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Firm History

Pivotal Planning Group, LLC was originally formed in 2000 to provide unbiased Financial Planning & Investment Advisory Services to the clients of Satty, Levine & Ciacco, CPAs, P.C. (SL&C).

SL&C was established in 1949 by Irving A. Satty and throughout the years the partners of the firm were unable to find unbiased, fee-only financial planners and investment advisors to help their clients, so they decided to create a firm that could. Over the years, SL&C and Pivotal Planning Group, LLC have expanded throughout the New York Metropolitan area and today enjoy regional recognition. Each team member has the expertise to deliver sound, unbiased advice to help our clients meet their goals. Pivotal team members work together with the SL&C team members, enabling a powerful partnership to offer expert professional advice on a full range of services to every client.

Today, we have grown to enjoy many relationships with other accounting and advisory firms who refer their clients to us because we share the common belief that our clients’ best interests must always come first.

“Unbiased Expert Advice…
Our clients deserve nothing less”
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