CLIENT STORIES
Are you tired of financial advisors who prioritize their own interests over yours? At Attitude Financial Advisors, our clients always come first. We understand that each client has unique goals and concerns, and we work closely with them to develop a personalized plan that fits their needs. Wondering what it’s like to work with us? Check out what our clients have to say about their experience.
Posted onTrustindex verifies that the original source of the review is Google. I decided to seek the help of a financial advisor when I hit my 60s and realized it was time to start planning for the future. I chose to work with Bryan because I knew him through networking and had always found him to be bright, calm, and approachable. These were qualities that really appealed to me. Bryan has helped me navigate many financial decisions, including determining how much of my income I can safely invest for the future. The most important benefit of working with him is having my questions answered promptly and having access to his excellent financial website tools. I’ve recommended Bryan to others, and I tell them that he is trustworthy and a good listener. Working with him has given me clarity in my financial planning!Posted onTrustindex verifies that the original source of the review is Google. I’ve been working with Bryan Trugman for over 11 years, and I can honestly say he’s been such a steady, trustworthy guide through every stage of my financial life. When I first started looking for an advisor, I wanted someone who could really explain things clearly and help me plan with confidence — and Bryan has done exactly that. He’s helped me with everything from long-term planning to navigating life changes, and I’ve always felt supported and informed along the way. I have so much more clarity and peace of mind about my finances now, and I know I can always count on his advice. If you’re thinking about working with a financial advisor, I can’t recommend Bryan and his team at Attitude Financial enough. They truly care about their clients and make the whole process feel approachable and personal.Posted onTrustindex verifies that the original source of the review is Google. I have been working with Bryan for over 10 years and have only had positive experiences with him and Attitude Financial! I appreciate all of Bryan’s personal advice and guidance. I never feel like he is pushing an agenda, but rather that his priority is to educate me about my options and make sure I understand my investments.Posted onTrustindex verifies that the original source of the review is Google. “We’d worked with an advisor who eventually left the industry, and for a while our account was handled by someone we barely heard from. Over the years we got to know Jeff Trugman in casual conversations and realized Attitude Financial might be a much better fit for us. When we met Bryan, he really took the time to understand both our personal priorities and our investment goals. We immediately felt comfortable knowing he wasn’t just focused on our finances, but on aligning our investments with the life we want to live. Bryan has guided us in diversifying our portfolio and planning around Social Security and RMD distributions. He’s incredibly knowledgeable, responsive, and genuinely dedicated to his clients, and his team is just as welcoming and supportive. The greatest benefit of working with Bryan is the comfort that comes from knowing he truly cares about us, not only our financial well-being, but who we are as people. We’ve recommended him to several friends and family members, and always tell them how trustworthy and client-focused he is.”Posted onTrustindex verifies that the original source of the review is Google. Bryan is genuinely caring of his clients and it shows. We feel very confident in our choice to go with Attitude. I would highly recommend them to anyone looking to retire with confidence.Posted onTrustindex verifies that the original source of the review is Google. Working with Bryan Trugman at Attitude Financial Advisors has been one of the smartest decisions we’ve made for our family’s financial future. He was highly recommended by our attorney during our estate planning process, and from the very beginning, Bryan took the time to truly understand who we are—our goals, values, and vision for the future. He’s helped us create the discipline to invest consistently and diversify wisely. Life doesn’t always go as planned, but Bryan has always been there—attentive, thoughtful, and ready with expert guidance whenever changes came our way. His approach is grounded in data, but always aligned with our lifestyle and comfort level. We trust Bryan so much that we referred our daughter to him as soon as she turned 18. We know she’s in good hands with someone who will support her and offer the kind of long-term perspective she might not yet see on her own. Bryan doesn’t just manage money; he helps create confidence and clarity for the future. — Paul & JenniferPosted onTrustindex verifies that the original source of the review is Google. My late husband, Joe, and I started working with Jeff Trugman in our 50s through his role at MetLife. When he founded Attitude Financial Advisors, we followed him without hesitation, and I’ve been with the firm ever since. Though I was initially hesitant to