The 30 Best Finance advice in Hauppauge, New York

Richard F. Milella is a prestigious financial institution located at 1393 Veterans Memorial Highway in Hauppauge, New York. With a strong reputation for excellence in the finance industry, Richard F. Milella offers a wide range of financial services to individuals and businesses. Their team of experienced professionals is dedicated to providing personalized solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Richard F. Milella is committed to delivering top-notch service and expertise. Visit their office in Hauppauge to learn more about how they can help you secure your financial future.

Cathy Wear is a financial advisor at Ameriprise Financial Services, LLC located at 1174 Veterans Memorial Highway in Hauppauge, New York, United States. Cathy holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Cathy has expertise in asset management, retirement planning, estate planning, investment strategies, and financial planning for individuals, retirees, small business owners, and high net worth clients. Additionally, Cathy is trained to provide financial advice to veterans, active duty, Reserve, National Guard, and their families. With a commitment to ethical practices and continued education, Cathy is dedicated to helping clients make informed decisions and achieve their financial goals.

Jeremy Isleman Financial Advisor is a trusted institution located at 102 Motor Parkway in Hauppauge, New York. As a finance, health, and insurance agency, we specialize in providing personalized financial planning and investment advice to help our clients achieve their financial goals. Our team of experienced advisors is dedicated to helping individuals and families make informed decisions about their finances, insurance needs, and overall well-being. Whether you are planning for retirement, saving for a child's education, or looking to protect your family with the right insurance coverage, Jeremy Isleman Financial Advisor is here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Katie Coleman - Financial Advisor at Ameriprise Financial Services, LLC is located at 1600 Express Drive South, Hauppauge, New York, United States. As a finance institution, Katie Coleman offers personalized financial planning and investment strategies to help clients achieve their financial goals. Each advisor at Ameriprise has their own "Top areas of focus" which can be reviewed to see which approach aligns best with your needs. You can learn more about Katie Coleman's background, credentials, and experience to ensure they are the right fit for you. By filling out the "Request consultation" form, you can connect with Katie Coleman for a complimentary initial consultation to discuss your financial situation and goals.

Jason Harris is a financial advisor at Ameriprise Financial Services, LLC located at 1200 Veterans Memorial Highway in Hauppauge, New York, United States. With a focus on providing personalized financial guidance, Jason and his team offer a range of services to help clients achieve their financial goals. Each Ameriprise advisor has specific areas of expertise, so clients can review the results based on their location search to find the best match for their needs. By examining the backgrounds, credentials, and experience of the advisors, clients can make an informed decision on who to work with. Those interested in scheduling a complimentary initial consultation can fill out the "Request consultation" form to connect with Jason Harris or another desired advisor. Take the first step towards securing your financial future by reaching out to Jason Harris at Ameriprise Financial Services, LLC today.

Matthew Posch - Financial Advisor at Ameriprise Financial Services, LLC, located at 1174 Veterans Memorial Highway in Hauppauge, New York, offers personalized financial planning services tailored to your individual goals and risk tolerance. With a focus on retirement, education, and major purchases, Matthew provides investment recommendations and portfolio analysis to help you achieve your financial objectives. Regular meetings and progress tracking ensure that your financial plan remains aligned with your changing life circumstances. Access your accounts and investments securely from any device, and schedule a complimentary initial consultation to learn more about how Matthew can assist you. Check FINRA's BrokerCheck website for background and qualification information. Ameriprise Financial Services, LLC. Member FINRA and SIPC.

Anthony Martino is a financial advisor at Ameriprise Financial Services, LLC located at 1200 Veterans Memorial Highway in Hauppauge, New York, United States. As a part of Ameriprise, Anthony Martino offers personalized financial planning services tailored to your specific needs and goals. With a focus on areas such as retirement planning, investment management, and estate planning, Anthony Martino is dedicated to helping clients achieve their financial objectives. To learn more about Anthony Martino's background, credentials, and experience, fill out the "Request consultation" form on the website to schedule a complimentary initial consultation. Take the first step towards securing your financial future by connecting with Anthony Martino at Ameriprise Financial Services, LLC.

