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Financial planning in Hauppauge, NY

5 advisers in Hauppauge offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 5

Cfm Advisors INC1373 Veterans Highway, Suite 10 · Hauppauge, NY 11788 · (631) 657-2135 · Financial planningCRD 111581 · % of assets, Fixed fees · $202.7 million AUMSEC registeredNo commissions reportedConrad Capital Management, INC.1300 Veterans Memorial Hwy, Suite 230 · Hauppauge, NY 11788 · (631) 439-7878 · Financial planningCRD 113648 · % of assets, Hourly charges · $90.7 million AUMSEC registeredNo commissions reportedMadison Global Advisors LLC350 Motor Parkway, Suite 205 · Hauppauge, NY 11788 · (631) 240-4155 · Financial planningCRD 288894 · % of assets, Other · $71.4 million AUMSEC registeredNo commissions reportedNestegg Advisors, INC.330 Motor Parkway · Hauppauge, NY 11788 · (631) 952-2700 · Financial planningCRD 125878 · % of assets, Hourly charges, Fixed fees · $272.7 million AUMSEC registeredNo commissions reportedUnited Financial Planning Group LLC350 Motor Parkway, Suite 300 · Hauppauge, NY 11788 · (631) 234-0871 · Financial planningCRD 149843 · % of assets, Hourly charges, Fixed fees · $347.5 million AUMSEC registeredNo commissions reported