TOP 30 Websites for financial advisors in Hauppauge, New York

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.

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.

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.

Mark Harris is a financial advisor at Ameriprise Financial Services, LLC located at 1200 Veterans Memorial Highway in Hauppauge, New York. As a finance institution, Ameriprise offers a variety of financial services to help individuals reach their financial goals. Each advisor at Ameriprise has their own "Top areas of focus" which you can review to see if their approach aligns with your specific financial needs. By checking out their backgrounds, credentials, and experience, you can make an informed decision on which advisor is the best fit for you. To get started, simply fill out the "Request consultation" form on their website and your desired advisor will reach out to schedule a complimentary initial consultation. Get on the path to financial success with Mark Harris and Ameriprise Financial Services, LLC.

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.

Sung Moo Cho - Financial Advisor at Ameriprise Financial Services, LLC, located at 1174 Veterans Memorial Highway, Hauppauge, New York, United States, offers personalized financial planning services tailored to individual goals and risk tolerance. With a focus on retirement, education, and major purchases, Sung Moo Cho provides investment recommendations and portfolio management to help clients track their progress and adapt to life changes. Clients can access their accounts and track their goals securely from any device. Sung Moo Cho is committed to diversity and inclusion and is proud to work for a firm dedicated to creating a better future for all. Interested individuals can schedule a complimentary initial consultation to learn more about how Sung Moo Cho can help achieve their financial goals. Securities offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Sung Moo Cho may only conduct securities business with residents of states in which the advisor is properly registered. For more information, visit the Ameriprise Financial website.

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.

Gregory Petraco - Financial Advisor at Ameriprise Financial Services, LLC, located at 1174 Veterans Memorial Highway, Hauppauge, New York, United States, is a finance institution that focuses on helping clients achieve their financial goals. With a focus on retirement, education, major purchases, and more, Gregory provides personalized investment recommendations based on individual goals and risk tolerance. Regular meetings and progress reviews ensure that strategies are updated as life changes. Clients can easily access their investments and track progress towards their goals securely from any device. To learn more, schedule a complimentary initial consultation. Gregory Petraco is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. Ameriprise Financial cannot guarantee future financial results. Privacy and security are a top priority, with clients agreeing to the Ameriprise Financial Website Rules and Regulations. Member FINRA and SIPC, Ameriprise Financial is committed to helping clients achieve financial success and welcomes referrals to help others reach their financial goals.

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.

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.

Welcome to the official website of Rob Piscatelli, Branch Manager at Ameriprise Financial Services, LLC, located at 1174 Veterans Memorial Highway, Hauppauge, New York. Specializing in comprehensive financial planning and advisory services, Rob Piscatelli and his team are committed to helping you achieve your financial goals through personalized strategies and expert guidance. At Ameriprise Financial, we understand the importance of aligning financial plans with your unique goals and values. Each advisor brings a wealth of experience and specialized knowledge to the table. Whether you're planning for retirement, managing investments, or seeking advice on estate planning, our team is equipped with the credentials and expertise to guide you every step of the way.

Welcome to Mark Peterson - Financial Advisor, Ameriprise Financial Services, LLC Located at 800 Veterans Memorial Highway in Hauppauge, New York, Mark Peterson is your trusted partner in navigating the complexities of financial planning. As a dedicated financial advisor, Mark offers personalized services tailored to meet the unique financial needs of individuals, retirees, and small business owners in the community.

Welcome to Allstate Personal Financial Representative: William Galarza, your trusted partner in navigating the complex world of finance and insurance. Conveniently located at 201 Moreland Road, Hauppauge, New York, our agency is dedicated to providing personalized financial solutions and comprehensive insurance services tailored to meet your unique needs. With a deep understanding of the financial and insurance landscapes, William Galarza and his experienced team are committed to helping you protect what matters most. Whether you're looking to secure your family's future, plan for retirement, or safeguard your assets, we offer a wide range of services and products designed to give you peace of mind.

Welcome to Kuttin Wealth Management - Ameriprise Financial Services, LLC, your trusted partner in financial planning and investment management, located at 640 Johnson Avenue, Bohemia, New York 11716. Our dedicated team of Ameriprise financial advisors is here to help you navigate the complex world of finance and achieve your financial goals. At Kuttin Wealth Management, we prioritize understanding what matters most to you. Our initial consultation will provide an overview of essential financial planning concepts, setting the stage for your financial journey. Please note that this consultation does not include written analysis or recommendations, as we focus on personalized discussions tailored to your unique needs.

Welcome to Manizha Parand - State Farm Insurance Agent located at 160 Adams Avenue, Hauppauge, New York. Our insurance agency is conveniently situated at the corner of Adams Ave and Commerce Drive, next to the Sexy Salad and Dunkin Donuts. We are here to serve all your insurance needs in the State of New York, with a focus on the Long Island area including towns like Brentwood, Central Islip, Bayshore, Commack, Smithtown, and more. At our agency, we offer a variety of insurance services including auto insurance, motorcycle insurance, boat insurance, homeowners insurance, renters insurance, umbrella insurance, business insurance, and life insurance. We also provide information on preventing car theft, caring for your pets, and safe driving tips for rural roads.

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.

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.

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.

Oppenheimer & Co. Inc. is a prestigious finance institution located at 2 Jericho Plaza in Jericho, New York, United States. The Jericho office is managed by Laura Kellerman, a seasoned leader with over 30 years of experience in Financial Services. Laura also oversees the Hauppauge, Melville, and West Hampton branches, collectively forming Oppenheimer's Long Island region. The advisors in this region manage approximately $2.4 billion in assets and have received industry accolades such as the "FT 401" by the Financial Times and recognition in the Long Island Business Reviews' "40 Under 40" and "Top Advisor" lists. The Jericho branch is situated in a modern building with state-of-the-art technology and amenities. The private offices offer a serene atmosphere with large windows for brightness and productivity. The building is centrally located on Jericho Turnpike, convenient for commuters, and offers ample parking for employees and clients. Additionally, the building features amenities like conference facilities, a Starbucks, fitness room, spa, cafeteria, and 24-hour security.

Farrell Fritz, P.C. Welcome to Farrell Fritz, P.C., your trusted partner in accounting, finance, and legal services located at 100 Motor Parkway, Hauppauge, New York. With a distinguished team of professionals, we are committed to delivering exceptional service and innovative solutions tailored to meet your unique needs.

Welcome to John M. Wagner at Certilman Balin Located at 100 Motor Parkway, Hauppauge, New York, John M. Wagner is a dedicated legal professional at Certilman Balin, one of Long Island’s largest full-service law firms. Since 1965, our firm has been committed to serving the Long Island community, fostering long-term relationships with clients who often become lifelong friends.

Welcome to Chase ATM located at 200 Motor Parkway, Hauppauge, New York 11788, United States. As a trusted name in finance, Chase provides a comprehensive range of services designed to meet both personal and business financial needs. Our ATM offers convenient access to your accounts, allowing you to manage your finances with ease. At Chase, we are committed to supporting your business growth. With our Business Banking services, you’ll benefit from expert guidance to enhance cash flow, access tailored credit solutions, and efficiently manage payroll. We also provide a suite of online and mobile services, business credit cards, and payment acceptance solutions specifically designed for businesses.