Creating a Hub to Connect Your Financial World
It took a team of innovators to build iconic Rochester-based companies like Kodak and Wegmans. Similarly, Angelo Planning Group seeks to carry the same forward-looking spirit and has assembled a dynamic team of talented professionals to coordinate and integrate every piece of your financial plan.
We help individuals from all walks of life develop their full financial potential, from business owners to educators, from law enforcement to local government, from growing families to those finishing up their careers. We seek to address these wide-ranging needs by combining a comprehensive support structure with specialized guidance, serving as the hub for your financial goals.
Family Matters
We’ll work with each generation of your family, providing guidance to help preserve wealth and maintain your legacy.
Starting Early Matters
We’ll help you navigate your working years and your employer’s benefits so you can aim to build lasting wealth.
Retirement Longevity Matters
We’ll put together a long-term retirement plan designed with a goal to help you live comfortably and confidently, to help you feel more prepared for the future.
Seasoned Professionals with Extensive Experience
Our ambitious growth plans are fueled by a rising generation of financial advisors, adding more specialized skills to help provide ongoing guidance and better continuity.
Comprehensive Support to Guide You:
- Established team members with decades of experience
- Specialization in retirement planning and wealth building
- Connecting you to a network of valued professional services