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Find Retirement Planners 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.

List of Qualified Retirement Planners 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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Bryan Trugman, CFP®

Attitude Financial Advisors

3 Crossways Park Drive West Suite 110

Woodbury,NY 11797

516-762-7603

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Emil Ben-David

Edelman Financial Engines, LLC

1130 RXR Plaza

Uniondale,NY 11556

516-252-1413

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Matthew P. McKee

Target Rock Wealth Management LLC

411 Theodore Fremd Ave Suite 206S

Rye,NY 10580

914-580-4530

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Nick Friedman

Edelman Financial Engines, LLC

10 Bank Street

White Plains,NY 10606

914-618-3002

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Will Romero

Iron Birch Advisors

767 Third Ave, 38th Floor

New York,NY 10017

212-759-2126

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Stuart Berrin

Edelman Financial Engines, LLC

340 Madison Avenue

New York,NY 10173

212-702-9653

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Personal Capital

Personal Capital Advisors Corporation

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Prince,NY 10012

650-556-1310

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Jim Shagawat

AdvicePeriod

140 East Ridgewood Ave Suite #415 South Tower

Paramus,NJ 07652

201-509-4323

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Anamika Madan

Edelman Financial Engines, LLC

650 From Road

Paramus,NJ 07652

201-289-8260

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Stephen Sassi

Edelman Financial Engines, LLC

406 Forest Ave.

Staten Island,NY 10301

718-313-0303

List of Additional Retirement Planners in Hauppauge, New York*

* Additional advisor listing is provided in partnership with Yext

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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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Morgan Stanley Financial Advisors

898 Veterans Memorial Hwy
Ste 500

Hauppauge, NY 11788
800-965-5684

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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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Jonathan Lowd - Morgan Stanley

898 Veterans Memorial Hwy
Ste 500

Hauppauge, NY 11788
631-851-5317

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Brian Batter

1300 Veterans Hwy
Ste 130

Hauppauge, NY 11788
631-761-1778

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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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Allstate Personal Financial Representative: Stephen Enigbokan

878 Veterans Hwy
Ste 400

Hauppauge, NY 11788
646-732-9389

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Vincent Afflixio - Morgan Stanley

898 Veterans Memorial Hwy
Ste 500

Hauppauge, NY 11788
631-851-5302

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Wealth Management Solutions, LLC

700 Veterans Memorial Highway
Suite 302

Hauppauge, NY 11788
631-382-5012

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Kristen Hadjoglou

1300 Veterans Hwy
Ste 130

Hauppauge, NY 11788
631-761-1778

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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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Jonathan Kuttin - Ameriprise Financial Services, LLC

1174 Veterans Memorial Hwy

Hauppauge, NY 11788
631-770-0335

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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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Martino Planning Group - Ameriprise Financial Services, LLC

1200 Veterans Hwy
Ste 105

Hauppauge, NY 11788
631-663-3133

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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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Jeff Biscardi - Ameriprise Financial Services, LLC

2150 Joshuas Path
Ste 200

Hauppauge, NY 11788
631-858-0288

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Jason Bailey - Ameriprise Financial Services, LLC

1174 Veterans Memorial Hwy

Hauppauge, NY 11788
877-262-9553

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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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Alan P. Todd - Morgan Stanley

898 Veterans Memorial Hwy
Ste 500

Hauppauge, NY 11788
631-851-5309

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Cathy Wear - Ameriprise Financial Services, LLC

1174 Veterans Memorial 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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Daniel R Liff - Morgan Stanley

888 Veterans Memorial Highway
Ste 400

Hauppauge, NY 11788
631-851-5345

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John Kitevski - Morgan Stanley

898 Veterans Memorial Hwy
Ste 500

Hauppauge, NY 11788
631-851-5313

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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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Robert Mastrosimone - Morgan Stanley

898 Veterans Memorial Hwy
Ste 500

Hauppauge, NY 11788
631-851-5303

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William R White - Morgan Stanley

898 Veterans Memorial Hwy
Ste 500

Hauppauge, NY 11788
631-851-5305

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Evan Branfman - Ameriprise Financial Services, LLC

1174 Veterans Memorial Hwy

Hauppauge, NY 11788
800-445-4595

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Joseph G D'Ambrisi - Morgan Stanley

898 Veterans Memorial Hwy
Ste 500

Hauppauge, NY 11788
631-851-5307

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Ashley Lang - Ameriprise Financial Services, LLC

1174 Veterans Memorial 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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Robert Martino - Ameriprise Financial Services, LLC

1200 Veterans Hwy
Ste 105

Hauppauge, NY 11788
631-663-3133

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Kevin McVey - Morgan Stanley

898 Veterans Memorial Hwy
Ste 500

Hauppauge, NY 11788
631-851-5331

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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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The McVey Group - Morgan Stanley

898 Veterans Memorial Hwy
Ste 500

Hauppauge, NY 11788
631-851-5331

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Allstate Personal Financial Representative: Patrick Kraal

878 Veterans Hwy
Ste 400

Hauppauge, NY 11788
415-519-0469

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Jerry Cangelosi - Morgan Stanley

898 Veterans Memorial Hwy
Ste 500

Hauppauge, NY 11788
631-851-5310

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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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Ivy Peterson - Ameriprise Financial Services, LLC

800 Veterans Memorial Hwy
Ste 100

Hauppauge, NY 11788
631-418-8000

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John Savarese - Morgan Stanley

898 Veterans Memorial Hwy
Ste 500

Hauppauge, NY 11788
631-851-5304

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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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The Liff Team - Morgan Stanley

888 Veterans Memorial Highway
Suite 800

Hauppauge, NY 11788
631-851-5345

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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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Bryan R Szczurowski - Ameriprise Financial Services, LLC

1174 Veterans Memorial Hwy

Hauppauge, NY 11788
631-770-0335

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Lee Neugebauer - Morgan Stanley

898 Veterans Memorial Hwy
Ste 500

Hauppauge, NY 11788
631-851-5334

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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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Allstate Personal Financial Representative: Alva Jackson

878 Veterans Hwy
Ste 400

Hauppauge, NY 11788
917-913-8874

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The Rooney Group - Morgan Stanley

898 Veterans Memorial Hwy
Ste 500

Hauppauge, NY 11788
631-851-5319

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Robert Forte - Morgan Stanley

898 Veterans Memorial Hwy
Ste 500

Hauppauge, NY 11788
631-851-5349

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Chris Devincentis - Morgan Stanley

898 Veterans Memorial Hwy
Ste 500

Hauppauge, NY 11788
631-851-5327

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Jeremy Rayburn - Morgan Stanley

898 Veterans Memorial Hwy
Ste 500

Hauppauge, NY 11788
631-851-5330

* Additional advisor listing is provided in partnership with Yext

Frequently Asked Questions

Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

  1. Are my current savings enough to get retired?
  2. With my current savings, what will my post-retirement lifestyle look like?
  3. Should I consider making investments right before my retirement?
  4. When is the right time to pay off my mortgage-pre or post-retirement?
  5. How can I mitigate my post-retirement financial risks?

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