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 Garden City, 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 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 Garden City, New York
Last Updated - April 25, 2025Garden City has 17 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 14 non-vetted advisors in your local area. These retirement advisors in Garden City, New York have an average of 21 years of experience.
HELP ME FIND MY PLANNER
List of Qualified Retirement Planning Advisors in Garden City, New York
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Address
- 1130 RXR Plaza,
Suite 1130,
Uniondale, NY 11556 See Details - 340 Madison Avenue,
New York, NY 10173 See Details - 10 Bank Street,
Suite 1215,
White Plains, NY 10606 See Details - 900 South Avenue,
Suite 203,
Staten Island, NY 10314 See Details - 328 Newman Springs Road,
Suite 1,
Red Bank, NJ 07701 See Details - 51 John F Kennedy Parkway,
Suite 270,
Short Hills, NJ 07078 See Details
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDAnthony M. Errico
Port Capital Management
Qualifications
CRD# 5679112
Firm CRD# 330252
Series 7, 63, 65, 66
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDAltfest Personal Wealth Management
CPA, CFP®, CFA®, ChFC®
Qualifications
Firm CRD# 110130
Series 65, 66
Minimum Assets Required
$1,000,000
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
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDDan Brady
Savvy Advisors
Qualifications
CRD# 2172300
Firm CRD# 318493
Minimum Assets Required
$250,000
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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
Advisory Services:
Financial Planning, Portfolio Management, Wealth Management, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDLouis Green
CFP®, CPWA®, CFA®
Savvy Advisors
Qualifications
CRD# 2790531
Firm CRD# 318493
Minimum Assets Required
$250,000
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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Only, Hourly, Flat Fee, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based
VERIFIEDGerard Gruber
CFP®, CDFA®
Harbor West Wealth Management & Planning
Qualifications
CRD# 4469120
Firm CRD# 120894
Minimum Assets Required
$100,000
Advisory Services:
Not Specified
Compensation/Fee
Not Specified
VERIFIEDDoug Frew
CFP®, ChFC®, AWMA®
BroadFront Capital Management
Qualifications
CRD# 6030529
Firm CRD# 6413
Series 7, 63, 66
Minimum Assets Required
$250,000
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-Based, Commissions, Flat Fee, Based on Assets
VERIFIEDFrank Lepore
Bleakley Financial Group
Qualifications
CRD# 4695659
Firm CRD# 318366
Series 6, 7, 65, 66
Minimum Assets Required
$250,000
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
VERIFIEDQualifications
Firm CRD# 288239
Series 7, 66
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
Fee-Based, Flat Fee, Based on Assets
VERIFIEDJim Kilcommons
CFP®
Princeton Global
Qualifications
CRD# 1340382
Firm CRD# 146644
Minimum Assets Required
$0
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
Compensation/Fee
Fee-Based, Hourly, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 14 Retirement Planning firms in Garden City, New York (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 1010 Franklin Avenue, Garden City, NY, 11530 | $2,411,710,381 | 1562 | 24 | A percentage of AUM |
| 2 | 377 Oak Street, Suite 403 Garden City, NY, 11530 | $1,716,000,000 | 3931 | 32 | A percentage of AUM, Hourly charges, Fixed fees |
| 3 | 401 Franklin Avenue, Suite 202b Garden City, NY, 11530 | $920,386,342 | 163 | 10 | A percentage of AUM, Fixed fees, Performance Based |
| 4 | 585 Stewart Ave, Suite 620 Garden City, NY, 11530 | $549,233,622 | 1604 | 6 | A percentage of AUM, Hourly charges, Fixed fees |
| 5 | 666 Old Country Road, Suite 505 Garden City, NY, 11530 | $243,013,873 | 259 | 6 | A percentage of AUM, Fixed fees |
| 6 | 1305 Franklin Ave, Suite 300 Garden City, NY, 11530 | $176,705,839 | 729 | 5 | A percentage of AUM, Hourly charges, Fixed fees |
| 7 | 585 Stewart Ave., Suite 314, Garden City, NY, 11530 | $143,735,154 | 216 | 4 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based |
| 8 | 1461 Franklin Ave, Garden City, NY, 11530 | $125,300,000 | 370 | 2 | A percentage of AUM, Hourly charges, Fixed fees |
| 9 | 990 Stewart Avenue, Suite 190 Garden City, NY, 11530 | $110,207,796 | 426 | 4 | A percentage of AUM |
| 10 | 59 Hilton Avenue, Suite 101, Garden City, NY, 11530 | $99,732,399 | 172 | 6 | A percentage of AUM, Performance Based |
| 11 | 1042 Franklin Avenue, Suite 110 Garden City, NY, 11530 | $86,200,000 | 240 | 2 | A percentage of AUM, Hourly charges |
| 12 | 9 Endo Blvd., Garden City, NY, 11530 | $82,359,960 | 432 | 18 | A percentage of AUM, Other (SELECTION OF OTHER ADVISORS) |
| 13 | 1325 Franklin Ave, Ste. 255 Garden City, NY, 11530 | $55,298,890 | 327 | 1 | A percentage of AUM, Hourly charges |
| 14 | 1044 Franklin Avenue, Suite 205 Garden City, NY, 11530 | $0 | 0 | 5 | A percentage of AUM, Fixed fees, Other (PERCENTAGE OF ASSETS UNDER ADVISEMENT) |
Information on Top Retirement Planning firms in Garden City, New York
QualificationsFirm CRD# 116357
Assets Under Management $2,411,710,381
No. Of Clients1562
Clients Per Financial Advisor65
HILTON CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Garden City, New York. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1562 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
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 107434
Assets Under Management $1,716,000,000
No. Of Clients3931
Clients Per Financial Advisor123
UNITED ASSET STRATEGIES INC. is a financial advisory firm situated in Garden City, New York. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3931 clients. The team consists of 32 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
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 282517
Assets Under Management $920,386,342
No. Of Clients163
Clients Per Financial Advisor16
