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Find Retirement Advisors for Retirement Planning in Briarcliff Manor, 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 Briarcliff Manor, New York

Last Updated - April 13, 2024

Briarcliff Manor has 11 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Briarcliff Manor, New York have an average of 19 years of experience.

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List of Qualified Retirement Planning Advisors in Briarcliff Manor, New York

VERIFIED

Masa Yamazaki
CPWA^®, CEPA^®, CDFA^®
Oxler Private Wealth

Qualifications
CRD# 2526772
Firm CRD# 309684
Series 66

Minimum Assets Required
$1,000,000

Address

800 Westchester Ave,
Suite 641N,
Rye Brook, NY 10573 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

Charles Helme
BH Asset Management, LLC

Qualifications
CRD# 712007
Firm CRD# 152117
Series 65

Minimum Assets Required
$500,000

Address

777 W Putnam Ave. 3rd Floor,
Greenwich, CT 06830 See Details

Advisory Services:

Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Annuities, Insurance Planning.

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

Christopher Badaracco
CFP^®, EA
Rose Wealth Advisors

Qualifications
CRD# 7076172
Firm CRD# 7076172

Minimum Assets Required
$500,000

Address

20 N Central Avenue suite 2 Ramsey,
Ramsey, NJ 07446 See Details

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based, Hourly, Flat Fee, Based on Assets

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VERIFIED

HIGHLAND Financial Advisors, LLC
RLP ^®, CFP^®, AIF^®

Qualifications
CRD# 2063878
Firm CRD# 125838

Minimum Assets Required
$1,000,000

Address

1680 Route 23 N,
Suite 210,
Wayne, NJ 07470 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

Altfest Personal Wealth Management
CPA, CFP^®, CFA^®, ChFC^®

Qualifications
Firm CRD# 110130
Series 65, 66

Minimum Assets Required
$1,000,000

Address

445 Park Avenue,
6th Floor,
New York, NY 10022 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

Peter Levine
CFP^®, CLU^®, ChFC^®
Ameriprise Financial Services, LLC

Qualifications
CRD# 4022345
Firm CRD# 6363
Series 7, 63

Minimum Assets Required
$100,000

Address

481 8th Avenue,
Suite 1130,
New York, NY 10001 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Commissions, Flat Fee, Based on Assets

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VERIFIED

Walter Varian
Edelman Financial Engines, LLC

Qualifications
CRD# 5322696
Firm CRD# 104510
Series 65

Minimum Assets Required
Not Specified

Address

340 Madison Avenue,
New York, NY 10173 See Details

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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VERIFIED

Frank Lepore
Bleakley Financial Group

Qualifications
CRD# 4695659
Firm CRD# 318366
Series 6, 7, 65, 66

Minimum Assets Required
$250,000

Address

100 Passaic Avenue,
Suite 300,
Fairfield, NJ 07004 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Flat Fee

Find An Advisor

VERIFIED

Michael Klein
CFP^®
Bleakley Financial Group

Qualifications
CRD# 6281153
Firm CRD# 318366
Series 7, 66

Minimum Assets Required
$250,000

Address

100 Passaic Ave,
Suite 300,
Fairfield, NJ 07004 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Matt Cuiffo
CFP^®
Edelman Financial Engines, LLC

Qualifications
CRD# 2867751
Firm CRD# 104510
Series 65, 66

Minimum Assets Required
Not Specified

Address

1130 RXR Plaza,
Uniondale, NY 11556 See Details

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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VERIFIED

Jennifer Keiling
CRPC^®
Edelman Financial Engines, LLC

Qualifications
CRD# 5311689
Firm CRD# 104510
Series 65

Minimum Assets Required
Not Specified

Address

328 Newman Springs Road,
Red Bank, NJ 07701 See Details

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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Top 3 Retirement Planning firms in Briarcliff Manor, New York (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	SAW MILL CAPITAL L.L.C. 555 Pleasantville Rd, South Bldg #220 Briarcliff Manor, NY, 10510	$709,768,007	6	24	A Percentage of AUM, Performance Based
2	ELM RIDGE MANAGEMENT, LLC 298 Scarborough Rd, Briarcliff Manor, NY, 10510	$177,990,727	1	2	A Percentage of AUM, Performance Based
3	TIMBER POINT CAPITAL MANAGEMENT 555 Pleasantville Rd, Ste N202 Briarcliff Manor, NY, 10510	$32,520,345	2	4	A Percentage of AUM, Fixed Fees

Information on Top Retirement Planning firms in Briarcliff Manor, New York

SAW MILL CAPITAL L.L.C.

Find an Advisor

QualificationsFirm CRD# 156472

Assets Under Management $709,768,007

No. Of Clients6

Clients Per Financial Advisor0

SAW MILL CAPITAL L.L.C. is a financial advisory firm situated in Briarcliff Manor, New York. With a nearly $710M assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 24 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A Percentage of AUM
Performance Based

Financial Planning Services

Portfolio Management for pooled Investment

View Full Profile

ELM RIDGE MANAGEMENT, LLC

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QualificationsFirm CRD# 154508

Assets Under Management $177,990,727

No. Of Clients1

Clients Per Financial Advisor1

ELM RIDGE MANAGEMENT, LLC is a financial advisory firm situated in Briarcliff Manor, New York. With a nearly $178M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 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
Performance Based

Financial Planning Services

Portfolio Management for pooled Investment

View Full Profile

TIMBER POINT CAPITAL MANAGEMENT

Find an Advisor

QualificationsFirm CRD# 307366

Assets Under Management $32,520,345

No. Of Clients2

Clients Per Financial Advisor1

TIMBER POINT CAPITAL MANAGEMENT is a financial advisory firm situated in Briarcliff Manor, New York. With a nearly $33M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 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
Fixed Fees

Financial Planning Services

Portfolio Management for Investment

View Full Profile

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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