Life Planning Agency Email Formats
Financial Services • 
Dix Hills, New York, United States • 1-10 Employees
Key Contact at Life Planning Agency
Gina Giannou
Chief Executive Officer
Company overview
| Headquarters | 33 Corsa Street, Dix Hills, NY 11746, US |
| Phone number | +16312430030 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Tax Advice, Estate Planning, Investment Advice, Risk Assesment, Diversification, Portfolio Building |
| Founded | 1998 |
| Employees | 1-10 |
| Socials |
About Life Planning Agency
Life Planning Agency, Inc. was founded in 1998 by Ronald Seroda CPA as a registered investment advisory. A family run business, spanning two generations, we provide the highest level of personalized financial service. We build custom portfolios, tailor made to you. As a member the Charles Schwab & Co. Alliance of registered investment advisories, we offer account services and transaction clearing through Charles Schwab & Co; allowing us to offer on-line commission rates and transaction fees with some of the lowest client costs to be found in the industry while still providing stellar customer service. Whether your goal is funding your retirement, your children’s educational costs, or simply some additional income every year for a family vacation, we are here to help you meet that goal. For almost 20 years, we have assisted our clients to both capitalize on the opportunities, and weather the storms of the dynamically changing twenty first century financial world. Life offers challenges, we’re here to help you meet them.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Life Planning Agency has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Life Planning Agency has never raised funding before.
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