North Fork Financial, LLC is an independent Registered Investment Advisor dedicated to serving our clients. We take our fiduciary relationship with clients and their finances seriously and will always do what is in their best interest. The first role we serve for our clients is that of their financial guide through our financial planning process. Our planning process involves helping clients fully understand their situation and options with research and education. The second role we serve for our clients is that of their asset/investment manager. With both the financial planning and the investment management, our compensation is fee only. We do not offer commission based investment products so we are not compensated for simply selling a product. We are compensated for our guidance and the daily management of client money.
We know that finding the right financial professional to guide you is a choice not to be taken lightly. Whatever your lifestyle wants or financial goals require, we ask the questions that others don't, listen to your concerns and wants, and develop individualized solutions for you, your family, or your business. We understand that there are other financial professionals for our clients to choose from, and because of this, we want our clients to be materially better off because they are choosing to do business with us.
We would invite you to schedule a conversation today so that we can show you how our process and our strategies can help make a material difference in your life.