Attitude Financial Advisors, Inc - Plainview, New York

Esther T.

We started working with Jeff about 18 years ago and now with Bryan and Alex at Attitude. I cannot express how thankful we are for what they have done to support our journey to retirement. We started at the beginning of our marriage, when we were rebuilding from divorces, and are now enjoying a comfortable retirement, thanks to wise investment decisions we made through Attitude. And we know that getting here would never have been possible if we tried doing this ourselves. But even more than just the results, we appreciate the personal touch, knowing that advice is only a friendly phone call or email away. Thank you for everything.

E W.

I moved to Bryan and Attitude Financial from a financial advisor at Morgan Stanley and the level of service was a dramatic shift. Bryan is thorough, patient, and detailed–he takes the time to walk us through everything from banking, to retirement projections to life insurance, to college funding. The decisions we have made with the support of Bryan are proving to be beneficial as we approach the next phases in our lives. We feel like we matter to Attitude, and that we aren't just a number or another account in a giant firm.

Sasha A.

About five years ago, I was at a point in my life where I was frustrated that I was in my 40s and still felt like I did not have the financial stability I desired. I reached out to Attitude Financial based on a personal referral, and it was one of the best decisions I have made.

When I first met Bryan and Alex, my financial situation was a bit of a mess, but they were non-judgmental and kind with their advice. Our meetings helped me stay accountable, and when life threw some curveballs my way, they provided sound and fair advice on ways to manage through it all. Bryan and Alex have helped me set up a system of tracking my expenses (which has been unbelievably helpful), and they also helped me consolidate money I had with prior employers that wasn’t invested.

Five years later, I have a solid investment and savings strategy thanks to Bryan and Alex, and I truly value this partnership. I have recommended Alex to several people. He will never tell you to stop spending but instead will provide advice on ways to cut back and save when the time is needed. The greatest benefit of our partnership is that I feel confident that my savings are invested properly.

Jane R.

We have been working with Bryan Trugman and Attitude Financial Advisors for over a decade. We trust him implicitly and often seek his advice in many areas of our business and personal financial decisions. He is honest, earnest, caring, level-headed, sensible and highly knowledgeable and experienced. Attitude Financial understands how important a relationship with a client is, and how helpful it is to their client when they genuinely get to know them on a personal level, to better inform their decision making and advising. Highly recommended.

Matthew W.

I began working with Bryan and Attitude Financial about seven years ago after I had just finished paying my oppressive student loans. I was making more money and was very uncertain about how to even budget my money, let alone invest it. I needed a lot of guidance.

I heard about Attitude Financial from family members. The Trugmans had been helping my family manage their money for many years already so I had some confidence going into my first consultation with Bryan.

Since then I have gone from fear of spending any money at all to actually enjoying my money and investing with confidence. After some time I was able to buy a house by myself and I know I am right on track for retirement. I have Attitude Financial to thank for all of this.

Above all I know that Bryan, Alex, and Jill are only an email away any time I have a question or concern. They are trusted and friendly advisors and I would recommend this team to anyone.

Evan K.

I met Bryan Trugman through a friend shortly before I got married. We had purchased a condo, I was starting a company, and I was looking for assistance with making a budget that made sense for a new family while also saving for the future and understanding how to accomplish my goals. I liked Bryan’s philosophy of looking at the whole person (their goals, risk tolerance) and trying to understand not only today’s situation but also asking about the future. He helps me evaluate certain situations as I tend to be more creative and open to risk. I appreciate Bryan’s ability to grow with me through different phases of life: from cash flow and budgeting strategies, to long-term savings, insurance for my family, asset allocation, and now to understanding how to leverage assets during my sabbatical.

I have enthusiastically recommended Bryan and his team to friends and business colleagues, sharing how Bryan isn’t just looking to manage and allocate your money; he wants to understand you, your goals, and your dreams. He’ll learn how you think about money and determine if you need help with budgeting, retirement planning, or other financial goals. I have found the most important benefit from our partnership to be the peace I experience having someone available to review my financial situation as it changes, and someone always there to look after my interests.

Ian T.

