Hauppauge, NY Financial Advisors and Resources



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: 33 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


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.)


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.