Angelo Planning Group, LLC

Kyle S _{on Google}

Nov 22nd, 2023

Very knowledgeable and easy to work with. My dad worked with Ralph Angelo for years and highly recommended I work with him. I look forward to continuing to work more with Ralph and his team!

Jennifer Favata _{on Google}

Aug 31st, 2021

Many years ago, my father and I met Peter Knittle. My Dad was in his late 80's at the time and had not used a financial planner. Peter handled his accounts with finesse and professionalism, strategically handling the funds based on Dad's risk level. He continuously responded to any requests or questions we had, to the point where Dad looked forward to seeing him and considered him a friend. Dad passed away this year--we remain eternally grateful to Peter Knittle and Angelo Planning for their respectful service.

Marcia W. _{on Yelp}

Jan 9th, 2022

We found Ralph Angelo just as my husband was about to retire, and he was highly recommended for knowing how to manage getting our money from the company that was facing difficulties at that time. Ralph and his team did a wonderful job in securing our retirement investment and lump sum payout. We have been with APG for 10 years now, and couldn't be more pleased! Ralph has brought together a great team of sharp and intelligent professionals to cover the spectrum of needs. We have experienced service above and beyond what would be usually expected. Ralph is available to answer our questions and explain our investment options whenever needed. Through his recommendations and maneuvering of the money in our investments we feel very confident in our financial future. Although we may only see or speak with Ralph two or three times a year, we consider him a good and trusted friend. We have no hesitancy in wholeheartedly recommending Ralph Angelo, and the Angelo Planning Group.

Marcia Way _{on Google}

Oct 5th, 2021

We found Ralph Angelo just as my husband was about to retire, and he was highly recommended for knowing how to manage getting our money from the company that was facing difficulties at that time. Ralph and his team did a wonderful job in securing our retirement investment and lump sum payout. We have been with APG for 10 years now, and couldnt be more pleased! Ralph has brought together a great team of sharp and intelligent professionals to cover the spectrum of needs. We have experienced service above and beyond what would be usually expected. Ralph is available to answer our questions and explain our investment options whenever needed. Through his recommendations and maneuvering of the money in our investments we feel very confident in our financial future. Although we may only see or speak with Ralph two or three times a year, we consider him a good and trusted friend. We have no hesitancy in wholeheartedly recommending Ralph Angelo, and the Angelo Planning Group.