Financial Fiduciary

We are acknowledged fiduciaries on Long Island who put your financial interests ahead of our own when we provide financial advice and services.

What is a fiduciary? A fiduciary is a person or firm that holds a position of trust. You have to be able to trust the professional who provides advice and services.

Why is fiduciary status important? There are two ethical industry standards for advisors who provide financial advice and services. One benefits you. The other benefits the industry.

  • Fiduciary: The highest ethical standard in the financial service industry. Applies to all professionals who are Registered Investment Advisors or Investment Advisor Representatives
  • Suitability: A much lower standard that applies to stockbrokers who sell financial products for commission

Why is this important? Higher ethical standards for advisors protect your financial interests.

Have a question?
Email or call (631)546-5403.