American Investment Planners LLC: An Overview

American Investment Planners LLC

500 North Broadway, Suite 260, Jericho, NY 11753

(516) 932-5130 / (866) 932-5130

Since 1984, the team at American Investment Planners LLC effectively assists a variety of clients with their Financial portfolios. Led by Lee Rosenberg, CFP, our staff of Financial Advisors and Accountants consistently work together to assist each client with attaining their individual levels of financial security and a financial legacy to leave to their family. We are more than a Financial Planning Firm, we cater to the entire family of the client. We consider ourselves Financial Planners for Generations; meaning we work with the client to make sure their needs and the needs of their family are met as the client ages.

So how do we help?

As expert financial planners, we realize how important it is to our clients to have a solid financial plan in place. Through services such as portfolio and asset management, estate planning, retirement planning, and insurance (including life, disability and long-term care), our team will work with you to prioritize your goals and develop a strategy to meet your goals. Within each of these categories, we carefully consider your current financial situation, financial needs, investment philosophy and personal values to ensure that your plan is specifically catered to you.

Though we are headquartered on Long Island, our services are not limited to those in close proximity to our office. In fact, they aren't even limited to those in the state of New York; we help clients all over the country with offices currently in Texas and Florida! Did you know that we are one of the leading and most respected independent financial planning firms in the U.S.? Thanks to our hard working and dedicated team, we are able to provide individuals across the nation with the financial services they need to maintain and manage the assets that will follow them in their future.

Interested in learning more? For a more comprehensive list of the services we offer and how we can help you with your investments and financial future, please visit us on our website or contact us at (516) 932-5130 or toll free at (866) 932-5130 today.