Our Team — Angelo Planning Group

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Angelo Planning Group, LLC

2590 Brighton-Henrietta Town Line Road
Rochester, NY 14623-1462

t 585.568-6900
f 585.362.8040

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My vision as we developed APG was to put together a team of experts in all areas of financial planning. Many advisors must be “Jack of all trades, but master of none.” I wanted to have our clients receive high level advice in any area of concern. Over the years, I have assembled a team of experts in Estate Planning, Investment Management, Insurance Planning, Senior Planning, and Qualified Plan Advisory. — Ralph Angelo

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Ralph Angelo

M. Tracey Aiello, MBA

M. Tracey Aiello, MBA

Rob Conderman

Robb Delisanti

Robert A. Dornan

Robert A. Dornan

Kyle Downey

Sarah Fuller CFP*, CASL

Sarah Fuller CFP*, CASL

Todd Harris

Stephan P. Meier

Stephan P. Meier

Robert P. Morse CFP*, ChFC

Robert P. Morse CFP*, ChFC

Joseph Palma

John Podleski CPA, CFP*

John Podleski CPA, CFP*

Brian Provost

Greg Rahmlow

Shawn Richards

John Wilkinson

Sharon Balonek

Shannon Farraro

Shannon Farraro

Whit Merrill CFP*

Whit Merrill CFP*

Kaitlin Meyer

Alana Santillo

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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.