Financial Planning That Matches Huntington's Energy: From Village Life to Wall Street Commutes
United Financial Planning Group serves Huntington's village professionals, small business owners, and NYC commuters with integrated financial planning, tax preparation, and investment management, 15 minutes from our Hauppauge office.
CFP® professionals, CPAs, and Enrolled Agents serving the Huntington community.
What Changes When Everything Works Together
Most advisory firms do one thing well and outsource the rest. At United Financial Planning Group, your investment decisions, retirement timeline, and tax planning reinforce each other, because the same team handles all three.
CFP® professionals, CPAs, and Enrolled Agents work side by side, not across town. Hover over a service to see how it connects to your complete financial picture.
Why Huntington Residents Choose United
Huntington Village's entrepreneurs, Wall Street commuters, and established families create a community where business succession, executive compensation, and retirement planning intersect. We built our practice to handle that complexity.
Executive compensation for Wall Street commuters
Huntington's LIRR express draws finance professionals, corporate executives, and tech leaders. We help navigate RSUs, stock options, deferred compensation, and concentrated equity positions, coordinating every element with your annual tax plan.
Business succession planning for village shop owners
Huntington Village's independent shops and restaurants are often family-run operations without a formal exit strategy. We help business owners value their enterprise, structure buy-sell agreements, and plan for the day they step back.
Commuter tax optimization for NY/NYC dual filers
Huntington's LIRR express makes it one of Suffolk County's most popular commuter towns. We coordinate New York State and New York City tax obligations, optimize W-4 withholding, and ensure your retirement contributions are structured for maximum tax efficiency across both jurisdictions.
Tax planning and investing under one roof
Our team includes both CFP® professionals and CPAs working together. Your investment strategy, business income, and tax return are all coordinated, which is especially important for Huntington residents juggling commuter income and side businesses.
Fee-only, always
We don't earn commissions or sell products. Every recommendation is legally required to be in your best interest.
Huntington Village's Entrepreneurial Spirit
Huntington Village is one of Long Island's most vibrant downtowns, packed with independently owned restaurants, boutiques, and service businesses. That entrepreneurial energy creates a community where established business owners and commuter executives coexist with longtime families approaching retirement. Financial planning here needs to be as dynamic as the village itself, balancing business succession with personal wealth management, and commuter tax complexity with retirement distribution strategy.
A one stop shop for your
entire financial life
Financial Planning
A comprehensive roadmap for your financial future, built around your actual life and informed by deep tax expertise most planners simply don't have.
Learn moreHypothetical illustration only. Not actual client results. Past performance does not guarantee future results. Investing involves risk, including possible loss of principal.
Investment Management
Tax-aware portfolio management that considers how every trade, every rebalance, and every distribution flows through to your tax return.
Learn moreHypothetical illustration only. Dollar figures do not represent actual client results. Individual outcomes vary based on circumstances.
Tax Planning & Preparation
Proactive, year-round strategies to reduce your lifetime tax burden, prepared by CPAs and Enrolled Agents who already know your financial story.
Learn moreBuilt for Financial Lives That Don't Fit in a Template
Retirement Readiness
Retirement income gap analysis
Roth conversion strategy
Health insurance bridge modeled
Hypothetical illustration only. Dollar figures do not represent actual client results. Individual outcomes vary based on personal circumstances.
Fee-Only. Fiduciary. No Exceptions.
We don't earn commissions. We don't sell products. As a fee-only registered investment advisor, every recommendation we make is legally required to be in your best interest.
Years of experience
Under management
States served nationwide
What Our Clients Say
Also Serving Nearby Communities
Our team works with families and professionals across Long Island. Explore how we serve communities near you.
Ready to Stop Coordinating Between Advisors?
Schedule a no-pressure conversation. We'll listen to what's going on in your financial life and help you decide if working together makes sense.