Complimentary Portfolio Risk Analysis.
Complimentary Portfolio Risk Analysis.
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Independent Financial Advisors
Independent Financial Advisors
Helping people achieve their financial goals by delivering exceptional client service, working with strategic partners and staying firmly committed to long term relationships.
Financial planning can be complex and have long-term effects on your personal and financial situation. That's why we use a proven financial planning process to understand your unique situation, identify personal financial goals, then develop, implement and monitor your financial plan.
Independent Advisor Representatives (IARs) are professionals that provide personalized financial advice to their clients. Because we are independent, we are not tied to any particular family of funds or investment products. As fiduciaries, we are held to the highest standard of care – and act in the best interests of our clients at all times.
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
27 Wilshire Drive, Syosset, New York 11791, United States
Open today | 09:00 am – 05:00 pm |
Monday - Friday: 9am - 5pm
Saturday - Sunday: By appointment
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Registered Representative, Securities offered through Cambridge Investment Research, Inc., A Broker/Dealer, Member FINRA/SIPC to residents of New York, New Jersey, Pennsylvania, Florida, Colorado, and Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. William Bowie Associates, Inc. and Cambridge are not affiliated.
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