Founded in 1993 by Peter R. P festa, ChFC, CLU, AIF, Financial Planning Services is an independent, fee-only financial planning firm based in New York. The company's mission is to help clients build and preserve their wealth through a holistic approach that integrates investment management, retirement planning, estate planning, and insurance analysis. They emphasize creating long-term relationships and act as fiduciaries, meaning they are legally and ethically bound to act in their clients' best interests.

Founded in

United States