Progressive Financial Planning Services Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Progressive Financial Planning Services, Inc. provides financial planning and investment advice primarily to individual clients, including both high‑net‑worth and non‑high‑net‑worth individuals, and also offers segmented or corporate financial plans. Although the firm is listed in an investment-manager category, its Form ADV discloses no discretionary accounts or assets under management and emphasizes consultative planning over portfolio custody or discretionary management.
The firm delivers advice through consultations and written financial plans, drawing on both fundamental and technical analysis, with clients retaining final decision‑making authority and custodianship of assets. Fees for advisory and planning engagements are billed on an hourly basis rather than as a percentage of assets, and the firm does not accept performance‑based fees.
A distinctive feature disclosed in the brochure is that several supervised persons are also registered representatives of LPL Financial and are licensed to sell insurance, and the firm notes these affiliations may give rise to recommendations that generate commissions or insurance compensation. The combination of broker‑dealer and insurance activity, an hourly fee model, explicit non‑discretionary practice, and the absence of reported AUM differentiates the firm from many peers that typically manage assets on a discretionary, percentage‑of‑AUM basis.
Client services
Expertise
Fee options
$100.00 - $400.00 per hour
Fee-only: Hourly fee between $100.00 and $400.00 per hour, fees negotiable and may be waived at firm's discretion
Main office
See officeMelville NY
Advisors at this office
2
Most active in
Florida · New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Michael G
CFP®, Series 63
Boca Raton, FL
Progressive Financial Planning Services Inc.
Michael Godfrey is a CFP® with 27 years of experience in the financial industry. He is currently with LPL Financial and has previously worked at Cadaret, Grant & Co., Inc. and Progressive Financial Planning Services Inc. He maintains involvement with Progressive Financial Planning Services Inc., a registered investment advisor hybrid. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a broad platform accommodating customized advisory and brokerage needs.
Anthony D
Series 63, Series 66
Melville, NY
Progressive Financial Planning Services Inc.
Anthony Della Rocca is a financial advisor with Progressive Financial Planning Services Inc. and holds Series 63 and Series 66 licenses. He has nine years of industry experience, including roles at LPL Financial and Cadaret, Grant & Co., Inc. Outside of finance, he owns Taylors Woodshop, a woodworking business. Progressive Financial Planning Services Inc. is an investment management firm based in Melville, NY, serving clients through a team of four advisors.
Michael T
Series 63
Melville, NY
Progressive Financial Planning Services Inc.
Michael Triebwasser is a financial advisor with Progressive Financial Planning Services Inc. in Melville, NY, holding a Series 63 designation and with 27 years of industry experience. His career includes positions at Cadaret, Grant & Co., Inc. and LPL Financial before joining Progressive Financial Planning Services. Progressive Financial Planning Services, Inc. provides financial planning and investment advice to individual clients and offers corporate financial plans. The firm emphasizes consultative planning with clients retaining control of their assets, using an hourly fee model without discretionary management or performance-based fees.
William B
CFP®, Series 63, Series 65
Boca Raton, FL
Progressive Financial Planning Services Inc.
William Bulmer is a CFP® professional with 32 years of experience in the financial services industry. He is currently with LPL Financial and has been associated with Progressive Financial Planning Services Inc. since 2013. His prior experience includes 12 years at Cadaret, Grant & Co., Inc. Progressive Financial Planning Services, Inc. offers financial planning and investment advice mainly to individual clients, including both high-net-worth and non-high-net-worth individuals, as well as corporate clients. The firm emphasizes consultative planning and provides advice through consultations and written plans, with clients maintaining control over their assets.
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