Find a Financial Advisor in Hauppauge, NY

 

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We did the hard work of finding trustworthy partners in Hauppauge, NY.

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We Only Work With The Best Hauppauge Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Hauppauge, NY


  • Financial Advisor Close to Hauppauge, NY

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Hauppauge, NY


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Hauppauge, NY

We evaluated over 13,000 RIA firms to bring you the best of the best Hauppauge financial advisors.
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How Retirement-Friendly is Hauppauge, NY?

  • Population: 20,005
  • % of Population 62 Years and Over: 19.9%
  • Average Home Value: $494,300
  • Average Monthly Housing Cost: $2,285
  • Average Household Income: $141,153
  • New York Total Tax Burden: 12.79% (Highest in U.S.)
  • New York Property Tax: 4.40% (6th Highest in U.S.)
  • New York Individual Income Tax: 4.96% (Highest in U.S.)
  • New York Sales and Excise Tax: 3.43% (22nd Highest in U.S.)



The Top Financial Advisor Firms in Hauppauge, NY

 

PARTNERS CAPITAL SERVICES, INC.

Website

(631) 851-0918

205 Oser Ave

Hauppauge, NY 11788

SEC#: 801-79450
Years in Business: 7 years

LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC.

Website

(516) 785-1800

200 Parkway Drive South, Ste 200

Hauppauge, NY 11788

SEC#: 801-77960
Years in Business: 8 years

LEBENTHAL GLOBAL ADVISORS, LLC

Website

(516) 785-1800

200 Parkway Drive South, Ste 200

Hauppauge, NY 11788

SEC#: 801-110652
Years in Business: 4 years

MITLIN FINANCIAL, INC.

Website

(631) 952-4466

140 Adams Avenue
Suite B-12
Hauppauge, NY 11788

SEC#: 801-79353
Years in Business: 7 years

UNITED FINANCIAL PLANNING GROUP LLC

Website

(631) 234-0871

888 Veterans Memorial Hwy.
Suite 405
Hauppauge, NY 11788

SEC#: 801-113324
Years in Business: 3 years

CASTLE ASSET MANAGEMENT, LLC

Website

(631) 952-3700

145 Marcus Blvd.
Suite 1
Hauppauge, NY 11788

SEC#: 801-66317
Years in Business: 15 years

BENJAMIN SECURITIES, INC.

Website

(516) 931-1090

750 Veterans Memorial Highway
Suite 210
Hauppauge, NY 11788

SEC#: 801-30987
Years in Business: 34 years

AVANTAX ADVISORY SERVICES, INC.

Website

(631) 434-9500

25 Suffolk Court

Hauppauge, NY 11788

SEC#: 801-29892
Years in Business: 34 years

AVANTAX ADVISORY SERVICES, INC.

Website

(631) 434-9500

25 Suffolk Court

Hauppauge, NY 11788

SEC#: 801-29892
Years in Business: 34 years

 


Hauppauge, NY Financial Advisor FAQs

You may need a financial advisor if you are new to investing, or if you've had trouble managing your own investments. A financial advisor can help with investment decisions and executing trades on your behalf.
Do your research. Research the advisors to determine if they are fiduciaries. Consider how long they have been in practice, whether they do business with big banks, have testimonials from past clients, and/or have passed any certifications.
A financial advisor will help clients understand their financial situation, assess what insurance and investment products are suitable, and advise on how to put a plan into place.
It is important to ask your financial advisor about their ethical process. Ask what rules they have in place to ensure that you are getting the best possible advice, and if there are any penalties for withdrawing funds during a time of economic inflation.