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Innovative Planning Service

250 Crossways Park Drive
Woodbury
NY 11797-2000
Phone: 516 677-6200

Category: Chartered Life Insurance Underwriters
Website: http://soundwealthfinancialgroup.com

Company representatives

Adam Kaufman, Managing Partner
Phone: 516 677-6200
Email: moc.cilg@namfuak_mada

Rachel Calabrese, Office Manager
Phone: 516 677-6200
Email: moc.cilg@eserbalac_lehcar

Craig Mackey, Site Manager
Phone: 516 677-6200

Rachel Calabrese, Manager

About Innovative Planning Service

We are a financial institution with over 125 financial professionals and staff members committed to help you make informed financial decisions.


At Sound Wealth Financial Group, our representatives primary goal is to help you enjoy a comfortable lifestyle today, and look forward to a financially secure future by guiding you through today's changing financial landscape. They will listen to and understand your financial concerns so that they can assist you in identifying appropriate solutions to help you reach your financial goals. Whether it's funding a college education, financing a wedding or pursuing the financial freedom to live our your dreams, we can help.


Products and Services

  • Financial Advisors

Business categories

  • Insurance Consultants and Advisors
  • Certified Financial Planners

Employees

100 to 249


Years In Business

14


Rating

Browse U.S. states for Chartered Life Insurance Underwriters



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