CAPTRUST
(516) 487-8220
3 Dakota Drive, Suite 310, Lake Success, New York, 11042
Business hours
| Monday | 8:30am to 5:30pm |
| Tuesday | 8:30am to 5:30pm |
| Wednesday | 8:30am to 5:30pm |
| Thursday | 8:30am to 5:30pm |
| Friday | 8:30am to 5:00pm |
| Saturday | Closed |
| Sunday | Closed |
About us
Our advisors provide wealth management services to high-net-worth individuals, business owners, and families, as well as investment advisory services to endowments and foundations of nonprofit organizations on Long Island and other surrounding areas.
| Year established | 1997 |
| Tags | Lake Success Financial Advisors,Lake Success Financial Advisors,Lake Success Wealth Management,Lake Success Retirement Plan Consulting,Lake Success Endowments and Foundations |
| Services | Advisor Support,Assets Under Management,Business Continuity Plan,Business Management,Corporate Retirement Plan Advisor,Defined Contribution Plan,Defined Contribution Retirement Plans,Discretionary Investment Management,Education Retirement Plans,Endowments & Foundations,Entity Selection,Fiduciary Investment Advice,Fiduciary Risk Management,Fiduciary Support,Financial Advice,Financial Advisors,Financial Strategies,Institutions Investment,Investment Advice,Investment Advisors,Investment Advisory,Investment Portfolios,Investment Research,Investment Selection,Investment Solutions,Investment Strategies,Management Advisory,Mergers & Acquisitions,Pension Plan,Performance Reporting,Portfolio Administration,Portfolio Construction,Portfolio Management,Registered Investment Advisors,Retirement Advisory Services,Retirement Plan Design,Retirement Plan Fiduciaries,Retirement Plan Review,Retirement Savings Plans,Risk Management Strategies,Tax planning,Wealth management |