Fee-Only Financial Planning in Hauppauge, Long Island

About Our Hauppauge Office

Our Hauppauge office is where United Financial Planning Group began: the center of our practice and the place where our team of financial planners, CPAs, and tax professionals collaborate daily on behalf of clients across Suffolk County, Nassau County, and far beyond.

Hauppauge sits at the commercial heart of Suffolk County, home to one of the largest industrial parks on the East Coast. Many of our Long Island clients are business owners, corporate professionals commuting to Manhattan, and retirees who have spent decades building wealth in the area. The financial lives of Long Island families tend to be layered: multiple income streams, real estate holdings, and complex tax situations that benefit from having a CPA and CFP® professional working together.

Who We Serve in Hauppauge

Clients visiting our Hauppauge office often include business owners navigating S-corp and partnership tax planning, executives with equity compensation from public companies, and retirees managing required minimum distributions alongside Social Security timing. Many have spent years working with separate advisors and accountants who don't communicate. That's exactly the problem we solve.

Local Tax & Planning Insight

New York State has some of the highest combined state and local tax burdens in the country. For Long Island residents, smart tax planning isn't optional; it's essential. Our integrated approach means your investment decisions, Roth conversion strategies, and retirement timeline are all coordinated with your federal and New York State tax return.