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Christmas without Cash Hauppauge NY

Welcome to the Holidays on the Net Local Pages. Here you can find local information about Christmas without Cash in Hauppauge, NY. We have compiled a list of businesses and services around Hauppauge, including Financial Planners that should help you with your search. Should you wish to find help online, the ads on this page have also been targeted to Financial Planning in order to better help you find what you are looking for. We hope this page helps satisfy your local needs.

Gerard Barrasso
United Financial Planning Group, LLC
(631) 234-0871
888 Veterans Memorial Highway, Suite 530
Hauppauge, NY
Expertises
Tax Planning, Helping Clients Identify & Achieve Goals, Retirement Plan Investment Advice, Planning Issues for Business Owners, Middle Income Client Needs, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS

Joyce Streithorst
Frisch Financial Group, Inc.
(631) 271-7900
290 Broad Hollow Road, Suite 130E
Melville, NY
Expertises
Ongoing Investment Management, Women's Financial Planning Issues, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Divorce Planning, Planning Concerns for Corporate Executives
Certifications
NAPFA Registered Financial Advisor, CFP®, MSFS

Cary Carbonaro
Stonegate Wealth Management, LLC
(646) 388-1460
7 Platt Place
Huntington, NY
Expertises
Ongoing Investment Management, Planning Issues for Business Owners, Women's Financial Planning Issues, Retirement Planning & Distribution Rules, Charitable Giving - Trusts & Foundations, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, MBA

Mr. John S. Patsy, CFP®
(631) 350-7024
900 Wheeler Rd Ste 280
Hauppauge, NY
Firm
Lpl Financial Corporation
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Divorce Issues, Employee and Employer Plan Benefits, General Financial Planning, Investment Management, Retirement Income Management

Data Provided By:
Mr. Peter T. Lawrence, CFP®
(631) 382-5012
111 Smithtown Byp
Hauppauge, NY
Firm
Wealth Management Solutions, L
Areas of Specialization
Comprehensive Financial Planning

Data Provided By:
Ronald Roge
R.W. Roge & Company, Inc.
(631) 218-0077 Ext: 210
630 Johnson Avenue, Suite 103
Bohemia, NY
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Estate & Generational Planning Issues, Tax Planning, High Net Worth Client Needs, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, MS

David Frisch
Frisch Financial Group, Inc.
(631) 271-7900
290 Broad Hollow Road, Suite 130E
Melville, NY
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Tax Planning, Retirement Plan Investment Advice, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS

Philip Capell
Piermont Wealth Management Inc.
(516) 496-7800
135 Crossways Park Drive, Suite 102
Woodbury, NY
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Divorce Planning, Helping Clients Identify & Achieve Goals, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, CFP®, JD, MS

Mr. Roy Lenzo Iii, CFP®
(631) 352-3127
1393 Veterans Hwy Ste 414N
Hauppauge, NY
Firm
Horner Townsend & Kent Inc.
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Planning, Long-Term Care

Data Provided By:
Mr. Lawrence D. Sprung, CFP®
(631) 952-4466
140 Adams Ave Ste B12
Hauppauge, NY
Firm
Mitlin Financial, Inc.
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

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