MG Planning Services, Inc.
Firm details
- Headquarters
- Woodbury, New York
- CRD number
- 316672
- Fee structure
- Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
MG Planning Services, Inc. is organized as a corporation and is privately owned by an individual. FINTRX classifies the firm as a capital allocator that focuses on selecting outside advisers rather than acting as a traditional discretionary manager. The firm's fee structure is listed as "Other." It does not identify as an active ESG investor, is not a multi-state adviser, and is not described as a pension consultant or a related adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Philip Goldfarb
PartnerCRD 7434208
Richard Mole
OfficerCRD 7434352
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Woodbury, NY
Nassau
Location
Woodbury, NY
Headquartered in Woodbury, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Nassau
- Address
- 185 Crossways Park Dr
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Fusion Family Wealth, LLC
RIAWoodbury, NY
Trident Advisors LLC
RIAWoodbury, NY
Spielberger & Brooks, Inc.
RIAWoodbury, NY
SA Asset Management, Inc.
RIAWoodbury, NY
Consolidated Portfolio Review Corp
RIAWoodbury, NY
Baddish Shapiro Financial Planning Group
RIAWoodbury, NY