Carnegie Investment Counsel
Carnegie Investment Counsel
78 Main St.
, #13
Sag Harbor
New York
11963
United States
Tel: (917) 475-4101
Website:
https://www.carnegieinvest.com/
Business type:
Business Information
As a Registered Investment Adviser (RIA), we specialize in delivering personalized financial guidance that empowers you to preserve and grow your wealth, freeing you to focus on what truly matters. We are fiduciaries, meaning your financial success is our sole priority. We tailor every strategy to your unique goals, actively monitoring and adapting to optimize your portfolio's performance. At Carnegie, you won't encounter hidden fees, commissioned sales, or products that serve anyone but you. Our fee-only model ensures transparency and trust, aligning your success with ours.
Brendan A. Goldstein, Managing Director, and Wealth Advisor
Opening Times
Mon-Fri 9am-5pm, Sat-Sun Closed
Mon-Fri 9am-5pm, Sat-Sun Closed
Additional Phone Numbers
Alt
(800) 321-2322Toll Free
(800) 321-2322Services:
Investment Management, Financial Planning, Wealth Management
Associations:
Investment Adviser Association (IAA), Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF)
Established:
1974
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