Services Offered at American Investment Planners LLC

American Investment Planners LLC

500 North Broadway, Suite 260, Jericho, NY 11753

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

Since 1984, the team of advisors here at American Investment Planners LLC has been providing top of the line financial planning services to individuals of all ages throughout the nation. Headquartered in Jericho, New York with additional offices in Florida and Texas, we strive to provide the most strategic financial solutions, where the outcome leaves our clients feeling more than comfortable about their current and future financial status.

Led by Lee Rosenberg, CFP, who is a nationally known author and lecturer with over 30 years of experience in the financial planning industry, we are available to provide the following services:

Portfolio and asset management

Estate planning

Retirement planning

Taxes and accounting

Relocation

Insurance

Health-related financial planning

College savings

Elder care

Surviving the loss of a spouse

And that's not all! We have also dedicated part of our services to assisting small business owners as well, as we realize that they have similar needs when it comes to succeeding financially.

If you're looking for a firm who will provide you with their undivided attention and develop solutions that are strictly tailored to your personal needs, look no further than American Investment Planners LLC! We successfully manage hundreds of millions of dollars in assets annually and would love to have the opportunity to help you next.

For more information about our services, please visit www.americaninvestmentplanners.com or call (516) 932-5130 today.