open up about my finances, Jeff quickly earned my trust. I’ve always felt that the team has my best interests at heart. When Jeff stepped back, the transition to working with Bryan was seamless. Bryan has helped me navigate major life changes, from becoming a widow to planning for retirement. He’s connected me with trusted professionals, helped me update legal documents, and supported me through big decisions like selling my house. Sometimes he feels more like a trusted friend than a financial advisor. I recommend Bryan to everyone. Two of my closest friends now work with him, and they’ve never looked back. Thanks to his guidance, I’ve been able to retire comfortably and with confidence. He explains things clearly, is incredibly responsive, and genuinely cares. The whole team, Bryan, Alex, and Jill, makes me feel welcome, supported, and confident. I sleep well at night knowing I’m in good hands. -CarolPosted onTrustindex verifies that the original source of the review is Google. “When my husband became seriously ill and eventually passed away, I was overwhelmed—not just emotionally, but financially too. Despite having a master’s degree, finances were never my strong suit. Thankfully, we had already been working with Bryan at Attitude Financial Advisors for several years, and he became an incredible support system during one of the most difficult times in my life. Bryan, along with his team, took the time to patiently guide me through every financial decision, translating what felt like a foreign language into something I could understand. Thanks to Bryan’s support, I felt confident enough to manage my finances on my own—including making major decisions like buying a car. He also connected us with a trusted attorney early on, which made a world of difference in preparing for what was ahead. Bryan’s compassion, guidance, and professionalism have not only helped me feel more in control of my financial future but also inspired us to get our daughter involved with financial planning with Bryan as well. I can’t recommend him enough.” - LoriPosted onTrustindex verifies that the original source of the review is Google. My wife and I had been working with a different financial advisor for about two years when we decided to make the switch to work with Bryan’s company in 2002. I had a personal relationship with Bryan Trugman’s Dad and Partner, Jeff. Seeing Jeff nearly every day made me very comfortable with his approach to financial planning. We had been happy with our prior advisors, but felt we would receive a higher level of attention and care with Attitude Financial. The biggest benefit of the partnership was that they created a routine and simple program of saving for us, using best practices which allowed us to stick with the plan and effectively pursue our goals. Because we worked with them early on, one of the amazing benefits of their advice was that by the time our children began college we had saved enough money to pay for their education. Another benefit of working with Bryan and his team are the follow ups and periodic reviews of our financial plan to ensure that our money is working hard for us! I recommend Attitude Financial Advisors to friends and clients as often as I’m able, sharing that Attitude’s “attitude” is not about selling products, but learning what a client needs and wants and then developing a plan and approach that meets those goals. They are not salespeople—they are trusted advisors. I appreciate their professional approach to financial planning for the future and helping us identify concrete goals. I am secure in the knowledge, having worked with Bryan and his team for over 20 years, that most, if not all, of our important financial goals have been met. Unless the world explodes or collapses, we should be financially secure in retirement!Posted onTrustindex verifies that the original source of the review is Google. We started working with Jeff about 18 years ago and now with Bryan and Alex at Attitude. I cannot express how thankful we are for what they have done to support our journey to retirement. We started at the beginning of our marriage, when we were rebuilding from divorces, and are now enjoying a comfortable retirement, thanks to wise investment decisions we made through Attitude. And we know that getting here would never have been possible if we tried doing this ourselves. But even more than just the results, we appreciate the personal touch, knowing that advice is only a friendly phone call or email away. Thank you for everything.Load moreVerified by TrustindexTrustindex verified badge is the Universal Symbol of Trust. Only the greatest companies can get the verified badge who has a review score above 4.5, based on customer reviews over the past 12 months. Read more
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Attitude Financial Advisors | 255 Executive Drive, Suite LL100C, Plainview, NY 11803 | 516-762-7600
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Attitude Financial Advisors are not affiliated. This communication is strictly intended for individuals residing in the states of DE, KS, NJ, NY, PA, and VA. No offers may be made or accepted from any resident outside the specific states referenced. Cambridge Investment Research, Inc. does not offer tax advice.
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