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Financial Professionals in Hauppauge, New York By using this search function you are agreeing to be
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Robert Kowaleski Photo

Robert Kowaleski
LUTCF
Hauppauge, NY
(631) 325-2943
Client Minimums
  • Planning Services
  •   • None
  • Investment Services
  •    • None
    Client Services
  • Planning Advice & Services
  • Financial Advice & Services
  • Insurance Advice & Products
  • Types of Clients:
  • Individuals and Families
  • Businesses
  •  
      View Profile  
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      Disclosure  
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    My Business Philosophy
    People choose to work with...
     
         
         
     
    Donald Conrad Photo

    Donald Conrad
    CSA, RIA
    Melville, NY
    (631) 439-7878
    Client Minimums
  • Planning Services
  •   • None
  • Investment Services
  •    • None
    Client Services
  • Tax Advice & Services
  • Planning Advice & Services
  • Financial Advice & Services
  • Insurance Advice & Products
  • Types of Clients:
  • Individuals and Families
  • Businesses
  • Businesses/Pension
  • Nonprofits
  •  
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    My Business Philosophy
    Conrad Capital Management,...
     
         
         
     
    Paul Pitsironis Photo

    Paul Pitsironis
    CMT
    1 Jericho Plaza, Suite 202
    Jericho, NY
    (516) 733-2008
    Client Minimums
  • Planning Services
  •   • $
  • Investment Services
  •    • $
    Client Services
  • Planning Advice & Services
  • Investment Products
  • Financial Advice & Services
  • Insurance Advice & Products
  • Money Management Services
  • Tax Advice & Services
  • Types of Clients:
  • Individuals and Families
  • Businesses
  • Businesses/Pension
  •  
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    My Business Philosophy
    My mission is to provide financial...
     
         
         
     
    James McManus
    CMFC®, AAMS®
    545 Long Wharf Drive
    Suite 501
    New Haven, CT
    (203) 285-1832
    Client Minimums
  • Planning Services
  •   • None
  • Investment Services
  •    • None
    Client Services
  • Planning Advice & Services
  • Insurance Advice & Products
  • Financial Advice & Services
  • Money Management Services
  • Investment Products
  • Types of Clients:
  • Individuals and Families
  • Businesses
  • Businesses/Pension
  • Nonprofits
  •  
      View Profile  
      Visit My Website  
      Send Email  
    My Business Philosophy
    Ameriprise Financial is America's...
     
         
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    Tony Taddeo Photo

    Tony Taddeo
    CFP®
    Tarrytown, NY
    (914) 347-8800
    Client Minimums
  • Planning Services
  •   • None
  • Investment Services
  •    • None
    Client Services
  • Tax Advice & Services
  • Planning Advice & Services
  • Financial Advice & Services
  • Insurance Advice & Products
  • Types of Clients:
  • Individuals and Families
  • Businesses
  •  
      View Profile  
      Send Email  
    My Business Philosophy
    Our philosophy is to take...
     
         
         
     
    Paul Schatz Photo

    Paul Schatz
    Woodbridge, CT
    (203) 389-3553
    Client Minimums
  • Planning Services
  •   • None
  • Investment Services
  •    • None
    Client Services
  • Planning Advice & Services
  • Financial Advice & Services
  • Types of Clients:
  • Individuals and Families
  • Businesses
  •  
      View Profile  
      Visit My Website  
      Send Email  
    My Business Philosophy
    Heritage Capital, LLC is an...
     
         
         
     
    The Michael Cooper Group Photo

    The Michael Cooper Group
    Michael Cooper
    CPA, CFP®, ChFC®, 
    590 Madison Ave. 11th Floor
    New York, NY
    (212) 315-6331
    Client Minimums
  • Planning Services
  •   • $
  • Investment Services
  •    • $
    Client Services
  • Tax Advice & Services
  • Planning Advice & Services
  • Financial Advice & Services
  • Insurance Advice & Products
  • Types of Clients:
  • Individuals and Families
  • Businesses
  • Businesses/Pension
  •  
      View Profile  
      Visit My Website  
      Send Email  
    Our Business Philosophy
    We are a fee based father...
     
         
         
     
    Edward Bayarski Photo

    Edward Bayarski
    CFP®, ChFC™, CLU™
    Woodcliff Lake, NJ
    (201) 664-5200
    Client Minimums
  • Planning Services
  •   • None
  • Investment Services
  •    • None
    Client Services
  • Planning Advice & Services
  • Financial Advice & Services
  • Insurance Advice & Products
  • Types of Clients:
  • Individuals and Families
  • Businesses
  •  
      View Profile  
      Visit My Website  
      Disclosure  
      Send Email  
    My Business Philosophy
    The purpose of my financial...
     
         
      Let us do the work for you

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