MADISON PLANNING

Headquartered in White Plains, New York, with branches in Syracuse, Long Island, and Boca Raton, Florida, Madison Planning Group is a financial planning and investment advisory firm dedicated to providing clear, trusted financial guidance... At Madison Planning Group, we get it. That's why we take a very different approach to your finances. We listen to your story, and then provide the personalized, trusted guidance you need. No templates. No generic solutions. No nonsense. Our team provides what you need, when you need it, including full-service financial planning, investment management, retirement planning, and risk management. And our approach combines education, collaboration, and action to help get you on a straight path toward your long-term financial goals-whatever your story may be.

Also known as: Jon Schlueter, Madison Planning Group

Primary location: West Harrison United States