Who We Are
Financial Planning Investment Group was established in 1996 by Louis Macloskey with the purpose of guiding clients through their financial lives. Lou maintained a reputation for treating clients as an extension of his family.
Genuine care for the people and families we serve is our purpose. To us, you are a name and not just a number. We believe the ability to talk to a real person is paramount. We value and respect the trust our clients place in us, and in turn we place our trust in them.
For each client, our goal is to help create financial stability and security in pursuit of financial independence. We believe thoughtful planning should be responsive to the realities of life as it evolves.
We value the principle that education and understanding are essential to sound financial decision-making. A clear view of your current financial situation is vital to making prudent choices for your future, and we help you build that understanding with confidence.