Scott Kaufman is a financial advisor at Ameriprise Financial Services, LLC located at 1174 Veterans Memorial Highway, Hauppauge, New York, United States. Scott holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Scott is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. With a focus on asset management, estate planning, investment strategies, and retirement planning, Scott Kaufman is committed to helping clients achieve their financial goals and secure their financial future.

Steve Shepherd - Financial Advisor at Ameriprise Financial Services, LLC, located at 1174 Veterans Memorial Highway, Hauppauge, New York, United States, is dedicated to helping clients achieve their financial goals. With a focus on individualized investment strategies and portfolio recommendations, Steve Shepherd works closely with clients to create a personalized financial plan based on their goals and risk tolerance. Regular meetings and progress reviews ensure that the plan is updated as life changes occur. Clients have access to their investments and accounts at any time, from any device, for secure and convenient tracking of their progress. Those interested in learning more about how Steve Shepherd can help them reach their financial goals can schedule a complimentary initial consultation. Background and qualification information can be found on FINRA's BrokerCheck website, and important disclosures are available in the Ameriprise Financial Services, LLC Client Relationship Summary Disclosure. Steve Shepherd may only conduct securities business with residents of states where he is properly registered.

Nicholas Biscardi - Financial Advisor, Ameriprise Financial Services, LLC, located at 2150 Joshuas Path, Hauppauge, New York, United States, offers a range of financial services and expertise. Nicholas Biscardi holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his commitment to providing high-quality financial advice. From asset management to estate planning, retirement planning to investment strategies, Nicholas Biscardi is equipped to assist individuals, retirees, small business owners, and high net worth clients with their financial needs. With a focus on ethics and professionalism, Nicholas Biscardi is dedicated to helping clients make informed decisions and achieve their financial goals. Whether you are looking for advice on annuities, retirement planning, or estate planning, Nicholas Biscardi can provide expert guidance tailored to your specific needs.

Claire Kemp Fitz - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1174 Veterans Memorial Highway, Hauppauge, New York, United States. Claire Kemp Fitz holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. The institution offers comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Claire Kemp Fitz and her team are dedicated to providing expert advice and guidance in asset management, investment opportunities, estate planning, insurance products, retirement planning, and more. With a focus on ethics and professionalism, Claire Kemp Fitz - Financial Advisor, Ameriprise Financial Services, LLC is a trusted partner in helping clients achieve their financial goals."

Darrin Bradley - Financial Advisor at Ameriprise Financial Services, LLC, located at 1174 Veterans Memorial Highway, Hauppauge, New York, United States, specializes in providing comprehensive financial planning services. Darrin Bradley holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, and more. These certifications demonstrate Darrin Bradley's expertise in various aspects of financial planning, including asset management, estate planning, retirement planning, investment management, and more. Whether you are looking to plan for retirement, manage your investments, or navigate complex financial situations, Darrin Bradley can provide personalized guidance and support tailored to your unique needs. Contact Darrin Bradley today for expert financial advice and strategic planning to help you achieve your financial goals.

Amanda Exler is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 1600 Express Drive South, Hauppauge, New York, United States. As a finance institution, Ameriprise offers personalized financial planning and investment services to help clients reach their financial goals. Amanda Exler specializes in various areas of focus within the finance industry and has the expertise to assist clients in achieving their financial objectives. Clients can review Amanda Exler's background, credentials, and experience to ensure they are the right fit for their financial needs.

Robert Martino - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1200 Veterans Memorial Highway, Hauppauge, New York, United States. As a part of Ameriprise Financial Services, LLC, Robert Martino offers personalized financial advice and planning services to help clients reach their financial goals. Each advisor at Ameriprise has specific areas of focus, allowing clients to find an advisor that aligns best with their needs. Clients can review the backgrounds, credentials, and experience of advisors before requesting a consultation. By filling out the "Request consultation" form, clients can connect with Robert Martino or another desired advisor for a complimentary initial consultation to discuss their financial goals and create a personalized plan.

