Joseph Carbone, Jr.,

Joseph A. Carbone, Jr., is a wealth advisor and managing partner of Focus Planning Group. He has over 18 years’ experience in the wealth management industry.

CFP® at Focus Planning Group in Bayport, NY at Focus Planning Group, LLC in Bayport, NY

About

Managing Partner of Focus Planning Group, LLC; Found of Wealth Management for the Real World.com. We are located in Bayport, New York. We work with clients all throughout the region including Sayville, Blue Point, Oakdale, Great River, Patchogue, and more. We also work with clients out of state utilizing technologies for meetings and communications.

Contact
Click for phone number
(631) 714-6869
Click for fax number
(844) 965-9870
Address
982 Montauk Hwy Ste 4 in Bayport, NY 11705
Info
Languages: English
Year started: 2002

Reviews

Peer Endorsements

Best Answers

Q&A
Asked by Leah

Answered by Joseph Carbone, Jr.,
CFP® at Focus Planning Group in Bayport, NY in Bayport, NY
Hi Lea great question. The best way to ensure if you are saving enough for retirement would be to sit with a Certified Financial Planner and have a plan designed that ...
Financial Planning Investing & Retiring
3

Specialties

  • Bonds & Fixed Income
  • Business Planning
  • Commodities
  • Education Savings
  • Equities
  • Estate Planning
  • Life Insurance
  • Mutual Funds
  • Retirement Planning
  • Risk Management
  • Tax Advantaged Investments
  • Other

Servicing

Credentials

Licenses

Series 65

Certifications

Accredited Asset Management Specialist? (AAMS®)
Accredited Investment Fiduciary® (AIF®)
Certified Financial Planner™ (CFP®)

Accomplishments

Background

Experience

Wealth Advisor
Chairman of the Networking Committee

Education

Dowling College

Disclosure

Focus Planning Group, LLC is a New York registered investment advisor and in other jurisdictions where exempted.