American Investment Planners LLC: About Us

American Investment Planners LLC

500 North Broadway, Suite 260, Jericho, NY 11753

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

Headquartered in Jericho, New York, we are a nationally known financial planning firm that assists generations of families with all of their financial needs. Spearheaded by Lee Rosenberg in 1984, our goal is and always has been to maintain the highest standards of integrity and professionalism with each client while offering the most valuable and current information, services and products to lead them to the financial security they are seeking.

Did you know?

We manage hundreds of millions of dollars in assets annually and work with clients all over the country! Although we are located in New York, Florida and Texas, we have made it a priority to assist families all throughout the U.S with their financial planning needs. From retirement planning to college savings, taxes, relocation and portfolio and asset management, we work with each client individually to help them prioritize their goals and develop a legacy that they can pass on to their children, their grandchildren and their grandchildren's children for years to come.

Being that we are an independent firm, we work with the products and technologies that we believe best suit the needs of our clients - we do not stick solely to proprietary offerings and developments. Therefore, by having the ability to use a variety of methods and approaches, we are able to find you the exact solutions you need, right when you need them.

For more information about us, our history, our services or our team, please visit us on our website or contact us at (516) 932-5130 today! We can also be reached via email at info@americaninvestmentplanners.com.