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Meeting a Higher Standard on Long Island With a Registered Fiduciary

Are you sure your present financial advisor or broker has your best interest in mind to help you retire on Long Island? If you’ve been using a conventional stock broker or financial advisor wouldn’t you prefer investing with someone bound by trust and the absolute highest standard of professional care and accountability? Wouldn’t you rather work with a financial advisor who is also a Registered Fiduciary (RF™)?
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Transparancy

People should understand how much they pay and what they are paying for.

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We're Local

Working together face to face creates an extra layer of accountability and a sense of family.

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Equality

A person's value is not measured by their net worth.

Want to know more? Download our Whitepaper.

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Who's Really Managing Your Money?

Is the person managing your money a Registered Fiduciary (RF™)? If you’re invested with one of the so-called major Wall St. firms, chances are you do not know who’s managing your money. Some of these so-called major Wall St. investment firms are under Federal investigation. Others needed a bailout a short while ago. Is this where you want to keep your money? 

 

How Much are you Really Paying in Fees?

Is your money being managed in a truly “transparent” fashion? Do you know how much you’re paying someone to “manage” what you‘ve probably spent a long time working to accumulate?

It's Your Money, Isn't It?

Do you agree that what your money can do for you tomorrow often depends on who’s managing it today? It’s your money, wouldn’t you like to keep it that way?