PITON INVESTMENT MANAGEMENT, LP is a financial advisory firm situated in Garden City, New York. With a nearly $920M assets under management, the firm specializes in crafting personalized retirement planning solutions for 163 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Other (CONSULTING)
QualificationsFirm CRD# 152689
Assets Under Management $549,233,622
No. Of Clients1604
Clients Per Financial Advisor267
FLYNN ZITO CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Garden City, New York. With a nearly $549M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1604 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
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
QualificationsFirm CRD# 133839
Assets Under Management $243,013,873
No. Of Clients259
Clients Per Financial Advisor43
WILMINGTON CAPITAL SECURITIES, LLC is a financial advisory firm situated in Garden City, New York. With a nearly $243M assets under management, the firm specializes in crafting personalized retirement planning solutions for 259 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
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 288810
Assets Under Management $176,705,839
No. Of Clients729
Clients Per Financial Advisor146
BRIXTON CAPITAL WEALTH ADVISORS, LLC is a financial advisory firm situated in Garden City, New York. With a nearly $177M assets under management, the firm specializes in crafting personalized retirement planning solutions for 729 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
- Selection for other advisors
- Publication of periodicals and newsletters
QualificationsFirm CRD# 118999
Assets Under Management $143,735,154
No. Of Clients216
Clients Per Financial Advisor54
THE BENDIX FINANCIAL GROUP, INC. is a financial advisory firm situated in Garden City, New York. With a nearly $144M assets under management, the firm specializes in crafting personalized retirement planning solutions for 216 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
- Hourly charges
- Fixed fees
- Commission Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 306342
Assets Under Management $125,300,000
No. Of Clients370
Clients Per Financial Advisor185
HEGARTY ADVISORS, LLC is a financial advisory firm situated in Garden City, New York. With a nearly $125M assets under management, the firm specializes in crafting personalized retirement planning solutions for 370 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
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 295068
Assets Under Management $110,207,796
No. Of Clients426
Clients Per Financial Advisor107
STEPHEN J. GARRY & ASSOCIATES, LLC is a financial advisory firm situated in Garden City, New York. With a nearly $110M assets under management, the firm specializes in crafting personalized retirement planning solutions for 426 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
QualificationsFirm CRD# 282254
Assets Under Management $99,732,399
No. Of Clients172
Clients Per Financial Advisor29
FIRST AMERICAN ASSET ADVISORY, LLC is a financial advisory firm situated in Garden City, New York. With a nearly $100M assets under management, the firm specializes in crafting personalized retirement planning solutions for 172 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
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 110508
Assets Under Management $86,200,000
No. Of Clients240
Clients Per Financial Advisor120
MEADOWBROOK WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Garden City, New York. With a nearly $86M assets under management, the firm specializes in crafting personalized retirement planning solutions for 240 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
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 115122
Assets Under Management $82,359,960
No. Of Clients432
Clients Per Financial Advisor24
CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC is a financial advisory firm situated in Garden City, New York. With a nearly $82M assets under management, the firm specializes in crafting personalized retirement planning solutions for 432 clients. The team consists of 18 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Other (SELECTION OF OTHER ADVISORS)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 126274
Assets Under Management $55,298,890
No. Of Clients327
Clients Per Financial Advisor327
LESLIE MARIE GIORDANO is a financial advisory firm situated in Garden City, New York. With a nearly $55M assets under management, the firm specializes in crafting personalized retirement planning solutions for 327 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
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
QualificationsFirm CRD# 334002
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
FIVE ELEVEN FAMILY OFFICE LLC is a financial advisory firm situated in Garden City, New York. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 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
- Fixed fees
- Other (PERCENTAGE OF ASSETS UNDER ADVISEMENT)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
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 Brooklyn, New York
- Retirement Planners in Buffalo, New York
- Retirement Planners in Clifton Park, New York
- Retirement Planners in Commack, New York
- Retirement Planners in East Syracuse, New York
- Retirement Planners in Garden City, New York
- Retirement Planners in Hauppauge, New York
- Retirement Planners in Latham, New York
- Retirement Planners in Massapequa, New York
- Retirement Planners in New York, New York
- Retirement Planners in Pittsford, New York
- Retirement Planners in Rochester, New York
- Retirement Planners in Sackets Harbor, New York
- Retirement Planners in Slingerlands, New York
- Retirement Planners in Staten Island, New York
- Retirement Planners in Syracuse, New York
- Retirement Planners in Tarrytown, New York
- Retirement Planners in White Plains, New York
Looking for more choices? Use our free match service to compare retirement planners serving your area.