Focus Planning Group, LLC

EST. AUM
$41,768,028

CONTACTS
1

CLIENT ACCOUNTS
156

Firm Details

Metro area New York City
CRD Number 281231
Website focusplanninggroup.net
Client types

Overview

Focus Planning Group, LLC is a New York domiciled Registered Investment Advisor formed in 2012. Focus Planning Group provide impartial and transparent financial planning for individuals ages 55 and older transitioning into retirement. Founded by Joseph Carbone, CFP®, the firm emphasizes a fiduciary standard, ensuring that clients receive advice that is in their best interest. With a commitment to "Elegant Simplicity," Focus Planning Group aims to simplify complex retirement topics, making them actionable and understandable for clients.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

Focus Planning Group, LLC

Platform Details

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