American Investment Planners LLC

American Investment Planners LLC is a financial planner in Hicksville, New York, serving individuals and families with comprehensive financial, retirement, estate, tax, and investment planning services. The firm specializes in personalized financial strategies tailored to clients’ unique goals, risk tolerance, and life circumstances. With a focus on long-term wealth preservation and legacy planning, the firm offers services including retirement income planning, portfolio management, tax optimization, insurance review, and estate structuring. Their team of Certified Financial Planners and financial advisors has served clients since 1983, earning a 4.50 rating based on client feedback. They serve clients across New York, Florida, and Texas through multiple office locations, with a primary presence in Hicksville.

The firm was founded in 1983 by Lee Rosenberg, CFP®, who established a philosophy rooted in integrity, client-centered planning, and independence from proprietary products. As a registered investment advisor and independent broker/dealer representative, American Investment Planners LLC maintains an unbiased approach, selecting investment solutions based on client needs rather than product incentives. Their process begins with a thorough assessment of a client’s financial situation, goals, and values through detailed questionnaires and personal consultations. They leverage advanced technology to monitor market changes in real time and adjust strategies proactively. The firm emphasizes transparency, timely communication, and compassion, particularly during life transitions such as retirement or major financial changes.

Located on N Broadway in Hicksville, the firm operates from Suite 260 at 500 North Broadway. While no specific nearby landmarks are listed, the office sits within a commercial corridor in the heart of Hicksville, accessible via major regional roads. The firm maintains a strong digital presence, with a well-optimized website that search engines read clearly and consistently, ensuring high visibility for clients seeking financial planning services. Their business information is thoroughly documented across platforms, reinforcing trust and reliability.

American Investment Planners LLC stands out for its consistent, accurate, and easily discoverable online presence, making it a top-tier choice for financial planning in the region. The firm’s commitment to personalized, technology-driven advice and its decades-long reputation for integrity continue to define its standing in the financial services community. In Hicksville, they are a trusted partner for those seeking sustainable financial security and lasting legacy planning.