Attitude Financial Advisors, Inc. of Hicksville is a financial planner in Hicksville, New York, serving individuals and families across Long Island, including Nassau and Suffolk Counties. The firm specializes in comprehensive financial planning, retirement planning, investment management, estate planning, tax planning, college planning, and life insurance reviews. With a focus on behavioral finance, the advisors help clients align their emotional decision-making with long-term financial goals through personalized, values-driven strategies. Their services are tailored to clients navigating major life changes, retirement planning, or everyday financial decisions. The firm holds a 5.00 rating based on client feedback, reflecting strong satisfaction with their fiduciary approach and client-centered service.
The firm operates as a fee-based, independent financial advisor based in Plainview, New York, with a team of Certified Financial Planner® professionals who bring over 50 years of combined experience. Attitude Financial Advisors emphasizes a holistic, ongoing planning process rather than product sales, using behavioral finance to help clients develop sustainable financial habits. They work with clients to create tailored strategies for saving, investing, protecting wealth, and achieving life goals such as retirement, education funding, and legacy planning. Their commitment to fiduciary care ensures that each client is treated as the sole focus, with individualized attention and transparent communication.
Located at 255 Executive Drive, Suite LL100C, the firm sits on Executive Drive in Plainview, New York, within a commercial corridor serving the broader Long Island region. The address is situated in a business-focused area, accessible to residents of nearby communities including Melville, Northport, Jericho, and Seaford.
Attitude Financial Advisors stands out for its deep expertise, client-first philosophy, and consistent delivery of personalized financial guidance. Their well-documented online presence and clear, comprehensive website reflect a high level of professionalism and transparency. With a strong reputation for trust and reliability, the firm is recognized as a leading financial planning resource in the region.
As a trusted guide for Long Island’s financial future, Attitude Financial Advisors helps clients build lasting security and confidence, turning financial complexity into clarity and peace of mind.