Individual and Family Services
Everyone can use financial expertise! Isakov Planning Group's financial advisors understand that each person's situation, financial needs, and long-term goals are unique. At IPG, our approach includes a powerful, flexible framework to formulate financial solutions for individual clients and their families. Our personalized approach helps the advisor and the client navigate the best route to reaching those short-term and long-term financial goals.
Business Services
We can work with any type of business, in any industry. The advisors at IPG fully understand that although business owners are concerned with their company and its performance, the key partners, employees, and their families are the engine running that business. Isakov Planning Group has the expertise and array of services to address the total needs of businesses, owners, partners, and principals.
Insurance Services
Isakov Planning Group's financial experts are well-versed in many types of insurance products for individuals, business executives, and companies. We offer a full spectrum of AAA-rated life insurance products (including term, universal, and whole-life plans), disability, group medical, long-term care, and other types of insurance policies. The IPG team is unbiased and not affiliated with any one life insurance company.
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Schedule a 60 Minute Meeting
WHO WE ARE
Meet Eugene
We're interested in learning about your life story. Tell us your story and allow IPG to review your current situation and future plans through a FREE, no-obligation first-time conversation.
We have been serving our clients since 2008. Our owner, Eugene Kuntorovsky, has more than 15 years' experience in the financial planning field. Isakov Planning Group is an independent firm, meaning that we are not required to meet client quotas or have any alliance with a single investment, insurance, or other provider.
Our allegiance is to the fiduciary standards, and that means our obligation is to each client and no one else.
What We Bring to You
Personal Financial Planning
Isakov Planning Group is interested in learning about your life story. We have been practicing since 2008 and our owner Eugene, has more than 15 years' experience in financial planning. Isakov is an independent firm—allowing us to work with no quota and a devout allegiance to fiduciary standards.
- FREE, no-obligation consultations
- 15+ years of experience
- Independent fiduciary standards
- Customized approach for each client
Protecting Your Assets
Isakov Planning Group specializes in unique methods of protecting your assets. We also provide a suite of insurance services that may protect your assets against market risk, a loved one's untimely death or disability, or the costs associated with long term care expenses.
- Market risk protection strategies
- Life and disability insurance
- Long-term care planning
- Asset protection methods
Securing Your Legacy
When thinking about passing on your assets to your loved ones after you have passed, the rules and complexities of federal, state, and even local estate tax regulations can be overwhelming. We understand fully how these estate tax regulations apply to not only U.S. citizens and permanent residents, but foreign residents with property holdings in the U.S.
- Estate tax planning strategies
- Federal and state tax optimization
- International estate planning
- Legacy preservation methods
Ready to Secure Your Financial Future?
We are not required to sell products or certain services—our only responsibility is to provide our clients with a proper customized approach.
What Our Clients Say
Don't just take our word for it. Here's what our satisfied clients have to say about our services.
Excellent service! Excellent financial planning services! Isakov Planning Group helped us navigate complex investment strategies. Eugene Kuntorovsky and his team are incredibly professional and knowledgeable. Highly recommend their services.
John Smith
Great experience! Great experience with Isakov Planning Group. They provided comprehensive financial planning services and helped us achieve our investment goals. The team is very responsive and professional.
Mary Johnson
Highly recommend! Outstanding service! Eugene Kuntorovsky has over 15 years of experience and it shows. The 24% average annual rate of return for 2024 speaks for itself. Highly recommend!
David Brown
Very professional! Exceptional financial planning services! The team at Isakov Planning Group is truly expert in their field. They helped us turn financial intentions into real, actionable plans.
Michael Davis
Amazing results! Great financial advising services. The team was very helpful with our investment portfolio. They bring industry leading resources and expertise to help clients achieve their financial goals.
Lisa Anderson
Top-notch service! Fantastic experience with Isakov Planning Group! Eugene Kuntorovsky and his team helped us review our financial goals and make smart adjustments. Highly professional service.
