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Find Retirement Advisors for Retirement Planning in Hauppauge, New York
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Hauppauge, New York
Last Updated - December 4, 2024Hauppauge has 18 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 9 non-vetted advisors in your local area. These retirement advisors in Hauppauge, New York have an average of 20 years of experience.
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List of Qualified Retirement Planning Advisors in Hauppauge, New York
VERIFIEDJohn Patsy
CLTC®, CFP®, RICP®
LPL Financial
Qualifications
CRD# 2772152
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$50,000
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDDino Pagiazitis
Integrity Point Advisors
Qualifications
CRD# 5432187
Firm CRD# 250787
Series 63, 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIED Qualifications
CRD# 5127697
Firm CRD# 10409
Series 7, 9, 10, 24, 52, 53, 66
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDGerard Gruber
CFP®, CDFA®
Harbor West Wealth Management & Planning
Qualifications
CRD# 4469120
Firm CRD# 120894
Minimum Assets Required
$100,000
Advisory Services:
Not Specified.
Compensation/Fee
Not Specified
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIED Qualifications
Firm CRD# 288239
Series 7, 66
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDAltfest Personal Wealth Management
CPA, CFP®, CFA®, ChFC®
Qualifications
Firm CRD# 110130
Series 65, 66
Minimum Assets Required
$1,000,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Only, Based on Assets
Advisory Services:
Financial Planning, Portfolio Management, Wealth Management, Estate Planning & Trusts.
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDDan Brady
Savvy Advisors, Inc
Qualifications
CRD# 2172300
Firm CRD# 318493
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDLouis Green
CFP®, CPWA®, CFA®
Savvy Advisors
Qualifications
CRD# 2790531
Firm CRD# 318493
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Only, Hourly, Flat Fee, Based on Assets
VERIFIEDSmallwood Wealth
CFP®, AIF®
Qualifications
Firm CRD# 288663
Series 7, 66
Minimum Assets Required
$150,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Commissions, Flat Fee, Based on Assets
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDFrank Lepore
Bleakley Financial Group
Qualifications
CRD# 4695659
Firm CRD# 318366
Series 6, 7, 65, 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Flat Fee
VERIFIEDMichael Klein
CFP®
Bleakley Financial Group
Qualifications
CRD# 6281153
Firm CRD# 318366
Series 7, 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 9 Retirement Planning firms in Hauppauge, New York (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | CCG INVESTMENTS 1373 Veterans Highway, Suite 10 Hauppauge, NY, 11788 | $1,400,000,000 | 1175 | 5 | A Percentage of AUM, Hourly charges |
| 2 | LEBENTHAL GLOBAL ADVISORS, LLC 200 Parkway Drive South, Suite 200 Hauppauge, NY, 11788 | $637,425,770 | 3058 | 20 | A Percentage of AUM, Fixed Fees |
| 3 | LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC. 200 Parkway Drive South, Suite 200 Hauppauge, NY, 11788 | $572,427,567 | 2872 | 5 | A Percentage of AUM, Fixed Fees |
| 4 | UNITED FINANCIAL PLANNING GROUP LLC 350 Motor Parkway, Suite 300 Hauppauge, NY, 11788-2981 | $191,476,704 | 166 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | NESTEGG ADVISORS, INC. 330 Motor Parkway, Ste 305 Hauppauge, NY, 11788 | $183,551,000 | 558 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (CHARGE FEES FOR EDUCATIONAL COURSES AND SEMINARS) |
| 6 | PARTNERS CAPITAL SERVICES, INC. 205 Oser Ave, Hauppauge, NY, 11788 | $114,003,524 | 298 | 20 | A Percentage of AUM |
| 7 | CONRAD CAPITAL MANAGEMENT, INC. 1300 Veterans Memorial Hwy, Suite 230 Hauppauge, NY, 11788 | $77,263,328 | 720 | 3 | A Percentage of AUM, Hourly charges, Performance Based |
| 8 | MADISON GLOBAL ADVISORS LLC 350 Motor Parkway, Suite 205 Hauppauge, NY, 11788 | $47,040,000 | 163 | 5 | A Percentage of AUM, Other (INTEREST SHARING ON CREDIT BALANCES) |
| 9 | BENJAMIN SECURITIES, INC. 750 Veterans Memorial Highway, Suite 210 Hauppauge, NY, 11788 | $25,984,895 | 76 | 13 | A Percentage of AUM, Performance Based |
Information on Top Retirement Planning firms in Hauppauge, New York
QualificationsFirm CRD# 111581
Assets Under Management $1,400,000,000
No. Of Clients1175
Clients Per Financial Advisor235
CCG INVESTMENTS is a financial advisory firm situated in Hauppauge, New York. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1175 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 283303
Assets Under Management $637,425,770
No. Of Clients3058
Clients Per Financial Advisor153
LEBENTHAL GLOBAL ADVISORS, LLC is a financial advisory firm situated in Hauppauge, New York. With a nearly $637M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3058 clients. The team consists of 20 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 167243
Assets Under Management $572,427,567
No. Of Clients2872
Clients Per Financial Advisor574
LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC. is a financial advisory firm situated in Hauppauge, New York. With a nearly $572M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2872 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 149843
Assets Under Management $191,476,704
No. Of Clients166
Clients Per Financial Advisor24
UNITED FINANCIAL PLANNING GROUP LLC is a financial advisory firm situated in Hauppauge, New York. With a nearly $191M assets under management, the firm specializes in crafting personalized retirement planning solutions for 166 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
QualificationsFirm CRD# 125878
Assets Under Management $183,551,000
No. Of Clients558
Clients Per Financial Advisor93
NESTEGG ADVISORS, INC. is a financial advisory firm situated in Hauppauge, New York. With a nearly $184M assets under management, the firm specializes in crafting personalized retirement planning solutions for 558 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Other (CHARGE FEES FOR EDUCATIONAL COURSES AND SEMINARS)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Publication of periodicals or Newsleters
QualificationsFirm CRD# 127621
Assets Under Management $114,003,524
No. Of Clients298
Clients Per Financial Advisor15
PARTNERS CAPITAL SERVICES, INC. is a financial advisory firm situated in Hauppauge, New York. With a nearly $114M assets under management, the firm specializes in crafting personalized retirement planning solutions for 298 clients. The team consists of 20 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 113648
Assets Under Management $77,263,328
No. Of Clients720
Clients Per Financial Advisor240
CONRAD CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Hauppauge, New York. With a nearly $77M assets under management, the firm specializes in crafting personalized retirement planning solutions for 720 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Performance Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 288894
Assets Under Management $47,040,000
No. Of Clients163
Clients Per Financial Advisor33
MADISON GLOBAL ADVISORS LLC is a financial advisory firm situated in Hauppauge, New York. With a nearly $47M assets under management, the firm specializes in crafting personalized retirement planning solutions for 163 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Other (INTEREST SHARING ON CREDIT BALANCES)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 7754
Assets Under Management $25,984,895
No. Of Clients76
Clients Per Financial Advisor6
BENJAMIN SECURITIES, INC. is a financial advisory firm situated in Hauppauge, New York. With a nearly $26M assets under management, the firm specializes in crafting personalized retirement planning solutions for 76 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
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