AEPG Long Island

The AEPG Difference: Independent, practical, customized advice to meet your specific situation and financial goals. As a fiduciary, we are your Accountable Advocate®.
American Economic Planning Group, Inc. provides wealth management services. It offers financial pl...anning services in various areas, including retirement planning, investment management, estate planning, stock option planning, education planning, divorce planning, income tax planning, life insurance planning, disability insurance planning, long-term care insurance planning, family foundations, lifetime gifting strategies, asset protection planning, liability management, cash flow analysis, and trust services, as well as employee benefits, pension/actuarial, and insurance and risk management services. The company was founded in 1980 and is based in Warren, New Jersey.

In today's challenging economic climate, many successful people have found that their financial lives have become increasingly complex. Whether you are concerned with managing your own wealth, securing your family's financial future, growing a successful business, or managing corporate liability issues, you may find that the many demands on your time limit your ability to organize and manage these financial issues.

AEPG Wealth Strategies offers comprehensive solutions that can help you balance your personal, business, and financial needs. For more than 30 years, we have provided customized, independent wealth management and financial planning services to individuals, families, and business owners in NJ and across the country.

We are a fiduciary – working only for your best interests. Our elite team of professionals is dedicated to providing you and your business with practical advice and personalized service. If you are a business owner or corporate client, we can also help to ensure that your company is in compliance with relevant regulatory requirements while also working to reduce costs and increase benefits.

AEPG is a nationally recognized leader in wealth management. Our professional staff holds the most respected credentials in the financial planning, investment management, pension and insurance fields – including the internationally recognized RIA, CFP®, CLU, AIF®, and CFA charterholder designations – and regularly contributes to wealth management publications and programs in NJ and nationwide.

Please see our Accolades and Awards page to view our most recent acknowledgements. Please contact us today to learn more about how we can help you achieve your financial goals.

Peter Owen, President of Trendline Financial Solutions, a personal financial planning firm based in West Hempstead, NY, is pleased to announce that he is joining AEPG® Wealth Strategies as Vice President of Wealth Management and Retirement Solutions. AEPG® Wealth Strategies is a wealth management, retirement solutions and employee benefits consulting firm based in Warren, New Jersey.
AEPG® Wealth Strategies has been providing personalized comprehensive wealth management to individuals, families, physicians and business owners for almost 30 years. Services include, but are not limited to Financial Planning, Investment Management, Estate Planning, 401(k) & Retirement Plan Solutions, Insurance Planning and Group Employee Benefits including 401k and Pension plans.
Peter Owen states “I have been searching for 1 ½ years for a firm that has the same values, ethics and dedication to clients displayed by my own firm. My role will be representing AEPG and expanding its services to Nassau County and Suffolk County on Long Island, and the entire New York City area. Essentially, I will endeavor to create AEPG Long Island. I am extremely excited to be part of the AEPG team”.
Trendline Financial Solutions has ended its registration as an independent Registered Investment Advisor firm.
Contact:
Peter B. Owen
Main office: 223 Parker Avenue, West Hempstead, Nassau County, Long Island, NY 11552
Former Offices: 1675 Cedar Beach Road, Southold, NY 11971, 21 West Mill Drive, Great Neck, NY 11021
Phone: (516)317-2860
New Email: POwen@AEPG.com
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