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Attitude Financial Advisors

Attitude Financial Advisors Revenue

Financial ServicesFlag of USWoodbury, New York, United States1-10 Employees

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Attitude Financial Advisors revenue & valuation

Annual revenue$342,220
Revenue per employee$86,000
Estimated valuation?$1,100,000
Total fundingNo funding

Key Contact at Attitude Financial Advisors

Flag of US

David Choit

Co-Founder and Managing Partner

Company overview

Headquarters3 Crossways Park Drive West, Suite 110, Woodbury, New York 11797, US
Phone number+15167627600
Websites
NAICS52
SIC628
Founded2014
Employees1-10
Socials

Attitude Financial Advisors Email Formats

Attitude Financial Advisors uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@attitudefinancial.com), used 100% of the time.

FormatExamplePercentage
{first initial}{last name}
jdoe@attitudefinancial.com
100%

About Attitude Financial Advisors

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. -- 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.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Attitude Financial Advisors has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Attitude Financial Advisors has never raised funding before.

Attitude Financial Advisors Tech Stack

Discover the technologies and tools that power Attitude Financial Advisors's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

reCAPTCHA

Security

WP Rocket

WP Rocket

Caching

jQuery Mobile

jQuery Mobile

Mobile frameworks

Google Maps

Google Maps

Maps

jQuery Migrate

jQuery Migrate

JavaScript libraries

jQuery

jQuery

JavaScript libraries

PHP

PHP

Programming languages

WordPress

WordPress

Blogs

Divi

Divi

Page builders

MailChimp

MailChimp

Email

Google Analytics

Google Analytics

Analytics

YouTube

YouTube

Video players

Frequently asked questions

Attitude Financial Advisors is located in Woodbury, New York, US.
You can reach Attitude Financial Advisors at +15167627600.
Attitude Financial Advisors generates an estimated annual revenue of $342,220. This revenue figure reflects the company's market position and business performance in its industry.
Attitude Financial Advisors has an estimated valuation of $1,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Attitude Financial Advisors was founded in 2014, making it 12 years old. The company has established itself as a significant player in its industry over this time.
Attitude Financial Advisors has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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