USA Capital

Clear Point Advisors Inc. is a fee-only Registered Investment Advisory firm located in Melville, NY, dedicated to helping clients manage their investments while prioritizing their long-term financial goals. They offer a program called Global Plus, which focuses on reducing risk through diversified asset allocation using no-load mutual funds, exchange-traded funds, and individual securities. As fiduciaries, Clear Point Advisors are committed to placing their clients' interests first, providing personalized financial guidance and support. The firm invites prospective clients to explore the benefits of their investment programs through complimentary consultations. Generated from the website

A Diligent Financial Planning Process Which Seeks Optimal Solutions. We bring the unique combination of working with you, your organization and your employees to help deliver Comprehensive Wealth Management and Retirement Plan Solutions. APS was founded in 1977 exclusively as a Third-Party Administrator (TPA). Today, APS Pension & Financial Services is an SEC Registered Investment Advisor with expertise in ERISA plan Management. We adhere to the SEC, FINRA, and the global fiduciary standards of the American Society of Pension Professionals & Actuaries (ASPPA). Our dedicated team has over 47 Years of wealth management and retirement plan compliance expertise.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Melville, NY area, Jason DiDio will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.