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Find Retirement Advisors for Retirement Planning in Corning, 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 Corning, New York

Last Updated - May 24, 2025

Corning has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 6 non-vetted advisors in your local area. These retirement advisors in Corning, New York have an average of 12 years of experience.

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List of Qualified Retirement Planning Advisors in Corning, New York

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 6 Retirement Planning firms in Corning, New York (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	181 East Second Street, Corning, NY, 14830	$354,290,207	754	11	A percentage of AUM, Hourly charges, Fixed fees
2	42 E. Market St., Corning, NY, 14830	$295,450,417	1092	6	A percentage of AUM, Hourly charges, Fixed fees
3	27 East Market Street, Corning, NY, 14830	$191,102,881	604	4	A percentage of AUM
4	10 East Market Street, Corning, NY, 14830	$95,722,587	619	5	A percentage of AUM, Hourly charges, Fixed fees
5	4 West Market Street, Corning, NY, 14830	$84,131,507	169	6	A percentage of AUM, Hourly charges, Fixed fees
6	5 East Market Street, Suite 229 Corning, NY, 14830	$78,090,626	131	2	A percentage of AUM, Fixed fees

Information on Top Retirement Planning firms in Corning, New York

SOCHA FINANCIAL GROUP, LLC

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QualificationsFirm CRD# 299263

Assets Under Management $354,290,207

No. Of Clients754

Clients Per Financial Advisor69

SOCHA FINANCIAL GROUP, LLC is a financial advisory firm situated in Corning, New York. With a nearly $354M assets under management, the firm specializes in crafting personalized retirement planning solutions for 754 clients. The team consists of 11 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
Other (TAX PREPARATION)

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BURNS MATTESON CAPITAL MANAGEMENT, LLC

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QualificationsFirm CRD# 118315

Assets Under Management $295,450,417

No. Of Clients1092

Clients Per Financial Advisor182

BURNS MATTESON CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Corning, New York. With a nearly $295M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1092 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
Selection for other advisors

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BCK PARTNERS, INC.

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QualificationsFirm CRD# 181512

Assets Under Management $191,102,881

No. Of Clients604

Clients Per Financial Advisor151

BCK PARTNERS, INC. is a financial advisory firm situated in Corning, New York. With a nearly $191M assets under management, the firm specializes in crafting personalized retirement planning solutions for 604 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

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ROOTED PLANNING GROUP

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QualificationsFirm CRD# 284120

Assets Under Management $95,722,587

No. Of Clients619

Clients Per Financial Advisor124

ROOTED PLANNING GROUP is a financial advisory firm situated in Corning, New York. With a nearly $100M assets under management, the firm specializes in crafting personalized retirement planning solutions for 619 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 services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Education seminars/workshops
Other (TAX PREPARATION)

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ALSWORTH CAPITAL MANAGEMENT, LLC

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QualificationsFirm CRD# 281417

Assets Under Management $84,131,507

No. Of Clients169

Clients Per Financial Advisor28

ALSWORTH CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Corning, New York. With a nearly $84M assets under management, the firm specializes in crafting personalized retirement planning solutions for 169 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
Pesnsion consulting services

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LAKE ROAD ADVISORS, LLC

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QualificationsFirm CRD# 281657

Assets Under Management $78,090,626

No. Of Clients131

Clients Per Financial Advisor66

LAKE ROAD ADVISORS, LLC is a financial advisory firm situated in Corning, New York. With a nearly $78M assets under management, the firm specializes in crafting personalized retirement planning solutions for 131 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
Fixed fees

Financial Planning Services

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

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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