What questions should I be asking about my financial life? What should I be doing to help my family be more financially secure? What is the difference between a broker and a fiduciary, and why does it matter? Who will help me understand the alternatives available to me, my family, and/or the organizations with whom I’m involved?
Bill Stoddart, Founder and Principal of Northfork Financial, is committed to helping you explore sound alternatives for realizing your financial goals. As an independent investment advisor operating under a fiduciary standard, Bill Stoddart acts in your best interests at all times.
Northfork has helped many clients evaluate their retirement cash flow needs, investment strategies, insurance coverages, and charitable giving plans. We have also helped nonprofits establish investment and financial policies, and counseled foundations on ways to maximize their impact through their strategic giving and investment decisions. In addition, we have helped businesses review their strategic plans, financial performance, and benefits packages.
Northfork Financial provides insightful consulting services on an hourly basis to help you develop a solid approach toward achieving your desired outcomes. For those who wish to engage us to implement specific investment recommendations, we provide ongoing fee-only investment advisory services as well. We are wholly independent, and we work for you.