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Find Retirement Advisors for Retirement Planning in Clifton Park, 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 Clifton Park, New York
Last Updated - April 18, 2024Clifton Park has 2 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 Clifton Park, New York have an average of 17 years of experience.
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List of Qualified Retirement Planning Advisors in Clifton Park, New York
VERIFIEDJ. Christopher (Chris) Aiello
JD
Aiello Wealth Management
Qualifications
CRD# 1763863
Firm CRD# 171070
Series 65
Minimum Assets Required
$15,000,000
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-Only, Flat Fee, Based on Assets
VERIFIEDBryant Asset Management
CFA®, CHARTERED FINANCIAL ANALYST
Qualifications
CRD# 5524806
Firm CRD# 8032
Series 6, 7, 24, 51, 63
Minimum Assets Required
Not Specified
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
Commissions, Flat Fee, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 2 Retirement Planning firms in Clifton Park, New York (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC 10 Maxwell Drive, Suite 104b Clifton Park, NY, 12065 | $165,000,000 | 449 | 1 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | CAPITAL FINANCIAL SERVICES LLC 855 Route 146, Suite 180 Clifton Park, NY, 12065 | $127,604,183 | 484 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Clifton Park, New York
QualificationsFirm CRD# 125689
Assets Under Management $165,000,000
No. Of Clients449
Clients Per Financial Advisor449
CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC is a financial advisory firm situated in Clifton Park, New York. With a nearly $165M assets under management, the firm specializes in crafting personalized retirement planning solutions for 449 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 107960
Assets Under Management $127,604,183
No. Of Clients484
Clients Per Financial Advisor97
CAPITAL FINANCIAL SERVICES LLC is a financial advisory firm situated in Clifton Park, New York. With a nearly $128M assets under management, the firm specializes in crafting personalized retirement planning solutions for 484 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
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Looking for more choices? Use our free match service to compare retirement planners serving your area.