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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 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 registration checks. 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 - April 11, 2025Hauppauge has 18 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 8 non-vetted advisors in your local area. These retirement advisors in Hauppauge, New York have an average of 18 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
VERIFIEDAnthony M. Errico
Port Capital Management
Qualifications
CRD# 5679112
Firm CRD# 330252
Series 7, 63, 65, 66
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDQualifications
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
VERIFIEDQualifications
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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDDan Brady
Savvy Advisors
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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based
VERIFIEDQualifications
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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 8 Retirement Planning firms in Hauppauge, New York (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 1373 Veterans Highway, Suite 10 Hauppauge, NY, 11788 | $3,492,215,000 | 2081 | 5 | A percentage of AUM, Fixed fees |
| 2 | 200 Parkway Drive South, Suite 200 Hauppauge, NY, 11788 | $819,985,389 | 3279 | 26 | A percentage of AUM, Fixed fees |
| 3 | 200 Parkway Drive South, Suite 200 Hauppauge, NY, 11788 | $750,403,368 | 1 | 5 | A percentage of AUM, Fixed fees |
| 4 | 350 Motor Parkway, Suite 300 Hauppauge, NY, 11788-2981 | $244,355,449 | 732 | 8 | A percentage of AUM, Hourly charges, Fixed fees |
| 5 | 330 Motor Parkway, Hauppauge, NY, 11788 | $228,956,702 | 597 | 6 | A percentage of AUM, Hourly charges, Fixed fees, Other (CHARGE FEES FOR EDUCATIONAL COURSES AND SEMINARS) |
| 6 | 205 Oser Ave, Hauppauge, NY, 11788 | $138,817,638 | 296 | 18 | A percentage of AUM |
| 7 | 1300 Veterans Memorial Hwy, Suite 230 Hauppauge, NY, 11788 | $83,575,037 | 563 | 3 | A percentage of AUM, Hourly charges, Performance Based |
| 8 | 350 Motor Parkway, Suite 205 Hauppauge, NY, 11788 | $55,400,000 | 163 | 5 | A percentage of AUM, Other (INTEREST SHARING ON CREDIT BALANCES) |
Information on Top Retirement Planning firms in Hauppauge, New York
QualificationsFirm CRD# 111581
Assets Under Management $3,492,215,000
No. Of Clients2081
Clients Per Financial Advisor416
CFM ADVISORS INC is a financial advisory firm situated in Hauppauge, New York. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2081 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 283303
Assets Under Management $819,985,389
No. Of Clients3279
Clients Per Financial Advisor126
LEBENTHAL GLOBAL ADVISORS, LLC is a financial advisory firm situated in Hauppauge, New York. With a nearly $820M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3279 clients. The team consists of 26 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 services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
QualificationsFirm CRD# 167243
Assets Under Management $750,403,368
No. Of Clients1
Clients Per Financial Advisor0
LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC. is a financial advisory firm situated in Hauppauge, New York. With a nearly $750M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 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 services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 149843
Assets Under Management $244,355,449
No. Of Clients732
Clients Per Financial Advisor92
UNITED FINANCIAL PLANNING GROUP LLC is a financial advisory firm situated in Hauppauge, New York. With a nearly $244M assets under management, the firm specializes in crafting personalized retirement planning solutions for 732 clients. The team consists of 8 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 services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
QualificationsFirm CRD# 125878
Assets Under Management $228,956,702
No. Of Clients597
Clients Per Financial Advisor100
NESTEGG ADVISORS, INC. is a financial advisory firm situated in Hauppauge, New York. With a nearly $229M assets under management, the firm specializes in crafting personalized retirement planning solutions for 597 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 services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals and newsletters
QualificationsFirm CRD# 127621
Assets Under Management $138,817,638
No. Of Clients296
Clients Per Financial Advisor16
PARTNERS CAPITAL SERVICES, INC. is a financial advisory firm situated in Hauppauge, New York. With a nearly $139M assets under management, the firm specializes in crafting personalized retirement planning solutions for 296 clients. The team consists of 18 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 and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 113648
Assets Under Management $83,575,037
No. Of Clients563
Clients Per Financial Advisor188
CONRAD CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Hauppauge, New York. With a nearly $84M assets under management, the firm specializes in crafting personalized retirement planning solutions for 563 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 288894
Assets Under Management $55,400,000
No. Of Clients163
Clients Per Financial Advisor33
MADISON GLOBAL ADVISORS LLC is a financial advisory firm situated in Hauppauge, New York. With a nearly $55M 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 services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
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Looking for more choices? Use our free match service to compare retirement planners serving your area.