Elliot Altman

Helping people transition from less-than-optimal financial situations to the best and most suitable strategies excites me. My approach involves learning as much as possible about my clients, allowing me to serve as both a guide and a wise friend. I focus on helping clients make well-informed financial decisions tailored to their unique circumstances and risk tolerance.

For the past 20 years, my mission has been to create comprehensive financial plans by assessing clients' current financial situations, goals, and risk tolerance. This includes budgeting, cash flow management, and identifying areas for financial optimization. Assisting clients in planning for retirement is a key aspect of my work, whether it's determining retirement income needs, optimizing Social Security benefits, or selecting the right retirement accounts.

Having grown up in Bellmore, I've spent most of my life on Long Island. I'm a proud parent of three children—Owen, Estee, and Axel. In my free time, I enjoy attending live sporting events and cheering on the Knicks, Giants, and Yankees. Staying active through working out, boxing, and running is important to me, as is spending quality time with family and friends.

I hold Series 7, 66, 24, and Life & Health licenses, along with a Retirement Planning Specialist designation earned in 2019, and CRES certification. These credentials, combined with my experience, empower me to guide my clients toward achieving their financial goals with confidence and clarity.