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Details

We manage your financial lives so you don't have to.

General Info

Focus Planning Group advisors provide wealth management solutions to individuals, families, and small business owners. With over 50 years of combined experience, we have the knowledge to help our clients organize and achieve their financial goals. Believing in time-honored values and service, we use a consultative and educational process using behavioral finance with 21st Century cutting edge technology to customize a strategy that fits each clients unique situation.Together with our team we are committed to helping our clients make smart decisions, inspiring them to do the right thing, and giving them the proper tools and guidance to achieve their personal and financial goals.

HoursCLOSED NOW
Regular Hours:
Mon - Fri
Sat - SunClosed

Contact Info

Phone:

Main - 631-714-6044

Fax - 888-552-7271

Address:
982 Montauk Hwy Ste 4 Bayport, NY 11705
Email:

Categories
Financial Planners, Employee Benefits Insurance, Insurance Consultants & Analysts, Investment Advisory Service
Services / Products
Investment ManagementFinancial PlanningLife InsuranceLong-Term Care InsuranceDisability InsuranceHealth InsuranceEmployee Benefits
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