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Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Hauppauge is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Hauppauge & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Hauppauge?

Looking for a qualified financial advisor in Hauppauge? We can help you by narrowing down your options & listing the best financial advisors in Hauppauge as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Hauppauge near you with the list of certified and vetted Hauppauge financial advisors.

List of Qualified Financial Advisors in Hauppauge, New York

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Gerry Barrasso

United Financial Planning Group, LLC

888 Veterans Memorial Hwy
Suite 405

Hauppauge, NY 11788

631-234-0871

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John Patsy

LPL Financial

900 Route 111
Suite 280

Hauppauge, NY 11788

631-350-7024

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Philip Capell

Piermont Wealth Management Inc.

48 South Service Road
Suite 102

Melville, NY 11747

631-454-1585

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Paresh B. Shah

PareShah Partners LLC

960 South Broadway, Suite 115-B

Hicksville, NY 11801

516-268-3446

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Emil Ben-David

Edelman Financial Engines, LLC

1130 RXR Plaza

Uniondale, NY 11556

516-252-1413

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Nick Friedman

Edelman Financial Engines, LLC

10 Bank Street

White Plains, NY 10606

914-618-3002

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Jed Limmer

Bicoastal Wealth Management

142 West 57th Street

New York, NY 10019

212-931-7077

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Walter Varian

Edelman Financial Engines, LLC

340 Madison Avenue

New York, NY 10173

646-779-2102

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Personal Capital

Personal Capital Advisors Corporation

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Prince, NY 10012

650-556-1310

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Farther

Farther Finance, LLC

Four World Trade Center
150 Greenwich St Ste 2946

New York, NY 10007

720-744-2145

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Robert Barbuto

Edelman Financial Engines, LLC

650 From Road

Paramus, NJ 07652

201-546-5579

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Stephen Sassi

Edelman Financial Engines, LLC

406 Forest Ave.

Staten Island, NY 10301

718-313-0303

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Frank Lepore

Bleakley Financial Group

100 Passaic Avenue
Suite 300

Fairfield, NJ 07004

973-244-4237

List of Additional Financial Advisors in Hauppauge, New York*

* Additional advisor listing is provided in partnership with Yext

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Jonathan Kuttin - Ameriprise Financial Services, LLC

1174 Veterans Memorial Hwy

Hauppauge, NY 11788
631-770-0335

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Allstate Personal Financial Representative: Naomi Deshommes

878 Veterans Hwy
Ste 40

Hauppauge, NY 11788
646-836-0295

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Gold Coast Wealth Advisors - Ameriprise Financial Services, LLC

800 Veterans Memorial Hwy
Ste 100

Hauppauge, NY 11788
631-418-8000

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Allstate Personal Financial Representative: Joseph Gingold

878 Veterans Hwy
Ste 400

Hauppauge, NY 11788
585-260-3195

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Bryan R Szczurowski - Ameriprise Financial Services, LLC

1174 Veterans Memorial Hwy

Hauppauge, NY 11788
631-770-0335

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Jeff Biscardi - Ameriprise Financial Services, LLC

2150 Joshuas Path
Ste 200

Hauppauge, NY 11788
631-858-0288

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Alan P. Todd - Morgan Stanley

888 Veterans Memorial Hwy
Ste 300

Hauppauge, NY 11788
631-851-5309

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William R White - Morgan Stanley

888 Veterans Memorial Hwy
Ste 300

Hauppauge, NY 11788
631-851-5305

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Brian Batter

1300 Veterans Hwy
Ste 130

Hauppauge, NY 11788
631-761-1778

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Buddha Allah, Bankers Life Agent

1393 Veterans Hwy
Ste 403s

Hauppauge, NY 11788
516-580-7202

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Robert Forte - Morgan Stanley

888 Veterans Memorial Hwy
Ste 300

Hauppauge, NY 11788
631-851-5349

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Allstate Personal Financial Representative: Rajendra Rampersaud

878 Veterans Hwy
Ste 400

Hauppauge, NY 11788
347-679-2332

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Anthony S Lesica - Ameriprise Financial Services, LLC

