TOP 30 Individual investments in Hauppauge, New York

107 results found

Hauppauge Capital Group - Morgan Stanley is a reputable finance institution located at 888 Veterans Memorial Highway in Hauppauge, New York. As a branch of the esteemed Morgan Stanley financial services firm, this institution offers a wide range of financial services and investment solutions to individuals, businesses, and institutions. With a team of experienced financial advisors and wealth management professionals, Hauppauge Capital Group - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial futures. Whether you are looking for retirement planning, wealth management, or investment advice, this institution is committed to providing personalized and comprehensive financial solutions to meet your needs.

The Quintessential Experience is a top-tier financial institution located at 410 Motor Parkway in Hauppauge, New York. With a reputation for excellence and a commitment to providing exceptional service, The Quintessential Experience offers a wide range of financial services to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, wealth management services, or assistance with retirement planning, our team of experienced professionals is here to help you achieve your financial goals. Visit us today and experience the quintessential difference in finance.

Strategic Financial & Tax Planning Services is a comprehensive financial institution located at 150 Motor Parkway in Hauppauge, New York. Our team of expert accountants, financial advisors, and insurance agents are dedicated to providing personalized and strategic financial planning services to help individuals and businesses achieve their financial goals. Whether you need assistance with tax planning, investment strategies, or insurance coverage, our professionals are here to help you navigate the complexities of the financial world. Contact us today to schedule a consultation and take the first step towards a secure financial future.

OneMain Financial is a finance institution located at 888 Veterans Memorial Highway in Hauppauge, New York. They offer a variety of financial services including personal loans, insurance, and investment options. With a focus on providing personalized solutions for their clients, OneMain Financial strives to help individuals achieve their financial goals and secure their future. Whether you are looking to consolidate debt, make a large purchase, or plan for retirement, OneMain Financial can provide the guidance and support you need. Visit their office in Hauppauge to learn more about the services they offer and how they can help you manage your finances effectively.

Bankers Conseco Life Insurance Company, located at 133-33 Brookville Boulevard in New York, is a finance, health, and insurance agency offering a wide range of insurance options. Our experienced agents provide core products from Bankers Life and Casualty Company and Colonial Penn Life Insurance Company, as well as products from partner carriers like Aetna, Anthem, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the best coverage for their needs. With the rising costs of healthcare and the increasing need for long-term care, it's crucial to be prepared and have discussions with your loved ones about future planning.

Bankers Conseco Life Insurance Company, located at 1393 Veterans Memorial Highway in Hauppauge, New York, is a finance, health, and insurance agency offering a wide range of insurance options. Our agents provide core products from Bankers Life and Casualty Company and Colonial Penn Life Insurance Company, as well as options from partner carriers such as Aetna, Anthem, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the best coverage for their needs. With the rising cost of healthcare and the increasing need for long-term care, it's important to be prepared and have discussions with loved ones about planning for the future.

Priscila Gomez: Primerica - Financial Services is an insurance agency located at 350 Motor Parkway in Hauppauge, New York. Our team is dedicated to providing comprehensive financial services to help individuals and families achieve their financial goals. Whether you are looking for insurance coverage, investment strategies, or retirement planning, our experienced professionals are here to help. Contact us today to schedule a consultation and start securing your financial future.

Life Insurance is an insurance agency located in Hauppauge, New York, United States. We specialize in providing individuals and families with essential financial protection through life insurance policies. Our experienced agents are dedicated to helping clients find the right coverage to meet their unique needs and goals. Whether you are looking for term life insurance, whole life insurance, or universal life insurance, we are here to guide you through the process and provide peace of mind for the future. Contact us today to learn more about how life insurance can benefit you and your loved ones.

Henry Pimentel: Primerica - Financial Services is a reputable finance and insurance agency located at 350 Motor Parkway in Hauppauge, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and families achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance solutions, Henry Pimentel: Primerica is committed to providing personalized and comprehensive financial services to meet your needs. Contact them today to schedule a consultation and take the first step towards securing your financial future.

Mitlin Financial, Inc. is a leading finance institution located at 140 Adams Avenue in Hauppauge, New York, United States. With a strong reputation for providing personalized financial planning and investment management services, Mitlin Financial, Inc. is dedicated to helping individuals and businesses achieve their financial goals. Their team of experienced professionals offers a wide range of services, including retirement planning, estate planning, tax planning, and investment strategies. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Mitlin Financial, Inc. is committed to providing expert guidance and support every step of the way.

