What are the opening hours?

Monday 8:30am - 5:30pm Tuesday 8:30am - 5:30pm Wednesday 8:30am - 5:30pm Thursday 8:30am - 5:30pm Friday 8:30am - 5:30pm

Robb Delisanti, Director of Investment Management, 2760 East Henrietta Road, Henrietta, NY (2026)

Robb Delisanti is a managing senior partner of investments with the Angelo Planning Group, LLC. He is responsible for implementing and monitoring investments for clients in order to help them reach their goals. He is always committed to providing the necessary information to assist in making important financial decisions. Money management is a passion of Robb’s and he has helped hundreds of client

s properly manage their investments. These include 401ks, 403bs, IRAs, Roth IRAs, and 529s. He believes that a client, no matter how big or small is equally valuable and should deserve the same attention. Robb strives to encourage that financial planning is a foundational step necessary for lifelong success. Securities offered through American Portfolios Financial Services, Inc. Investment Advisory Services offered through American Portfolios Advisors, Inc.(APA) an SEC Registered Investment Advisor. Angelo Planning Group is not affiliated with APFS and APA. Any opinions expressed in this forum are not the opinion or view of American Portfolios Financial Services, Inc. (APFS) or American Portfolios Advisors, Inc.(APA) and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors.

12/15/2015

Happy Holidays! As we approach year end, I would like to thank my clients for a great year and for the relationships that I have made and strengthened. It’s not often enough that I take the time to say thank you. I hope you know how appreciative I am for your support and companionship.

As in past months, I have provided our monthly APG newsletter for you to view. There are many valuable topics regarding the current market status.

Please let me know if you have any questions or would like to discuss anything further.

Enjoy your Holiday with your family.

Securities offered through American Portfolios Financial Services, Inc. (APFS) Member FINRA/SIPC. Investment Advisory Services offered through American Portfolios Advisors, Inc.(APA) an SEC Registered Investment Advisor. Angelo Planning Group is not affiliated with APFS and APA. Any opinions expressed in this forum are not the opinion or view of American Portfolios Financial Services, Inc. (APFS) or American Portfolios Advisors, Inc.(APA) and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors
Any opinions expressed in this forum are not the opinion or view of American Portfolios Financial Services, Inc. (APFS) or American Portfolios Advisors, Inc.(APA) and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors.

11/13/2015

Happy Mid November!

I have uploaded our newest APG newsletter for you to view. As always please feel free to let me know if you have any questions or would like to discuss anything further. I hope you find this reading beneficial.

Securities offered through American Portfolios Financial Services, Inc. (APFS) Member FINRA/SIPC. Investment Advisory Services offered through American Portfolios Advisors, Inc.(APA) an SEC Registered Investment Advisor. Angelo Planning Group is not affiliated with APFS and APA. Any opinions expressed in this forum are not the opinion or view of American Portfolios Financial Services, Inc. (APFS) or American Portfolios Advisors, Inc.(APA) and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors

Any opinions expressed in this forum are not the opinion or view of American Portfolios Financial Services, Inc. (APFS) or American Portfolios Advisors, Inc.(APA) and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors.

10/09/2015

Thank you for taking the time to like my page. I hope this finds you doing well and enjoying the fall season. If I can be any assistance, my number is above.

Please see the about tab for more information on myself and my background. Furthermore, I would also like to take the time to introduce my staff. I have 2 administrative assistants that have been working for me for 10+ years. They are Sharon Balonek and Emmy Hillegeer. Sharon is a great asset to our team. She ensures that all clients’ needs are taken care of and paperwork is serviced. She sets appointments, prepares distributions, and makes sure processing is done in a timely matter. Emmy is also valued in my practice. She helps prepare and research data to help execute my recommendations. She uses many of the financial software databases to create hypotheticals and retirement plans.

Additionally, I will continue to update you monthly with our APG newsletter. Feel free to take a look and let me know if you have any questions.

Securities offered through American Portfolios Financial Services, Inc. (APFS) Member FINRA/SIPC. Investment Advisory Services offered through American Portfolios Advisors, Inc.(APA) an SEC Registered Investment Advisor. Angelo Planning Group is not affiliated with APFS and APA. Any opinions expressed in this forum are not the opinion or view of American Portfolios Financial Services, Inc. (APFS) or American Portfolios Advisors, Inc.(APA) and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors.

Address

2760 East Henrietta Road
Henrietta, NY
14467

Opening Hours

Monday	8:30am - 5:30pm
Tuesday	8:30am - 5:30pm
Wednesday	8:30am - 5:30pm
Thursday	8:30am - 5:30pm
Friday	8:30am - 5:30pm

Telephone

+15852335242

Website

http://www.delisantiwealthmanagement.com/

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Robb Delisanti, Director of Investment Management