Welcome to Progressive Financial Planning Services - Progressive Financial Planning Services is a New York State Registered Investment Advisor, and is comprised of a team of highly educated financial planners, who use state-of -the-art asset management and estate planning technology.
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please read the regulatory disclosure below 

 

 

 

Regulatory 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 medium. This medium is limited to providing you with general information on our services and provides a way for you to contact us.  

Other Disclosures:

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.

As Branch Manager and Registered Representative Michael Godfrey and Michelle Bulmer, respectively, are affiliated with Jefferson Pilot Securities Corporation. Jefferson Pilot Securities Corporation is one of the country's oldest insurance company-affiliated brokerage firms, members of the National Association of Securities Dealers, the Boston Stock Exchange and the Securities Investors Protection Company and a wholly owned subsidiary of Jefferson Pilot Corporation.

Michelle E. Bulmer and Michael Godfrey are securities licensed in the states of Arizona, California, Connecticut, Florida, Georgia, Maryland, Nevada, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas, and Washington.