Receive a Free Consultation with Our New York Financial Planners

Whether you need assistance with retirement planning, personal financial planning, or investment management, Piermont Wealth Management can provide the professional and strategic advice you need. Our firm's founder is a Certified Financial Planner™ (CFP®), which is one of the most rigorous and highly regarded certifications for financial planners. We go the extra mile when upholding our fiduciary responsibility and are committed to providing fee-only service. Our New York financial planners will never receive a sales commission nor sell you a financial product.

A highlight of our comprehensive service is the in-house process we utilize to address your current financial needs and effectively plan for the future. Let us introduce you to our five steps to financial success!

From our offices in Melville, Long Island and Midtown Manhattan, we serve clients throughout the Nassau County, Suffolk County, and New York City metro areas and beyond. Complete our questionnaire today to request a free consultation and get the benefit of working with a CFP® practitioner. We look forward to creating your customized personal financial plan!

In an effort to better assist you with your investment and financial planning needs, Piermont Wealth Management has prepared a few questions for you. Kindly note, all responses will be held in the strictest confidence.

1) What type of services are you hoping Piermont can help you with? (Check all that apply)
2) What is truly affecting/concerning/worrying you about your financial future?
3) Do you feel that addressing your financial situation now is something you’d LIKE TO DO or NEED TO DO and why?
4) If you are willing to receive a telephone call from one of our financial advisors, please provide your telephone number and the best time to reach you?