Jeffrey J. Quinn - Wilmington Advisors @ M&T is a finance institution located at 100 Motor Parkway in Hauppauge, New York, United States. With a team of experienced financial advisors, they offer a wide range of services to help clients manage their wealth and achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning, the professionals at Jeffrey J. Quinn - Wilmington Advisors @ M&T are dedicated to providing personalized solutions tailored to your individual needs. Trust in their expertise and let them help you secure a prosperous financial future.

Tong, Alster, Tong & Associates - Ameriprise Financial, LLC is a finance institution located at 201 Moreland Road in Hauppauge, New York, United States. As the recipient of the Ameriprise Client Experience Award in 2023, we are dedicated to providing personalized financial planning services tailored to your individual goals and risk tolerance. Our team of financial advisors will work with you to create investment strategies, track your progress, and adjust your approach as needed. You can easily access your investments and accounts from any device, ensuring transparency and security. Schedule a complimentary initial consultation to learn more about how we can help you achieve your financial goals. We are proud to have received the Ameriprise Client Experience Award, a testament to our commitment to providing exceptional service to our clients. Please refer to our website for important disclosures and regulations. Contact us today to discuss what's most important to you and start planning for a secure financial future.

Lebenthal Global Advisors, LLC is a finance institution located at 200 Parkway Drive South in Hauppauge, New York, United States. With a rich history dating back to the iconic image of a farmer guiding a horse-drawn plow, Lebenthal continues to uphold the values of hard work, patience, and responsible investing. Their team of experts is dedicated to helping individuals achieve their financial goals through a disciplined approach to investing. Please note that the information provided on their website is not intended as tax or legal advice, and individuals should consult with professionals for specific guidance. Securities are offered through Lebenthal Financial Services, a member of FINRA/SIPC, while investment advisory services are provided by Lebenthal Global Advisors, LLC. For personalized financial advice tailored to your individual circumstances, needs, and goals, contact the team at Lebenthal Global Advisors, LLC.

Christopher Pratt - Wilmington Advisors @ M&T is a finance institution located in Hauppauge, New York, United States. They offer expert financial advice and services to help individuals and businesses achieve their financial goals. With a team of experienced advisors, they provide personalized solutions tailored to each client's unique needs. Whether you are looking to invest, plan for retirement, or manage your wealth, Christopher Pratt - Wilmington Advisors @ M&T can help guide you towards a secure financial future. Visit their office at 100 Motor Parkway to learn more about their services.

Eric W Szczurowski - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1174 Veterans Memorial Highway, Hauppauge, New York, United States. The institution offers a range of certifications and designations to ensure that their advisors are well-equipped to provide expert financial advice to their clients. These certifications include AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning topics, ensuring that advisors are well-versed in areas such as asset management, retirement planning, estate planning, investment strategies, and more. With a focus on providing comprehensive and personalized financial advice, Eric W Szczurowski - Private Wealth Advisor, Ameriprise Financial Services, LLC is dedicated to helping individuals and families achieve their financial goals.

Kathleen M Bresnan is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 800 Veterans Memorial Highway, Hauppauge, New York, United States. Kathleen M Bresnan holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and CLU®. Kathleen M Bresnan specializes in providing comprehensive financial planning and wealth management services to individuals, retirees, small business owners, and high net worth clients. Kathleen M Bresnan is dedicated to upholding the highest standards of ethics and professionalism in the finance industry. Contact Kathleen M Bresnan for expert advice on asset management, investment strategies, retirement planning, estate planning, risk management, and more.

Daniel Peterson is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 1174 Veterans Memorial Highway, Hauppauge, New York, United States. Daniel holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on providing personalized financial advice, Daniel is dedicated to helping individuals and small business owners achieve their financial goals. Contact Daniel Peterson at Ameriprise Financial Services for comprehensive and tailored financial planning services.

