Attitude Financial Advisors Employee Directory

Financial ServicesNew York, United States2-10 Employees

Attitude Financial Advisors is an independent, boutique financial planning and wealth management firm located in Long Island, NY. Our practice is committed to helping you make the prudent decisions that could ensure your financial well-being and success in reaching your goals and objectives. We place paramount importance on the delivery of objective and unbiased planning advice to each of our clients. Our high ethical standards, complete transparency and full disclosure are the driving forces of our practice.

At Attitude Financial Advisors we seek to align your personal values – the things most important to you – with a comprehensive financial planning strategy designed to achieve your goals. The result is NOT a product. It’s a holistic, ongoing process. Along each step of the way, we help you develop good financial habits that will enable you to accomplish the things you want. We place paramount importance on the delivery of objective and unbiased planning advice to each of our clients. Our high ethical standards, complete transparency and full disclosure are the driving forces of our practice.


We can help you:
•	Save and invest for your future
•	Protect and enjoy more of your wealth
•	Live a more fulfilling life
•	Give back

The firm's formula for success is a mix of educating clients in simple, concise terms; being solution oriented; staying current with industry technology, and above all, delivering on promises.

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Attitude Financial Advisors and Cambridge are not affiliated. DE, KS, NJ, NY, PA, VA, Content provided via links to third-party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.

Find Attitude Financial Advisors employees' phone numbers or email addresses

Attitude Financial Advisors Global Highlights

Location
Employees

North America
7

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  • United States Of America
    7

Attitude Financial Advisors's Leadership

  • Stylized image of a person
    D. C.
    Co-Founder And Managing Partner
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  • Stylized image of a person
    J. T.
    Managing Partner
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  • Stylized image of a person
    B. T.
    Certified Financial Planner
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  • Stylized image of a person
    J. W.
    Client Relationship Coordinator
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  • Stylized image of a person
    A. S.
    Paraplanner
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Contact profiles from Attitude Financial Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. T.
    Managing Partner
    Phone icon
    United StatesNew York
    Nov 14, 2025
  • Stylized image of a person
    D. C.
    Co-Founder And Managing Partner
    Phone icon
    United StatesNew York
    Sep 18, 2025
  • Stylized image of a person
    B. T.
    Certified Financial Planner
    Phone icon
    United StatesNew York
    Oct 22, 2025
  • Stylized image of a person
    J. W.
    Client Relationship Coordinator
    Phone icon
    United StatesNew York
    Oct 16, 2025
  • Stylized image of a person
    A. S.
    Paraplanner
    Phone icon
    United StatesNew York
    Oct 22, 2024

Frequently Asked Questions

What is Attitude Financial Advisors known for?

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Attitude Financial Advisors was founded in 2014 operates in the Financial Services industry. The company's main headquarters is located in 3 Crossways Park Drive West, Suite 110; you can contact the main corporate office by phone at . Explore Attitude Financial Advisors's company overview page for more information.

What is Attitude Financial Advisors's most common email format?

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Attitude Financial Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Attitude Financial Advisors email formats with LeadIQ.

How many employees does Attitude Financial Advisors have currently?

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Attitude Financial Advisors has approximately 4 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Attitude Financial Advisors's key employees and leadership?

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As of December 2025, Attitude Financial Advisors's key employees include:

  • Co-Founder And Managing Partner: D. C.
  • Managing Partner: J. T.
  • Certified Financial Planner: B. T.
  • Client Relationship Coordinator: J. W.
  • Paraplanner: A. S.

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