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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 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 Garden City, New York
Last Updated - April 27, 2024Garden City has 12 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 18 years of experience.
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List of Qualified Retirement Planning Advisors in Garden City, New York
VERIFIEDMatt Cuiffo
CFP®
Edelman Financial Engines, LLC
Qualifications
CRD# 2867751
Firm CRD# 104510
Series 65, 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
VERIFIEDWalter Varian
Edelman Financial Engines, LLC
Qualifications
CRD# 5322696
Firm CRD# 104510
Series 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
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
Advisory Services:
Financial Planning, Portfolio Management, Wealth Management, Estate Planning & Trusts.
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDMasa Yamazaki
CPWA®, CEPA®, CDFA®
Oxler Private Wealth
Qualifications
CRD# 2526772
Firm CRD# 309684
Series 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, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDCharles Helme
BH Asset Management, LLC
Qualifications
CRD# 712007
Firm CRD# 152117
Series 65
Minimum Assets Required
$500,000
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
VERIFIEDJennifer Keiling
CRPC®
Edelman Financial Engines, LLC
Qualifications
CRD# 5311689
Firm CRD# 104510
Series 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
VERIFIEDChristopher Badaracco
CFP®, EA
Rose Wealth Advisors
Qualifications
CRD# 7076172
Firm CRD# 7076172
Minimum Assets Required
$500,000
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based, Hourly, Flat Fee, Based on Assets
VERIFIEDHIGHLAND Financial Advisors, LLC
RLP ®, CFP®, AIF®
Qualifications
CRD# 2063878
Firm CRD# 125838
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
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
VERIFIEDMichael Klein
CFP®
Bleakley Financial Group
Qualifications
CRD# 6281153
Firm CRD# 318366
Series 7, 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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Flat Fee, 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 | HILTON CAPITAL MANAGEMENT, LLC 1010 Franklin Avenue, Garden City, NY, 11530 | $2,309,263,120 | 1762 | 25 | A Percentage of AUM |
| 2 | UNITED ASSET STRATEGIES INC. 377 Oak Street, Suite 403 Garden City, NY, 11530 | $1,328,700,000 | 3656 | 30 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | PITON INVESTMENT MANAGEMENT, LP 401 Franklin Avenue, Suite 202b Garden City, NY, 11530 | $973,101,300 | 154 | 11 | A Percentage of AUM, Fixed Fees, Performance Based |
| 4 | FLYNN ZITO CAPITAL MANAGEMENT, LLC 585 Stewart Ave, Suite 620 Garden City, NY, 11530 | $470,214,085 | 1525 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | WILMINGTON CAPITAL SECURITIES, LLC 600 Old Country Road, Suite 200 Garden City, NY, 11530 | $222,703,879 | 180 | 6 | A Percentage of AUM, Fixed Fees |
| 6 | BRIXTON CAPITAL WEALTH ADVISORS, LLC 1305 Franklin Ave, Suite 300 Garden City, NY, 11530 | $116,401,171 | 515 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 7 | THE BENDIX FINANCIAL GROUP, INC. 585 Stewart Ave., Suite 314, Garden City, NY, 11530 | $115,303,429 | 204 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based |
| 8 | PRIVATE CLIENT ASSET MANAGEMENT, INC. 401 Franklin Ave, Suite 110, Garden City, NY, 11530 | $108,406,248 | 708 | 2 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 9 | STEPHEN J. GARRY & ASSOCIATES, LLC 990 Stewart Avenue, Suite 190 Garden City, NY, 11530 | $93,825,551 | 425 | 3 | A Percentage of AUM |
| 10 | FIRST AMERICAN ASSET ADVISORY, LLC 59 Hilton Avenue, Suite 101, Garden City, NY, 11530 | $81,390,586 | 141 | 6 | A Percentage of AUM, Performance Based |
| 11 | CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC 9 Endo Blvd., Garden City, NY, 11530 | $75,665,204 | 436 | 18 | A Percentage of AUM, Other (SELECTION OF OTHER ADVISORS) |
| 12 | MEADOWBROOK WEALTH MANAGEMENT, LLC 1044 Franklin Avenue, Suite 204 Garden City, NY, 11530 | $50,800,000 | 80 | 2 | A Percentage of AUM, Hourly charges |
| 13 | HEGARTY ADVISORS, LLC 1461 Franklin Ave, Garden City, NY, 11530 | $50,748,256 | 230 | 1 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 14 | PURSINO ADVISORY GROUP LLC 1325 Franklin Avenue, Suite 255 Garden City, NY, 11530 | $42,587,854 | 140 | 1 | A Percentage of AUM |
Information on Top Retirement Planning firms in Garden City, New York
QualificationsFirm CRD# 116357
Assets Under Management $2,309,263,120
No. Of Clients1762
Clients Per Financial Advisor70
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 1762 clients. The team consists of 25 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
- Portfolio Management for Investment
- Portfolio Management for Business
QualificationsFirm CRD# 107434
Assets Under Management $1,328,700,000
No. Of Clients3656
Clients Per Financial Advisor122
UNITED ASSET STRATEGIES INC. is a financial advisory firm situated in Garden City, New York. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3656 clients. The team consists of 30 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
