CONNECT

Address:

500 N Broadway Suite 260
Jericho, NY 11753

Phone:

(516) 932-5130, Toll free: (866) 932-5130

Fax/Other:

(516) 932-7706

Who We Are

 

 

 

 

 

 

 

 

 

 

 

 

                                                                                                                                                                                                                                                                                                         When When Lee Rosenberg, CFP®, opened his financial planning firm in 1983 in Valley Stream, NY, the concept of personal financial plans was just emerging and many investors were unsure of the benefits. But after over 30 years of helping clients navigate through an often volatile economy, Lee and his team of advisors have shown that being proactive and planning for contingencies is a wise investment.

Our headquarters have now been in Jericho, New York for over 20 years, and we have satelite offices in Boca Raton, Florida and La Vernia, Texas.  American Investment Planners LLC not only has a long and successful history, but a vision of the unique and strategic financial planning services we will continue to offer.

Our client services team is led by Lee Rosenberg, CFP®, president and founder of American Investment Planners LLC and an industry leader who brings more than 30 years of experience as an investment advisor. His staff comprises top financial planners, all of whom have been working closely with him for at least 10 years. They include:

 

 

They are assisted by a professional, highly experienced support team that handles administrative duties with great care and accuracy.
 
As a new client, you’ll start by working personally with one of our financial planners, who will serve as your primary contact and bring continuity to all of your accounts and services. From there, the planner will make recommendations (utilizing our entire team’s years of education and experience) to develop the most effective strategies for your long-term financial goals.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck