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Find Retirement Advisors for Retirement Planning in East Amherst, New York

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in East Amherst, New York

Last Updated - May 6, 2025

East Amherst has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 5 non-vetted advisors in your local area. These retirement advisors in East Amherst, New York have an average of 16 years of experience.

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List of Qualified Retirement Planning Advisors in East Amherst, New York

VERIFIED

Nicholas J Efthemis
CFP^®, CRPS^®
Emergent Wealth Advisors, LLC

Qualifications
CRD# 2821400
Firm CRD# 6363
Series 7, 65, 66

Minimum Assets Required
$100,000

Address

5500 Main Street,
Suite 260,
Williamsville, NY 14221 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

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VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

6500 Sheridan Drive,
Suite 110,
Amherst, NY 14221 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

Richard Dougherty
CFP^®, AIF^®
Echelon Wealth Advisors, LLC

Qualifications
CRD# 5271824
Firm CRD# 39543
Series 7, 66

Minimum Assets Required
$250,000

Address

1159 Pittsford Victor Rd,
Ste 220,
Pittsford, NY 14534 See Details

Advisory Services:

Portfolio Management, Retirement Planning, 401K Rollovers, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts, Annuities, Insurance Planning

Compensation/Fee

Fee-Based, Hourly, Commissions, Based on Assets

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Top 5 Retirement Planning firms in East Amherst, New York (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	100 Corporate Parkway, Suite 338 Amherst, NY, 14226	$1,408,520,588	2249	9	A percentage of AUM, Fixed fees
2	500 Corporate Parkway, Suite 210 Amherst, NY, 14226-1263	$421,081,162	710	6	A percentage of AUM, Hourly charges, Fixed fees
3	4043 Maple Road, Suite 210 A, Amherst, NY, 14226	$124,962,000	653	2	A percentage of AUM
4	646 N. French Rd, Suite 9 Amherst, NY, 14228	$77,741,764	236	3	A percentage of AUM
5	100 Corporate Parkway, Suite 136 Amherst, NY, 14226	$58,027,060	409	8	A percentage of AUM, Fixed fees

Information on Top Retirement Planning firms in East Amherst, New York

NOTTINGHAM ADVISORS INC.

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QualificationsFirm CRD# 104928

Assets Under Management $1,408,520,588

No. Of Clients2249

Clients Per Financial Advisor250

NOTTINGHAM ADVISORS INC. is a financial advisory firm situated in Amherst, New York. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2249 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

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MCCOLLUM CHRISTOFERSON GROUP, LLC

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QualificationsFirm CRD# 268812

Assets Under Management $421,081,162

No. Of Clients710

Clients Per Financial Advisor118

MCCOLLUM CHRISTOFERSON GROUP, LLC is a financial advisory firm situated in Amherst, New York. With a nearly $421M assets under management, the firm specializes in crafting personalized retirement planning solutions for 710 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

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SOVEREIGN ASSET MANAGEMENT

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QualificationsFirm CRD# 285103

Assets Under Management $124,962,000

No. Of Clients653

Clients Per Financial Advisor327

SOVEREIGN ASSET MANAGEMENT is a financial advisory firm situated in Amherst, New York. With a nearly $125M assets under management, the firm specializes in crafting personalized retirement planning solutions for 653 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Portfolio management for individuals and/or small businesses

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MOLLOT & HARDY, INC.

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QualificationsFirm CRD# 128377

Assets Under Management $77,741,764

No. Of Clients236

Clients Per Financial Advisor79

MOLLOT & HARDY, INC. is a financial advisory firm situated in Amherst, New York. With a nearly $78M assets under management, the firm specializes in crafting personalized retirement planning solutions for 236 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Education seminars/workshops

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PATHWAY PARTNERS WEALTH ADVISORS, LLC

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QualificationsFirm CRD# 323507

Assets Under Management $58,027,060

No. Of Clients409

Clients Per Financial Advisor51

PATHWAY PARTNERS WEALTH ADVISORS, LLC is a financial advisory firm situated in Amherst, New York. With a nearly $58M assets under management, the firm specializes in crafting personalized retirement planning solutions for 409 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

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Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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