PROGRESSIVE FINANCIAL PLANNING SERVICES

Our firm, Progressive Financial Planning Services, Inc., was established in 1992 with the primary goal of providing our customers with the care and guidance they seek to meet their personal financial goals. Over the years we have grown to a team of six including two CFP®'s, two Financial Advisors, and two Registered Office Assistants. Four of us have worked together for 25 years, and the remaining two for 7 years... To further reinforce the peace of mind that you have we want to assure you that we have a formal Succession and Continuity Plan in place at our firm. Should something happen to me, be it a short-term event, that could prevent me from providing the immediate service you come to expect, or a tragic event that causes me to no longer have the ability to provide financial advice, we have taken the responsible steps of drafting a formal plan so that one of our associates can carry on uninterrupted with providing you the support that you need... In today's complicated world,..

Also known as: Progressive Financial Planning Services, Inc.

Primary location: Melville United States