North Ridge Wealth Planning of North Bay Shore

North Ridge Wealth Planning is a Financial Planner in North Bay Shore, NY, located at 1895 Walt Whitman Rd #6. It holds a rating of 5.00 based on 4 reviews.

Founded in 1990 by Daniel Levy and Joseph Clinard as North Ridge Securities Corp., the firm established itself as an independent broker-dealer serving clients and independent financial professionals on Long Island. In 2019, North Ridge Wealth Planning was established as an independent financial advisor group and joined Cetera Advisor Networks. The firm is led by President and CEO L. Matthew Levy, who previously served as COO and head of compliance at the predecessor firm. President Daniel R. Levy served as President, CFO, and CCO of North Ridge Securities for 30 years. Executive Vice President Sandra J. Grinspan, CFP, serves as the firm's product analyst and marketing specialist. Chairman Emeritus Joseph H. Clinard, Jr., a co-founder of the predecessor firm, has worked in the investment business for over 50 years.

The firm provides personalized financial guidance to individuals, families, and businesses nationwide. Services include investment management, focusing on custom, diversified portfolios aligned with specific goals and risk tolerance. Financial planning integrates budgeting, debt management, and savings strategies. Wealth management offers a holistic approach combining investment strategies, financial planning, and tax solutions. Additional services include retirement planning, business retirement solutions, tax planning, and estate planning. The firm’s approach is rooted in traditional values, aiming to help clients navigate life transitions, protect their legacy, and build a better future.

North Ridge Wealth Planning holds a 5.00 rating from customers who have reviewed it. The team has provided guidance through various life milestones for over 30 years, maintaining a reputation for service excellence and integrity.

North Ridge Wealth Planning combines decades of experience with personalized strategies to help clients in North Bay Shore, NY, achieve their wealth goals and secure their financial future.

BizScoreAI awarded North Ridge Wealth Planning a technical score of 85 out of 100, which ensures the website is secure and readable for search engines. The firm received a discoverability score of 75 out of 100, allowing AI crawlers to access every page so the business can be recommended by AI assistants. Additionally, the business ranks number 2 of 3 Financial Planner businesses that BizScoreAI has scored in North Bay Shore.