CLIENT STORIES

 
 
 
  
 
 
 
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 Jo Anne Sclafani 
 
 
 
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I started out with Bryan's father and then have been working with Bryan for 20 years or so.  I find the firm to be careful and trustworthy with my funds.  They listen to what I say and offer carefully considered advise. I feel very comfortable and confident with them.
  
 
 
  
 
 
 
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 simon whitestone 
 
 
 
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Bryan and his team has always been professional in my dealings with them. They respond quickly to my inquiries and offer good advice on my financial investments with them. In addition Bryan has given me valuable insights as I transitioned into retirement.  I strongly recommend Attitude Financial Advisors to a relative or a friend.
  
 
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Isabel Frey 
 
 
 
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My husband and I started working with Attitude Financial about a year ago when I was contemplating retirement. We have been very pleased with our whole experience. Our advisor Alex Salem is knowledgeable and responsive to our questions and concerns, and everyone at the office has been a pleasure to work with. We have been very pleased with Attitude's services and recommendations. i recommend them without reservation.
  
 
 
  
 
 
 
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 Daniel Bushansky 
 
 
 
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We had a great experience working with the Attitude team to develop our long-term financial plan. Alex, Bryan and team were extremely thorough, flexible, and thorough as they helped us think through various financial planning scenarios. They provided tactical advice that we'll immediately put to use, and as importantly, gave us the confidence and peace of mind that we are on track to meet our long-term financial goals. Highly recommended.
  
 
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Richard FISCHETTI 
 
 
 
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I’ve had the pleasure of working with Bryan Trugman at Attitude Financial for over 20 years, and I truly couldn’t ask for a better financial advisor. From day one, Bryan has always treated me with honesty, respect, and genuine care. He’s someone I trust completely, and that kind of confidence is priceless when it comes to your financial future.

Over the years, Bryan has guided me through changing markets with calm, thoughtful advice and has always taken the time to answer my questions and explain my options. I never feel like just another client—he sincerely cares about helping me make the best decisions for my future.

After more than two decades, I can say that working with Bryan has been one of the best financial decisions I’ve made. If you’re looking for someone who is knowledgeable, trustworthy, responsive, and truly has your best interests at heart, I highly recommend Bryan Trugman and the team at Attitude Financial.
  
 
 
  
 
 
 
 Posted on Google  
 
  
 
 
 cindy martin 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
 
we started with Jeff when Bill retired in 2007, he was so helpful about our retirement plans. he gave us confidence to start own next journey.he was so helpful in advising us on how we should invest.
we knew we could call at any time to speak with him, and if we didn't he would always reach out to us to make sure we were o.k.
we would recomend ATTITUDE FINANCIAL ADVISORS for all your  financial needs.
we now have Alex who is also so attentive to our needs, we have a lot of confidence in him. he also calls and checks on us to make sure we are still satisfied with our plans, always knowing he has our best interest in mind.

b
  
 
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Chris Parke 
 
 
 
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I met Jeff Trugman 20+ years ago when he came to my workplace, Brooklyn Union Gas, as a representative of Met Life. Jeff's calm demeanor, knowledge, and approach towards financial security intrigued me. We spoke after the meeting and we started the process for a much needed life insurance policy and Roth IRA. After retiring from BUG, I transferred my work 401K over to Jeff's now established Attitude Financial Advisors, where my money is now being managed. During the following years, Jeff and I have established a confident, friendly relationship as he has always advised me, passionately, about my finances and retirement security. Jeff's son Jeff, also has proven to me to have an equal approach and knowledge pertaining to my financial future. Meeting and working with Jeff all those years back have enriched my life in many ways. The Attitude Financial Advisors staff is very profession and knowledgable about my now financial needs and I couldn't imagine working with anyone else.. Thank You Jeff...
  
 
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Arthur Shapiro 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
 
Before working with a CFP, my wife and I managed our finances on our own. We often felt uncertain about whether we were making the right decisions. Looking back, we did a fair job of saving for the future, especially without professional guidance.
When my company offered to reimburse the cost of preparing a financial plan, I decided to take advantage of the opportunity. Following up on that decision quickly showed us there were critical aspects of long-term planning we did not understand. Overlooking them could have been costly. It also became apparent that it is essential to work with a CFP you trust—someone you can relate to, have confidence in, and who puts your interests first as a fiduciary.
We found the guidance we needed ten years ago with Jeff Trugman, co-founder of Attitude Financial Advisors. More recently, we have worked most closely with Bryan Trugman. Both CFPs, they each have taken the time to understand our financial situation, priorities, and concerns. They explained our options clearly, helped us evaluate tradeoffs, and worked with us to build and manage an investment portfolio aligned with our risk tolerance and goals. We continue to review and adjust our plans regularly to meet both our short- and long-term needs.
They have also helped us build a trusted network of other professionals to support our future plans, including experts in legal matters, estate planning, trusts, insurance, taxes, and accounting.
Having comprehensive plans that are professionally designed and suitably resilient has given us a level of confidence we would not have otherwise. We give Jeff and Bryan full credit for that. They have always treated us with the same care and respect they would offer their own family. We can gladly recommend Attitude Financial Advisors.
  
 
 
  
 
 
 
 Posted on Google  
 
  
 
 
 EMMET MANZO 
 
 
 
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Approaching retirement we decide to reach out to Attitude for some guidance. It turned out to be an excellent choice. Alex was a pleasure to deal with. He listened to our questions/concerns and provided us with detailed advice to help navigate what was ahead. I highly recommend!
  
 
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Patricia Venti 
 
 
 
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For over 20 years, I have had the good fortune of working with Jeff Trugman of Attitude Financial. Loosing my husband and worrying about who to trust with investing my assets, was scary.  Jeff and his Team came highly recommended.  They have guided me in organizing a budget, investment advisement for my future, and Life and Long Term Care Insurance.  My investments has grown.  I feel financially secure and have peace of mind. Attitude Financial Advisors Inc. are extremely experienced, and trustworthy.
  
 
 
  
 
 
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