Personal Financial Management Advisors in Long Island Metro

Contact Bethpage

Get personal with us in our Bethpage office

Your financial planning needs are unique. So is our expert team of 7 financial advisors, led by Joseph Piangozza, ChFC®, James Piangozza, CFA, CFP® and Susan Piangozza. Our firm combines all the resources of Goldman Sachs and years of expertise in retirement planning to provide the dedicated, one-on-one experience you’re looking for. Together, we get personal to help you live the life you want.

Meet Our Financial Advisor Team

See all our advisors

Ready to get personal?
Meet us in Bethpage, Long Island

Request an appointment

Explore insights and advice from our experts.

Ready to start a conversation? We’re here to listen.


Tell us about yourself at no cost or obligation.

  • An introduction to an advisor
  • A personal conversation
  • Your questions answered

Confirmation success!

Thank you for your submission.

By submitting this information, you acknowledge that the information you are providing is subject to our Privacy Policy and Terms of Use and you consent to our marketing of products and services to you.