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Amir Noor, CFP®

Financial Wellness Coach | Fiduciary Financial Advisor | Tech Enthusiast

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United Financial Planning Group, LLC Amir Noor, CFP® He/Him
Hauppauge, NY

Serving Clients Nationwide

Financial Wellness Coach | Fiduciary Financial Advisor | Tech Enthusiast

26 Certified Advisor Reviews™
4.9 out of 5 Stars
Rate this Advisor

(631) 234-0871

Website

Areas of Focus

  • Budgeting
  • Choosing a Financial Advisor
  • High Net Worth
  • Inherited Wealth
  • Retiring Early (F.I.R.E)
  • Taxes

About Me

Hello! I'm Amir Noor. If you're reading this, then you probably know me, want to know me, want to sell me something, or want to do business with me! That sounds good to me. You can read a bit about me below, or you can send me a message, and we can grab some coffee. Just don't try to steal my kidney!

People that can show me or teach me something new fascinate me. More importantly, please recommend a great restaurant I should try.

➕ Learn More About Amir

Amir Noor is the Director of Financial Planning for United Financial Planning Group LLC. He started his career in the financial services industry in 2007 in Huntington, NY, at the W. J. Valone Agency. Looking to expand his practice and skillset, Amir joined Park Avenue Securities in 2014. As he continued to grow and understand financial services, he felt there should be more of a client-first model with fee-based planning, and joined UFPG in 2021.

Amir specializes in Personal Financial Planning and Qualified Retirement Plans. As well as the following focus areas:

✅ Investment Management
✅ Attorney Growth Planning
✅ Estate and Trust Planning
✅ Physician Growth Planning
✅ Defined Benefit/401(k) Plans
✅ Wealth and Risk Management
✅ Insurance and Benefit Coordination

Amir is a member of the Golden Key International Honour Society at Stony Brook University, a member of The LIincs Organization, a non-attorney member of the South Asian Bar Association of New York (SABANY), and Honoree of the Huntington Township Chamber of Commerce Young Professional Award.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Enrolled Agent (EA)

Affiliations

  • CFP Board
  • Fee Only Network
  • Garrett Planning Network
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

350 Motor Parkway suite 300, Hauppauge, NY 11788, USA

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Advice-Only
  • Fee Only
  • Flat Fee
  • Hourly Rate
  • One-time Financial Plan
  • Package Offers
  • Percentage of Assets Managed
  • Pro Bono
  • Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free, no-obligation consultation to discuss your concerns, current financial situation, and how we can help. I look forward to speaking with you.

Offers Investment Management

Yes

Offers Tax Preparation

Yes

About our Firm

We are a Fee-Only, Fiduciary Firm dedicated to providing sound, impartial financial advice. Our tight-knit team of CERTIFIED FINANCIAL PLANNER™ professionals and CPAs work together to turn your retirement goals into a retirement plan.

By being truly comprehensive in the services we offer, we make it our goal to advise our clients on every facet of their financial well-being.

UFPG’s Comprehensive Financial Planning Services:

✅ Analyzing & Projecting

✅ General Planning

✅ Scenario Planning

✅ Retirement Services

✅ Investments

✅ Employer Services

Education

SUNY at Stony Brook, B.S, Business Management; Finance

Badges

Hobbies and Interests

  • Computer
  • Eating Out
  • Entertaining
  • Television
  • Traveling
  • Video Games
  • Wine

SEC Lookup

View Disclosure

Who We Serve

  • Business Owners
  • College Graduates
  • Content Creators
  • Corporate Executives
  • Couples
  • DIY Investors
  • Dual Income Family
  • Financial Independence Retire Early (FIRE)
  • Gen X
  • Gen Y / Millennials
  • Gen Z
  • Immigrants
  • Intergenerational Families
  • Muslim
  • Parents
  • Physicians
  • Real Estate Investors
  • Technology Professionals
  • Widow
  • Women’s Finance
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Write a Review


By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.

