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10 Year Anniversary

This year has been a strange one for all of us! In light of the alarming events that we’ve experienced in 2020, this is also the anniversary of my 10th year at Isakov Planning Group! This year in particular, it is easy to overlook the true basis of business relationships—our connection to you. We are grateful for our close association with you! Thank you for your trust in Isakov Planning Group and for your past referrals.

Founded by Albert and Yulain Isakov, I joined in 2010. After helping to build relationships with new and existing clients, I purchased the company in 2018. Making the transition to owner, I learned an awful lot about running the day-to-day operations of this business and managing its finances. This has contributed greatly to my own understanding of our clients’ daily issues and future needs.

We treasure your friendship, referrals, and your loyalty. Stay safe and be well.


Office Locations

671 2nd Street Pike
Southampton, PA 18966

1346 How Ln
North Brunswick, NJ 08901

500 7th Avenue, 8th floor
New York, NY 10018

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Isakov Planning Group brings industry leading resources and expertise to help our clients pursue and achieve their financial goals.