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Headquartered in White Plains, New York (next door to the Westchester County Airport), with branches in Syracuse (Fayetteville), Long Island (Hauppague), and Florida (Lake Worth), Madison Planning Group is a fiduciary financial planning and investment advisory firm dedicated to providing clear, trusted financial guidance.

Everyone out there seems to be full of financial advice—from the TV, to the internet, to that guy in the office next door. But what are the right answers for you? Trying to figure it all out can be overwhelming. But not figuring it all out can leave you paralyzed on your path to financial security.

At Madison Planning Group, we get it. That’s why we take a very different approach to your finances. We listen to your story, and then provide the personalized, trusted guidance you need. No templates. No generic solutions. No nonsense. Our team provides what you need, when you need it, including full-service financial planning, investment management, retirement planning, and risk management. And our approach combines education, collaboration, and action to help get you on a straight path toward your long-term financial goals—whatever your story may be.

Everyone has a story. What’s yours?
We’d love to hear it. Contact us today at 800-222-2091 to schedule a financial assessment and start the conversation.

Everyone has a story. What’s yours?

We’d love to hear it.
Contact us today at 800-222-2091 to schedule a financial assessment and start the conversation.

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CONTACT US

You have questions. We have answers.

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4 New King Street, Suite 120
West Harrison, NY, 10604

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Securities and advisory services through Royal Alliance Associates, Inc. Member FINRA/SIPC. Additional advisory services offered through Madison Advisory Services, Inc. Insurance services offered through Madison Planning Group. Royal Alliance Associates, Inc. is not affiliated with either entity. In this regard, this communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, FL, GA, IL, KS, LA, MA, MD, MN, NC, NJ, NV, NY, OH, OR, PA, RI, SC, TX, VA, VT, WA, WI. No offers may be made or accepted from any resident outside the specific states referenced.
*Third party awards, rankings, and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client not are they representative of any one client’s evaluation.

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