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Find Retirement Advisors for Retirement Planning in Getzville, 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 Getzville, New York
Last Updated - April 18, 2024Getzville has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 1 non-vetted advisors in your local area. These retirement advisors in Getzville, New York have an average of 24 years of experience.
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List of Qualified Retirement Planning Advisors in Getzville, New York
VERIFIEDNicholas J Efthemis
CFP®, CRPS®
Emergent Wealth Advisors, LLC
Qualifications
CRD# 2821400
Firm CRD# 6363
Series 7, 65, 66
Minimum Assets Required
$100,000
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDSnowden Lane Partners
CFP®, CRPC®, CPFA
Qualifications
CRD# 2522503
Firm CRD# 157299
Series 7, 65, 66
Minimum Assets Required
$250,000
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, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Commissions, Based on Assets
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
VERIFIEDRichard 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
Since 1998
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Top 1 Retirement Planning firms in Getzville, New York (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | LANDMARK WEALTH MANAGEMENT 2410 North Forest Road, Suite 101 Getzville, NY, 14068 | $390,975,200 | 244 | 6 | A Percentage of AUM |
Information on Top Retirement Planning firms in Getzville, New York
QualificationsFirm CRD# 109379
Assets Under Management $390,975,200
No. Of Clients244
Clients Per Financial Advisor41
LANDMARK WEALTH MANAGEMENT is a financial advisory firm situated in Getzville, New York. With a nearly $391M assets under management, the firm specializes in crafting personalized retirement planning solutions for 244 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
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
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Looking for more choices? Use our free match service to compare retirement planners serving your area.