MG PLANNING SERVICES, INC.

MG PLANNING SERVICES, INC. of WOODBURY, NY is an SEC-registered investment adviser (CRD 316672).

Registration

• CRD: 316672
• Type: Registered investment adviser
• Location: 185 CROSSWAYS PARK DRIVE, WOODBURY, NY, 11797
• Phone: 516-870-5914
• Latest filing: 2026-01-31
• Clients: 1

Business model

Compensation: Other.

Clients served: Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 316672 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search