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Seidman Private Advisors

At Seidman Private Advisors, LLC our "Total Wealth Management" approach responds to our clients' demands. Integrating financial, investment, insurance and estate planning with the experience of our planners, our clients can be confident that they receive the "high-touch" planning they deserve. Join our family, and chart your course with Seidman Private Advisors, LLC.

Please use our website as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest. 

Seidman Private Advisors, LLC is a member of the BDO Seidman Alliance Firm Network of BDO USA, LLP.

Victoria Serles, Cordell Almond, Shane Payette, Cynthia Niesen, Jimmy Averett and Steven Carlson are separately registered as investment adviser representatives ("IAR"), under Seidman Private Advisors, LLC, a Registered Investment Adviser, and Eagle Strategies LLC, a Registered Investment Adviser, collectively offering advisory services in the states of (AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, KS, LA, MD, MA, MI, NC, NJ, NY, OH, OK, PA, SC, TX, WA). As such, these services are strictly intended for individuals residing in (AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, KS, LA, MD, MA, MI, NC, NJ, NY, OH, OK, PA, SC, TX, WA).

Victoria Serles, Cordell Almond, Shane Payette, Cynthia Niesen, Jimmy Averett, John Kapp and Steven Carlson are also Registered Representatives of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of (AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, KS, LA, MD, MA, MI, NC, NJ, NY, OH, OK, PA, SC, TX, WA). No offers may be made or accepted from any resident outside the specific states referenced.
 
Victoria Serles, Cordell Almond, Shane Payette, Cynthia Niesen, Jimmy Averett, Steven Carlson, John Kapp and Mary Liden are agents collectively licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, KS, LA, MD, MA, MI, NC, NJ, NY, OH, OK, PA, SC, TX, VT, WA. No insurance business may be conducted outside these states referenced.

Seidman Private Advisors, LLC is not owned or operated by NYLIFE Securities LLC, or its affiliates.
 
Seidman Private Advisors, LLC is registered with the SEC as a Registered Investment Advisor.

*Seidman Private Advisors, LLC, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.