Best Financial Advisors in Hauppauge, NY

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List of Firms

Hauppauge, NY Fiduciary Financial Advisors

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

Where Certified Financial Advisors in Hauppauge, NY Serve

Hauppauge, NY is a town located in Suffolk County on Long Island. Some of the landmarks in Hauppauge include the Hauppauge Palace Theatre, the Hauppauge Public Library, and the Nathaniel Woodhull House. The top employers in Hauppauge include the Suffolk County government, CA Technologies, and Henry Schein Inc. Some of the major highways and streets in Hauppauge include NY-347 and Smithtown Boulevard. The neighborhoods in Hauppauge include Lakeland, Terryville, and Smithtown.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Hauppauge, NY have a variety of banking services to choose from. Banks offer checking and savings accounts, loans, mortgages, and other financial products and services. Residents can also use banks to pay bills, make deposits and withdrawals, and get cash advances. Banks are an important part of the community and provide a valuable service to their customers.

Insurance Broker

Residents of Hauppauge, NY can benefit from the services of insurance brokers. Brokers can help residents compare rates and find the best deals on insurance policies. They can also help residents file claims and navigate the complex bureaucracy of insurance companies.

Retirement Planning

If you're a Hauppauge, NY resident who's nearing retirement, it's important to start planning ahead. That's where financial advisors can help. They can sit down with you and discuss your options, help you figure out how much money you'll need to retire comfortably, and create a plan that will allow you to achieve your goals.

Wealth Management

Residents of Hauppauge, NY can take advantage of wealth management services to help them grow their money and protect it from taxes. Wealth managers can help you invest your money in a way that will provide you with the greatest return on investment while also minimizing your tax liability. They can also help you plan for retirement and estate planning. If you are a resident of Hauppauge, NY, it is important to seek out a wealth manager who can help you reach your financial goals.

Estate Planning Lawyer

Estate planning lawyers can help Hauppauge, NY residents with a variety of tasks related to estate planning. This includes drafting wills, trusts, and other legal documents related to estate planning; helping to administer estates after someone has passed away; and providing legal advice on estate-related matters.

Mortgage Loan Officer

Mortgage loan officers in Hauppauge, NY can help residents with a variety of home-buying needs. They can provide advice on the best mortgage products for each individual, as well as help to guide them through the application process. Mortgage loan officers can also assist with refinancing and home equity loans, and can advise on ways to reduce monthly payments or interest rates. In short, they are a valuable resource for anyone looking to buy or renovate a home in Hauppauge.

Tax Services

Tax accountants in Hauppauge, NY can help residents with a variety of tax services. These services can include preparing and filing taxes, as well as providing advice on how to reduce taxes and save money. In addition, tax accountants can also help residents dispute incorrect tax bills and resolve other tax-related issues.

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FAQs About Personal Financial Advisors in Hauppauge, NY