As an independent financial planning firm, the Angelo Planning Group, LLC builds strong relationships with our clients by offering objective, unbiased advice they can trust. Our specialty areas include investment management, estate planning, 401(k), 403(b), and 457 advisory services, saving for retirement, college savings, disability insurance, life insurance, stocks, exchange traded funds, and mutual funds.
CONTACT US: (585) 568-6900
Kodak Fund D Options
Workshops will be held at the Greece Marriott to discuss conservative investment alternatives for your Fixed Income Fund . Call Rob at 568-6969 to reserve a spot.[Read more…]
Insurance
The loss of a family member can be financially devastating. We can help you find cost effective solutions to protect you and your loved ones.[Read more…]
Estate Planning
Transferring your assets as efficiently as possible can be a confusing and complex process. For some, the estate tax can create a burden for their heirs, often times resulting in the liquidation of the assets being passed along. We can help you with the planning process…[Read more…]
