Find a Financial Planner 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 Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

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

 

How Can a CFP® in Hauppauge Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Hauppauge area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planning focuses on organizing and optimizing a client's finances through risk management, debt reduction, investment management, and more. Some of the most common services in Hauppauge include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
19.9% of Hauppauge's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Hauppauge area can create a custom plan and walk with you each step of the way.
Estate planning names the beneficiaries of your estate upon death and who has the responsibility to make healthcare and financial decisions on your behalf if you are incapacitated during life. A comprehensive estate plan includes a living will and other types of legal documentation as needed to achieve its intended outcome. In the Hauppauge area, qualified financial professionals--like financial advisors--offer estate planning services.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Hauppauge area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Hauppauge area who determine what breaks are available to you to minimize your tax payments. Tax planning strategies will differ depending on depending on where you live. New York has unique laws defining which actions trigger a taxable event and has the highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor in the Hauppauge area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. It typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Hauppauge area often use this strategy when clients have high-interest credit card debt or private student loans.

 

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: 3 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: 2 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