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Find The Best Financial Advisors in Hauppauge, New York

Q: 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.

Q: 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.

Q: 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.

Q: How much money should you 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.

Q: 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.

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 The Best Financial Advisors in Hauppauge, New York
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Hauppauge, New York, FinancialAdvisor.net is a useful resource. We've compiled a list of the 9 vetted financial advisors and non-vetted financial advisors in Hauppauge, New York, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Hauppauge, New York have an average of 16 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Hauppauge, New York

John Patsy

LPL Financial

631-350-7024

Address

900 Route 111,
Suite 280,
Hauppauge, NY 11788 See Details

Matt Cuiffo

Edelman Financial Engines, LLC

516-252-1387

Address

1130 RXR Plaza,
Uniondale, NY 11556 See Details

William Romero

Mml

646-805-8842

Address

900 Stewart Ave #260,
Garden City, NY 11530 See Details

Masa Yamazaki

Oxler Private Wealth

212-785-2860

Address

800 Westchester Ave,
Suite 641N,
Rye Brook, NY 10573 See Details

Altfest Personal Wealth Management

212-796-8732

Address

445 Park Avenue,
6th Floor,
New York, NY 10022 See Details

Walter Varian

Edelman Financial Engines, LLC

646-779-2102

Address

340 Madison Avenue,
New York, NY 10173 See Details

Jennifer Keiling

Edelman Financial Engines, LLC

732-578-2343

Address

328 Newman Springs Road,
Red Bank, NJ 07701 See Details

Frank Lepore

Bleakley Financial Group

973-244-4237

Address

100 Passaic Avenue,
Suite 300,
Fairfield, NJ 07004 See Details

Michael Klein

Bleakley Financial Group

973-575-4180

Address

100 Passaic Ave,
Suite 300,
Fairfield, NJ 07004 See Details

Top Financial Advisor Firms in Hauppauge, New York (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
CCG INVESTMENTS 1373 Veterans Highway, Suite 10 Hauppauge, NY, 11788	111581	$1,400,000,000	1175	A Percentage of AUM, Hourly charges
LEBENTHAL GLOBAL ADVISORS, LLC 200 Parkway Drive South, Suite 200 Hauppauge, NY, 11788	283303	$637,425,770	3058	A Percentage of AUM, Fixed Fees
LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC. 200 Parkway Drive South, Suite 200 Hauppauge, NY, 11788	167243	$572,427,567	2872	A Percentage of AUM, Fixed Fees
UNITED FINANCIAL PLANNING GROUP LLC 350 Motor Parkway, Suite 300 Hauppauge, NY, 11788-2981	149843	$191,476,704	166	A Percentage of AUM, Hourly charges, Fixed Fees
NESTEGG ADVISORS, INC. 330 Motor Parkway, Ste 305 Hauppauge, NY, 11788	125878	$183,551,000	558	A Percentage of AUM, Hourly charges, Fixed Fees, Other (CHARGE FEES FOR EDUCATIONAL COURSES AND SEMINARS)
PARTNERS CAPITAL SERVICES, INC. 205 Oser Ave, Hauppauge, NY, 11788	127621	$114,003,524	298	A Percentage of AUM
CONRAD CAPITAL MANAGEMENT, INC. 1300 Veterans Memorial Hwy, Suite 230 Hauppauge, NY, 11788	113648	$77,263,328	720	A Percentage of AUM, Hourly charges, Performance Based
MADISON GLOBAL ADVISORS LLC 350 Motor Parkway, Suite 205 Hauppauge, NY, 11788	288894	$47,040,000	163	A Percentage of AUM, Other (INTEREST SHARING ON CREDIT BALANCES)
BENJAMIN SECURITIES, INC. 750 Veterans Memorial Highway, Suite 210 Hauppauge, NY, 11788	7754	$25,984,895	76	A Percentage of AUM, Performance Based

Select other cities around Hauppauge, New York to broaden your search for a financial advisor

Frequently Asked Questions

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

How can I pick a good financial advisor?

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

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

What type of financial advisor do I need?

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Find The Best Financial Advisors in Hauppauge, New York

How To Find The Best Financial Advisors in Hauppauge, New YorkLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Hauppauge, New York

LPL Financial

Address

Edelman Financial Engines, LLC

Address

Mml

Address

Oxler Private Wealth

Address

Address

Edelman Financial Engines, LLC

Address

Edelman Financial Engines, LLC

Address

Bleakley Financial Group

Address

Bleakley Financial Group

Address

Top Financial Advisor Firms in Hauppauge, New York (Ranked by AUM)

Select other cities around Hauppauge, New York to broaden your search for a financial advisor

Frequently Asked Questions

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How To Find The Best Financial Advisors in Hauppauge, New York
Last Updated - 13-Jun-2023

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