Focus Planning Group

Focus Planning Group (CRD# 281231) is a financial advisory firm headquartered in Bayport, NY. They manage $20,561,072 in 167 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    167
    ACCOUNTS
  • Average Account Value
    $123,120
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY, TX

Financial Advisors at Focus Planning Group
Showing 1 - 1 of 1 top financial advisors.
1
Joseph A. Carbone
CRD#: 3026229
Bayport, NY

Joseph Carbone (CRD# 3026229) is an Investment Advisor Representative working at Focus Planning Group in Bayport, NY and has over 26 years of experience in the finance industry.

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