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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 - May 19, 2025Great Neck has 16 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.
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List of Qualified Retirement Planning Advisors in Great Neck, 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 - 51 John F Kennedy Parkway,
Suite 270,
Short Hills, NJ 07078 See Details - 328 Newman Springs Road,
Suite 1,
Red Bank, NJ 07701 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
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
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
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
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
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Top 8 Retirement Planning firms in Great Neck, New York (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 1010 Northern Boulevard, Suite 308 Great Neck, NY, 11021-5317 | $2,160,456,028 | 93 | 3 | Fixed fees |
| 2 | 60 Cutter Mill Road, Suite 601 Great Neck, NY, 11021 | $448,376,590 | 2 | 13 | A percentage of AUM, Performance Based |
| 3 | 1010 Northern Boulevard, Suite 310 Great Neck, NY, 11021 | $322,682,038 | 706 | 6 | A percentage of AUM, Fixed fees |
| 4 | 111 Great Neck Road, Suite 210 Great Neck, NY, 11021 | $146,390,095 | 7 | 6 | A percentage of AUM, Performance Based |
| 5 | 475 Northern Blvd, Ste 26 Great Neck, NY, 11021 | $102,956,881 | 131 | 3 | A percentage of AUM, Hourly charges |
| 6 | 185 Great Neck Road, Suite 306 Great Neck, NY, 11021 | $90,764,998 | 227 | 3 | A percentage of AUM, Fixed fees, Performance Based |
| 7 | 60 Cutter Mill Road, Suite 100-G Great Neck, NY, 11021 | $73,838,864 | 365 | 1 | A percentage of AUM, Fixed fees |
| 8 | 175 Great Neck Rd, Suite 405 Great Neck, NY, 11021 | $55,596,000 | 47 | 2 | 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)
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
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
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
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
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
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
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
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Looking for more choices? Use our free match service to compare retirement planners serving your area.