Robert Taylor
Exceptional quality! Good financial planning services. The team was responsive and helped us understand our investment options. Would recommend their services for financial planning needs.
Jennifer Martinez
Fantastic experience! Excellent financial planning services! Isakov Planning Group helped us navigate complex investment strategies. Eugene Kuntorovsky and his team are incredibly professional and knowledgeable. Highly recommend their services.
William Garcia
Wonderful service! Great experience with Isakov Planning Group. They provided comprehensive financial planning services and helped us achieve our investment goals. The team is very responsive and professional.
Patricia Rodriguez
Excellent service! Outstanding service! Eugene Kuntorovsky has over 15 years of experience and it shows. The 24% average annual rate of return for 2024 speaks for itself. Highly recommend!
James Miller
Highly recommend! Exceptional financial planning services! The team at Isakov Planning Group is truly expert in their field. They helped us turn financial intentions into real, actionable plans.
Richard Jackson
Outstanding work! Great financial advising services. The team was very helpful with our investment portfolio. They bring industry leading resources and expertise to help clients achieve their financial goals.
Barbara White
Very professional! Fantastic experience with Isakov Planning Group! Eugene Kuntorovsky and his team helped us review our financial goals and make smart adjustments. Highly professional service.
Joseph Harris
Amazing results! Good financial planning services. The team was responsive and helped us understand our investment options. Would recommend their services for financial planning needs.
Elizabeth Clark
Top-notch service! Excellent financial planning services! Isakov Planning Group helped us navigate complex investment strategies. Eugene Kuntorovsky and his team are incredibly professional and knowledgeable. Highly recommend their services.
Christopher Lewis
Exceptional quality! Great experience with Isakov Planning Group. They provided comprehensive financial planning services and helped us achieve our investment goals. The team is very responsive and professional.
Margaret Lee
Fantastic experience! Outstanding service! Eugene Kuntorovsky has over 15 years of experience and it shows. The 24% average annual rate of return for 2024 speaks for itself. Highly recommend!
Daniel Walker
Wonderful service! Good experience with Isakov Planning Group. They helped us with financial planning and investment strategies. The team is knowledgeable and professional.
Susan Hall
Excellent service! Exceptional financial planning services! The team at Isakov Planning Group is truly expert in their field. They helped us turn financial intentions into real, actionable plans.
Matthew Allen
Great experience! Great financial advising services. The team was very helpful with our investment portfolio. They bring industry leading resources and expertise to help clients achieve their financial goals.
Nancy Young
Highly recommend! Fantastic experience with Isakov Planning Group! Eugene Kuntorovsky and his team helped us review our financial goals and make smart adjustments. Highly professional service.
Anthony King
Very professional! Excellent financial planning services! Isakov Planning Group helped us navigate complex investment strategies. Eugene Kuntorovsky and his team are incredibly professional and knowledgeable. Highly recommend their services.
Mark Lopez
Amazing results! Great experience with Isakov Planning Group. They provided comprehensive financial planning services and helped us achieve our investment goals. The team is very responsive and professional.
Helen Hill
Top-notch service! Outstanding service! Eugene Kuntorovsky has over 15 years of experience and it shows. The 24% average annual rate of return for 2024 speaks for itself. Highly recommend!
Donald Scott
Exceptional quality! Good experience with Isakov Planning Group. They helped us with financial planning and investment strategies. The team is knowledgeable and professional.
Ruth Green
Fantastic experience! Exceptional financial planning services! The team at Isakov Planning Group is truly expert in their field. They helped us turn financial intentions into real, actionable plans.
Steven Baker
Wonderful service! Great financial advising services. The team was very helpful with our investment portfolio. They bring industry leading resources and expertise to help clients achieve their financial goals.
Dorothy Adams
Excellent service! Fantastic experience with Isakov Planning Group! Eugene Kuntorovsky and his team helped us review our financial goals and make smart adjustments. Highly professional service.
