Best Financial Advisors in Hauppauge, NY

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List of Firms

Hauppauge, NY Fiduciary Financial Advisors

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Robert Forte - Morgan Stanley
5 out of 5
Location 888 Veterans Memorial Hwy Ste 300, Hauppauge, NY 11788, USA
Phone (631) 851-5349
Directions
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Miracle Mile Advisors
SEC File# 801-74711
CRD# 143483
Location 145 Marcus Blvd Suite 1, Hauppauge, NY 11788, USA
Phone (631) 952-3700
Directions
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Katie Coleman - Financial Advisor, Ameriprise Financial Services, LLC
Location 1600 Express Dr S Ste 201, Hauppauge, NY 11788, USA
Phone (631) 780-7052
Directions
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Claire Kemp Fitz - Financial Advisor, Ameriprise Financial Services, LLC
Location 1174 Veterans Memorial Hwy, Hauppauge, NY 11788, USA
Phone (631) 770-0335
Directions
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Robert Whitehead - Financial Advisor, Ameriprise Financial Services, LLC
Location 1174 Veterans Memorial Hwy, Hauppauge, NY 11788, USA
Phone (631) 770-0335
Directions
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Jeff Biscardi - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 2150 Joshuas Path Ste 200, Hauppauge, NY 11788, USA
Phone (631) 858-0288
Directions
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Peter Barone - Financial Advisor, Ameriprise Financial Services, LLC
1 out of 5
Location 1600 Express Dr S Ste 201, Hauppauge, NY 11788, USA
Phone (631) 780-7056
Directions
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Harris & Associates Financial Management - Ameriprise Financial Services, LLC
Location 1200 Veterans Memorial Hwy Ste 105, Hauppauge, NY 11788, USA
Phone (516) 977-7090
Directions
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Nestegg Advisors Inc
Location 330 Vanderbilt Motor Pkwy # 305, Hauppauge, NY 11788, USA
Phone (631) 952-2700
Directions
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Carolyn Smith-LoGiudice - Financial Advisor, Ameriprise Financial Services, LLC
Location 1174 Veterans Memorial Hwy, Hauppauge, NY 11788, USA
Phone (631) 770-0335
Directions
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Jason Bailey - Financial Advisor, Ameriprise Financial Services, LLC
Location 1174 Veterans Memorial Hwy, Hauppauge, NY 11788, USA
Phone (877) 262-9553
Directions
Financial Advisors in Hauppauge, NY

Where Certified Financial Advisors in Hauppauge, NY Serve

Hauppauge, NY is a bustling town on Long Island with a plethora of landmarks, top employers, major highways and streets, and neighborhoods that make it a unique and diverse place to live. From the iconic H. Lee Dennison Building to the sprawling industrial parks that house top companies like Canon and Estée Lauder, Hauppauge is a hub of activity and innovation. Major highways like the Long Island Expressway and Northern State Parkway make it easy to get around, while local streets like Veterans Memorial Highway and Motor Parkway offer access to shopping centers, restaurants, and more. Neighborhoods like Bretton Woods and Windcrest offer quiet suburban living, while the bustling downtown area is home to shops, cafes, and entertainment venues. With so much to see and do, Hauppauge is a vibrant and exciting place to call home.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Hauppauge, NY can benefit from the expertise of a financial advisor in several ways. One of the most common ways is by helping them create a comprehensive financial plan that takes into account their unique circumstances and goals. This includes analyzing their income, expenses, debt, and investments to develop a roadmap for achieving their financial objectives. Additionally, a financial advisor can assist residents of Hauppauge, NY in navigating the complex world of taxes and estate planning. With New York State's high tax rates and specific laws governing inheritance, having a knowledgeable advisor can be invaluable. Overall, a financial advisor can provide peace of mind and help residents of Hauppauge, NY feel confident in their financial future.

Insurance Broker

Residents of Hauppauge, NY would greatly benefit from the services of an insurance broker. With the town's proximity to major highways and the Long Island MacArthur Airport, residents may require specialized insurance coverage for their vehicles and travel. Additionally, Hauppauge is home to a variety of businesses, ranging from small startups to large corporations, which may require unique insurance solutions to protect against potential risks. An insurance broker can provide personalized guidance and assistance in navigating the complex world of insurance, ensuring that residents have the coverage they need to protect themselves and their assets. Whether it's finding the best rates for home and auto insurance or securing comprehensive coverage for a business, an insurance broker can provide invaluable support to the residents of Hauppauge, NY.

Retirement Planning

Residents of Hauppauge, NY can greatly benefit from the services of a retirement planner. With a population of over 20,000, many individuals in Hauppauge are likely nearing retirement age or have already retired. A retirement planner can assist these individuals in creating a personalized plan for their retirement, taking into account their unique financial situation and goals. Specifically, residents of Hauppauge may need guidance on how to navigate the high cost of living in Long Island and how to ensure their retirement savings will last throughout their retirement years. A retirement planner can also provide advice on how to maximize Social Security benefits and how to invest wisely in order to grow their retirement savings. Overall, a retirement planner can help residents of Hauppauge achieve peace of mind and financial security during their retirement years.

Wealth Management

Residents of Hauppauge, NY can benefit greatly from the services of a wealth manager. One of the most common ways a wealth manager can help is by creating a personalized financial plan that takes into account the unique needs and goals of each individual. For example, Hauppauge is known for its high cost of living, which can be a challenge for many residents. A wealth manager can help residents navigate this challenge by creating a plan that includes strategies for saving, investing, and managing debt. Additionally, a wealth manager can provide guidance on tax planning, retirement planning, and estate planning, among other important financial matters. By working with a wealth manager, residents of Hauppauge can feel confident that they are making informed decisions about their finances and are on track to achieve their long-term goals.

Mortgage Loan Officer

Residents of Hauppauge, NY can benefit greatly from the expertise of a mortgage loan officer. These professionals can help residents navigate the complex process of obtaining a mortgage, ensuring that they secure the best possible terms and rates. With the high cost of living in Hauppauge, it can be difficult for some residents to save up enough money for a down payment on a home. A mortgage loan officer can help residents explore their options for down payment assistance programs, which can make homeownership more accessible. Additionally, with its proximity to major highways and transportation hubs, Hauppauge is a desirable location for commuters. A mortgage loan officer can help residents find a mortgage that fits their budget and allows them to take advantage of the area's convenient location.

Tax Services

Residents of Hauppauge, NY can benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can assist Hauppauge residents is by helping them navigate the complex tax laws and regulations specific to New York state. For example, residents of Hauppauge may be subject to different tax rates or deductions than residents of other states. A tax advisor can help ensure that residents are taking advantage of all available deductions and credits, while also ensuring compliance with state and federal tax laws. Additionally, a tax advisor can help residents with tax planning strategies, such as maximizing retirement contributions or structuring business expenses to minimize tax liability. Overall, a tax advisor can provide invaluable guidance and support to Hauppauge residents in navigating the often-confusing world of taxes.

Estate Planning Lawyer

Residents of Hauppauge, NY could greatly benefit from the assistance of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is especially important in Hauppauge, NY, where property values are higher than the national average and many residents have substantial assets. Additionally, an estate planning lawyer can help residents minimize estate taxes and avoid probate, which can be a time-consuming and expensive process. With the help of an estate planning lawyer, residents of Hauppauge, NY can have peace of mind knowing their loved ones will be taken care of after they're gone.

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