Angelo Planning Group, LLC Employee Directory

Q: How many employees does Angelo Planning Group, LLC have currently?

Angelo Planning Group, LLC has approximately 15 employees.

Financial ServicesNew York, United States11-50 Employees

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”.

Find Angelo Planning Group, LLC employees' phone numbers or email addresses

Angelo Planning Group, LLC Global Highlights

North America
25

United States Of America
25

Angelo Planning Group, LLC's Leadership

N. S.
Financial Advisor, Clu®,Chfc®,Crpc®
Mobile Phone
Email
R. A.
Managing Partner
Mobile Phone
Email
R. C.
Partner
Mobile Phone
Email
S. C.
Senior Partner
Mobile Phone
Email
W. C.
Partner
Mobile Phone
Email
W. M.
Partner
Mobile Phone
Email
R. M.
Sr. Partner
Mobile Phone
Email
D. C.
Client Service Manager
Mobile Phone
Email

Contact profiles from Angelo Planning Group, LLC

Name

Title

Contact Info

Location

Last Update

T. H.
Registered Principal
Mobile Phone
Email
UNITED STATES
Oct 22, 2024
D. M.
Financial Advisor
Mobile Phone
Email
United StatesNew York
Oct 18, 2025
K. D.
Financial Advisor
Mobile Phone
Email
United StatesNew York
Oct 25, 2025
Z. K.
Financial Advisor
Mobile Phone
Email
United StatesNew York
Aug 11, 2025
E. M.
Financial Advisor
Mobile Phone
Email
United StatesNew York
Oct 20, 2025
B. H.
Financial Advisor
Mobile Phone
Email
United StatesNew York
Dec 09, 2025
C. G.
Accomplished Financial Advisor
Mobile Phone
Email
Sep 24, 2025
E. H.
Financial Services Professional
Mobile Phone
Email
United StatesNew York
Apr 26, 2025
M. C.
Executive Assistant
Mobile Phone
Email
Oct 18, 2024
M. F.
Financial Advisor
Mobile Phone
Email
United StatesNew York
Apr 26, 2025

Frequently Asked Questions

What is Angelo Planning Group, LLC known for?

Angelo Planning Group, LLC operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-585-568-****

. Explore Angelo Planning Group, LLC's company overview page for more information.

What is Angelo Planning Group, LLC's most common email format?

Angelo Planning Group, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Angelo Planning Group, LLC email formats with LeadIQ.

How many employees does Angelo Planning Group, LLC have currently?

Angelo Planning Group, LLC has approximately 15 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Angelo Planning Group, LLC's key employees and leadership?

As of December 2025, Angelo Planning Group, LLC's key employees include:

Financial Advisor, Clu®,Chfc®,Crpc®: N. S.
Managing Partner: R. A.
Partner: R. C.
Senior Partner: S. C.
Partner: W. C.

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