Economic Planning Group is a leading provider of comprehensive financial services to pre-retirees, retirees and business owners. Our team is comprised of experienced advisors. With a vast array of industry knowledge, Kurt Martinson, Christian Buzzanca, Brian Reynolds and Keith Maeder have been dedicated to servicing clients throughout the Greater New York Metro Area and Florida for over 25 years.
As the scope of financial products and services grows, so does the need for professionals to implement these services. At EPG, we approach your financial planning needs with a team of specialists. It’s the key to your success and ours.
Our team specializes in a variety of financial planning disciplines combining our knowledge and experience. Using the sophisticated support systems available through Lincoln Financial Advisors, we determine the appropriate financial strategy for your individual needs. We are dedicated to helping you identify your goals, developing a financial plan based on sound advice and knowledge, implementing and updating your plan on a regular basis.
Registered associates of Economic Planning Group are registered representatives of Lincoln Financial Advisors Corp.
Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.
Economic Planning Group is not an affiliate of Lincoln Financial Advisors Corp.
Economic Planning Group is an Affiliate Member of the Long Island Wine Council