Our Firm

In today's complicated world, managing your finances can be a difficult and time-consuming task. Most people do not have the time or expertise to navigate the stormy seas of financial planning. Progressive Financial Planning Services, Inc., can become your guide. Our professionals combine skill and experience to help you develop your personal financial plan. We provide personalized, caring, one - on - one service that includes:

  • Demonstrating that your financial security is our priority
  • Producing the agreed upon results
  • Being accountable to you
  • Ongoing analysis of your financial situation in light of your aspirations
  • Educating you about alternate financial strategies
  • Development and management of a personalized portfolio which provides the best strategy to achieve your long-term financial goals
  • Providing overall assistance with obtaining insurance protection, education planning, estate planning, retirement planning, tax planning
  • Coordinating a network of accountants, attorneys and other professionals to solve problems and remove obstacles which might interfere with your financial success
  • Integrating these pieces into a cohesive and effective financial plan.

Our process succeeds because of your Progressive financial planning team.

One of our Advisors would be happy to help you get started on your journey

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© 2018 Progressive Financial Planning Services, Inc. | 6 Cabriolet Lane | Melville, NY 11747 | 5560 NE Trieste Terrace | Boca Raton, Florida 33487
Toll-Free: 800-895-6076 | Phone: 631-367-0196 | Fax: 631-367-0197 | Email: wbulmer@ae.cadaretgrant.com | Home | Form ADV | Privacy Policy | Disclosure

Progressive Financial Planning Services, Inc. is a New York Registered Investment Advisory firm. A full New York ADV is available upon request. We do not render or offer to render personalized investment advice or financial planning advice through this website. This website is limited to providing you with general information on our services and provides a way for you to contact us.

The information in this web-site is based on data gathered from what we believe are reliable sources. It is not guaranteed as to accuracy, and does not purport to be complete and is not intended as the primary basis for investment decisions. It should also not be construed as advice meeting the particular investment needs of any investor.

Michael Godfrey and William Bulmer, respectively, are Registered Representatives offering securities through Cadaret Grant & Co. Inc., Member FINRA/SIPC..