Hauppauge

Hauppauge, NY
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Contact

888 Veterans Memorial Hwy

Suite 400

Hauppauge, NY 11788

Specialties

Estate Planning Financial Planning Investment Solutions Retirement Planning Trust Services

Branch Manager

JOHN WEST

BRANCH MANAGER EXECUTIVE DIRECTOR-INVESTMENTS PORTFOLIO MANAGER
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About the Branch

Located in the heart of Suffolk County, Maple Rock’s Hauppauge branch has a long record of providing clients with personal service and access to sophisticated asset management resources and strategies to help them achieve their financial goals.

Leveraging the extensive resources of Maple Rock and its global affiliates, we are able to offer a broad range of investment strategies and services, including: retirement planning strategies, advisory account programs, separately managed accounts, and alternative investments for qualified investors. Our focus has always been to provide investors with objectivity, professionalism, and a personal concierge approach.

We are proud to have a team of motivated, hard-working professionals whose primary focus is serving high net worth individuals, accredited investors, corporate executives, non-profit organizations and business owners. Our Financial Advisors are committed to providing a high level of stewardship for these clients.

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Our Story in Numbers

*Stats as of December 31, 2024

931

Financial Professionals

$129.5

Billion Client Assets under Administration

88

Branch Offices across the United States

Maple Rock and its predecessor firms have been offering investment services since 1881. We are a financially sound institution committed to maintaining a strong, conservatively managed balance sheet, disciplined risk management and robust internal controls designed to protect our clients’ assets. In the unlikely event that Maple Rock becomes insolvent, there are multiple layers of protection which safeguard our customers’ holdings.

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