Worth the investment

✅ Wealthtender Certified Advisor Review™
Dec 27, 2024
We have been working with Amir for the last 4 years now and have been incredibly happy with our experience. When we set out to find a financial advisor for our family we wanted someone that we could not only trust but also be a positive guiding force as we navigated starting our growing family. Amir has always been there for us when we needed him and has provided us with expert advice throughout. We would recommend him to anyone that was seeking out a trustworthy and most importantly good person to be their financial advisor
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Zak Cline-Egri
Zak Cline-Egri

Highly Recommended Advisor

✅ Wealthtender Certified Advisor Review™
Dec 27, 2024
I have worked with Amir for well over 5 years now and every interaction has always been thoughtful and helped provide me various points of view on how to manage my finances. Amir explains things well and his explanations are tailored to each client's financial understanding. Now with happy major life changes happening, I am looking forward to continuing working with Amir as our financial needs becomes more complex.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Cosmo
Cosmo

Knowledgable, Great Communicator

✅ Wealthtender Certified Advisor Review™
Dec 27, 2024
Amir is great to work with. He worked with us as we underwent a number or life changes, drastically changing our financial situation. What truly sets Amir apart is his ability to explain complex financial concepts in a way that’s approachable and understandable. I highly recommend Amir to anyone looking for a knowledgeable, trustworthy, and personable financial advisor.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Annelise Rasmussen
Annelise Rasmussen

Excellent advisor

✅ Wealthtender Certified Advisor Review™
Dec 27, 2024
I've had Amir as my advisor for about 5 years. He's my go to for any financial situation, nothing is too big or too small. He's always looking out for me and helpful with anything I bring him.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: Client is advisor's cousin and receives services for no cost
Avatar for Mustafa
Mustafa

Professional Long Term Guidance

✅ Wealthtender Certified Advisor Review™
Dec 27, 2024
Amir has proven himself to be a long term committed advisor who passionately takes on challenges. Amir has been intricately involved with my family’s personal finances for over 7 years and has displayed a tremendous level of commitment to our success. I recommend Amir to my family and friends because I am confident he will take care of the people I care most about.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Patrick B.
Patrick B.

Review for an Outstanding Financial Advisor

✅ Wealthtender Certified Advisor Review™
Dec 27, 2024
I’ve been working with Amir for over 15 years, and his guidance has been life-changing. He helped me start saving strategically, which gave me the foundation to build a business I’m proud of—one that now supports my family. Amir isn’t just about numbers; he truly cares about his clients and their goals. His advice has been thoughtful, personalized, and invaluable as my life and needs have evolved. If you’re looking for a financial advisor who empowers you to achieve your dreams, I highly recommend Amir. Thank you for being such a trusted partner!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for AJ Scordio
AJ Scordio

Expert guidance with a personalized approach!

✅ Wealthtender Certified Advisor Review™
Dec 27, 2024
We’ve been working with Amir for several years now and cannot recommend him enough!! In every single meeting we’ve had, he always listens attentively and takes the time to understand our unique financial situation and goals. He not only offers expert guidance and actionable next steps, but he also never fails to explain the strategy and rationale behind every decision. Amir delivers excellent financial recommendations and results, while also empowering you to take part in the decision making process every step of the way — he is a TRUE partner!!! Highly recommend!!!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Tessa Scordio
Tessa Scordio

Can’t Thank Him Enough

✅ Wealthtender Certified Advisor Review™
Dec 27, 2024
Amir has helped my wife and I navigate everything from setting up savings accounts to the process of buying a new home. He is extremely knowledgeable and down to earth. Amir can help you navigate your finances no matter where you are in life.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Colin B
Colin B

Best in the Business

✅ Wealthtender Certified Advisor Review™
Dec 27, 2024
Have been working with Amir for over 5+ years. Helped get me focused on my Finacial goals as well as my Family’s goals as well. Clear communication and lots of trust.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Ankit G
Ankit G

