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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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John Patsy, CFP®, RICP®

LPL Financial

900 Route 111
Suite 280

Hauppauge,NY 11788
(631) 3507024

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John Kang

Creative Planning

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Commack,NY 11725
(646) 6482316

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PHILIP CAPELL, CFP®, JD, MS in Tax

Piermont Wealth Management Inc.

48 South Service Road
Suite 102

Melville,NY 11747
(631) 4541585

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Jeffrey C. Lewis, CFP, ChFC, CLU

Planning Financial Futures, Inc

1895 Walt Whitman Road
Suite 6

Melville,NY 11747
(631) 5465403

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Brian Katzman

Creative Planning

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New York,NY 11793
(516) 2601142

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Corey Peterson

Bayside Tax and Wealth, part of Great Hill Advisory, Ltd.

174 Main St.

Port Washington,NY 11545
(516) 5001240

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Emil Ben-David

Edelman Financial Engines, LLC

1130 RXR Plaza

Uniondale,NY 11556
(516) 2521413

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Chris North

Creative Planning

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Fairfield,CT 06824
(203) 6236591

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Joe Cortese

Creative Planning

250 Post Road E. Suite 102

Westport,CT 06880
(203) 5354569

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Tony DiBrino

Creative Planning

250 Post Road E. Suite 102

Westport,CT 06880
(203) 7214165

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Joe Lussier

Creative Planning

2 Hollyhock Rd. 1st Floor

Wilton,CT 06897
(201) 7054269

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Ken Steeves

Creative Planning

657 Orange Center Rd.

Orange,CT 06477
(203) 4507206

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Nick Friedman

Edelman Financial Engines, LLC

10 Bank Street

White Plains,NY 10606
(914) 6183002

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James Fleming

Creative Planning

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New York,NY 10010
(646) 6706895

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Matthew Unger

Focus Asset Management

340 Madison Avenue, 19th Floor

New York,NY 10173
(646) 4848804

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Ethan Aris, CERTIFIED FINANCIAL PLANNER, MBA

Prudential

Manhattan, Long Island Region
303 5th Avenue

New York,NY 10016
(718) 6747571

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Chris Sosa

Edelman Financial Engines, LLC

340 Madison Avenue

New York,NY 10173
(646) 7792102

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Paolo Ferretti

Creative Planning

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New York,NY 10011
(646) 2542191

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Personal Capital

Personal Capital Advisors Corporation

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Prince,NY 10012
(650) 5561310

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Andrew Sasso

Creative Planning

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Brooklyn,NY 11231
(347) 2297719

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Rick Mueller

Edelman Financial Engines, LLC

650 From Road

Paramus,NJ 07652
(201) 5754878

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Stephen Sassi

Edelman Financial Engines, LLC

406 Forest Ave.

Staten Island,NY 10301
(718) 3130303

List of Additional Retirement Planners in Hauppauge, New York*

* Additional advisor listing is provided in partnership with Yext

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Jason Harris - Ameriprise Financial Services, LLC

1600 Express Dr S
Ste 212

Hauppauge, NY 11788
5169777090

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Alan P. Todd - Morgan Stanley

898 Veterans Memorial Hwy
Ste 500

Hauppauge, NY 11788
6318515309

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Bryan R Szczurowski - Ameriprise Financial Services, LLC

1174 Veterans Hwy

Hauppauge, NY 11788
6317700335

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Katie Coleman - Ameriprise Financial Services, LLC

1600 Express Dr S
Ste 123

Hauppauge, NY 11788
6317807052

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Ivy Peterson - Ameriprise Financial Services, LLC

800 Veterans Memorial Hwy
Ste 100

Hauppauge, NY 11788
6314188000

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Martino Planning Group - Ameriprise Financial Services, LLC

1200 Veterans Hwy
Ste 105

Hauppauge, NY 11788
6316633133

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Charles Justino - Ameriprise Financial Services, LLC

1174 Veterans Hwy

Hauppauge, NY 11788
6313433200

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Robert Martino - Ameriprise Financial Services, LLC