Retirement Plan Consulting Group, located at 150 Motor Parkway, Hauppauge, New York, is a finance institution that specializes in helping individuals plan for their retirement. According to recent statistics, 8 out of 10 workers expect their workplace retirement savings plan to be a significant source of income during retirement. The institution offers securities-related services to residents of specific states in the U.S., and investment products and services are offered through Wells Fargo Advisors Financial Network, LLC. Please note that insurance products are also available through nonbank insurance agency affiliates of Wells Fargo & Company. It is important to be aware that opinions, comments, and actions taken on social media platforms do not necessarily reflect the views of the institution. Additionally, by clicking on certain links, you may be directed to a third-party website that is not affiliated with Wells Fargo Advisors. It is recommended to review the policies and terms of these third-party websites before providing any personal information.

Gold Coast Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 800 Veterans Memorial Highway, Hauppauge, New York, United States. Lead by Ivy Peterson, Forbes Best-in-State Women Wealth Advisors, 2024, we offer personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. We provide regular reviews and updates to help you track your progress and adjust your approach as life changes. With secure online access, you can monitor your investments and accounts anytime, anywhere. Schedule a complimentary initial consultation to learn more about how we can assist you in achieving your financial goals. Our team of Ameriprise financial advisors are registered to do business in select U.S. states, ensuring personalized service and attention to detail. Let's meet to discuss what's most important to you and create a customized financial plan. Please be aware that all investments come with some level of risk, and it's important to understand your risk tolerance when determining your investment strategy. Ameriprise Financial Services, LLC is a Member of FINRA and SIPC, committed to helping you achieve financial success.

Biscardi, Jacobs & Associates - Ameriprise Financial Services, LLC is a finance institution located at 2150 Joshuas Path, Hauppauge, New York, United States. They offer investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Their services include documenting goals, regular progress reviews, and updating strategies as life changes. Clients can access their investments and accounts from any device securely. They provide a complimentary initial consultation to discuss financial planning concepts and help clients track their progress towards goals. Ameriprise financial advisors are registered to do business in certain U.S. states. The institution offers resources such as the Retirement InteractiveSM tool to address common retirement questions. They cannot guarantee future financial results but aim to help clients achieve their financial goals. For more information, visit their website or contact them to schedule a consultation.

First Financial Services is a leading finance institution located at 38 Kings Highway in Hauppauge, New York. We offer a wide range of financial services to individuals and businesses, including loans, investments, and financial planning. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to buy a home, start a business, or plan for retirement, First Financial Services is here to help you every step of the way. Visit us today to learn more about how we can assist you with all of your financial needs.

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.

Robert Campbell, a Financial Advisor at Ameriprise Financial Services, LLC in Hauppauge, New York, offers a wide range of financial services to meet the needs of individuals and businesses. With certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Robert Campbell is well-equipped to provide expert advice on asset management, retirement planning, estate planning, and investment strategies. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Robert Campbell can help you navigate the complexities of financial planning with professionalism and integrity. Contact Robert Campbell today to schedule a consultation and take the first step towards securing your financial future.

Diversified Private Wealth Advisors, located at 200 Parkway Drive South in Hauppauge, New York, is a finance institution that upholds the values of hard work, patience, and responsible investing. With a focus on helping individuals achieve their financial goals through a disciplined approach, the team at Diversified Private Wealth Advisors is dedicated to providing expert advice and guidance. They believe in planting seeds for the future and tending to their clients' financial needs with care and expertise. Securities are offered through Lebenthal Financial Services, Member FINRA/SIPC, and investment advisory services are offered through Lebenthal Global Advisors, LLC. The institution values transparency and integrity, ensuring that clients receive the best possible service tailored to their individual circumstances and goals.

Kuttin Wealth Management - Ameriprise Financial Services, LLC, located at 1174 Veterans Memorial Highway in Hauppauge, New York, is a top-rated finance institution recognized by Barron's as one of the Top 100 Private Wealth Management Teams for 2023. Led by Jonathan Kuttin, the team offers personalized financial planning services to help clients navigate the uncertainty of the market and achieve their financial goals. With a focus on individualized investment strategies and asset allocation, Kuttin Wealth Management works closely with clients to understand their goals, risk tolerance, and life changes. Regular meetings are held to review progress, update strategies, and track performance towards achieving financial objectives.

Miracle Mile Advisors is a leading finance institution located at 145 Marcus Boulevard in Hauppauge, New York, United States. Specializing in wealth management and investment services, Miracle Mile Advisors offers personalized financial solutions to help clients achieve their financial goals. With a team of experienced advisors and a commitment to excellence, Miracle Mile Advisors is dedicated to providing top-tier financial guidance and support to individuals and businesses alike. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, Miracle Mile Advisors is here to help you every step of the way.

Fortress Financial is a leading finance institution specializing in 401K rollovers, 403B rollovers, and IRA rollovers. Located at 200 Motor Parkway in Hauppauge, New York, United States, our team of specialists are dedicated to helping individuals navigate the complexities of retirement planning and investment management. With a focus on personalized service and expert advice, we strive to help our clients achieve their financial goals and secure a stable future. Trust Fortress Financial for all your rollover needs and let us guide you towards a secure and prosperous retirement.

