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 an innovative team of talented professionals to coordinate and integrate every piece of your financial plan.
We help individuals from all walks of life reach 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 meet these wide-ranging needs by combining a comprehensive support structure with specialized guidance, serving as the hub for all your financial goals.
Family Security Matters
We’ll work with each generation of your family, providing guidance to help preserve wealth and protect your legacy.
Starting Early Matters
We’ll help you make the most of 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 to help you live comfortably and confidently, knowing you’re fully prepared.
Seasoned Professionals with Extensive Experience
Our ambitious growth plans are fueled by a rising generation of financial advisors, adding more specialized skills so you receive ongoing guidance and better continuity.
Comprehensive Support You Can Count On:
- Established team members with decades of experience
- Specialization in retirement planning and wealth building
- Connecting you to a network of trusted professional services