Angelo Planning Group

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 is now working with the Angelo Planning Group to produce a series of print pieces that highlight their services to attract new clients. Metrix will create at least three colorful new print pieces that target specific audiences and help APG segment its target populations.