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”.

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Angelo Planning Group, LLC

Ralph Angelo

Stephan P. Meier

Shawn Richards

Sharon Weilert

Sara M. Anderson

Robert A. Dornan

Rob Conderman

Peter M. Knittle

Melissa Rigdon

Matthew S. Fischer

Matt Fischer

Mary Coon

Larry Giangreco

Kyle Downey

Jamie Trimboli

Elliott Morse

Dave Ramsey

Connie Gilderhus

Brian Provost

Todd Harris

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.

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