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TOP 30 Goal based financial planning in Woodbury, NY
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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.
Bennett Kogan, CPA.
Bennett Kogan, CPA is a reputable accounting and finance institution located at 26 Smith Clove Road in Woodbury, New York, United States. The firm offers a range of services to businesses and individuals, including tax preparation, payroll, strategic business planning, and more. With partner-level experience at a staff accountant rate, clients receive personalized attention and high-quality services. The institution prides itself on timely communication and customization of services based on the unique needs of each client. From tax planning to financial advisory, Bennett Kogan, CPA is your trusted accounting and tax solution. Serving clients in Orange County NY, Southern Dutchess County NY, Northern Westchester, Rockland, and Northern Bergen Counties, the institution ensures compliance with federal and state tax requirements while providing expert financial advice. With a focus on collaborative effort and addressing core business concepts, Bennett Kogan, CPA goes beyond numbers to help clients achieve their business goals. Whether you are starting a business, planning for retirement, or dealing with major life events, Bennett Kogan, CPA is here to assist you every step of the way.
Fusion Family Wealth, LLC
Fusion Family Wealth, LLC is a finance institution located at 88 Froehlich Farm Boulevard in Woodbury, New York, United States. They offer behavioral-based investment counseling designed to protect and enhance wealth. Their approach focuses on goal-focused and planning-driven investments, teaching clients to break from conventional wealth-management advice that fosters reactive behavior. Fusion counsels investors on the importance of patience, discipline, and faith in the future as key attributes of successful investors. As an independent, fee-only fiduciary advisor, they maintain objectivity and alignment with clients' best interests. Their strategies are targeted towards investors with liquid portfolios of at least $5 million, combining planning and wealth management experience. Fusion believes in developing a plan based on an investor's resources and objectives, rather than making educated guesses about market movements. They emphasize steadfast adherence to a plan designed to achieve goals regardless of short-term market fluctuations. To learn more about their behavioral investment counseling approach, visit their website or contact them at (516) 206-1320.
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