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Focus Planning Group, LLC Employee Directory

Financial ServicesNew York, United States2-10 Employees

Focus Planning Group, LLC operates in the financial services sector as a registered investment advisor based in Bayport, New York. The firm’s primary focus is impartial, transparent financial planning for individuals aged 55 and older who are transitioning into retirement, with an emphasis on simplifying complex retirement topics into actionable steps while emphasizing tax-efficient spending and legacy planning. Positioned as an independent advisor without broker-dealer affiliations, the company is required to act in clients’ best interests, leveraging its fiduciary standard to provide unbiased guidance. The organization presents itself as aiming for simple, easy-to-work-with retirement planning experiences, delivering guidance in a manner described as “elegant simplicity.” Founded and registered in New York, Focus Planning Group emphasizes independence as a differentiator in its approach to retirement planning for its target demographic.

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

Focus Planning Group, LLC Global Highlights

Location
Employees

North America
3

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  • United States Of America
    3

Focus Planning Group, LLC's Leadership

  • Stylized image of a person
    J. C.
    Founder And Financial Planner
    Mobile Phone
  • Stylized image of a person
    J. C.
    Insurance Advisor And Partner
    Mobile Phone

Focus Planning Group, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other

Contact profiles from Focus Planning Group, LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    J. C.
    Founder And Financial Planner
    Mobile Phone
    United StatesNew York
    Nov 18, 2025
  • Stylized image of a person
    J. C.
    Insurance Advisor And Partner
    Mobile Phone
    United StatesNew York
    Feb 19, 2026

Frequently Asked Questions

What is Focus Planning Group, LLC known for?

Minus sign iconPlus sign iconFocus Planning Group, LLC was founded in 2002 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-631-714-****
. Explore Focus Planning Group, LLC's company overview page for more information.

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

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

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

Minus sign iconPlus sign iconFocus Planning Group, LLC has approximately 2 employees as of August 2026. These team members are located across 1 continents, including North America.

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

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As of August 2026, Focus Planning Group, LLC's key employees include:

  • Founder And Financial Planner: J. C.
  • Insurance Advisor And Partner: J. C.

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