Economic Planning Group

Economic Planning Group Associates, LLC has been providing comprehensive financial services in the Greater New York area since 1965. Our mission is to help clients attain their financial security goals by building long-term relationships based upon exceptional client service and mutual respect. Economic Planning Group Associates are highly trained professionals who specialize in creative solutions to the economic needs of small business owners, professionals, and individuals in need of general financial guidance. Our firm is proud of its focus on a needs based planning process. Resources are invested to support internal expertise in our specialized areas. Our on-staff CPA consults with Associates to assist with advanced planning strategies. Our department leaders have extensive industry credentials and experience. Our team approach to client service allows our Associates to consult with experts on staff to research and develop a plan for each client's need. Economic Planning Group's Associates' broker-dealer is Hornor, Townsend & Kent, Inc. (HTK). They provide access to a wide range of financial products and services.