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RETIREMENT PLANNING GROUP, LLC

Tel: (518) 580-1919
2691 State Route 9
Malta, New York  12020

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RETIREMENT PLANNING GROUP, LLC

RETIREMENT PLANNING GROUP, LLC is a Malta, New York based financial advisory firm with nearly $282,828,000 in assets under management and provides investment advisory services for 1430 clients. There are currently 7 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM

Firm CRD#:

310647

SEC#:

801-119537

No. of Clients:

1430

Assets under Management

$282,828,000

No. of Advisors:

7

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