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Focus Planning Group

Focus Planning Group

Financial Services, 982 Montauk Hwy Ste 4, Bayport, New York, 11705, United States, 1-10 Employees

focusplanninggroup.net

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phone no Phone Number: +63********

Who is FOCUS PLANNING GROUP

We provide impartial and transparent financial planning for individuals ages 55 and older transitioning into retirement. We Believe Everyone Deserves Unbiased, Fair Advice. Our firm is st...

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  • 982 Montauk Hwy Ste 4, Bayport, New York, 11705, United States Headquarters: 982 Montauk Hwy Ste 4, Bayport, New York, 11705, United States
  • 2002 Date Founded: 2002
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: Under $1 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6282 | NAICS Code: 523940 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from FOCUS PLANNING GROUP

Focus Planning Group Org Chart and Mapping

Employees
Joseph Carbone

Joseph Carbone

Founder and Financial Planner

Joe Carbone

Joe Carbone

Insurance Advisor and Partner

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Frequently Asked Questions Regarding Focus Planning Group

Answer: Focus Planning Group's headquarters are located at 982 Montauk Hwy Ste 4, Bayport, New York, 11705, United States

Answer: Focus Planning Group's phone number is +63********

Answer: Focus Planning Group's official website is https://focusplanninggroup.net

Answer: Focus Planning Group's revenue is Under $1 Million

Answer: Focus Planning Group's SIC: 6282

Answer: Focus Planning Group's NAICS: 523940

Answer: Focus Planning Group has 1-10 employees

Answer: Focus Planning Group is in Financial Services

Answer: Focus Planning Group contact info: Phone number: +63******** Website: https://focusplanninggroup.net

Answer: We provide impartial and transparent financial planning for individuals ages 55 and older transitioning into retirement. We Believe Everyone Deserves Unbiased, Fair Advice. Our firm is structured differently than most other financial planning firms. We want to make it easy, simple, and enjoyable to work with. We take important, emotionally draining, complicated retirement planning topics and break them down into simple, actionable steps. While teaching you how to spend your money safely and tax-efficiently in retirement and leave a legacy. How do we do this? Elegant Simplicity Our Independence Is Your Advantage Focus Planning Group is a Registered Investment Advisor, and we are obligated to adhere to a fiduciary standard. We have no broker-dealer affiliations or work for a big company, i.e., bank or brokerage firm. Simply put, we must act in your best interest. You may ask, Wait a minute, isnt every firm/advisor supposed to do that? It may sound crazy, I agree, but not every firm is obligated to act in your best interest. Focus Planning Group, LLC is a New York registered investment advisor and in other jurisdictions where exempted.

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