Broker Check

Part Of Your Community

Living and working here on Long Island, our communities are the cornerstone of our business. The local business owners, families and individuals are our neighbors, family and friends. With office in both Nassau and Suffolk we strive to best service our community with top notch products and a team of advisors you can count on. We love to visit our friends at local universities, organizations and businesses - so when you see us around town, don’t be shy to say hello!

December 13, 2018

Another year to celebrate at the Life Planning Group Holiday Party. Happy holidays and best wishes for 2019! 

August 23, 2018

Pick up day for LPG's school supply drive 2018! We were able to collect 13 backpacks, over 40 notebooks, over 30 packs of pencils, 17 glues and so much more! Donations go to the John Theissen Children's Foundation where they will be distributed to underprivileged children on Long Island.

December 13, 2017

LPG advisors, managers and staff enjoy a night to celebrate the year’s accomplishments while raking in the New Year at Wheatley Hills Golf Club in Wheatley Hills, NY. Happy New Year from our family to yours!

November 4-5, 2017

Our advisors Roy Lenzo III and Kevin Givens spent the weekend at the Long Island Home Show at Nassau Coliseum speaking to our neighbors about the importance of life insurance for protecting their mortgage but also to help pay for education expenses, fund retirement and leave a legacy for loved ones. We also got a chance to walk around and spend some time with the other vendors and local business owners about their financial business needs and future plans.

October 18, 2017

We love our interns and university relationships! Our managing partner says Adelphi interns "bring a new energy to the firm, as they play a valuable role in marketing initiatives including rugby partnerships and branding, social media, marketing campaigns, event planning, and recruiting…With the help of our Adelphi interns, our agency has been able to deepen client relationships, explore new ways of communicating, and help us create a brighter future for generations to come." Since 2014, 10 students from the Robert B. Willumstad School of Business have interned at Penn Mutual and we could not be happier!

October 18, 2017

Our managers Angelina and Samantha searched for new recruits at the Hofstra University Fall Career Fair. We met a lot of great candidates and even got a chance to meet Hofstra’s Kate and Willie! What an awesome surprise it was to see our friends from the Hofstra Rugby Team stop by and see their signatures on our rugby ball from seasons past. Go Pride!


October 14, 2017

Our managing partner Peter Ganley at Adelphi University accepting the strategic partner appreciation certificate with Neil Holloran, Adelphi internship director for our participation and support of the Adelphi internship program.


August 24, 2017

Life Planning Group enjoys the night out at the ball game! QuackerJack paid us a visit in our LPG box…Go Ducks!

July 19, 2017

Being neighbors and having several Hofstra alumni working at LPG, our relationship with Hofstra University is very important to us. Life Planning Group hosted the Zarb Alumni Breakfast Series here at our Uniondale, NY office. Dr. Andrew Spieler presented “Not Your Parent’s Stock Market: The New Investing Environment” while Hofstra Zarb Alumni came and enjoyed the presentation and engaged in discussion over breakfast.

May 3, 2017

LPG’s partner, Jim Knox setting up our booth at the Long Island Small Business Expo at Nassau Coliseum. We love working and growing with our local businesses and being an asset to their success. We enjoyed spending the day speaking to many local business owners and offering support for their small business needs including: business succession planning, buy/sell agreements, disability insurance, employee benefits, and life insurance solutions. We also work to use the value in a business to fund the owner’s retirement but 98%* of business owners don’t know what their business is worth, yet 90%** are planning to fund their retirement with the proceeds! We have a unique service that allows us to value your business and give you up to 20 key performance indicators to help us determine the right path for you and the future of your business. Contact us to learn more about getting your complimentary business valuation! *IBIS World (2014) ** CNBC (2015)

April 29, 2017

Penn Mutual and their agencies like Life Planning Group love to support our local rugby teams! As part of our relationship with the Long Island Rugby Football Club, we enjoyed watching their match at their Bayville, NY field while helping the team refuel over a Life Planning Group sponsored BBQ. Visit our Rugby microsite to learn more about our affiliation with the sport! #rugbyislife

November 15, 2016

Our managing Partner, Peter Ganley, and the LPG team visited the Molloy Women’s Rugby team on campus in Rockville Center, NY to discuss the internship opportunities at Life Planning Group. We gave these young ladies a taste of what goes into becoming a financial advisor and the benefits the career has, especially for women. We also presented the team a check to help them sponsor their Fall 2016-Spring 2017 season. Unfortunately, our friend and author Joe Jordan couldn’t make it to the event but he was with us in spirit…and cardboard.