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”.

Insurance

Investment Management

Angelo Planning Group, LLC

Angelo Planning Group, LLC's headquarters in Rochester, NY, United States

Ralph Angelo

Kyle Downey

Sharon Weilert

Melissa Rigdon

Matt Fischer

Mary Coon

Todd Harris

The Investment Advisors team at Angelo Planning Group, LLC is dedicated to providing personalized investment strategies tailored to clients' unique financial goals. Leveraging a wide array of investment products without the constraints of proprietary offerings, the team conducts thorough analyses to identify optimal solutions and ensure clients' financial success. Their expertise, combined with the support from their broker dealer, American Portfolios Financial Services, Inc., empowers them to guide clients through the complexities of investment choices while prioritizing their long-term financial freedom.

Investment Advisors

The Administrative Support team at Angelo Planning Group, LLC plays a crucial role in ensuring smooth operations within the firm. Comprising skilled executive assistants, the team facilitates communication, manages schedules, and provides comprehensive support to executives and advisors, allowing them to focus on delivering exceptional financial services to clients. Their efforts enhance efficiency and contribute to a collaborative work environment.

Administrative Support

The Client Services team at Angelo Planning Group, LLC plays a crucial role in ensuring client satisfaction and fostering strong relationships. They handle all client inquiries, manage account documentation, and provide administrative support, ensuring seamless communication between clients and advisors. This team is dedicated to delivering personalized service and addressing client needs promptly, contributing to the overall success and trust in the firm’s financial services.

Angelo Planning Group, LLC

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Teams

Investment Advisors

Administrative Support

Client Services

Offices

Angelo Planning Group, LLC

Org chart

Teams

Investment Advisors

Administrative Support

Client Services

Offices

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