1174 Veterans Memorial Hwy

Hauppauge, NY 11788
631-249-6269

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Joe Muro - Morgan Stanley

898 Veterans Memorial Hwy
Ste 500

Hauppauge, NY 11788
631-851-5332

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Wealth Management Solutions, LLC

700 Veterans Memorial Highway
Suite 302

Hauppauge, NY 11788
631-382-5012

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Kuttin Wealth Management - Ameriprise Financial Services, LLC

1174 Veterans Memorial Hwy

Hauppauge, NY 11788
631-770-0335

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Cathy Wear - Ameriprise Financial Services, LLC

1174 Veterans Memorial Hwy

Hauppauge, NY 11788
631-770-0335

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Allstate Personal Financial Representative: William Hudelmaier

878 Veterans Hwy
Ste 400

Hauppauge, NY 11788
516-984-6957

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Jonathan Lowd - Morgan Stanley

888 Veterans Memorial Hwy
Ste 300

Hauppauge, NY 11788
631-851-5317

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Martino Planning Group - Ameriprise Financial Services, LLC

1200 Veterans Hwy
Ste 105

Hauppauge, NY 11788
631-663-3133

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Robert Martino - Ameriprise Financial Services, LLC

1200 Veterans Hwy
Ste 105

Hauppauge, NY 11788
631-663-3133

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Allstate Personal Financial Representative: Haitao Tan

878 Veterans Hwy
Ste 400

Hauppauge, NY 11788
347-279-3106

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Ivy Peterson - Ameriprise Financial Services, LLC

800 Veterans Memorial Hwy
Ste 100

Hauppauge, NY 11788
631-418-8000

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Scott Kaufman - Ameriprise Financial Services, LLC

1174 Veterans Memorial Hwy

Hauppauge, NY 11788
631-673-3997

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Morgan Stanley Financial Advisors

888 Veterans Memorial Hwy
Ste 300

Hauppauge, NY 11788
800-965-5684

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Anthony Martino - Ameriprise Financial Services, LLC

1200 Veterans Hwy
Ste 105

Hauppauge, NY 11788
631-663-3133

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Nest Egg Advisors, Inc.

330 Motor Parkway
Suite 305

Hauppauge, NY 11788
631-952-2700

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Aaron David Schenkman - Ameriprise Financial Services, LLC

1174 Veterans Memorial Hwy

Hauppauge, NY 11788
631-249-6269

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Evan Branfman - Ameriprise Financial Services, LLC

1174 Veterans Memorial Hwy

Hauppauge, NY 11788
800-445-4595

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Daniel Hohenberg - Ameriprise Financial Services, Inc.

1174 Veterans Hwy

Hauppauge, NY 11788
631-770-0335

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Charles Justino - Ameriprise Financial Services, LLC

1174 Veterans Memorial Hwy

Hauppauge, NY 11788
631-343-3200

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Mark Harris - Ameriprise Financial Services, LLC

1200 Veterans Hwy
Ste 105

Hauppauge, NY 11788
516-977-7090

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Robert Whitehead - Ameriprise Financial Services, Inc.

1174 Veterans Hwy

Hauppauge, NY 11788
631-770-0335

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Robert Alster - Ameriprise Financial Services, LLC

201 Moreland Rd
Ste 2

Hauppauge, NY 11788
631-309-5700

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Peter Barone - Ameriprise Financial Services, LLC

1600 Express Dr S
Ste 123

Hauppauge, NY 11788
631-780-7056

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The Rooney Group - Morgan Stanley

888 Veterans Memorial Hwy
Ste 300

Hauppauge, NY 11788
631-851-5319

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Jason Harris - Ameriprise Financial Services, LLC

1200 Veterans Hwy
Ste 105

Hauppauge, NY 11788
516-977-7090

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Allstate Personal Financial Representative: Michael Morriss

878 Veterans Hwy
Ste 400

Hauppauge, NY 11788
917-841-4896

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Allstate Personal Financial Representative: Stephen Enigbokan

