Meet Jessica Bach: Wealth Management Services

American Investment Planners LLC

500 North Broadway, Suite 260, Jericho, NY 11753

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

At American Investment Planners LLC, we work as a cohesive unit to develop and deliver the most beneficial solutions to each of our clients. We pride ourselves on the fact that our firm is built on a group effort, and since it is so, we invite you to become a part of our team by getting to know each of our experts individually. Today, we would like to feature Jessica Bach, who handles Wealth Management Services!

Jessica first joined the American Investment Planners LLC team in 1999, when she began working for Lee Rosenberg as a Client Services Manager. While in this position, she had the opportunity to develop her organizational skills by working closely with clients to ensure that they fully understood the connection between their investment strategies and their overall financial security.

In 2011, however, Jessica stepped into a new role at American Investment Planners LLC. Now, Jessica works with clients on asset managed accounts - that means she takes the client's financial objectives and integrates them with a customized (and of course, managed) portfolio. 

When asking Jessica what she enjoys most about this role, she explains that she looks forward to always meeting new clients and assisting them with all facets of the financial planning process; from setting up the accounts to the final financial plan, Jessica is involved in it all. 

But what is Jessica up to when she isn't busy assisting clients with the management of their portfolios? In her spare time, Jessica enjoys going to the theatre and various musical concerts.  She can also be found relaxing in Rockville Centre with her dog, Fred!

Here at American Investment Planners LLC, we are extremely grateful to have Jessica back on our team. We truly appreciate her dedication to her role and are so thankful for all of the effort she puts in day in and day out!

For more information about Jessica Bach, check out her employee bio on our website!