PIVOTAL FINANCIAL SERVICES

Pivotal Financial Services is a CFP financial planner firm in Melville, NY... As a fee-based financial services firm, we provide transparent, objective advice tailored to your unique needs. Our compensation model combines fees and commissions, ensuring that conflicts of interest are eliminated, and our advice remains solely in your best interest... At Pivotal Financial Services, we pride ourselves on delivering truly independent planning and consulting. This means our clients receive access to unbiased advice, exceptional products, and top-tier services. As fiduciaries, our sole mission is to prioritize YOUR best interests. Unlike larger firms, we are not bound by sales quotas, proprietary products, or corporate bureaucracy. This independence empowers us to make the pivotal decisions necessary to provide personalized, professional service that consistently surpasses the "one-size-fits-all" approach of larger organizations.

Also known as: Pivotal, Pivotal Financial Services, Inc.

Primary location: Melville United States