"Unlimited Hours of Financial Planning" in fact has limits

✅ Wealthtender Certified Advisor Review™
Dec 27, 2024
Amir and I met once per month until he revoked his availability to quarterly only. As soon as it was clear that I would not be scaling up to his asset management services, Amir complained about "losing money" working with me because he felt he was using too many hours servicing me - ! Having worked with CFPs in the past and unexpectedly laid-off a year from my planned retirement, I was thrilled to find Amir. I chose him for his clear and broad skill set, his engaging pitch, and technologic adeptness; and I have not been disappointed in any of these. I deeply needed expert help to understand if it was safe to stop working, how to plan for retirement withdrawals, and to model investment what-ifs going forward that included whether or not to purchase a second property. Unfortunately, Amir's "Unlimited Hours of Financial Planning," as it turns out in the fine print, have explicit hour limits that are determined by Amir. During onboarding I provided a detailed view of my financial status and existing plan, which happened to have been created and delivered on the same software platform that Amir uses. so there was minimal startup burden and an instant shared language. I was conscious of constantly being "sold to" (long-term care insurance planning, his tax planning, etc.) but overlooked it. The first true concern was that Amir was surprised that I wanted a written financial plan. Other than that all I would have is a bunch of emails summarizing what we had discussed in our calls. The real problem is that he refused to provide a second version without a 2nd property purchase, stating "If you never got the 2nd home and had a more aggressive asset allocation and only traveled on "good" market return years, the 2 scenarios would be pretty similar." So, NOT unlimited hours, hours as determined by Amir as provider. This is not what I consider to be in my best fiduciary interest at all.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: Review contains a few materially incorrect items: 1. Text in quotations are not quotations of the advisor or even paraphrased words said by the advisor, they appear to be added by the client arbitrarily for emphasis 2. Client did not receive any invoices at the hourly rate (currently $400/hour) for any financial planning, meeting, or preparatory services rendered. All hours were included at the agreed upon rate paid by the client per month. A comprehensive financial planning email or solution rendered via email can typically take 2-4 hours. This was not billed to the client for any email exchanges. 3. Advisor is fee-only, and does not gain any additional revenue, nor is he compensated from any outside sources (ie. commissions, referral fees, kick-backs, etc.). Therefore the Long Term Care insurance discussion was not a sales-pitch, but due diligence on the part of the advisor to provide comprehensive financial advice. 4. Meeting availability is pursuant to agreed upon terms by client and advisor. Advisor typically offers quarterly review meetings. 5. All services agreed upon via the Client Engagement Agreement were provided to the client. 6. A client's prior advisor utilizing similar or the same software does not change any of the onboarding time required for new clients. Advisor builds all new financial plans solely using client provided information 7. Client had access to the financial planning software and dashboard, and also received multiple PDF reports detailing the analysis and results therein. 8. All permutations and what-if scenarios requested by the client were completed and mathematically analyzed to backup the advice rendered to the client during meetings or via email.
Avatar for JB
JB

Best money spent

✅ Wealthtender Certified Advisor Review™
Oct 8, 2024
We've been working with Amir for a few months now and his advice has already helped us get focused on our financial goals in a more productive way. Amir provides a safe space for couples to discuss finances understanding that there is psychology and emotion involved. His feedback is honest and he will do everything he can to provide his clients the best care within his services. It is a financial investment but well worth it because you know you are in good hands. Looking forward to our ongoing relationship with Amir and working toward meeting our goals.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for T.Khan
T.Khan

Made an overwhelming situation simple

✅ Wealthtender Certified Advisor Review™
Mar 13, 2024
Amir brings the right blend of harsh reality and thoughtful education to every conversation. He takes the human and emotional elements at play and then uses the numbers to back it up. My wife and I leave every meeting feeling relieved. He provides detailed meeting notes with concise to-dos that keep us on track and working towards our financial goals. I cannot recommend enough making an investment in yourself and working with Amir.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Chris Julia
Chris Julia

impressive and highly recommended!

