American Investment Planners LLC is a full-service financial planning and investment advisory firm based in Jericho, New York. With a focus on personalized wealth management, the firm offers tailored strategies to help individuals and families achieve their long-term financial goals. Their experienced team specializes in retirement planning, estate planning, tax-efficient investment strategies, and college funding solutions. As fiduciaries, they are committed to acting in their clients’ best interests, offering transparent and objective advice.
With roots in the community, American Investment Planners LLC prides itself on building long-lasting relationships with clients through trust, education, and clear communication. The firm places strong emphasis on financial literacy, often providing educational resources and hosting local seminars to help empower clients. Their services are designed to evolve with each client’s financial needs, ensuring a flexible, goal-focused approach. Backed by decades of combined experience and a client-first philosophy, American Investment Planners LLC is a trusted partner in personalized financial planning.
Website: http://www.americaninvestmentplanners.com/
Key Services:
– Comprehensive financial planning
– Retirement income strategies
– Tax-efficient investment planning
– Estate and legacy planning
– College funding solutions
– Insurance analysis and risk management
– Wealth management and portfolio diversification
– Fiduciary advisory services
