIndustry
About Angelo Planning Group
Angelo Planning Group is a financial planning firm based in Rochester, NY, dedicated to helping individuals from various backgrounds achieve their financial goals through a comprehensive support structure and specialized guidance. The firm offers a wide range of services including wealth management, retirement planning, estate planning, and multigenerational planning, catering to clients such as business owners, educators, and local government employees. With a team of experienced advisors and multiple offices in Rochester, they provide personalized service while managing significant assets under advisement. Their mission is to connect clients with tailored financial solutions that ensure long-term security and wealth preservation.Explore more
Angelo Planning Group Org Chart
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Angelo Planning Group is a financial planning firm based in Rochester, NY, dedicated to helping individuals from various backgrounds achieve their financial goals through a comprehensive support structure and specialized guidance. The firm offers a wide range of services including wealth management, retirement planning, estate planning, and multige... Read More
