Angelo Planning Group, LLC logo

Angelo Planning Group, LLC jobs and careers

Rochester, NY, United States

About Angelo Planning Group, LLC

Angelo Planning Group, LLC (APG) is an independent financial services firm. APG Advisors have access to any investment product available so that we are prepared to makes decisions on the best possible solution to a client’s case without any pressure to use proprietary products. APG's broker dealer is American Portfolios Financial Services, Inc. (APFS). APFS is a full-service broker/dealer and registered FINRA/SIPC member firm, whose primary mission is to provide the best business solutions, support and services that its financial professionals require to achieve financial freedom for their clients. Registered Representative offering Securities through America Portfolios Financial Services, Inc. Member: FINRA, SIPC. Investment Advisory products/services are offered through American Portfolios Advisors Inc., an SEC Registered Investment Advisor. Angelo Planning Group is independent of American Portfolios Financial Services Inc. and American Portfolios Advisors Inc. Angelo Planning group is not affiliated with APFS and APA. Any opinions expressed in this forum are not the opinion or view of American Portfolios Financial Services, Inc. (APFS) or American Portfolios Advisors, Inc.(APA) and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors. Additionally, in accordance with FINRA regulations, please remove Profile information under “Specialties", “Endorsements”, “Skills” and/or “Recommendations”.

Employees
11 to 50
Headquarters
Rochester

Leadership

The top of Angelo Planning Group, LLC's org chart, with how many people report into each leader.

RA

Ralph Angelo

President

7 reports

THPhoto of Todd Harris

Todd Harris

Registered Principal

1 report

SWPhoto of Sharon Weilert

Sharon Weilert

Executive Assistant

MF

Matt Fischer

Executive Assistant

MCPhoto of Mary Coon

Mary Coon

Executive Assistant

MRPhoto of Melissa Rigdon

Melissa Rigdon

Executive Assistant

KDPhoto of Kyle Downey

Kyle Downey

Partner

Jobs at Angelo Planning Group, LLC

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