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Angelo & Associates Financial Planning Group

EST. AUM
$500,000,000

CONTACTS
3

CLIENT ACCOUNTS

Firm Details

Metro area North Jersey
CRD Number
Website angelofinancialplanning.com
Client types

Overview

Angelo & Associates Financial Planning Group is an independent wealth advisory practice in Clark, New Jersey, led by Raymond J. Angelo, CFP®. The firm serves families and business owners with comprehensive planning across investments, retirement income, insurance, estate considerations and tax-aware strategies. Angelo & Associates partners with LPL Financial for broker-dealer services and with Private Advisor Group for registered investment advisory oversight, combining national-scale tools with boutique, relationship-driven service. Clients receive personalized plans, frequent communication and access to educational resources, aiming to align portfolios and planning with long-term goals while navigating key life events.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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