SEC CRD #801-119537
Investments & Financial Planning | Retirement Planning Group, LLC Navigate Your FINANCIAL FUTURE With Confidence Discover how we can help individuals and families build, protect, and simplify their financial future with personalized planning and trusted guidance. Our Independence is Your Greatest Asset Our team focuses on each client's specific circumstances, goals and opportunities. While strategic asset allocation models will always be at the core of the investment management process, we expand our relationship to customize to each client's needs in a multitude of ways. Explore our full catalog of services not shown WHO IS RETIREMENT PLANNING GROUP Learn More OUR TEAM Our team works side by side, combining our knowledge to create thoughtful strategies tailored to each client s goals. We believe collaboration leads to stronger outcomes and more personalized guidance. Like a family, we support one another so we can better support you every step of the way. About Us The Retirement Planning Radio show Listen to David Kopyc and our team every Saturday morning or check out recordings from our previous shows! RPG Radio Show What's your Investment Risk Score? Do you know how risky of an investor you are? Take this short assessment to find out. Learn more Insights resource library Check out our library of resources to help make better informed decisions. Learn more em>how You Benefit From It /em>" /> Our process how You Benefit From It Initial Discovery: Our first meeting will be ab
DAVID M. KOPYC
PRESIDENT AND CHIEF COMPLIANCE OFFICER
๐ (518) 580-1919
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AUM
$375M
Location
MALTA, NY
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