Wealth Management Solutions, LLC is a premier finance institution located at 700 Veterans Memorial Highway in Hauppauge, New York, United States. Our team of experienced professionals provides tailored wealth management solutions to help individuals and businesses achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are dedicated to providing personalized guidance and strategies to help you succeed. Contact us today to learn more about how we can help you secure your financial future.

American Capital Partners, LLC is a full-service investment firm founded in 2002, located at 205 Oser Avenue in Hauppauge, New York. With additional offices in New York City, Columbus, Atlanta, and Jacksonville, American Capital Partners is a member of FINRA, MSRB, and SIPC. The firm is dedicated to providing clients with effective and timely advice in today's dynamic market, with a focus on building strong relationships and serving individual needs with integrity. With over eighty years of experience in the securities industry, the firm specializes in meeting the unique investment objectives and risk tolerance of each client, whether they are aggressive traders or conservative investors. American Capital Partners offers a wide range of financial products and services, including wealth management, equities, mutual funds, fixed income, financial and estate planning, and more. The firm's Order Execution Trading Desk has relationships with major banks and financial institutions, ensuring efficient order execution. As an innovative and independent company, American Capital Partners aims to increase clients' net worth and improve their fiscal well-being, with a commitment to personalized service and quality advice. For more information on the firm's order routing practices and regulatory disclosures, please visit the SEC Rule 605 and 606 reports on the firm's website.

Tilton Financial Planning is a reputable finance institution located at 150 Motor Parkway in Hauppauge, New York, United States. Our team of experienced financial planners is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert advice. Whether you are looking to plan for retirement, invest wisely, or manage your finances more effectively, Tilton Financial Planning is here to provide you with the guidance and support you need. Contact us today to schedule a consultation and take the first step towards a secure financial future.

Morgan Stanley Financial Advisors is a leading financial institution located at 888 Veterans Memorial Highway in Hauppauge, New York, United States. Our team of experienced advisors offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, our advisors are dedicated to providing personalized solutions tailored to your unique needs. Trust Morgan Stanley Financial Advisors to help you navigate the complex world of finance and secure a prosperous future.

Orion Portfolio Solutions is a premier finance institution located at 80 Arkay Drive in Hauppauge, New York, United States. With a strong reputation for excellence in financial management, Orion Portfolio Solutions offers a wide range of services tailored to meet the unique needs of individual and institutional clients. From investment planning to wealth management, the expert team at Orion Portfolio Solutions is dedicated to helping clients achieve their financial goals with confidence and peace of mind.

Steel Ridge Advisors is a reputable finance institution located at 1377 Motor Parkway in Hauppauge, New York, United States. With a team of experienced financial advisors, Steel Ridge Advisors offers a wide range of financial services to help clients achieve their financial goals. Whether it's investment management, retirement planning, or wealth preservation, Steel Ridge Advisors works closely with clients to develop personalized strategies tailored to their individual needs. Trustworthy and professional, Steel Ridge Advisors is dedicated to providing top-notch financial guidance and support to help clients navigate the complexities of the financial world.

Revolution Financial Management NY is a leading finance institution located at 1300 Veterans Memorial Highway in Hauppauge, New York. Our team of expert financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized planning and strategic investment management. With a focus on transparency, trust, and innovation, we strive to revolutionize the way our clients approach financial management. Contact us today to learn more about how we can help you secure a brighter financial future.

MCINTOSH Tax and Asset Management Group is a leading finance institution located at 410 Motor Parkway in Hauppauge, New York. Our team of experienced professionals specializes in providing expert tax and asset management services to individuals and businesses. With a commitment to excellence and personalized attention, we strive to help our clients achieve their financial goals and secure their future. Contact us today to learn more about how we can assist you with your financial needs.

Allstate Financial Services - Thomas Kostulas is a reputable finance and insurance agency located in Hauppauge, New York, United States. With a strong focus on providing personalized financial solutions and insurance options, this institution is dedicated to helping individuals and families secure their financial future. Led by experienced professionals like Thomas Kostulas, clients can expect top-notch service and expert advice on a wide range of financial products. Whether you are looking for investment opportunities, retirement planning, or insurance coverage, Allstate Financial Services has the expertise to meet your needs and exceed your expectations.

Magii Inc. is a leading finance institution located at 490 Wheeler Road in Hauppauge, New York. With a strong reputation for excellence in the financial industry, Magii Inc. offers a wide range of financial services to clients in the United States. Our team of experienced professionals is dedicated to providing personalized solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Magii Inc. is here to help. Visit us today to learn more about how we can help you secure your financial future.