What a financial partner
should be.
Excellence
We offer expert industry service to give our clients the best chance of success.
SOLUTIONS
Thoroughly understanding individualized business needs and objectives
CORRESPONDENCE
Prime communication and accessibility for all clients
NUMBERS
Industry-leading rates and services, packaged effectively
SPEED
Supreme efficiency, reliably and without compromise
PROFESSIONALISM
Collegiality and transparency with clients and collaborators
GROWTH
Building long-term business relationships through customer intimacy and superior results
We work for you
We are a team of experts from different parts of the financial sector. We pride ourselves on our values-based service and our spearheading of the fellowship much-needed in the industry.
AdvoFi Office
220 Old Country Rd
Mineola, NY 11501
Mineola is a small village and the county seat of Nassau County, on Long Island, New York. It's a suburb of New York City, located just 20 miles east of midtown Manhattan. The village is home to several financial and government institutions, including our shared office with our real estate partners. Clients and business partners are welcome inside for scheduled appointments.