✅ Wealthtender Certified Advisor Review™
Jan 23, 2024
Until our first meeting with Amir at his office in December 2023, we did not fully realize how much we needed his advice. Amir’s professional style and broad base of knowledge are quite impressive. He presented a fresh perspective on our current personal financial strategies, as well as alternative options, ranging from the most practical to the most challenging, with the end purpose of estate and trust planning in mind. Amir’s multi-prong approach to getting our finances in order has been very effective, thus far. He touched upon the disadvantages of mindless spending, as well as the advantages of increasing our income. Amir also made us acutely aware of unnecessary service charges, hidden fees, and unwanted subscriptions that we have been paying. This all seems so simple and so obvious. Yet, it wasn't; we were too caught up in our day-to-day routines to notice. Amir inspired us. We began tackling his to-do list the next day, with immediate success. We have more tasks on our list and now, more than ever, we’re determined to get our financial act together. Amir Noor is affable, knowledgeable and laser focused on helping us align our best interests and our financial goals. We highly recommend him.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Kory and Guy
Kory and Guy

Thoughtful and dedicated advisor

✅ Wealthtender Certified Advisor Review™
Nov 28, 2023
It took some convincing for my husband and I to consult a financial advisor. We had to admit being experts in our field doesn't make us experts in all aspects of our finances. Amir is patient and tailors his approach to our preferences, he's been thoughtful and dedicated to our success for 8 years. We'd both highly recommend his services.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Steph and Scott
Steph and Scott

My best investment

✅ Wealthtender Certified Advisor Review™
May 5, 2023
I am a successful real estate developer and investor who never thought I needed a financial advisor. I thought I knew how to best invest my money, but I was wrong. I recently hired Amir Noor, CFP, and he has been an invaluable asset to me. Amir has helped me to clean up my finances, hold me accountable to my spouse, make the most of tax advantages, clean up my life insurance, and provide incredible advice and tremendous value. Amir is a fiduciary, which means he is legally obligated to act in my best interests. He is also a fee-only advisor, which means he does not receive any commissions or bonuses from any of the products or services that he recommends. This means I can be confident that he is always giving me the best advice possible, without any hidden agendas. Amir is incredibly knowledgeable about financial planning and investing. He is also very patient and understanding. He took the time to get to know my financial situation and my goals, and he developed a plan that was tailored to my specific needs. I highly recommend Amir Noor to anyone who is looking for a financial advisor. He is a true professional who will put your needs first.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Amit
Amit

Not only provides great service, but a learning experience along the way

✅ Wealthtender Certified Advisor Review™
Jan 26, 2023
I've worked with Amir for over 5 years so far and felt a sense of trust and comfort immediately in the very overwhelming (to me) world of finances. He takes the time to answer any questions or address any concerns even if they were previously discussed time after time. One of the most valuable things Amir provides me is the learning experience. I find power in knowledge, and even though I use his service to assist in my financial planning, it is calming to know some of the logistics and leads to even more appreciation of what he does for me. If you're looking for someone relatable, who will simplify things to help you learn and communicate in the world of finances, and who genuinely wants the best for you and your future, I can't recommend Amir enough!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Allie C
Allie C

Best investment I’ve ever made

✅ Wealthtender Certified Advisor Review™
Jan 25, 2023
I’ve been working with Amir for a few years now. Amir provided immense value within five minutes of our first meeting and continues to do so. He is able to understand my family’s priorities and translate them into actionable next steps. Since we began working together, I’ve not only cleaned up my finances, but my mindset around money has shifted dramatically for the better. I now feel like an earlier retirement, more savings, and more ease of daily life (with treats, vacations, and splurges!) is possible — versus a total scarcity/deprivation mindset that made money very stressful and made me prone to avoiding dealing with it all together. Thanks, Amir!
Relationship to Financial Advisor: Spouse
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: Spouse
Disclosure: Everything in the review is accurate, however the reviewer is my spouse. I did act as her advisor prior to us getting married.
Avatar for Rebecca
Rebecca

A friend as much as an advisor

✅ Wealthtender Certified Advisor Review™
Jan 10, 2023
Most advisors we worked with previously were hands off and did not really reach out to us. After the initial sit down, that was essentially it. Amir was opposite. He reached out when he noticed our portfolio was underperforming and its been the best match since (when he wasn't even our advisor at that time but working with the person who was). He truly wants to you know and each and everything he asks you to consider. He will never push products on you but will also challenge you to be better about meeting financial goals. Those qualities and his willingness to work with you on a consistent basis is what separate him apart. What I truly like best about Amir is truly cares about you and your family. He will take all those factors into consideration when saying if we are on track, need to do more, or if needed, do less. He also is willing to help us understand things we may read online about various products or ways to manage our funds. He will take the time to read it and help you understand what it really means, either agreeing or showing you why it might not work for you specficially. All in all, we know, where ever goes, we go!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Yogesh P
Yogesh P