Attitude Financial and Bryan and Alex have been the driving factor in ensuring the financial health of my family. They are not like other advisors and investors because they understand and care about your whole picture ….when I changed jobs for examples I consulted with them and they made me realized I was losing the benefits of long term disability that the was provided by the company I was leaving and coached me to use that knowledge to negotiate an even better offer before I took the role with the new company and it worked!! I used that extra money to get my own policy and still had money left over.

I love the software, called e-money, that Attitude provides clients that makes financially planning a continuous process vs a static thing you do once every few years. At any point in time I can run my net worth statement , 5 year cash flow projections, retirement future, etc and this grants me complete peace of my mind and it’s linked to all my accounts so it’s always up to date.

I love that in our planning session they are able to model different what if scenarios and this really helped me provide peace of my mind and what actions I need to take to reach a goal of retiring early for example.

Other simulations we have done was around life insurance planning and that showed me where we had the right coverages and where we needed a little more. Also my family didn’t like the emotion of talking about life insurance because we didn’t want to think about it. Attitude showed empathy about this but held us accountable and if it wasn’t for them we would not have the proper protections in place today and now I have a peace of my mind.

Another thing I love about Attitude is they give me permission and empower me to spend …for me personally I am not a natural spender…my father opened an IRA for me when I was 18 and then I started saving into 401k since 21 so that is my natural tendency. My wife is a great saver too but her famous expressions is I’m not waiting until 65 to enjoy life so she is the one that loves to do a renovation or go on vacation …At my quarterly planning sessions Attitude always ask what our upcoming goals or big projects and we tell them and they put it into the software and when I hear them say Yes you can afford that go do it….it removes the unwarranted anxiety I had. Attitude are not marriage therapists but if you look at the data money arguments are usually at the top of the list of what drives arguments so in this way Attitude provides a ton of help for couples because the process makes sure couples are on the same page together with one plan!

For my wife, she grew up to always save but never invest, it was the coaching of Attitude and the education they provided to make my wife comfortable with things like investing.

Attitude set up our monthly planning and investing objective to hit our goals for our children to go to college without taking on any debt….they made sure we started this when Shane was young so now college saving is just part of our monthly budget and by being proactive a lot of the money that will pay for Shane’s college will come from growth in the market vs my own money.

My wife recently got a strange email about a 401k class action lawsuit from one of her former companies but this day in age who knows what’s real …we sent the email to Alex and he vetted this was legit and provided guidance to my wife to fill out the proper forms so the point here is we have a team at Attitude who is always in our corner when we have questions or need advice.

Attitude is so much more of a firm then just “manage my money”….they manage our Whole financial picture …. From our short term mid term and long term goals , to insurance planning, and even things like ensuring I have the proper will and estate plan in place. They are teachers they are coaches in addition to being personal finance experts.

Law O. O. E. W.

My wife and I had been working with a different financial advisor for about two years when we decided to make the switch to work with Bryan’s company in 2002. I had a personal relationship with Bryan Trugman’s Dad and Partner, Jeff. Seeing Jeff nearly every day made me very comfortable with his approach to financial planning. We had been happy with our prior advisors, but felt we would receive a higher level of attention and care with Attitude Financial.

The biggest benefit of the partnership was that they created a routine and simple program of saving for us, using best practices which allowed us to stick with the plan and effectively pursue our goals. Because we worked with them early on, one of the amazing benefits of their advice was that by the time our children began college we had saved enough money to pay for their education. Another benefit of working with Bryan and his team are the follow ups and periodic reviews of our financial plan to ensure that our money is working hard for us!

I recommend Attitude Financial Advisors to friends and clients as often as I’m able, sharing that Attitude’s “attitude” is not about selling products, but learning what a client needs and wants and then developing a plan and approach that meets those goals. They are not salespeople—they are trusted advisors.

I appreciate their professional approach to financial planning for the future and helping us identify concrete goals. I am secure in the knowledge, having worked with Bryan and his team for over 20 years, that most, if not all, of our important financial goals have been met. Unless the world explodes or collapses, we should be financially secure in retirement!