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We welcome the opportunity to be your trusted financial advisor.

Your financial future is too important to leave in the hands of just anyone. That’s why we are dedicated to simplifying the complexities of your financial life to help you make sound financial decisions.

At Attitude Financial Advisors, our team is dedicated to meeting the needs of clients in Plainview, NY, all of Nassau County, on Long Island, and the surrounding communities.

Whether you’re preparing for retirement, building and protecting your wealth, managing investments, or looking for comprehensive financial planning, our team can help you create a strategy designed around your goals and priorities. Working with an experienced, independent financial advisor can also help you see how the different pieces of your financial life fit together—from investments and retirement income to taxes, insurance, estate planning, and long-term financial goals.

Whether you’re ready to get started or simply have questions about our services, we’re here to help. Please contact us by filling out the form or calling us at (516) 762-7600.

Attitude Financial Advisors, Inc.

255 Executive Drive, Suite LL100C,
Plainview, NY 11803

Phone: (516) 762-7600
Fax: (516) 677-6077

Mon-Fri: 9:00AM – 6:00PM

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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. Financial Professionals may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction.

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Attitude Financial Advisors makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

Reviews on this site may or may not be by current clients of the firm. No compensation is being provided for sharing of opinions and experiences on this site. The reviewer's comments may not be representative of any other person's experience and is no guarantee of future performance or success.

Cambridge’s Form CRS (Customer Relationship Summary)

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Financial Advisors in Plainview, NY