Generations Planning Group

Generations Planning Group

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We have decades of experience in financial planning, investments, savings and business owner services Please refer to IFP Advisors LLC ADV Part 2.

As we look ahead to the next decade, it leads us to reflect on how grateful we are to have enjoyed relationships with a broad spectrum of clients, from retirees to college students. We have been fortunate to share in joyous occasions such as births, new home purchases, marriages, graduations, new jobs, new business launchings and many others! We have also been privileged to help our clients in cha

04/25/2026
04/25/2026
04/25/2026

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12/24/2025

Wishing you a season filled with peace, warmth, and meaningful moments. ✨

Happy Holidays from all of us at Generations Planning Group.

12/03/2025

Feeling overwhelmed by the financial system? You’re not alone.
Most people are juggling bills, savings, debt, and long-term goals without a clear roadmap — but it doesn’t have to stay that way.

✨ Take back control with 5 simple, actionable steps that bring clarity, confidence, and peace of mind into your financial life.

Whether you’re planning for the future, trying to get organized, or just wanting to feel less stressed about money, these steps will help you move forward with purpose.

Start today at www.genplangrp.com

Read our latest blog: https://genplangrp.com/2025/11/01/feeling-like-the-system-is-rigged-five-ways-to-take-better-control-of-your-finances/

11/27/2025

Grateful for every moment, every connection, and every opportunity to support our community. 🍂🧡

Happy Thanksgiving from Generations Planning Group!

11/05/2025

Feeling like the system is rigged? You’re not alone — but you can take back control.

This November, focus on gratitude and growth. Start small: track your spending, automate savings, and plan ahead for the holidays instead of letting the season run your wallet.

✨ Read our latest blog for five empowering ways to reclaim your financial confidence before year-end.
🔗 https://genplangrp.com/2025/11/01/feeling-like-the-system-is-rigged-five-ways-to-take-better-control-of-your-finances/

10/31/2025

👻 Don’t let money mysteries haunt you! 🎃

Financial planning doesn’t have to be scary—come chat with us and turn fear into confidence. 💰✨

Contact us: https://genplangrp.com/contact-financial-planning-new-york/

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Telephone

Address


2020 Western Avenue
Albany, NY
12203

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm