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TOP 30 Financial advisor for families in Hauppauge, NY
8 results found
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1879 Advisors - Ameriprise Financial Services, LLC
1879 Advisors - Ameriprise Financial Services, LLC is a finance institution located at 1174 Veterans Memorial Highway, Hauppauge, New York, United States. Richard Kersting, who is #74 in FL on the Forbes Best-in-State Wealth Advisors list for 2024, is a part of this institution. They offer investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients can track their progress towards their financial goals securely from any device. The institution focuses on helping clients feel more confident, connected, and in control of their financial lives. Ameriprise financial advisors are registered to do business only in certain U.S. states. The institution provides a complimentary initial consultation to discuss financial planning concepts. Ameriprise Financial Services, LLC cannot guarantee future financial results. The institution values referrals and is dedicated to helping friends and family members achieve their financial goals.
Cathy Wear - Financial Advisor, Ameriprise Financial Services, LLC
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
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.
Richard Rosenberg - Financial Advisor, Ameriprise Financial Services, LLC
Richard Rosenberg, a financial advisor at Ameriprise Financial Services, LLC, is dedicated to helping clients achieve their financial goals. Located in Hauppauge, New York, Richard offers personalized financial planning and investment advice to individuals and families. With a focus on areas such as retirement planning, investments, and estate planning, Richard has the expertise and experience to guide clients towards financial success. Each Ameriprise advisor, including Richard, has their own top areas of focus tailored to meet the unique needs of their clients. By reviewing Richard's background, credentials, and experience, clients can determine if his approach aligns with their financial goals. Clients can easily connect with Richard by filling out a "Request consultation" form, and he will reach out to schedule a complimentary initial consultation to discuss their financial objectives and develop a personalized plan. Whether clients are planning for retirement, building wealth, or protecting their assets, Richard Rosenberg is dedicated to helping them achieve financial security and peace of mind.
Najala Langlois - Financial Advisor, Ameriprise Financial Services, LLC
Najala Langlois - Financial Advisor at Ameriprise Financial Services, LLC, located at 800 Veterans Memorial Highway in Hauppauge, New York, offers expert financial advice and services. With background and qualification information available on FINRA's BrokerCheck website, clients can trust in the expertise of Najala Langlois. The institution provides a complimentary initial consultation for individuals looking to secure a more confident financial future. Investment products and services are offered through Ameriprise Financial Services, LLC, a registered investment adviser, ensuring that clients receive top-notch guidance. Securities are offered by Ameriprise Financial Services, LLC, a member of both FINRA and SIPC. Residents of specific states can benefit from Najala Langlois' securities business, as listed on FINRA's BrokerCheck website. By referring friends or family members to Ameriprise Financial Services, individuals can help their loved ones achieve their financial goals with the assurance of expert advice and support. With a focus on privacy and security, Ameriprise Financial Services, LLC ensures that clients' information is protected. Contact Najala Langlois for a consultation to discuss your financial priorities and goals.
Robert Francis - Financial Advisor, Ameriprise Financial Services, LLC
Robert Francis, a 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, major purchases, and more, Robert provides investment recommendations and portfolio management to help you achieve your financial objectives. Regular progress reviews and updates ensure your plan remains aligned with your changing circumstances. Access your accounts and track your progress securely from any device. Schedule a complimentary initial consultation to learn more about how Robert can assist you in reaching your financial goals. Please note that securities business is conducted only in states where the advisor is registered. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and cannot guarantee future financial results. Privacy and security measures are in place to protect your information. Feel free to refer friends and family to Robert for assistance with their financial needs.
Lars L Kofod - Financial Advisor, Ameriprise Financial Services, LLC
Lars L Kofod, a financial advisor at Ameriprise Financial Services, LLC located in Hauppauge, New York, offers personalized financial advice and investment recommendations to help clients achieve their financial goals. With a focus on tracking progress and adjusting strategies as needed, Lars helps clients navigate the complexities of financial planning. Clients can expect transparency and professionalism, as Lars is registered to conduct securities business in specific states and abides by FINRA's regulations. The initial consultation provides an overview of financial planning concepts, with no written analysis or recommendations provided. Ameriprise Financial cannot guarantee future financial results, but strives to empower clients with the knowledge and tools needed to make informed decisions.
TFG Accounting and Tax
TFG Accounting and Tax, located at 120 White Plains Road in Tarrytown, New York, has been providing comprehensive accounting, audit, tax, and business consulting services since 1996. As part of The Fuoco Group, they offer a range of financial advisory services through their TFG Related Entities, including TFG Financial Advisors, TFG Risk Management, and TFG Business Advisors. Their team of Certified Public Accountants understands the unique financial needs of individuals, families, entrepreneurs, and business owners, offering innovative solutions to help them achieve their goals. From tax-saving strategies to comprehensive financial management, TFG Accounting and Tax provides customized options for growth and legacy building.
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