Daniel McAvoy

Associate at Angelo Planning Group - Rochester, NY, US

Daniel McAvoy's Contact Details
HQ
585-568-6900
Location
Fairport, Monroe County, New York, United States
Company
Angelo Planning Group
Daniel McAvoy's Company Details
Angelo Planning Group logo, Angelo Planning Group contact details

Angelo Planning Group

Rochester, NY, US • 20 - 49 Employees
Financial Services

Angelo Planning Group, LLC (APG) is an independent financial services firm. APG Advisors have access to any investment product available so that we are prepared to makes decisions on the best possible solution to a client's case without any pressure to use proprietary products. APG's broker dealer is American Portfolios Financial Services, Inc. (APFS). APFS is a full-service broker/dealer and registered FINRA/SIPC member firm, whose primary mission is to provide the best business solutions, support and services that its financial professionals require to achieve financial freedom for their clients. Registered Representative offering Securities through America Portfolios Financial Services, Inc. Member: FINRA, SIPC. Investment Advisory products/services are offered through American Portfolios Advisors Inc., an SEC Registered Investment Advisor. Angelo Planning Group is independent of American Portfolios Financial Services Inc. and American Portfolios Advisors Inc.Angelo Planning group is not affiliated with APFS and APA. Any opinions expressed in this forum are not the opinion or view of American Portfolios Financial Services, Inc. (APFS) or American Portfolios Advisors, Inc.(APA) and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors. Additionally, in accordance with FINRA regulations, please remove Profile information under "Specialties", "Endorsements", "Skills" and/or "Recommendations".

Retirement Planning 401(K) Advisory 403(b) Advisory 457 Advisory Investment Management Insurance College Planning Estate Planning Long Term Care Financial Planning
Details about Angelo Planning Group
Frequently Asked Questions about Daniel McAvoy
Daniel McAvoy currently works for Angelo Planning Group, LLC.
Daniel McAvoy's role at Angelo Planning Group, LLC is Associate.
Daniel McAvoy's email address is ***@angeloplanninggroup.com. To view Daniel McAvoy's full email address, please signup to ConnectPlex.
Daniel McAvoy works in the Financial Services industry.
Daniel McAvoy's colleagues at Angelo Planning Group are Emmy Hillegeer, Robert Dornan, Rebecca Cravatta, Thomas Scharf, Joseph Palma, Robert Morse, Robert Delisanti and others.
Daniel McAvoy's phone number is 585-568-6900
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