Angelo Planning Group, LLC

Financial ServicesNew York, United States11-50 Employees

Angelo Planning Group, LLC is an independent financial services firm based in Rochester, New York. Its advisory approach emphasizes access to a wide range of investment products, enabling advisors to determine solutions tailored to individual client needs without pressure to use proprietary offerings. The company partners with American Portfolios Financial Services, Inc. as its broker-dealer, while investment advisory services are provided through American Portfolios Advisors Inc.; the arrangement positions APG as independent from these affiliated entities. The organization serves clients by presenting various investment options and guidance, while incorporating standard disclosures about investment risks and regulatory oversight.

With a footprint in the financial services sector, APG operates within a landscape of large‑scale, professional services firms and aims to support clients seeking financial decision-making that prioritizes objectivity and suitability. The firm’s structure reflects a multi‑entity framework common in the industry, combining independent advisory capabilities with regulated broker-dealer and advisory affiliations. Founded and located in the Rochester area, APG is staffed to offer personalized financial planning and investment advice within the broader context of independent capital markets services.

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