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Find Retirement Advisors for Retirement Planning in Guilderland, 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 Guilderland, New York

Last Updated - March 22, 2024

Guilderland has 2 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 Guilderland, New York have an average of 17 years of experience.

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List of Qualified Retirement Planning Advisors in Guilderland, New York

advisor-photo
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Bryant Asset Management
CFA®, CHARTERED FINANCIAL ANALYST

Qualifications
CRD# 5524806
Firm CRD# 8032
Series 6, 7, 24, 51, 63

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

Commissions, Flat Fee, Based on Assets

advisor-photo
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J. Christopher (Chris) Aiello
JD
Aiello Wealth Management

Qualifications
CRD# 1763863
Firm CRD# 171070
Series 65

Minimum Assets Required
$15,000,000

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, Insurance Products & Annuities.

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

Top 1 Retirement Planning firms in Guilderland, New York (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
ADIRONDACK RESEARCH & MANAGEMENT INC.
2390 Western Avenue,
Guilderland, NY, 12084
$94,009,9691214
A Percentage of AUM

Information on Top Retirement Planning firms in Guilderland, New York

QualificationsFirm CRD# 130987

Assets Under Management $94,009,969

No. Of Clients121

Clients Per Financial Advisor30

ADIRONDACK RESEARCH & MANAGEMENT INC. is a financial advisory firm situated in Guilderland, New York. With a nearly $94M assets under management, the firm specializes in crafting personalized retirement planning solutions for 121 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

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
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