Banks & Credit Unions in Hauppauge, NY

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Bank Branches and ATMs in Hauppauge, NY

Valley Bank
4 out of 5
Location 740 Veterans Memorial Hwy, Hauppauge, NY 11788, USA
Phone (631) 979-0700
Directions
Island Federal Credit Union
4 out of 5
Location 120 Motor Pkwy, Hauppauge, NY 11788, USA
Phone (631) 851-1100
Directions
Chase Bank
4 out of 5
Location 200 Motor Pkwy, Hauppauge, NY 11788, USA
Phone (631) 273-5540
Directions
Signature Bank
5 out of 5
Location 360 Motor Pkwy #150, Hauppauge, NY 11788, USA
Phone (866) 744-5463
Directions
Banks in Hauppauge, NY

Where Hauppauge, NY Banks & Credit Unions Serve

Hauppauge, NY is a bustling town on Long Island with a rich history and a vibrant community. This town is home to many landmarks, including the Hauppauge Industrial Park, which is one of the largest industrial parks in the country. The park is home to top employers such as Canon, PepsiCo, and UPS. In addition to the industrial park, Hauppauge is also home to several major highways and streets, including the Long Island Expressway, Veterans Memorial Highway, and Motor Parkway. These highways provide easy access to neighboring towns and cities, making Hauppauge a convenient location for commuters. Hauppauge is also known for its diverse neighborhoods, each with its own unique character and charm. Some of the most popular neighborhoods in Hauppauge include The Greens, The Knolls, and The Colony. Overall, Hauppauge is a vibrant and dynamic town with a rich history and a bright future.

Hauppauge, NY Banking Related Services

Insurance Broker

Residents of Hauppauge, NY can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help is by providing personalized advice on the best insurance plans available in the area. Hauppauge is a bustling community with a diverse population, and an insurance broker can help residents find insurance plans that are tailored to their unique needs. For example, someone who owns a business in Hauppauge may need specialized insurance coverage that is different from what an individual homeowner would require. An insurance broker can also help residents navigate the complex world of insurance policies, ensuring that they have the right coverage at the right price. With an insurance broker's help, residents of Hauppauge can have peace of mind knowing that their insurance needs are being taken care of by a knowledgeable and experienced professional.

Retirement Planning

Residents of Hauppauge, NY would benefit greatly from the services of a retirement planner. With a population of over 20,000 people, many of whom are approaching retirement age, a retirement planner can provide valuable guidance on how to prepare for the future. Specifically, Hauppauge is home to a number of small businesses and entrepreneurs who may need assistance with setting up retirement plans for themselves and their employees. A retirement planner can help these individuals navigate the complex world of retirement savings options and ensure that they are making the best choices for their financial future. Additionally, with the high cost of living on Long Island, a retirement planner can help Hauppauge residents develop a plan to maximize their retirement savings and ensure that they are able to maintain their standard of living in their golden years.

Wealth Management

Residents of Hauppauge, NY could benefit from the services of a wealth manager in a variety of ways. For instance, a wealth manager could help residents plan for their retirement by creating a personalized investment strategy that takes into account their specific financial goals and risk tolerance. Additionally, residents could benefit from a wealth manager's expertise in tax planning, which could help them minimize their tax liability and maximize their savings. With its proximity to New York City and the high cost of living in the area, residents of Hauppauge could also benefit from a wealth manager's guidance on how to manage their finances in a way that allows them to maintain their lifestyle while still saving for the future. Overall, a wealth manager could provide residents of Hauppauge with the tools and knowledge they need to achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Hauppauge, NY can benefit from the guidance and expertise of a financial advisor in many ways. One of the most common ways is by helping them create a personalized financial plan that takes into account their unique circumstances and goals. A financial advisor can assist residents in Hauppauge, NY with retirement planning, investment management, debt reduction, and tax planning. Additionally, with the high cost of living in Long Island, a financial advisor can help residents navigate the local real estate market and make informed decisions about buying or selling property. Overall, a financial advisor can provide valuable insights and strategies to help residents in Hauppauge, NY achieve financial stability and security for their future.

Mortgage Loan Officer

Residents of Hauppauge, NY can greatly benefit from the services of a mortgage loan officer. These professionals can assist in the process of securing a mortgage for a new home or refinancing an existing one. With Hauppauge being a popular residential area, a mortgage loan officer can provide valuable insight into the local housing market and help residents find the best mortgage options to fit their unique financial situations. Additionally, a mortgage loan officer can guide residents through the complex process of applying for a mortgage, ensuring that they are fully informed and prepared every step of the way. Overall, a mortgage loan officer can be an invaluable resource for residents of Hauppauge, NY looking to achieve their homeownership goals.

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 help is by providing guidance on how to maximize deductions and credits on their tax returns. This is especially important for residents of Hauppauge, NY, where property taxes are notoriously high. A tax advisor can help homeowners navigate the complex rules around property tax deductions and ensure they are taking advantage of all available credits. Additionally, residents who own small businesses or are self-employed can benefit from a tax advisor's expertise in navigating the tax code and minimizing their tax liability. Overall, a tax advisor can provide valuable guidance and support to residents of Hauppauge, NY, helping them to save money and avoid costly mistakes on their tax returns.

Estate Planning Lawyer

Residents of Hauppauge, NY can benefit from the services of an estate planning lawyer in several ways. One of the most common ways 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 the cost of living is relatively high, and many residents have significant assets that they want to protect and pass on to their loved ones. An estate planning lawyer can also help residents minimize their tax liabilities and avoid probate court, which can be time-consuming and expensive. Additionally, an estate planning lawyer can assist with creating a durable power of attorney and a healthcare proxy, which can provide peace of mind in the event of an unexpected illness or injury. Overall, an estate planning lawyer can help residents of Hauppauge, NY ensure that their wishes are carried out and their loved ones are protected.

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