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Attitude Financial Advisors, Inc
3 Crossways Park Drive West, Woodbury, New York, United States
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About the Attitude Financial Advisors, Inc
Attitude Financial Advisors, Inc. is a finance institution located at 3 Crossways Park Drive West in Woodbury, New York, United States. Our team of Certified Financial Planner™ professionals, including Jeffrey Trugman, Bryan Trugman, and Alex Salem, are dedicated to helping you achieve financial success through a unique financial planning process.
We understand that your attitude and behavior towards finances play a crucial role in your prosperity. By harnessing your emotional decision-making power through behavioral finance, we aim to align your personal values with a comprehensive financial planning strategy designed to achieve your goals. Our goal is not to sell products, but to help you develop good financial habits that will enable you to accomplish the things you want.
At Attitude Financial Advisors, we believe in a holistic, ongoing process of financial planning. We are a multi-generational office that supports you in a collaborative, team-based environment. Our robust online portal allows you to easily track progress on your goals wherever you are. Trust is essential in our business, and we strive to instill that trust from day one.
Client testimonials speak to our commitment to providing personalized, professional financial planning services. We prioritize accountability and understanding your unique goals and dreams. Our partnership with Cambridge Investment Research, Inc. allows us to offer securities and advisory services to residents in select states.
Whether you're planning for retirement, saving for the future, or seeking to achieve specific financial goals, Attitude Financial Advisors is here to help you every step of the way. Contact us today at 516-762-7600 to begin your financial journey towards success.
Photos of Attitude Financial Advisors, Inc
3 Crossways Park Dr W #110, Woodbury, NY 11797, United States
Opening hours of Attitude Financial Advisors, Inc
Monday:
09:00 - 18:00
Tuesday:
09:00 - 18:00
Wednesday:
09:00 - 18:00
Thursday:
09:00 - 18:00
Friday:
09:00 - 18:00
Saturday:
Day off
Sunday:
Day off
Reviews of Attitude Financial Advisors, Inc
"I began working with Bryan and Attitude Financial about seven years ago after I had just finished paying my oppressive student loans. I was making more money and was very uncertain about how to even budget my money, let alone invest it. I needed a lot of guidance. I heard about Attitude Financial from family members. The Trugmans had been helping my family manage their money for many years already so I had some confidence going into my first consultation with Bryan. Since then I have gone from fear of spending any money at all to actually enjoying my money and investing with confidence. After some time I was able to buy a house by myself and I know I am right on track for retirement. I have Attitude Financial to thank for all of this. Above all I know that Bryan, Alex, and Jill are only an email away any time I have a question or concern. They are trusted and friendly advisors and I would recommend this team to anyone."
"I have been working with Attitude Financial for years now. I cannot recommend them enough. They are so professional, easy to work with and excellent communicators. Lets be honest, most people hate talking about their finances but they make the experience easy and not scary. They walk you through all the steps. I personally work with Alex Salem and he is amazing. I meet with him on average once a year. The meetings are efficient and organized. He is easy to talk to and does this with my best interest at heart. I have emailed him several times with questions, or asking his opinions and he responds almost instantly. I have asked him to speak with other people I have considered doing financial deals with and he has made time to speak with them and then debrief with me about what is best for me and if the deal was good for my financial portfolio. I highly recommend Attitude Financial Advisors."
"I moved to Bryan and Attitude Financial from a financial advisor at Morgan Stanley and the level of service was a dramatic shift. Bryan is thorough, patient, and detailed–he takes the time to walk us through everything from banking, to retirement projections to life insurance, to college funding. The decisions we have made with the support of Bryan are proving to be beneficial as we approach the next phases in our lives. We feel like we matter to Attitude, and that we aren't just a number or another account in a giant firm."
"I met Bryan Trugman through a friend shortly before I got married. We had purchased a condo, I was starting a company, and I was looking for assistance with making a budget that made sense for a new family while also saving for the future and understanding how to accomplish my goals. I liked Bryan’s philosophy of looking at the whole person (their goals, risk tolerance) and trying to understand not only today’s situation but also asking about the future. He helps me evaluate certain situations as I tend to be more creative and open to risk. I appreciate Bryan’s ability to grow with me through different phases of life: from cash flow and budgeting strategies, to long-term savings, insurance for my family, asset allocation, and now to understanding how to leverage assets during my sabbatical. I have enthusiastically recommended Bryan and his team to friends and business colleagues, sharing how Bryan isn’t just looking to manage and allocate your money; he wants to understand you, your goals, and your dreams. He’ll learn how you think about money and determine if you need help with budgeting, retirement planning, or other financial goals. I have found the most important benefit from our partnership to be the peace I experience having someone available to review my financial situation as it changes, and someone always there to look after my interests."
"About five years ago, I was at a point in my life where I was frustrated that I was in my 40s and still felt like I did not have the financial stability I desired. I reached out to Attitude Financial based on a personal referral, and it was one of the best decisions I have made. When I first met Bryan and Alex, my financial situation was a bit of a mess, but they were non-judgmental and kind with their advice. Our meetings helped me stay accountable, and when life threw some curveballs my way, they provided sound and fair advice on ways to manage through it all. Bryan and Alex have helped me set up a system of tracking my expenses (which has been unbelievably helpful), and they also helped me consolidate money I had with prior employers that wasn’t invested. Five years later, I have a solid investment and savings strategy thanks to Bryan and Alex, and I truly value this partnership. I have recommended Alex to several people. He will never tell you to stop spending but instead will provide advice on ways to cut back and save when the time is needed. The greatest benefit of our partnership is that I feel confident that my savings are invested properly."
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