Attitude Financial Advisors is a fee-based independent financial firm based in Plainview, NY, specializing in helping individuals and families throughout Long Island plan for retirement with confidence. They provide comprehensive financial planning, investment management, and personalized strategies tailored to clients' lifestyles and values.
The firm emphasizes a collaborative, team-based approach, ongoing accountability, and a commitment to fiduciary care, with Certified Financial Planners (CFP®) leading the service.
Thinking Beyond Investments
Multi-generational team
Robust online dashboard
Trust and honesty as core values
CFP® certification of key advisors
Services
Plan & Invest Service
A comprehensive offering designed to support ongoing financial needs, goals, and aspirations, providing significant control over financial life.
Deep dive into financial detailsAnalysis of complete financial pictureState of the Union financial addressImplementation of action stepsOngoing monitoring and accountability
Credentials & Certifications
CFP® Certification
Since 2000s
Reviews
Rating
5
★★★★★
Reviews
31
"Attitude Financial Advisors Inc. are extremely experienced, and trustworthy."
Frequently Asked Questions
What’s prompting you to seek financial guidance today? +
Clients are prompted by various financial needs, including retirement planning, investment guidance, and life transition support.
How much of your children’s college costs do you want to be able to pay for? +
The firm assists clients in estimating and planning for educational expenses as part of comprehensive financial planning.
At what age would you like to retire? +
Clients work with advisors to determine retirement age based on financial goals and lifestyle preferences.
Do you anticipate a change in career or income? +
The firm prepares clients for potential career or income changes through flexible financial planning strategies.
Do you have life and disability insurance? Do you carry this coverage through your workplace benefits? +
Clients are evaluated for appropriate life and disability insurance coverage as part of risk management planning.
Are you able to save money? +
The firm assesses clients’ savings capacity and develops strategies to enhance savings habits.
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