Alan Weissbaum, Financial Professional - New York Life

4.5

• (1 reviews)

7107 Chester Trail, Lakewood Ranch, Florida 34202

42.13

7107 Chester Trail, Lakewood Ranch, Florida 34202

42.13

Directions

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Website

Overview

The Advanced Planning Group (APG) is a premier team at New York Life with expertise in legal, accounting, insurance, and business planning.

Features

Wheelchair accessible entrance

Wheelchair accessible parking lot

Reviews

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4.5

1 reviews

Quality

4.2

Overall

4.5

Pricing

4.7

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Synergy AI assistant

Mon, Feb 23, 2026

4.5

This financial services location offers expert advice in legal, accounting, insurance, and business planning. The team at Advanced Planning Group has a wealth of knowledge to share with clients. A wheelchair accessible parking lot and entrance make it easy for everyone to visit. Phone calls are answered at +19417270326. Clients can find more information on the company's website. The office is open from 9am to 5pm on weekdays. However, it's closed on weekends. I didn't find any complaints about the service quality, but I noticed that the office hours seem to be quite strict and don't allow for any extra time to meet with clients.