US Planning Group Employee Directory

Financial ServicesNew York, United States11-50 Employees

Contact us at 1.212.660.7403 US Planning Group NY an organization that provides specialized services in the current financial environment. Experience and talent have been brought together to assist clients in obtaining professional help with the complex financial problems associated with taxes, retirement, illness or death. Many Attorneys and C.P.A.'s use US Planning Group NY for assistance in business and personal planning as well as for research and input for the benefit of their clients. In this era of specialization, changing tax laws and proliferation of economic products, it is impossible for one individual to master and stay current on all the complexities necessary for sound financial planning. We have structured an organization of professionals from the various disciplines of tax law, accounting, insurance and investment counseling. Through the combination of our varied experience and knowledge, our organization can offer you quality resources, unsurpassed in our field. *Securities and Advisory Services offered through Private Client Services, LLC. Member FINRA, SIPC and a Registered Investment Adviser. Private Client Services, LLC and US Planning Group - A New York Corporation are unaffiliated entities.

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