Find Top Financial Advisors in Sag Harbor, New York

At Procyon, we believe open communication, strong accountability and demonstrated value are paramount to building lasting client relationships with individuals, institutions and employers. We are our clients trusted financial partner, working to simplify the complex so they have peace of mind while pursuing their financial goals.

As your strategic partner and advisor, we work collaboratively with you to find creative and flexible investment solutions that are tailored to meet your needs. This requires us to have a deep toolkit, to be astute in our advice and committed to delivering the best outcome for all parties. You can depend on Procyon, every step of the way.

As President and Founder of Integrity Point Advisors, I help pre-retirees and retirees turn their savings into a clear retirement income plan - so your 401(k), IRA, and investment accounts can support your life with more confidence and less guesswork.

I have 19 years of experience in the financial industry, including time at Merrill Lynch, Citi Personal Wealth Management, and TD Ameritrade. Today, I run an independent practice focused on retirement income planning and ongoing portfolio management for individuals and families on Long Island and beyond.

At Integrity Point Advisors, I serve clients in a fiduciary capacity and focus on building strategies around your goals - without a sales-driven process. Portfolios are built and managed using individual stocks, ETFs, and bonds, with a strong emphasis on risk management, taxes, and long-term consistency.

Areas I help with include:
- 401(k) and IRA rollovers
- Retirement income planning (withdrawal strategy, cash flow, and coordination with Social Security)
- Customized portfolio management (stocks, ETFs, and individual bonds)
- Tax-aware investing and account strategy
- Legacy planning coordination (beneficiaries, estate and family considerations)

If you're looking for a steady hand and a straightforward plan, I'm happy to have a quick conversation to learn what you're working on and see if it makes sense to connect. I'm based in Commack, NY, and can meet by Zoom or in person.

Outside of work, you'll usually find me staying active or playing guitar- same discipline, different arena.

Integrity Point Advisors is an independent financial planning and investment management practice focused on helping individuals and families make clear, confident financial decisions - especially around retirement planning and retirement income.

We take a planning-first approach. That means we start with your goals, timeline, and real-world needs, then build a strategy that connects the pieces - portfolio structure, cash flow, taxes, and long-term priorities - so everything works together.

Dino Pagiazitis serves clients in a fiduciary capacity through his affiliation with Gladstone Institutional Advisory, LLC. Our approach is designed to be transparent, personal, and practical - built around ongoing guidance and long-term relationships, not a sales-driven process.