AMERICAN INVESTMENT PLANNERS LLC
JERICHO, NY

American Investment Planners LLC is a leading independent financial planning firm renowned for providing personalized service and customized portfolios tailored to the unique needs of its clients. Founded on October 22, 2010, in Jericho, New York, with mailing operations at 500 N Broadway, Ste 247 & 260, the company has built a reputation among hundreds of families across several U.S. states. Serving as the cornerstone of American Investment Planners LLC's approach is its ability to balance individual attention with access to a comprehensive range of investment products and services through strategic partnerships with esteemed accounting, tax, and legal professionals. The firm skillfully manages assets amounting to hundreds of millions annually, gaining trust from clients nationwide whose referrals have fueled its growth. American Investment Planners LLC caters particularly to residents in states such as Arizona (AZ), California (CA), Florida (FL), New York (NY), Texas (TX), and Washington (WA). Securities are offered through Cadaret, Grant & Co., Inc., a FINRA/SIPC member, while the firm operates under registration as an SEC Registered Investment Advisor. The firm prides itself on helping families preserve assets and establish lasting legacies—a commitment facilitated by Lee E. Rosenberg, one of its key managers. With ongoing updates, most recently recorded in their annual report dated January 29, 2024, American Investment Planners LLC continues to set a high standard for independent financial advisory services across generations.