Angelo Planning Group, LLC
Angelo Planning Group, LLC

Angelo Planning Group, LLC Information

Contact top employees from Angelo Planning Group, LLC

Summary

The company currently specializes in the Financial Services area. Its headquarters is located at US. The estimated number of employees - 14. To connect with Angelo Planning Group, LLC employee register on SignalHire.

Organization Website

angeloplanninggroup.com

Industries

Headquarters Location

Rochester, NY, US

Employees Size

10-50 employees

Specialties

Retirement Planning, 401(K) Advisory, 403(b) Advisory, 457 Advisory, Investment Management, Insurance, College Planning, Estate Planning, Long Term Care, Financial Planning

Estimated Website Traffic

The chart shows a growth in traffic to the angeloplanninggroup.com website. In November, traffic increased to 248, compared to 243 in the previous month. The highest traffic in 2025 was recorded in November, reaching 248 visits.

Employees Turnover 4 quarter 2025

Number of employees switched from or switched to
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Total number all of employee turnover
Number of employees by department
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Total number all of employee turnover
Length of Employment
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Employee tenure at Angelo Planning Group, LLC shows a diverse range of experience levels:
6% have been with the company for less than 1 year13% for 1–2 years6% for 3–4 years13% for 5–7 years13% for 8–10 years50% have over 11 years of service at Angelo Planning Group, LLC
Ex-employees positions
In Company
In New Company
Contact top employees from Angelo Planning Group, LLC
Robert Dornan
Partner, Director of Advisory Services
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Elliott Morse
Financial Advisor
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Matt Fischer
Financial Advisor
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Zachary Koch
Financial Advisor
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Dan Masino
Financial Advisor
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Emmy Hillegeer
Financial Services Professional
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William Bennett
Director of Retirement Planning and Design
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Lawrence
Financial Advisor
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Ben Hintz
Financial Advisor
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Trent Wager
Wealth Management and Financial Planning Intern
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FAQ

Angelo Planning Group, LLC operates in the Finance industries. More details can be found on the official website: angeloplanninggroup.com.
The headquarters of Angelo Planning Group, LLC are located in Rochester, United States.
Angelo Planning Group, LLC currently employs 10-50 people.

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