Angelo Planning Group

CASE STUDY
Client: Angelo Planning Group
Financial and retirement planning firm in Rochester, New York

When Angelo Planning Group, LLC severed ties with a large established financial services company they suddenly needed to create an entire marketing program from scratch. APG partners turned to Metrix for help with execution on a series of initiatives starting with a new website that focuses on the relationships APG builds with its clients. Metrix worked with the Angelo Planning Group to produce a series of print pieces that highlight their services to attract new clients. Metrix created colorful new print pieces that target specific audiences and help APG segment its target populations.