Smart Financial Planning for Port Jefferson's Healthcare & Maritime Community
United Financial Planning Group serves Port Jefferson's Mather Hospital professionals, CT ferry commuters, and village merchants with integrated financial planning, tax preparation, and investment management, 20 minutes from our Hauppauge office.
CFP® professionals, CPAs, and Enrolled Agents serving Port Jefferson.
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 Port Jefferson Residents Choose United
Port Jefferson sits at the end of the LIRR Port Jeff Branch and the Bridgeport & Port Jefferson ferry route, creating a unique community of healthcare professionals, cross-state commuters, and village entrepreneurs with distinct financial planning needs.
Cross-state planning for CT ferry commuters
The Bridgeport ferry connects Port Jefferson to Connecticut, and some residents work across state lines. We navigate the complexities of NY/CT dual-state filing, income allocation rules, and credit for taxes paid to other states to ensure you're not overpaying.
Physician and executive retirement planning
Mather Hospital's physicians and senior administrators often have complex retirement packages including 403(b) plans, deferred compensation, and supplemental benefits. We coordinate these employer plans with Social Security timing, Roth conversions, and personal investments for a complete retirement strategy.
Small business owner planning for village merchants
Port Jefferson Village's thriving waterfront economy includes restaurants, galleries, and specialty retail. We help business owners with tax-efficient entity structuring, retirement plan selection, and succession planning, coordinating business income with personal wealth strategy.
Tax planning and investing under one roof
Our team includes both CFP® professionals and CPAs. Your hospital retirement plan, cross-state income, and personal investments are all coordinated with your tax return. That's especially important when multiple state filings are involved.
Fee-only, always
We don't earn commissions or sell products. Every recommendation is legally required to be in your best interest.
The Port Jeff Ferry Connection
Port Jefferson is unique on Long Island: it's both the terminus of the LIRR Port Jeff Branch and the departure point for the Bridgeport & Port Jefferson ferry to Connecticut. That dual connection creates a small but meaningful population of cross-state workers who face complex multi-state tax filing requirements. Combined with Mather Hospital's large healthcare workforce and a walkable village economy, Port Jeff's financial planning landscape is surprisingly complex for a town its size.
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.