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

Last Updated - March 22, 2024

Harrison has 10 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 6 non-vetted advisors in your local area. These retirement advisors in Harrison, New York have an average of 20 years of experience.

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List of Qualified Retirement Planning Advisors in Harrison, New York

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Kevin Myers
CAIA®, CFP®, EA, CFA®
Flynn Financial Partners

Qualifications
CRD# 2976015
Firm CRD# 6413
Series 7, 63, 65

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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based

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Masa 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

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Charles 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

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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

advisor-photo

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

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Peter Levine
CFP®, CLU®, ChFC®
Ameriprise Financial Services, LLC

Qualifications
CRD# 4022345
Firm CRD# 6363
Series 7, 63

Minimum Assets Required
$100,000

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

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Christopher 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

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HIGHLAND 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

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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

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Michael 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

Top 6 Retirement Planning firms in Harrison, New York (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
MARINER INVESTMENT GROUP, LLC
500 Mamaroneck Avenue, 4th Floor
Harrison, NY, 10528
$154,061,973,74343120
A Percentage of AUM, Performance Based
2
NEXT LEVEL PRIVATE LLC
500 Mamaroneck Avenue, Suite 501
Harrison, NY, 10528
$643,413,000182711
A Percentage of AUM, Hourly charges, Fixed Fees
3
SYKON CAPITAL LLC
500 Mamaroneck Ave, Suite 320
Harrison, NY, 10528
$277,470,3485535
A Percentage of AUM, Fixed Fees
4
LIGHTEDWAY ADVISORY SERVICES, INC.
83 Calvert St,
Harrison, NY, 10528
$70,000,0002161
A Percentage of AUM
5
GEOCAPITAL LLC
500 Mamaroneck Avenue, Suite 212
Harrison, NY, 10528
$49,249,918492
A Percentage of AUM
6
BESPOKE INVESTMENT GROUP, LLC
105 Calvert St., Suite 100,
Harrison, NY, 10528
$40,966,132805
A Percentage of AUM, Subscription Fees

Information on Top Retirement Planning firms in Harrison, New York

QualificationsFirm CRD# 124744

Assets Under Management $154,061,973,743

No. Of Clients43

Clients Per Financial Advisor0

MARINER INVESTMENT GROUP, LLC is a financial advisory firm situated in Harrison, New York. With a nearly $154B assets under management, the firm specializes in crafting personalized retirement planning solutions for 43 clients. The team consists of 120 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
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 313247

Assets Under Management $643,413,000

No. Of Clients1827

Clients Per Financial Advisor166

NEXT LEVEL PRIVATE LLC is a financial advisory firm situated in Harrison, New York. With a nearly $643M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1827 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
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 326728

Assets Under Management $277,470,348

No. Of Clients553

Clients Per Financial Advisor111

SYKON CAPITAL LLC is a financial advisory firm situated in Harrison, New York. With a nearly $277M assets under management, the firm specializes in crafting personalized retirement planning solutions for 553 clients. The team consists of 5 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
  • Portfolio Management for Business
  • Pension Consulting Services
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 312712

Assets Under Management $70,000,000

No. Of Clients216

Clients Per Financial Advisor216

LIGHTEDWAY ADVISORY SERVICES, INC. is a financial advisory firm situated in Harrison, New York. With a nearly $70M assets under management, the firm specializes in crafting personalized retirement planning solutions for 216 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

  • Portfolio Management for Individuals
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 110827

Assets Under Management $49,249,918

No. Of Clients49

Clients Per Financial Advisor25

GEOCAPITAL LLC is a financial advisory firm situated in Harrison, New York. With a nearly $49M assets under management, the firm specializes in crafting personalized retirement planning solutions for 49 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

Financial Planning Services

  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 144080

Assets Under Management $40,966,132

No. Of Clients80

Clients Per Financial Advisor16

BESPOKE INVESTMENT GROUP, LLC is a financial advisory firm situated in Harrison, New York. With a nearly $41M assets under management, the firm specializes in crafting personalized retirement planning solutions for 80 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Subscription Fees

Financial Planning Services

  • Portfolio Management for Individuals
  • Publication of periodicals or Newsleters
View Full Profile

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