Pivotal Planning Group, LLC

Financial ServicesNew York, United States11-50 Employees

Pivotal Planning Group, LLC is a SEC Registered Investment Adviser and Fiduciary to 401(k) and Retirement Plans. We are dedicated to helping individuals, plan sponsors and trustees achieve their goals through education, prudent planning and unbiased advice. We remain focused on two key areas of expertise; Personal Financial Planning and 401(k) Retirement Plan Consulting. We are one of the few firms on Long Island that is committed to acting in a fiduciary capacity with every client we engage. As a privately owned and independent consulting firm we don’t have the typical conflicts of interest or hidden agenda found at large financial institutions. This structure is intentional; it assures our clients that as a fiduciary to them, any advice they receive from us always remains objective and in their best interests. DISCLAIMER: A recommendation or positive comment, including the "LIKE" button on Facebook by other individuals should not be considered a positive reflection or recommendation of Pivotal Planning Group, LLC.

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