Focus Planning Group
Focus Planning Group (CRD# 281231) is a financial advisory firm headquartered in Bayport, NY. They manage $6,500,000 in 84 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management7MILLION
Total Number of Accounts84ACCOUNTS
Average Account Value$77,381
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Joseph Carbone (CRD# 3026229) is an Investment Advisor Representative working at Focus Planning Group in Bayport, NY and has over 19 years of experience in the finance industry. Joseph Carbone has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.