Advanced Planning Group Of New York

The Advanced Planning Group of New York (APGNY) is a team of dedicated financial professionals providing personal financial planning, retirement planning and estate planning for individuals and families as well as advanced business planning for owners of small to medium sized businesses. APGNY offers comprehensive financial planning services through Lincoln Financial Advisors (LFA), a broker/dealer and registered investment advisor. Through LFA, we can provide the personal attention of a smaller firm along with the resources of a national organization. Our main office is in Manhattan, NY and we maintain affiliated offices in Westchester, Long Island, New Jersey, and Pennsylvania to best serve our clients.