Investment management, retirement planning, and wealth building strategies for every stage of life. 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 importa
nt financial decisions. Money management is a passion of Robb’s and he has helped hundreds of clients 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. (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.
