# Pivotal Financial Services Inc.

- **Website:** <https://pivotalsteps.com>
- **Primary alias:** `pivotalsteps.com`

## Description

Pivotal Financial Services is a premier certified financial planner firm based in Melville, NY, serving clients throughout Long Island and New York City. With over 25 years of industry experience, Pivotal Financial Services is committed to providing trusted and transparent financial advice tailored to your unique needs. As a fiduciary, they prioritize clients' best interests, ensuring unbiased guidance without allegiance to any specific company or product. 

Their services encompass comprehensive financial planning, investment strategies, and retirement planning, designed to empower clients in making informed financial decisions. The firm prides itself on its ethical standards and integrity, maintaining transparency about all facts and fees associated with financial choices. Pivotal’s team of CERTIFIED FINANCIAL PLANNER™ professionals is dedicated to helping you navigate your financial journey with competence and care, fostering a supportive relationship that focuses on your goals. Schedule a free consultation to discover the Pivotal difference and take the first step towards a secure financial future.

## Industries

- 💰 Finance
- 💰 Insurance _(under Finance)_
- 💰 Banking Credit and Lending _(under Finance)_
- 💰 Investing _(under Finance)_
- 💰 Accounting and Auditing _(under Finance)_

## Links

- [twitter](https://twitter.com/PIVOTALSteps)
- [facebook](https://facebook.com/Pivotal-Financial-Services-Inc-26614507210)
- [instagram](https://instagram.com/pivotalfinsvs)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idm3VKk4M_/w/707/h/172/theme/light/logo.png?c=1bxid64Mup7aczewSAYMX&t=1776475476393)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idm3VKk4M_/w/388/h/388/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1776475476516)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Claret | #91214a | accent |
| Black | #000000 | dark |
| White | #ffffff | light |

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idm3VKk4M_/w/1500/h/500/idYcN_oTls.jpeg?c=1bxid64Mup7aczewSAYMX&t=1776475476740)

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_Source: <https://brandfetch.com/pivotalsteps.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._