Planning Group, LLC is a fee-only registered investment advisory firm that provides investment advice only to its clients. The firm has been in business since and is based out of Binghamton, NY.
Planning Group works with individuals, families, and small businesses to offer financial planning, portfolio management, and pension consulting services. The firm takes a comprehensive approach to financial planning, developing customized strategies that meet individual client needs and goals.
As an investment advisory firm, S. Planning Group offers portfolio management services, helping clients build and maintain a diverse portfolio that is designed to meet their long-term financial objectives. The firm also provides pension consulting services, helping small businesses navigate the complexities of employee retirement plans.
In addition to its core services, S. Planning Group also offers tax planning services to its clients. The firm takes a proactive approach to tax planning, identifying ways for clients to minimize their tax liabilities and maximize their savings. Planning Group is committed to providing its clients with the highest level of service and expertise, helping clients achieve their financial goals and secure their financial future.
The firm's expertise in financial planning, investment management, and tax planning allows them to tailor their services to meet each client's unique needs and goals. The firm's commitment to building long-term relationships with clients ensures that clients of all types benefit from S.