Janney Montgomery Scott LLC is a finance institution located at 100 Motor Parkway in Hauppauge, New York, United States. With a strong presence in the financial industry, Janney Montgomery Scott LLC offers a wide range of financial services including wealth management, investment banking, and advisory services. Their team of experienced professionals are dedicated to providing personalized solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or invest in the market, Janney Montgomery Scott LLC is committed to helping you navigate the complexities of the financial world.

Mark Vaimberg, CFP is a financial institution located at 225 Wireless Boulevard in Hauppauge, New York, United States. As a Certified Financial Planner, Mark Vaimberg offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized financial planning, investment management, and retirement planning, Mark Vaimberg provides comprehensive and tailored solutions to meet the individual needs of each client. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Mark Vaimberg, CFP is dedicated to helping you achieve financial success.

Suffolk Group LLC is a finance institution located at 150 Motor Parkway in Hauppauge, New York, United States. With a focus on providing expert financial services, Suffolk Group LLC offers a wide range of solutions to help individuals and businesses manage their finances effectively. Whether you're looking for investment advice, wealth management, or assistance with financial planning, Suffolk Group LLC has the expertise and experience to meet your needs. Visit us today to see how we can help you achieve your financial goals.

Insource Financial Services is a reputable finance institution located at 360 Vanderbilt Motor Parkway in Hauppauge, New York, United States. We specialize in providing a wide range of financial services to our clients, including investment management, financial planning, and risk assessment. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals with personalized solutions tailored to their unique needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Insource Financial Services is here to help you every step of the way. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Jonathan Kuttin is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1174 Veterans Memorial Highway in Hauppauge, New York. Specializing in finance, Jonathan Kuttin holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®, among others. These certifications demonstrate Jonathan Kuttin's expertise in asset management, retirement planning, estate planning, investment strategies, and more. Jonathan Kuttin is committed to providing high-quality financial advice and services to individuals, retirees, small business owners, and high net worth clients.

John Gleeson - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1174 Veterans Memorial Highway, Hauppauge, New York, United States. John Gleeson holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, CLU®, and Chartered Life Underwriter Designation®. John Gleeson specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and advanced knowledge in asset management, investment strategies, estate planning, and retirement planning, John Gleeson is dedicated to helping clients achieve their financial goals. Contact John Gleeson - Private Wealth Advisor, Ameriprise Financial Services, LLC for expert financial advice and personalized wealth management services.

Jeff Biscardi - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 2150 Joshuas Path, Hauppauge, New York, offers a wide range of financial services. Jeff Biscardi holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in wealth management, estate planning, investment fiduciary practices, and portfolio management. With a focus on providing personalized financial advice, Jeff Biscardi is dedicated to helping individuals and small business owners achieve their financial goals. Additionally, Jeff Biscardi is a Certified Divorce Financial Analyst and a Certified Exit Planning Advisor, showing his commitment to assisting clients through life transitions. Whether you are looking for retirement planning, investment advice, or estate planning services, Jeff Biscardi can help guide you through the financial planning process with professionalism and expertise.

Patrick O'Leary - Morgan Stanley Financial Advisor is a reputable finance institution located at 888 Veterans Memorial Highway in Hauppauge, New York, United States. With a focus on providing expert financial advice and personalized investment strategies, Patrick O'Leary and his team at Morgan Stanley are dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, grow your wealth, or protect your assets, Patrick O'Leary - Morgan Stanley Financial Advisor offers comprehensive financial services to meet your needs. Trust in their expertise and experience to guide you towards a secure financial future.

Daniel Tohill - Thrivent is a finance institution located at 150 Motor Parkway, Hauppauge, New York, United States. The institution is licensed in multiple states including CA, CT, DE, FL, GA, IN, MA, MD, ME, MO, NC, NH, NJ, NY, PA, SC, SD, TN, TX, and VA. Licensing information can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Clients are encouraged to consult their attorney or tax professional for such matters. Thrivent offers advice and guidance through its Financial Planning Framework, with the option for further planning engagement through its Dedicated Planning Services for a fee.