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 282517
Assets Under Management $973,101,300
No. Of Clients154
Clients Per Financial Advisor14
PITON INVESTMENT MANAGEMENT, LP is a financial advisory firm situated in Garden City, New York. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 154 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
- Fixed Fees
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for Business
QualificationsFirm CRD# 152689
Assets Under Management $470,214,085
No. Of Clients1525
Clients Per Financial Advisor254
FLYNN ZITO CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Garden City, New York. With a nearly $470M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1525 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Publication of periodicals or Newsleters
QualificationsFirm CRD# 133839
Assets Under Management $222,703,879
No. Of Clients180
Clients Per Financial Advisor30
WILMINGTON CAPITAL SECURITIES, LLC is a financial advisory firm situated in Garden City, New York. With a nearly $223M assets under management, the firm specializes in crafting personalized retirement planning solutions for 180 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
- Portfolio Management for Individuals
QualificationsFirm CRD# 288810
Assets Under Management $116,401,171
No. Of Clients515
Clients Per Financial Advisor86
BRIXTON CAPITAL WEALTH ADVISORS, LLC is a financial advisory firm situated in Garden City, New York. With a nearly $116M assets under management, the firm specializes in crafting personalized retirement planning solutions for 515 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
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 118999
Assets Under Management $115,303,429
No. Of Clients204
Clients Per Financial Advisor51
THE BENDIX FINANCIAL GROUP, INC. is a financial advisory firm situated in Garden City, New York. With a nearly $115M assets under management, the firm specializes in crafting personalized retirement planning solutions for 204 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
- Portfolio Management for Individuals
QualificationsFirm CRD# 147052
Assets Under Management $108,406,248
No. Of Clients708
Clients Per Financial Advisor354
PRIVATE CLIENT ASSET MANAGEMENT, INC. is a financial advisory firm situated in Garden City, New York. With a nearly $108M assets under management, the firm specializes in crafting personalized retirement planning solutions for 708 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
- Portfolio Management for Individuals
QualificationsFirm CRD# 295068
Assets Under Management $93,825,551
No. Of Clients425
Clients Per Financial Advisor142
STEPHEN J. GARRY & ASSOCIATES, LLC is a financial advisory firm situated in Garden City, New York. With a nearly $94M assets under management, the firm specializes in crafting personalized retirement planning solutions for 425 clients. The team consists of 3 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
- Portfolio Management for Individuals
QualificationsFirm CRD# 282254
Assets Under Management $81,390,586
No. Of Clients141
Clients Per Financial Advisor24
FIRST AMERICAN ASSET ADVISORY, LLC is a financial advisory firm situated in Garden City, New York. With a nearly $81M assets under management, the firm specializes in crafting personalized retirement planning solutions for 141 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
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 115122
Assets Under Management $75,665,204
No. Of Clients436
Clients Per Financial Advisor24
CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC is a financial advisory firm situated in Garden City, New York. With a nearly $76M assets under management, the firm specializes in crafting personalized retirement planning solutions for 436 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 110508
Assets Under Management $50,800,000
No. Of Clients80
Clients Per Financial Advisor40
MEADOWBROOK WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Garden City, New York. With a nearly $51M assets under management, the firm specializes in crafting personalized retirement planning solutions for 80 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
- Portfolio Management for Individuals
QualificationsFirm CRD# 306342
Assets Under Management $50,748,256
No. Of Clients230
Clients Per Financial Advisor230
HEGARTY ADVISORS, LLC is a financial advisory firm situated in Garden City, New York. With a nearly $51M assets under management, the firm specializes in crafting personalized retirement planning solutions for 230 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
QualificationsFirm CRD# 166614
Assets Under Management $42,587,854
No. Of Clients140
Clients Per Financial Advisor140
PURSINO ADVISORY GROUP LLC is a financial advisory firm situated in Garden City, New York. With a nearly $43M assets under management, the firm specializes in crafting personalized retirement planning solutions for 140 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
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
Retirement Planners Near You
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