878 Veterans Hwy
Ste 400

Hauppauge, NY 11788
646-732-9389

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Ashley Lang - Ameriprise Financial Services, LLC

1174 Veterans Memorial Hwy

Hauppauge, NY 11788
631-770-0335

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Jason Bailey - Ameriprise Financial Services, LLC

1174 Veterans Memorial Hwy

Hauppauge, NY 11788
877-262-9553

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Kevin McVey - Morgan Stanley

888 Veterans Memorial Hwy
Ste 300

Hauppauge, NY 11788
631-851-5331

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Jesse Whitsit - Morgan Stanley

888 Veterans Memorial Hwy
Ste 300

Hauppauge, NY 11788
631-851-5346

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Chris Devincentis - Morgan Stanley

888 Veterans Memorial Hwy
Ste 300

Hauppauge, NY 11788
631-851-5327

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Allstate Personal Financial Representative: Norma Williams

878 Veterans Hwy
Ste 400

Hauppauge, NY 11788
917-376-7588

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Jerry Cangelosi - Morgan Stanley

888 Veterans Memorial Hwy
Ste 300

Hauppauge, NY 11788
631-851-5310

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Daniel R. Liff - Morgan Stanley

888 Veterans Memorial Hwy
Ste 300

Hauppauge, NY 11788
631-851-5345

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John Kitevski - Morgan Stanley

888 Veterans Memorial Hwy
Ste 300

Hauppauge, NY 11788
631-851-5313

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Allstate Personal Financial Representative: Taufiq Riaz

878 Veterans Hwy
Ste 400

Hauppauge, NY 11788
631-704-9291

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Lee Neugebauer - Morgan Stanley

888 Veterans Memorial Hwy
Ste 300

Hauppauge, NY 11788
631-851-5334

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Brian G Jacobs - Ameriprise Financial Services, LLC

2150 Joshuas Path
Ste 200

Hauppauge, NY 11788
631-858-0288

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Jeremy Rayburn - Morgan Stanley

888 Veterans Memorial Hwy
Ste 300

Hauppauge, NY 11788
631-851-5330

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Maria G DeGennaro - Ameriprise Financial Services, LLC

800 Veterans Memorial Hwy
Ste 100

Hauppauge, NY 11788
631-418-8000

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Todd M Petraco - Ameriprise Financial Services, LLC

1174 Veterans Memorial Hwy

Hauppauge, NY 11788
631-343-3200

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Eric Dieckhoff - Ameriprise Financial Services, LLC

1174 Veterans Memorial Hwy
Ste 120

Hauppauge, NY 11788
631-770-0335

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Eric W Szczurowski - Ameriprise Financial Services, LLC

1174 Veterans Memorial Hwy

Hauppauge, NY 11788
631-770-0335

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Katie Coleman - Ameriprise Financial Services, LLC

1600 Express Dr S
Ste 201

Hauppauge, NY 11788
631-780-7052

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Allstate Personal Financial Representative: Thomas Sinnott

878 Veterans Hwy
Ste 400

Hauppauge, NY 11788
646-431-7188

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Dianna C. Sanchez - Morgan Stanley

888 Veterans Memorial Hwy
Ste 300

Hauppauge, NY 11788
631-851-5342

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The Liff Team - Morgan Stanley

888 Veterans Memorial Highway
Suite 300

Hauppauge, NY 11788
631-851-5345

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John Savarese - Morgan Stanley

888 Veterans Memorial Hwy
Ste 300

Hauppauge, NY 11788
631-851-5304

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Vincent Afflixio - Morgan Stanley

888 Veterans Memorial Hwy
Ste 300

Hauppauge, NY 11788
631-851-5302

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Robert Mastrosimone - Morgan Stanley

888 Veterans Memorial Hwy
Ste 300

Hauppauge, NY 11788
631-851-5303

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The McVey Group - Morgan Stanley

898 Veterans Memorial Hwy
Ste 500

Hauppauge, NY 11788
631-851-5331

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Kristen Hadjoglou

1300 Veterans Hwy
Ste 130

Hauppauge, NY 11788
631-761-1778

* Additional advisor listing is provided in partnership with Yext

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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