1200 Veterans Hwy
Ste 105

Hauppauge, NY 11788
6316633133

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Evan Branfman - Ameriprise Financial Services, LLC

1174 Veterans Hwy

Hauppauge, NY 11788
8004454595

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Ashley Lang - Ameriprise Financial Services, LLC

1174 Veterans Hwy

Hauppauge, NY 11788
6317700335

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Todd M Petraco - Ameriprise Financial Services, LLC

1174 Veterans Hwy

Hauppauge, NY 11788
6313433200

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Jonathan Kuttin - Ameriprise Financial Services, LLC

1174 Veterans Hwy

Hauppauge, NY 11788
6317700335

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Morgan Stanley

898 Veterans Memorial Hwy
Ste 500

Hauppauge, NY 11788
8009655684

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Maria G DeGennaro - Ameriprise Financial Services, LLC

800 Veterans Memorial Hwy
Ste 100

Hauppauge, NY 11788
6314188000

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Buddha Allah, Bankers Life Agent

1393 Veterans Hwy
Ste 403s

Hauppauge, NY 11788
5165807202

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William R White - Morgan Stanley

898 Veterans Memorial Hwy
Ste 500

Hauppauge, NY 11788
6318515305

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Allstate Personal Financial Representative: Gregory Prymaczek

878 Veterans Memorial Hwy

Hauppauge, NY 11788
7185705791

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Anthony Martino - Ameriprise Financial Services, LLC

1200 Veterans Hwy
Ste 105

Hauppauge, NY 11788
6316633133

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Allstate Personal Financial Representative: Steven Chabra

878 Veterans Hwy
Ste 400

Hauppauge, NY 11788
9175309430

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Robert Forte - Morgan Stanley

898 Veterans Memorial Hwy
Ste 500

Hauppauge, NY 11788
6318515349

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The Rooney Group - Morgan Stanley

898 Veterans Memorial Hwy
Ste 500

Hauppauge, NY 11788
6318515319

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Joe Muro - Morgan Stanley

898 Veterans Memorial Hwy
Ste 500

Hauppauge, NY 11788
6318515332

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John Kitevski - Morgan Stanley

898 Veterans Memorial Hwy
Ste 500

Hauppauge, NY 11788
6318515313

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Jonathan Lowd - Morgan Stanley

898 Veterans Memorial Hwy
Ste 500

Hauppauge, NY 11788
6318515317

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Jerry Cangelosi - Morgan Stanley

898 Veterans Memorial Hwy
Ste 500

Hauppauge, NY 11788
6318515310

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Wealth Management Solutions, LLC

700 Veterans Memorial Highway
Suite 302

Hauppauge, NY 11788
6313825012

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Gold Coast Wealth Advisors - Ameriprise Financial Services, LLC

800 Veterans Memorial Hwy
Ste 100

Hauppauge, NY 11788
6314188000

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Allstate Personal Financial Representative: George Marshall

878 Veterans Hwy
Ste 400

Hauppauge, NY 11788
6313124752

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Chris Devincentis - Morgan Stanley

898 Veterans Memorial Hwy
Ste 500

Hauppauge, NY 11788
6318515327

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Kevin McVey - Morgan Stanley

898 Veterans Memorial Hwy
Ste 500

Hauppauge, NY 11788
6318515331

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John Savarese - Morgan Stanley

898 Veterans Memorial Hwy
Ste 500

Hauppauge, NY 11788
6318515304

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Vincent Afflixio - Morgan Stanley

898 Veterans Memorial Hwy
Ste 500

Hauppauge, NY 11788
6318515302

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Robert Mastrosimone - Morgan Stanley

898 Veterans Memorial Hwy
Ste 500

Hauppauge, NY 11788
6318515303

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The McVey Group - Morgan Stanley

898 Veterans Memorial Hwy
Ste 500

Hauppauge, NY 11788
6318515331

* Additional advisor listing is provided in partnership with Yext

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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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