Retirement plan consulting in Hauppauge, NY

4 advisers in Hauppauge offering retirement plan consulting. Firms that report pension consulting services (Item 5.G(6)), often for small-business 401(k) plans.

All 4

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 reported Conrad 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 reported Lebenthal Global Advisors, LLC200 Parkway Drive South, Suite 200 · Hauppauge, NY 11788 · (516) 785-1800 · Flat / fixed feesCRD 283303 · % of assets, Fixed fees · $971.8 million AUMSEC registeredNo commissions reported United 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