Attitude Financial Advisors, Inc of Hicksville

Attitude Financial Advisors, Inc of Hicksville is a Financial Planner in Hicksville, NY. The firm provides comprehensive financial planning and investment management to individuals and families in Nassau County, Plainview, and on Long Island, including Melville, Northport, Jericho, and Seaford. Services include cash flow analysis, college savings planning, retirement income strategy, Social Security optimization, estate planning, and tax planning. The team consists of Certified Financial Planner professionals Jeffrey Trugman, Bryan Trugman, and Alex Salem, who bring over 50 years of combined experience. They operate as a fee-based independent firm, offering a complimentary 60-minute consultation to discuss goals and financial situations. The firm holds a 5.00 rating based on customer reviews.

The advisors utilize a behavioral finance approach, focusing on aligning personal values with a comprehensive financial planning strategy. They aim to help clients understand their existing financial behaviors and make better decisions by harnessing emotional decision-making power. The service model is collaborative and team-based, with a multi-generational office environment. Clients have access to a robust online portal to track progress on goals. The firm emphasizes trust and fiduciary care, putting client interests first and avoiding sales quotas or proprietary products. They partner with Cambridge Investment Research for investment management and advisory services, ensuring rigorous due diligence for any prospective firms in a client’s portfolio.

The planning process covers a wide range of life stages and financial needs. It includes assessing retirement preparedness, developing strategies for long-term care, and coordinating with attorneys for asset protection and Medicaid eligibility. The firm analyzes income tax brackets and capital gains to craft tailored tax plans. They also organize and analyze assets for efficient transfer and distribution, discussing the role of wills and trusts. The independent structure allows the team to offer customized solutions without being limited to a small list of preferred products. Fees are structured based on one-time fees for plan creation, monthly fees for ongoing services, asset-based fees, or commissions, with all charges disclosed in advance.

The firm maintains a perfect 5.00 rating from customers who have reviewed its services, reflecting the trust and satisfaction of its client base. Clients value the accountability and ongoing support provided by the team, noting the firm’s realistic advice and focus on long-term goals rather than product sales. The combination of experienced Certified Financial Planner professionals and a client-centric service model has established the firm as a trusted resource for financial planning in the region.

Attitude Financial Advisors, Inc of Hicksville brings over 50 years of combined experience to help residents of Hicksville and Long Island achieve their financial goals through personalized, fiduciary-led planning.

Attitude Financial Advisors, Inc of Hicksville holds a Performance score of 99 out of 100, which measures how quickly the website loads to keep visitors on the page and aid search engine ranking. The firm also achieves a Discoverability score of 75 out of 100, ensuring AI crawlers can find every page so the business can be recommended by AI assistants. Additionally, the firm ranks number 2 of 3 Financial Planner businesses that BizScoreAI has scored in Hicksville.