Kenneth Nelson
Highly recommend! Excellent financial planning services! Isakov Planning Group helped us navigate complex investment strategies. Eugene Kuntorovsky and his team are incredibly professional and knowledgeable. Highly recommend their services.
Edward Mitchell
Outstanding work! Great experience with Isakov Planning Group. They provided comprehensive financial planning services and helped us achieve our investment goals. The team is very responsive and professional.
Carol Roberts
Very professional! Outstanding service! Eugene Kuntorovsky has over 15 years of experience and it shows. The 24% average annual rate of return for 2024 speaks for itself. Highly recommend!
Brian Turner
Amazing results! Good experience with Isakov Planning Group. They helped us with financial planning and investment strategies. The team is knowledgeable and professional.
Donna Phillips
Top-notch service! Exceptional financial planning services! The team at Isakov Planning Group is truly expert in their field. They helped us turn financial intentions into real, actionable plans.
Ronald Campbell
Exceptional quality! Great financial advising services. The team was very helpful with our investment portfolio. They bring industry leading resources and expertise to help clients achieve their financial goals.
Michelle Parker
Fantastic experience! Fantastic experience with Isakov Planning Group! Eugene Kuntorovsky and his team helped us review our financial goals and make smart adjustments. Highly professional service.
Jason Evans
Wonderful service! Good financial planning services. The team was responsive and helped us understand our investment options. Would recommend their services for financial planning needs.
Emily Edwards
Excellent service! Excellent financial planning services! Isakov Planning Group helped us navigate complex investment strategies. Eugene Kuntorovsky and his team are incredibly professional and knowledgeable. Highly recommend their services.
Kevin Collins
Great experience! Great experience with Isakov Planning Group. They provided comprehensive financial planning services and helped us achieve our investment goals. The team is very responsive and professional.
Kimberly Stewart
Highly recommend! Outstanding service! Eugene Kuntorovsky has over 15 years of experience and it shows. The 24% average annual rate of return for 2024 speaks for itself. Highly recommend!
Brian Sanchez
Very professional! Exceptional financial planning services! The team at Isakov Planning Group is truly expert in their field. They helped us turn financial intentions into real, actionable plans.
Ronald Rogers
Amazing results! Great financial advising services. The team was very helpful with our investment portfolio. They bring industry leading resources and expertise to help clients achieve their financial goals.
Sharon Reed
Top-notch service! Fantastic experience with Isakov Planning Group! Eugene Kuntorovsky and his team helped us review our financial goals and make smart adjustments. Highly professional service.
Jerry Cook
Exceptional quality! Good financial planning services. The team was responsive and helped us understand our investment options. Would recommend their services for financial planning needs.
Laura Morgan
Fantastic experience! Excellent financial planning services! Isakov Planning Group helped us navigate complex investment strategies. Eugene Kuntorovsky and his team are incredibly professional and knowledgeable. Highly recommend their services.
Adam Bell
Wonderful service! Great experience with Isakov Planning Group. They provided comprehensive financial planning services and helped us achieve our investment goals. The team is very responsive and professional.
Virginia Murphy
Excellent service! Outstanding service! Eugene Kuntorovsky has over 15 years of experience and it shows. The 24% average annual rate of return for 2024 speaks for itself. Highly recommend!
John Smith
Highly recommend! Exceptional financial planning services! The team at Isakov Planning Group is truly expert in their field. They helped us turn financial intentions into real, actionable plans.
David Brown
Ready to Join Our Satisfied Clients?
Experience the difference our personalized financial planning can make for your future.
Schedule Your ConsultationOffice Locations
671 2nd Street Pike
Southampton, PA 18966
1346 How Ln
North Brunswick, NJ 08901
500 7th Avenue, 8th floor
New York, NY 10018
Ready to Get Started?
Contact any of our offices to schedule your consultation