College Aid Specialist was founded with the goal of assisting our clients in every aspect of both the financial and educational planning for college. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create an individual plan and strategy for their educational and financial goals.

The College Aid Specialist believes in a "hands on" approach to financial guidance. We care about making your dreams a reality. The College Aid Specialist understands that sound financial planning for college is part of your retirement plan as well. Additionally, in planning for college, we will make recommendations to help improve your overall financial situation. The College Aid Specialist,  as your Financial Professional, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams. 

College Aid Services

  • Financial planning for college financial aid
  • College selection and guidance
  • Qualify clients for need-based grants and scholarships
  • Locate colleges offering merit based scholarships
  • Professional preparation of the FAFSA
  • Professional preparation of the CSS Profile
  • Professional preparation of the New York State TAP form
  • Accurate and speedy electronic filings
  • Calculation of the EFC using both the congressional and institutional methodology
  • Stafford loans
  • Parent Plus loans
  • Alternative educational loans

Our company is based on the principle that the understanding of your educational goals and its financial impact   is vital for your family.  College Aid Specialist will help you and your family make prudent decisions concerning your educational and financial goals. If you have any questions or concerns regarding college financial aid or your current financial situation send us an email or give us a call a (631) 462-7711