A Financial Professional at the Helm

Philip T. Purpura

Founder and CEO

CERTIFIED FINANCIAL PLANNER^® PROFESSIONAL

Philip is an Independent wealth/life insurance advisor. He is continually living his core values of family first, fostering people relationships, and providing financial purposefulness to his clients.

A Fee-Based Independent Financial Advisor and Certified Financial Planner® professional for more than 30 years, Philip’s objective is to make a difference in the lives of the clients he touches. With experience in corporate, retail, financial, and retirement planning. He provides fee-based services and develops strategies derived from unique individual circumstances, risk tolerance, and goals.

And he’s backed by the knowledge, affiliations, and accreditation of a seasoned financial veteran.

A graduate of Adelphi University with a Bachelor of Science degree, Philip continued his studies to attain his CFP® professional designation as well as Series 24 Principal, Series 65 Registered Investment Advisor Representative.

He’s a past board member of Life Services of the Handicapped, Inc., Disabled and Alone, a non-profit organization that helps families provide a secure future for their loved ones with a disability. He also participated with the National Association of Learning Disabilities and has been a trusted advisor to high net worth clients and their families.

In his leisure, Philip enjoys golfing, fishing, traveling, reading—and spending time with his wife Judy, two children, and three grandchildren.

Disclosures

Insurance: Insurance product guarantees are subject to the claims-paying ability of the issuing company. The adviser is paid commissions on the sale of insurance products.

Advisory: Advisory services are offered through Royal Fund Management, LLC, which is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This is a mixed business website, Royal Fund Management, LLC, and CSI Financial Group separate entities. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.

All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client’s investment portfolio. There are no assurances that a client’s portfolio will match or outperform any particular benchmark.

Insurance and Advisory: Both of the above

Outside Links Disclosures

You are leaving the current website. These links are being provided as a convenience and for informational purposes only; they do not constitute an endorsement or an approval of any of the products, services or opinions expressed in the link. We accept no responsibility for the accuracy, legality or content of the external site or for that of subsequent links. Contact the external site for answers to questions regarding its content.

Mission Statement

Our mission is to create a firm like no other in the industry. Working together with the clients and our multidisciplinary team approach of specialists, we will create an elevated client experience. Families and small businesses are demanding ever-increasing assistance with support and guidance for smart estate and financial planning for building wealth.

Continuous training and support for company management and employees, combined with the strictest standards of protocols, ethics, and integrity will be expected and implemented.

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Contact Info

516-652-8561

631-577-7999

68 S. Service Road, Melville, NY 11747

Disclosures

Insurance:

Insurance product guarantees are subject to the claims-paying ability of the issuing company. The adviser is paid commissions on the sale of insurance products.

Advisory:

Advisory services are offered through Royal Fund Management, LLC, which is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This is a mixed business website, Royal Fund Management, LLC and CSI Financial Group separate entities. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's investment portfolio. There are no assurances that a client’s portfolio will match or outperform any particular benchmark.

Insurance and Advisory:

Both of the above.