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Find Retirement Advisors for Retirement Planning in Camillus, New York

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Finding the Best Retirement Planners in Camillus, New York

Last Updated - April 25, 2025

Camillus has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Camillus, New York have an average of 22 years of experience.

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List of Qualified Retirement Planning Advisors in Camillus, New York

advisor
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Excelsior Wealth Partners
CFP®, CLU®

Qualifications
CRD# 4199324
Firm CRD# NA
Series 6, 7, 26, 63, 65

Minimum Assets Required
$100,000

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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

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advisor
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Gregory Jennings
OMC Financial Services, Ltd.

Qualifications
CRD# 2169365
Firm CRD# 110528
Series 6, 7, 63, 66

Minimum Assets Required
$100,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Based on Assets

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advisor
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Richard 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

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Top 2 Retirement Planning firms in Camillus, New York (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

5100 West Genesee Street,
Camillus, NY, 13031
$93,081,0573552
A percentage of AUM
2

Shope Advisors Group, 5014 W Genesee St
Camillus, NY, 13031
$57,096,078832
A percentage of AUM, Hourly charges

Information on Top Retirement Planning firms in Camillus, New York

QualificationsFirm CRD# 129860

Assets Under Management $93,081,057

No. Of Clients355

Clients Per Financial Advisor178

NEWMAN LADD CAPITAL ADVISORS, LLC. is a financial advisory firm situated in Camillus, New York. With a nearly $93M assets under management, the firm specializes in crafting personalized retirement planning solutions for 355 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

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
View Full Profile

QualificationsFirm CRD# 144056

Assets Under Management $57,096,078

No. Of Clients83

Clients Per Financial Advisor42

SHOPE ADVISORS GROUP is a financial advisory firm situated in Camillus, New York. With a nearly $57M assets under management, the firm specializes in crafting personalized retirement planning solutions for 83 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
  • Hourly charges

Financial Planning Services

  • Financial planning services
View Full Profile

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