LG Planning Group

InsuranceNew York, United States2-10 Employees

LG Planning Group is an insurance-focused firm based in Melville, New York. With a history spanning more than five decades, the firm specializes in group health and dental plans while expanding into risk management and financial planning, emphasizing service, relationships, and understanding client needs. Its approach centers on integrating data, analytics, and technology with a human touch to build lasting client relationships, guided by a philosophy that prioritizes the safety and security of clients, their employees, families, assets, and futures. The company serves organizations seeking comprehensive employee benefit programs and risk and financial planning guidance, positioning itself within the insurance industry through a client-centric model that blends expertise with personalized support. LG Planning Group operates from a local base in New York and describes itself as focused on long-term client satisfaction and holistic outcomes rather than merely onboarding clients. A recent note from the managing partners underscores a multi-faceted approach that combines expertise, client support, integrated technology, and clear goal alignment to achieve durable relationships.

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