What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Hauppauge, NY area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Hauppauge, NY Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Amir Noor
CFP®, EA
United Financial Planning Group, LLC
Hauppauge, NY
Specialties: Comprehensive Financial Planning, Investment Management, Insurance and Benefit Coordination, Wealth and Risk Management, Estate and Trust Planning, Defined Benefit/401(k) Plans, Physician Growth Planning, Attorney Growth Planning
Fee-Only with a variety of styles. One-Time, Subscription, Managed Assets, whatever works best for you! Clients range from $40,000 salary to $150 Million Net Worth. Specializing in moving you from Middle Class to Upper Class!
Christopher Congema
CFP®
Landmark Wealth Management, LLC
Hauppauge, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner with an SEC Registered Investment Advisory firm
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
