Business Details
About
Investment ServiceFinancial Planning
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.
Location
Hours
Frequently Asked Questions About Carnegie Investment Counsel
What services does Carnegie Investment Counsel offer?
Carnegie Investment Counsel offers Investment Management, Financial Planning, and Wealth Management services.
Where is Carnegie Investment Counsel located?
Carnegie Investment Counsel is located at 78 Main St., #13, Sag Harbor, NY 11963, US.
What are the business hours of Carnegie Investment Counsel?
The office is open Monday through Friday from 9:00 AM to 5:00 PM Eastern Time and is closed on weekends.
How can I contact Carnegie Investment Counsel?
You can contact Carnegie Investment Counsel by phone at +1 917-475-4101, toll-free at +1 800-321-2322, or via email at info@carnegieinvest.com.
What makes Carnegie Investment Counsel unique as a financial adviser?
They operate as fiduciaries with a fee-only model, ensuring personalized financial strategies without hidden fees or commissioned sales, focusing solely on clients' financial success.
Since when has Carnegie Investment Counsel been established?
Carnegie Investment Counsel was established in 1974.
Which professional associations is Carnegie Investment Counsel affiliated with?
They are associated with the Investment Adviser Association (IAA), Certified Financial Planner (CFP), and Accredited Investment Fiduciary (AIF).
Are there any coffee shops near Carnegie Investment Counsel where I can grab a coffee before or after my visit?
Yes, nearby coffee shops include Sag Town Coffee and Sagtown Coffee, perfect spots to relax before or after your appointment.
If I need a haircut or beauty services near Carnegie Investment Counsel, which places can I visit?
You can visit nearby hair salons such as Sag Mane, Fingers Fine Haircutting, and Quibaldi Hair Studio for your hair and beauty needs.
What shopping options are available around Carnegie Investment Counsel?
Nearby shopping options include boutiques like Matta and Illusions, women's clothing stores such as Frances Valentine and Sunswell, and jewelry stores like Trusted Fine Jewelry and Illusions.