Directory of Professional Retirement Planners
National Coverage
Local Professionals
matched to your specific needs
No obligation to hire
Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
Find Retirement Advisors for Retirement Planning in East Amherst, New York
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 you 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 registrations check. 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 - April 12, 2024East Amherst has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 7 non-vetted advisors in your local area. These retirement advisors in East Amherst, New York have an average of 24 years of experience.
HELP ME FIND MY PLANNER
List of Qualified Retirement Planning Advisors in East Amherst, New York
VERIFIEDNicholas J Efthemis
CFP®, CRPS®
Emergent Wealth Advisors, LLC
Qualifications
CRD# 2821400
Firm CRD# 6363
Series 7, 65, 66
Minimum Assets Required
$100,000
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDSnowden Lane Partners
CFP®, CRPC®, CPFA
Qualifications
CRD# 2522503
Firm CRD# 157299
Series 7, 65, 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Commissions, Based on Assets
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
VERIFIEDRichard Dougherty
CFP®, AIF®
Echelon Wealth Advisors, LLC
Qualifications
CRD# 5271824
Firm CRD# 39543
Series 7, 66
Minimum Assets Required
$250,000
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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 7 Retirement Planning firms in East Amherst, New York (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | NOTTINGHAM ADVISORS INC. 100 Corporate Parkway, Suite 338 Amherst, NY, 14226 | $1,301,009,315 | 2246 | 12 | A Percentage of AUM, Fixed Fees |
| 2 | ARBOR CAPITAL MANAGEMENT CORP 100 Corporate Pkwy, Suite 308 Amherst, NY, 14226 | $942,340,248 | 407 | 7 | A Percentage of AUM, Hourly charges |
| 3 | LEVEL FINANCIAL ADVISORS, INC. 9310 Transit Road, Suite 300 Amherst, NY, 14051 | $529,563,529 | 1861 | 14 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | MCCOLLUM CHRISTOFERSON GROUP, LLC 500 Corporate Parkway, Suite 210 Amherst, NY, 14226 | $378,113,283 | 736 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | SOVEREIGN ASSET MANAGEMENT 4043 Maple Road, Suite 210 A, Amherst, NY, 14226 | $97,750,000 | 622 | 2 | A Percentage of AUM |
| 6 | MOLLOT & HARDY, INC. 646 N. French Rd, Suite 9 Amherst, NY, 14228 | $75,938,298 | 181 | 4 | A Percentage of AUM |
| 7 | SUNBRIDGE MANAGEMENT, INC. 8600 Transit Road, Amherst, NY, 14051 | $34,000,000 | 330 | 1 | A Percentage of AUM |
Information on Top Retirement Planning firms in East Amherst, New York
QualificationsFirm CRD# 104928
Assets Under Management $1,301,009,315
No. Of Clients2246
Clients Per Financial Advisor187
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 2246 clients. The team consists of 12 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
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 106461
Assets Under Management $942,340,248
No. Of Clients407
Clients Per Financial Advisor58
ARBOR CAPITAL MANAGEMENT CORP is a financial advisory firm situated in Amherst, New York. With a nearly $942M assets under management, the firm specializes in crafting personalized retirement planning solutions for 407 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 110641
Assets Under Management $529,563,529
No. Of Clients1861
Clients Per Financial Advisor133
LEVEL FINANCIAL ADVISORS, INC. is a financial advisory firm situated in Amherst, New York. With a nearly $530M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1861 clients. The team consists of 14 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
- Portfolio Management for Individuals
- Pension Consulting Services
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 268812
Assets Under Management $378,113,283
No. Of Clients736
Clients Per Financial Advisor147
MCCOLLUM CHRISTOFERSON GROUP, LLC is a financial advisory firm situated in Amherst, New York. With a nearly $378M assets under management, the firm specializes in crafting personalized retirement planning solutions for 736 clients. The team consists of 5 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
- Portfolio Management for Individuals
QualificationsFirm CRD# 285103
Assets Under Management $97,750,000
No. Of Clients622
Clients Per Financial Advisor311
SOVEREIGN ASSET MANAGEMENT is a financial advisory firm situated in Amherst, New York. With a nearly $100M assets under management, the firm specializes in crafting personalized retirement planning solutions for 622 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
QualificationsFirm CRD# 128377
Assets Under Management $75,938,298
No. Of Clients181
Clients Per Financial Advisor45
MOLLOT & HARDY, INC. is a financial advisory firm situated in Amherst, New York. With a nearly $76M assets under management, the firm specializes in crafting personalized retirement planning solutions for 181 clients. The team consists of 4 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
- Portfolio Management for Individuals
- Educational Seminars/ Workshops
QualificationsFirm CRD# 126299
Assets Under Management $34,000,000
No. Of Clients330
Clients Per Financial Advisor330
SUNBRIDGE MANAGEMENT, INC. is a financial advisory firm situated in Amherst, New York. With a nearly $34M assets under management, the firm specializes in crafting personalized retirement planning solutions for 330 clients. The team consists of 1 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
- Portfolio Management for Individuals
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Buffalo, New York
- Retirement Planners in Burnt Hills, New York
- Retirement Planners in Garden City, New York
- Retirement Planners in Hawthorne, New York
- Retirement Planners in Latham, New York
- Retirement Planners in New York, New York
- Retirement Planners in Pittsford, New York
- Retirement Planners in Port Chester, New York
- Retirement Planners in Rochester, New York
- Retirement Planners in Slingerlands, New York
- Retirement Planners in Syracuse, New York
Looking for more choices? Use our free match service to compare retirement planners serving your area.