Retirement Planning Group, LLC

Retirement Planning Group, LLC (CRD# 310647) is a financial advisory firm headquartered in Malta, NY. They manage $243,719,294 in 1,399 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
2691 State Route 9, Malta, NY 12020
https://www.facebook.com/pages/category/financial-planner/retirement-planning-group-llc-178607058973631/
By the Numbers
  • Total Assets Under Management
    244
    MILLION
  • Total Number of Accounts
    1,399
    ACCOUNTS
  • Average Account Value
    $174,210
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MA, NH, NY, TX

Financial Advisors at Retirement Planning Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
David Kopyc, financial advisor Malta NY
David M. Kopyc
CRD#: 1065369
2691 State Route 9, Malta, NY 12020

David Kopyc (CRD# 1065369) is an Investment Advisor Representative working at Retirement Planning Group, LLC in Malta, NY and has over 39 years of experience in the finance industry.

2
Nicolas Dumas, financial advisor Malta NY
Nicolas G. Dumas
CRD#: 6804595
2691 State Route 9, Malta, NY 12020

Nicolas Dumas (CRD# 6804595) is an Investment Advisor Representative working at Retirement Planning Group, LLC in Malta, NY and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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