Insights

Independent Advisory Model Angelo Planning Group's independent nature and access to a broad range of investment products present a unique selling point. This allows the company to tailor solutions without proprietary constraints, highlighting opportunities to collaborate on flexible, client-centric investment strategies.

Mid-sized Firm Potential With a team of 11-50 employees and revenue between 10 and 25 million dollars, APG offers a niche for specialized financial services. Targeted outreach to similarly sized firms or wealth segments can capitalize on their personalized approach to wealth management.

Technology Stack Leverage Utilizing tools such as Google Analytics and Contentful demonstrates a digital-first approach, indicating openness to innovative technological integrations. Partnering on fintech enhancements or digital marketing solutions could enhance client engagement and service delivery.

Industry Placement While operating within a competitive financial services landscape, APG’s affiliation with a reputable broker dealer and advisory firms offers pathways for establishing strategic alliances or referral networks with other independent firms or professionals in the industry.

Market Growth Opportunity Given their focus on personalized, comprehensive financial planning, APG is well-positioned to serve high-net-worth individuals and small to mid-sized business owners seeking independent advice. Expanding outreach to these segments presents potential sales avenues for wealth management solutions.

Angelo Planning Group, LLC Tech Stack

Angelo Planning Group, LLC uses 8 technology products and services including cdnjs, RSS, Contentful, and more. Explore Angelo Planning Group, LLC's tech stack below.

cdnjs

Content Delivery Network

RSS

Content Management System

Contentful

Content Management System

oEmbed

Dev Tools

PHP

Programming Languages

Google Analytics

Web Analytics

Contact Form 7

Web Platform Extensions

Conditional Fields for Contact Form 7

Widgets

Angelo Planning Group, LLC Email Formats	Example	Percentage
FLast@angeloplanninggroup.com	JDoe@angeloplanninggroup.com	50%
FLast@angeloplanninggroup.com	JDoe@angeloplanninggroup.com	50%

Angelo Planning Group, LLC Email Formats

Example

Percentage

FLast@angeloplanninggroup.com

JDoe@angeloplanninggroup.com

50%

FLast@angeloplanninggroup.com

JDoe@angeloplanninggroup.com

50%

Frequently Asked Questions

Where is Angelo Planning Group, LLC's headquarters located?

Angelo Planning Group, LLC's main headquarters is located at 2590 Brighton Henrietta Town Line Road Rochester, New York 14623 United States. The company has employees across 1 continents, including North America.

What is Angelo Planning Group, LLC's phone number?

You can contact Angelo Planning Group, LLC's main corporate office by phone at

+1-585-568-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Angelo Planning Group, LLC's official website and social media links?

Angelo Planning Group, LLC's official website is angeloplanninggroup.com and has social profiles on LinkedIn.

How much revenue does Angelo Planning Group, LLC generate?

As of February 2026, Angelo Planning Group, LLC's annual revenue is estimated to be $4M.

What is Angelo Planning Group, LLC's SIC code NAICS code?

Angelo Planning Group, LLC's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Angelo Planning Group, LLC have currently?

As of February 2026, Angelo Planning Group, LLC has approximately 14 employees across 1 continents, including North America. Key team members include Financial Advisor, Clu®,Chfc®,Crpc®: N. S.Managing Partner: R. A.Partner: R. C.. Explore Angelo Planning Group, LLC's employee directory with LeadIQ.

What industry does Angelo Planning Group, LLC belong to?

Angelo Planning Group, LLC operates in the Financial Services industry.

What technology does Angelo Planning Group, LLC use?

Angelo Planning Group, LLC's tech stack includes cdnjsRSSContentfuloEmbedPHPGoogle AnalyticsContact Form 7Conditional Fields for Contact Form 7.

What is Angelo Planning Group, LLC's email format?

Angelo Planning Group, LLC's email format typically follows the pattern of FLast@angeloplanninggroup.com. Find more Angelo Planning Group, LLC email formats with LeadIQ.

Angelo Planning Group, LLC

Q: How many employees does Angelo Planning Group, LLC have currently?

Angelo Planning Group, LLC has approximately 14 employees.

Q: What technology does Angelo Planning Group, LLC use?

Angelo Planning Group, LLC's tech stack includes Lightbox, Font Awesome, RSS, Yoast SEO, FitVids.js.

Financial ServicesNew York, United States11-50 Employees

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”.

Insights

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