US Planning Group

Financial ServicesNew York, United States11-50 Employees

US Planning Group is a New York-based financial services organization that brings together professionals from tax law, accounting, insurance, and investment counseling to help clients manage complex financial needs. It provides support for business and personal planning and serves as a source of research and input for attorneys and CPAs working on their clients' cases. In an environment of evolving tax rules and a wide array of financial products, the firm relies on multidisciplinary expertise to inform planning decisions.

Located in New York City, the firm describes itself as a small- to mid-sized professional services organization serving the financial sector. Securities and Advisory Services are offered through Private Client Services, LLC, a registered investment adviser and a member of FINRA and SIPC. Private Client Services, LLC and US Planning Group - A New York Corporation are unaffiliated entities.

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