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Business Profile

Financial Planning Consultants

Angelo Planning Group
BBB Accredited BusinessA+Rated by BBB
Visit Website(585) 568-6900Write a Review

About

Overview

Angelo Planning Group

2590 Brighton Henrietta Town Line Rd

Rochester, NY 14623-2791

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Find a Location

Angelo Planning Group has 5 locations, listed below.

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    BBB Accreditation & Rating

    Angelo Planning Group is BBB Accredited.

    This business has committed to upholding the BBB Standards for Trust.

    Why choose a BBB Accredited Business?

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    About This Business

    This Business Offers:  Financial Planning Consultants, Disability Insurance, Estate Planning and Management, Financial Services, Life Insurance, Long Term Care Insurance, Retirement Planning Services.

    BBB Accredited Since: 10/5/2018

    Years in Business: 31

    Products and Services

    401(K) Advisory, 403(b) Advisory, 457 Advisory, College Planning, Disability Insurance, Estate Planning, Exchange Traded Funds, Insurance Services, Investment Management, Life Insurance, Long Term Care, Mutual Funds, Retirement Planning, Stocks

    Business Details

    Local BBB:
    BBB of Upstate New York
    BBB File Opened:
    6/24/2016
    Business Started:
    1/1/1995
    Business Incorporated:
    5/6/2004
    Type of Entity:
    Limited Liability Company (LLC)

    Additional Contact Information

    Fax numbers
    Primary Fax: (585) 362-8040
    Additional Phone Numbers
    Other Phone: (315) 764-1418
    Other Phone: (585) 292-9880
    Other Phone: (585) 568-6907
    Social Media

    Licensing information

    This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

    Additional Information

    Other Resources
    NYS Banking Department
    Licensed Financial Services Division
    New York NY 10004-1417
    Phone Number: (877) 226-5697
    http://www.banking.state.ny.us/supinst.htm
    Business Categories
    Financial Planning Consultants, Financial Services, Life Insurance, Retirement Planning Services, Investment Management, Estate Planning and Management, Long Term Care Insurance, Disability Insurance, College Savings Plans

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