Now is the time of the year when people focus on self-improvement. The most common way of doing this is by making New Year’s resolutions. If you’ve resolved to take control of your finances – whether that means saving more money, paying off debt, or planning for retirement – a professional financial planner can help you meet your goals.
While there are many financial advisement firms to choose from, there is only one clear option: American Investment Planners, LLC.
Here are three reasons why you should work with us in 2018:
We have decades of experience.
Our president and founder, Lee Rosenberg, has been advising clients since 1983. Over the past 30+ years, he has become one of the most respected names in the industry, and American Investment Planners has grown to manage hundreds of millions of dollars in assets each year. Our team has more than 100 combined years of experience, and many of us have gone through the same financial struggles as our clients.
We believe in individualized attention.
American Investment Planners, LLC offers the resources and experience of a large corporation, with the personalized service of a boutique firm. No one wants to feel neglected, especially by their financial advisor. That’s why we offer families the individual attention they want, along with the investment products and services they need. We don’t take shortcuts – we believe that frequent communication and customized portfolios is the only way to help our clients meet their goals.
We focus on your entire family.
We don’t just help with your finances; we strive to assist your entire family, so that your children and their children have the means they need to succeed. From college savings to retirement planning, we’ve helped individuals across all generations achieve their financial goals. Trust us to be your family’s financial planner!
Ready to schedule an appointment with one of our advisors? Give us a call at (516) 932-5130, or email info@
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