TEAM

Attitude Financial Advisors is a fee-based independent financial firm based in Plainview, NY, and serves clients throughout the United States. We believe that comprehensive financial planning is the best way to help people achieve their financial goals. As Certified Financial Planners with over 50 years of combined experience, we have the expertise and ability to analyze our clients’ lifestyles and create a personalized financial plan that is tailored exclusively for them. We listen to their needs and provide financial advice that aligns with their values and expectations. Whether you are experiencing major life changes, planning for retirement, or simply deciding where to invest and save your money, our certified financial professionals can advise you on how to best prepare your finances for the future. We know the importance of creating a holistic financial plan that helps you take control of your life—and develop an overall more confident attitude—no matter what threats you face.

For us, providing trusted fiduciary care is just the beginning of our process. The care and attention we give our clients is what truly sets us apart from other firms. We treat each and every client as if they are our only client. Not many execute a service model to the level we deem necessary and that every client deserves. It’s how we do business. No exceptions.