Focus Planning Group

631-714-6044

CLOSED NOW - Closed

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.