National Retirement Planning Experts

National Coverage
Local Professionals

Compare 2-3 financial advisors near you
matched to your specific needs
Free match service |
No obligation to hire

Personalized advice for Portfolio
Size of 100K and above

FINRA/SEC Registered Advisors

Find Retirement Advisors for Retirement Planning in Great Neck, 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 Great Neck, New York

Last Updated - April 25, 2025

Great Neck has 17 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 8 non-vetted advisors in your local area. These retirement advisors in Great Neck, New York have an average of 21 years of experience.

I want to start planning.
HELP ME FIND MY PLANNER

Your Information is Safe and Secure

List of Qualified Retirement Planning Advisors in Great Neck, New York

advisor
vector.svg VERIFIED

Anthony 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

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

Altfest 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

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

Dan 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

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 302050

Minimum Assets Required
$0

Advisory Services:

Financial Planning, Portfolio Management, Wealth Management, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

Louis 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

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

Frank 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

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

Gerard 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

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

Doug 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

Find An Advisor arrow-right
advisor

Qualifications
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

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

Jim 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

Find An Advisor arrow-right

Top 8 Retirement Planning firms in Great Neck, New York (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

1010 Northern Boulevard, Suite 308
Great Neck, NY, 11021-5317
$2,160,456,028933
Fixed fees
2

60 Cutter Mill Road, Suite 601
Great Neck, NY, 11021
$448,376,590213
A percentage of AUM, Performance Based
3

1010 Northern Boulevard, Suite 310
Great Neck, NY, 11021
$322,682,0387066
A percentage of AUM, Fixed fees
4

111 Great Neck Road, Suite 210
Great Neck, NY, 11021
$146,390,09576
A percentage of AUM, Performance Based
5

475 Northern Blvd, Ste 26
Great Neck, NY, 11021
$102,956,8811313
A percentage of AUM, Hourly charges
6

185 Great Neck Road, Suite 306
Great Neck, NY, 11021
$90,764,9982273
A percentage of AUM, Fixed fees, Performance Based
7

60 Cutter Mill Road, Suite 100-G
Great Neck, NY, 11021
$73,838,8643651
A percentage of AUM, Fixed fees
8

175 Great Neck Rd, Suite 405
Great Neck, NY, 11021
$55,596,000472
A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Great Neck, New York

QualificationsFirm CRD# 164981

Assets Under Management $2,160,456,028

No. Of Clients93

Clients Per Financial Advisor31

STONE HILL FIDUCIARY MANAGEMENT, LLC is a financial advisory firm situated in Great Neck, New York. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 93 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Fixed fees

Financial Planning Services

  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Other (ERISA 3(16) MANAGING FIDUCIARY SERVICES)
View Full Profile

QualificationsFirm CRD# 161490

Assets Under Management $448,376,590

No. Of Clients2

Clients Per Financial Advisor0

SAG HARBOR CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Great Neck, New York. With a nearly $448M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 13 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 pooled investment vehicles
View Full Profile

QualificationsFirm CRD# 306548

Assets Under Management $322,682,038

No. Of Clients706

Clients Per Financial Advisor118

PALUMBO WEALTH MANAGEMENT LLC is a financial advisory firm situated in Great Neck, New York. With a nearly $323M assets under management, the firm specializes in crafting personalized retirement planning solutions for 706 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
  • Pesnsion consulting services
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 136650

Assets Under Management $146,390,095

No. Of Clients7

Clients Per Financial Advisor1

CROSS SHORE CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Great Neck, New York. With a nearly $146M assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 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 investment companies
  • Portfolio management for pooled investment vehicles
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 124722

Assets Under Management $102,956,881

No. Of Clients131

Clients Per Financial Advisor44

KUTZ AND COMPANY INC. is a financial advisory firm situated in Great Neck, New York. With a nearly $103M assets under management, the firm specializes in crafting personalized retirement planning solutions for 131 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
  • Hourly charges

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
View Full Profile

QualificationsFirm CRD# 149171

Assets Under Management $90,764,998

No. Of Clients227

Clients Per Financial Advisor76

RGA INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Great Neck, New York. With a nearly $91M assets under management, the firm specializes in crafting personalized retirement planning solutions for 227 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
  • Fixed fees
  • Performance Based

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
View Full Profile

QualificationsFirm CRD# 306820

Assets Under Management $73,838,864

No. Of Clients365

Clients Per Financial Advisor365

THE WEALTHPLAN LLC is a financial advisory firm situated in Great Neck, New York. With a nearly $74M assets under management, the firm specializes in crafting personalized retirement planning solutions for 365 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
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 106752

Assets Under Management $55,596,000

No. Of Clients47

Clients Per Financial Advisor24

C & C FINANCIAL SERVICES, INC. is a financial advisory firm situated in Great Neck, New York. With a nearly $56M assets under management, the firm specializes in crafting personalized retirement planning solutions for 47 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
  • Pesnsion consulting services
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

Get Matched With Planners