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Find Retirement Planners for Retirement Planning in New York

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in New York, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

List of Qualified Retirement Planners in New York

Lisa D Miller CFP®

AXA Advisors, LLC

120 Madison Street
Suite 1900

Syracuse, NY 13202
(315) 4256343

Thomas Brown

Brown Financial Management Group LLC

950 New Loudon Rd
Suite 105

Latham, NY 12110
(518) 4649974

William Sullivan

William T Sullivan CFP/LPL Financial

5 Hatfield Lane, Suite 2B

Goshen, NY 10924
(845) 2940785

Nicholas J Efthemis

Emergent Wealth Advisors, LLC

5500 Main Street
Suite 260

Williamsville, NY 14221
(716) 8288390

Richard Dougherty, CFP®, AIF®

Echelon Wealth Advisors, LLC

1159 Pittsford Victor Rd
Ste 220

Pittsford, NY 14534
(585) 3811861

Conor Bryant

Bryant Asset Mgt

1280 New Scotland Rd

Slingerlands, NY 12159
(518) 4391141


Piermont Wealth Management Inc.

48 South Service Road
Suite 102

Melville, NY 11747
(631) 4541585

Kelly Olczak, CFP®

LynnLeigh & Company

1160 A Pittsford Victor Rd Suite A

Pittsford, NY 14534
(585) 6235982

Emil Ben-David

Edelman Financial Engines, LLC

1130 RXR Plaza

Uniondale, NY 11556
(516) 2521413

Stephen Sassi

Edelman Financial Engines, LLC

406 Forest Ave.

Staten Island, NY 10301
(718) 3130303

Nick Friedman

Edelman Financial Engines, LLC

10 Bank Street

White Plains, NY 10606
(914) 6183002

Chris Sosa

Edelman Financial Engines, LLC

340 Madison Avenue

New York, NY 10173
(646) 7792102

John K. Kochersperger

Sovereign Financial Group, Inc.

405 Lexington Ave
Fl 26

New York, NY 10174
(888) 7658180

John Patsy, CFP®, RICP®

LPL Financial

900 Route 111
Suite 280

Hauppauge, NY 11788
(631) 3507024

William O'Donnell

AVH Invest

118 W Main St

Victor, NY 14564
(585) 7543948

Quest Financial

Quest Financial Services

30 Matthews Street, Suite 301
Suite 301

Goshen, NY 10924
(845) 2941313

Gregory Jennings

OMC Financial Services, Ltd.

5789 Widewaters Parkway

Dewitt, NY 13214
(315) 4468720

Peter Levine CFP®, ChFC®, CLU®

Ameriprise Financial Services, Inc.

481 8th Avenue
Suite 1130

New York, NY 10001
(212) 9671428

David Warshaw, CFP®, CHFC®, CLU®

David Warshaw

600 Old Country Road
Suite 305

Garden City, NY 11530
(516) 4007111

Christopher Fabian

AXA Advisors LLC

5 Maxwell Drive
Suite 100

Clifton Park, NY 12065
(518) 3737386

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