American Investment Planners LLC

American Investment Planners LLC is a Financial Planner in Hicksville, NY, located at 500 N Broadway #260. It holds a rating of 4.50 based on customer reviews.

Founder and CEO Lee Rosenberg, CFP®, established the firm in 1983, guiding investors through market volatility for nearly forty years. The team consists of Certified Financial Planners, Financial Advisors, an accounting team, and support staff who provide leadership, timely communication, and sound judgment to manage portfolios. As registered representatives of LPL Financial, an independent broker/dealer and registered investment advisor, the firm offers an unbiased perspective, free from proprietary offerings, allowing them to select appropriate products for unique client needs.

Services include personal financial planning, which examines pensions, 401(k)s, IRAs, Social Security, and other retirement income sources for both employed individuals and business owners. Investment portfolio management involves strategic reviews of asset allocation, short and long-term goals, risk tolerance, and personal values. The accounting team utilizes time-proven tax techniques to increase after-tax returns through deductions, credits, potential Roth conversions, and analysis of realized and unrealized gains. Insurance planning reviews life, health, long-term care, and disability policies to ensure adequate coverage for families and businesses.

Retirement planning aims to allocate and distribute assets effectively to ensure money works as hard as the client did. Estate planning assists with the transfer of assets via Wills, trusts, proxies, and other legal documents, as well as 529 College Savings Plans, Roth IRAs for children, and private charitable foundations. The firm operates offices in Jericho, Boca Raton, La Vernia, and Huntington, with standard hours of 9:00 AM to 5:00 PM Monday through Friday. They offer free, no-obligation consultations to help clients achieve their financial goals.

The firm is known for its compassion, respect, and expertise in managing market volatility. It provides professional financial planning and investment management to the Hicksville community.

BizScoreAI awarded American Investment Planners LLC a Technical score of 87 out of 100, ensuring the website is secure and readable by search engines. A Discoverability score of 75 out of 100 confirms that AI crawlers can access the site, which is essential for being recommended by AI assistants. The firm ranks number 1 of 3 Financial Planner businesses that BizScoreAI has scored in Hicksville.