Real client-first mentality

✅ Wealthtender Certified Advisor Review™
Jan 9, 2023
Amir's domain knowledge across investment management, insurance and estate planning makes him such a valuable partner for so many of life's decisions. And for certain situations where he didn't have specific domain knowledge, Amir was still able to help us by leveraging his network and connecting us with other first-class professionals. Amir is willing to get into the nitty gritty details with me, but also provides the succinct high-level view for my partner. His willingness and ability to adapt to each of our personal styles has been incredibly valuable. He really goes above and beyond to make sure we both feel confident in our decision-making.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Michael
Michael

Confidence Builder

✅ Wealthtender Certified Advisor Review™
Jan 9, 2023
Amir has been my financial advisor for about 2 years. He's been an incredible partner in navigating difficult situations regarding both my small business and my personal finances. Amir has given me so much confidence in my ability to control my financial future and obtain financial security. He has taught me how to build better financial habits, he has kept me accountable towards making those habits stick, and he has provided so much wisdom on how to manage my complete financial picture outside of a stock and bond portfolio. His patience and willingness to get down on my level and mold himself to my situation makes it so easy to work with him. I feel like my finances are no longer scary and I'm prepared for the future and whatever it may bring.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Maria
Maria

Knowledgeable, meticulous, dedicated

✅ Wealthtender Certified Advisor Review™
Jan 8, 2023
I've been working with Amir for a year and it's been one of the best financial decisions I've ever made. I have a complicated revenue stream and Amir has been incredibly helpful to ensure my finances and investments were optimized. Highly recommend to any young professional.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Horia
Horia

A True Partner

✅ Wealthtender Certified Advisor Review™
Jan 6, 2023
I recently started working with Amir as my financial advisor, and I have been extremely impressed with his professionalism, knowledge, and overall approach to financial planning. Amir takes the time to really understand my financial goals and works with me to create a personalized plan to help me achieve them. He is always available to answer any questions I have and provides clear and concise explanations for everything. In addition, Amir is always looking for ways to optimize my financial portfolio and maximize my returns. I highly recommend Amir to anyone looking for a knowledgeable, reliable financial advisor.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jason
Jason

Amir Noor

✅ Wealthtender Certified Advisor Review™
Jan 6, 2023
Amir helped me invest a solid chunk of my savings when I didn’t know what to do with them. Since then, he has advised me on the most intelligent ways to use my income and savings so that when the time comes I can retire very comfortably. More importantly, he is extremely kind and friendly, the type of person who gets along with everyone. He sees his clients more as people and not just as clients, which I find to be very nice and a refreshing change of pace. I highly recommend getting in touch with Amir for the betterment of your financial future. Not only is he a good friend, but he’s a great advisor too.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Brendan
Brendan

One of the best decisions I have ever made

✅ Wealthtender Certified Advisor Review™
Jan 6, 2023
Amir is professional, knowledgeable and helpful. I have been using him for years and I HIGHLY recommend him for your financial advisor needs. He is a fiduciary, so you know he has your best interests in mind.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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Aaron Polonsky ExamTablesDirect.com

Amazing to work with!

✅ Wealthtender Certified Advisor Review™
Jan 6, 2023
I work in entertainment and know negative zero about math and finance and the things you need to ensure a secure, prolific future. Amir has been extremely patient, thoughtful, and gracious in the way he's helped me clean up my bookkeeping and build towards the financial goals I have. I highly recommend working with him, he's made finances less scary for me!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Meghan Griffin
Meghan Griffin

Solid Financial Advisor

✅ Wealthtender Certified Advisor Review™
Jan 6, 2023
Amir is really intentional, and I would say I'm not the easiest client to work with. He's been patient with me and calls me out on my BS. I appreciate the accountability, and I'm seeing progress behind some of my blind spots with my financial accountability. I would highly recommend Amir because I know he will look after my long-term goals vs. my short-term spur-of-the-moment thinking.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Davidson Hang
Davidson Hang
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