VerifiedFinancial Services

Angelo Planning Group, Llc

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 client’s 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”.

7-day free trial · no credit card

HeadquartersRochester, United StatesEmployees20(11 to 50)Annual revenue$1M to <$10MWebsiteangeloplanninggroup.comLinkedIn profileLinkedIn

Verified contacts

14

available on Kipplo

LinkedIn employees

20

11 to 50 range

Open roles

no listings

Distinct roles

6

indexed titles

Tech stack

0

tools in use

Monthly traffic

organic / mo

Sign up free to see all 14 verified contacts at Angelo Planning Group, Llc

Free for 7 days · 50 credits · no card · only pay for verified records.

Sign up free

Decision-makers and verified team members

14 contacts with verified email or phone · masked until revealed.

Sign up free →

Top roles at Angelo Planning Group, Llc

6 distinct titles indexed · top 6 shown.

  • 7financial advisor
  • 2executive assistant
  • 1executive assistant office manager
  • 1financial advisor, clu,chfc,crpc
  • 1wealth management and financial planning intern
  • 1wealth management intern

Sign up to unlock all 14 contacts at Angelo Planning Group, Llc

Free for 7 days · 50 credits · no card · only pay for verified records.

Sign up free

Sign up to reveal 14 verified contacts at Angelo Planning Group, Llc

7-day trial · no credit card · cancel anytime · only pay for verified records.

Trusted by sales, marketing, and GTM engineering teams.

Angelo Planning Group, Llc | Kipplo Discover