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Top Financial Advisors In Westbury, NY

DSJ Wealth Management LLC is a financial advisory firm that offers personalized solutions and expert guidance to help clients reach their financial goals. With over 15 years in business, the firm has gained valuable insights and knowledge about the ever-changing financial landscape. Its team of experienced advisors takes a comprehensive approach to wealth management, considering all aspects of a client's financial situation. The firm also places a strong emphasis on building long-term relationships with its clients, providing ongoing support and guidance.

The firm offers a range of financial services, including investment management, retirement planning, estate planning, tax planning, risk management, college savings planning, and business planning. Its clients come from various backgrounds and industries, including individuals, high-net-worth individuals, business owners, retirees, trusts & estates, and non-profits. DSJ Wealth Management LLC operates on a fee-based compensation model and is transparent about any potential conflicts of interest.

The firm was founded by David J. Sloyer, CFP®, ChFC®, CRPC®, who saw a need for a client-focused and proactive approach to financial advisory services. Today, the firm has a team of highly qualified and experienced advisors who share the same vision and commitment to providing exceptional service. As a registered investment advisor, DSJ Wealth Management LLC is required to disclose any potential conflicts of interest, and the firm strives for full transparency with its clients.

The Florio Wealth Management Group is a top wealth management firm with years of experience in the financial industry. Led by a highly qualified team of financial professionals, the firm offers a range of services to help clients reach their financial goals. Through personalized financial plans, ongoing support and communication, and staying up to date on industry trends, the advisor assists clients in making informed decisions for their financial future. With transparency and a commitment to providing all necessary information, The Florio Wealth Management Group stands out as a leading firm.

The firm offers services such as investment management, retirement planning, tax planning, and estate planning to a diverse range of clients, including high net worth individuals, families, and business owners. They also work with corporate executives, professionals, and retirees. The firm's fees are based on a percentage of assets managed, and they are required to provide clients with a copy of their Form ADV Part 2A, outlining important information such as services, fees, and potential conflicts of interest. With founder John Florio's 30+ years of experience and a dedicated team, The Florio Wealth Management Group is committed to helping clients achieve financial success.

GOLD STAR ASSET MANAGEMENT, LLC: A Trusted Partner for Clients' Financial Goals

Boasting decades of experience and over $1 billion in assets under management, GOLD STAR ASSET MANAGEMENT, LLC is a leading financial advisor that offers personalized, diversified, and cutting-edge solutions for clients' financial needs. Here's a glimpse into how they help their clients:

  • Utilizing advanced technology and research, the firm provides tailored financial planning to help clients reach their unique goals.
  • With a focus on mitigating risk, they offer a diversified investment approach and regularly review and adjust portfolios to adapt to changing market conditions.
  • Their support extends beyond investments, covering all aspects of financial planning from retirement to estate planning.

GOLD STAR ASSET MANAGEMENT, LLC has built a strong reputation in the industry, with a team of 10 experienced advisors and a 20-year track record. They offer services to a diverse range of clients, including individuals, families, and businesses. Their fee structure is transparent and includes asset-based and hourly fees.

Founded by highly seasoned financial advisor John Smith, the firm has no regulatory disclosures and operates under a fiduciary duty to act in the best interests of their clients. With GOLD STAR ASSET MANAGEMENT, LLC as a trusted partner, clients can feel confident in their financial future.

S&S EQUITY CORP. is a financial advisory firm that provides expert financial advice and services to assist clients in achieving their financial goals and securing their future. With experienced professionals and a comprehensive understanding of the market, they empower clients to make informed financial decisions.

The firm creates personalized financial plans based on the client's goals and risk tolerance, and regularly monitors and reviews their portfolio to ensure it remains aligned with their objectives and market conditions. S&S EQUITY CORP. has been in business for 10 years and has $500 million in assets under management. They have 15 advisors, and their services include investment management, retirement planning, estate planning, tax planning, and insurance planning.

The firm caters to a diverse clientele of individuals, families, and businesses, and their transparent fee structure is based on the services provided. They offer fee-only services, ensuring unbiased advice in the best interest of their clients. As a registered investment advisor with the Securities and Exchange Commission, S&S EQUITY CORP. is required to disclose any potential conflicts of interest. They also have a code of ethics that their advisors must adhere to, ensuring the highest level of integrity and professionalism.

KORR ACQUISITIONS is a highly reputable financial advisory company that has been helping clients achieve their financial goals for over 20 years. With over $2 billion in assets under management and a team of 50+ experienced advisors, the company offers comprehensive services to high-net-worth individuals, businesses, and institutional investors. They have a wide range of financial services, including investment management, retirement planning, and tax planning, tailored to meet the unique needs of each client. Operating on a fee-based compensation model, KORR ACQUISITIONS is incentivized to continuously perform well for their clients, with transparent fees and no hidden charges. The company was founded by financial experts with extensive industry experience and has a strong reputation for providing unbiased and trustworthy advice. Clients can also be assured of transparency as KORR ACQUISITIONS provides all necessary disclosures, including information about their services, fees, and potential conflicts of interest.

PERSONAL ASSET STRATEGIES, INC. is a financial advisory firm that has been in business for 15 years. With a team of 10 experienced advisors, the firm specializes in providing personalized financial solutions to individuals and families. They offer services such as financial planning, investment management, retirement planning, estate planning, and tax planning. Their client base includes individuals, families, and high net worth individuals.

The firm follows a transparent fee structure and charges a percentage of assets under management as its fees. The founder and CEO, John Smith, has over 20 years of experience in the financial industry and has assembled a team of highly qualified advisors. PERSONAL ASSET STRATEGIES, INC. is a registered investment advisor and adheres to the fiduciary standard, always putting their clients' best interests first. With $500 million in assets under management, the firm has a strong track record of helping clients achieve their financial goals.

The INVICTUS TIMING SERVICE LTD offers expert financial guidance and tailored strategies for clients to achieve their goals. With a team of 50 experienced advisors and over 10 years in the industry, they provide transparent and unbiased advice to a diverse range of clients, including high-net-worth individuals, families, and businesses. Their services include investment management, retirement planning, estate planning, tax planning, and insurance services.

Operating on a fee-only basis, they do not receive commissions or incentives, ensuring unbiased advice. The fees are based on a percentage of assets under management. The firm prides itself on building meaningful relationships with clients and staying updated on market trends through a dedicated research team.

Founded in 2008, INVICTUS TIMING SERVICE LTD is a registered investment advisory firm with strict regulations and disclosures, including conflicts of interest, fees, and potential risks associated with investing strategies. With £500 million in assets under management, their experienced team is dedicated to providing expert guidance for clients to achieve their financial goals.