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Find Retirement Advisors for Retirement Planning in Ithaca, 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 Ithaca, New York
Last Updated - April 20, 2024Ithaca has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 5 non-vetted advisors in your local area. These retirement advisors in Ithaca, New York have an average of 18 years of experience.
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List of Qualified Retirement Planning Advisors in Ithaca, New York
VERIFIEDExcelsior Wealth Partners
CFP®, CLU®
Qualifications
CRD# 4199324
Firm CRD# NA
Series 6, 7, 26, 63, 65
Minimum Assets Required
$100,000
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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Based on Assets
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
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 5 Retirement Planning firms in Ithaca, New York (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | CORNELL POCHILY INVESTMENT ADVISORS, INC. 2415 North Triphammer Road, Suite 1 Ithaca, NY, 14850-1094 | $444,073,163 | 1155 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | FINGERLAKES WEALTH MANAGEMENT, INC. 450 North Aurora Street, Ithaca, NY, 14850 | $147,868,456 | 1094 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | MERRYFIELD BARNES, LLC 202 East State Street, Suite 301 Ithaca, NY, 14850 | $93,358,378 | 457 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | NEW HORIZON FINANCIAL STRATEGIES, LLC 944 Dryden Road, Ithaca, NY, 14850 | $61,470,785 | 358 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | ANCHOR CAPITAL MANAGEMENT, LLC 323 Taughannock Boulevard, #8 Ithaca, NY, 14850 | $37,502,581 | 43 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Ithaca, New York
QualificationsFirm CRD# 145355
Assets Under Management $444,073,163
No. Of Clients1155
Clients Per Financial Advisor231
CORNELL POCHILY INVESTMENT ADVISORS, INC. is a financial advisory firm situated in Ithaca, New York. With a nearly $444M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1155 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 149709
Assets Under Management $147,868,456
No. Of Clients1094
Clients Per Financial Advisor365
FINGERLAKES WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Ithaca, New York. With a nearly $148M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1094 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
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 159862
Assets Under Management $93,358,378
No. Of Clients457
Clients Per Financial Advisor114
MERRYFIELD BARNES, LLC is a financial advisory firm situated in Ithaca, New York. With a nearly $93M assets under management, the firm specializes in crafting personalized retirement planning solutions for 457 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 125729
Assets Under Management $61,470,785
No. Of Clients358
Clients Per Financial Advisor60
NEW HORIZON FINANCIAL STRATEGIES, LLC is a financial advisory firm situated in Ithaca, New York. With a nearly $61M assets under management, the firm specializes in crafting personalized retirement planning solutions for 358 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 124600
Assets Under Management $37,502,581
No. Of Clients43
Clients Per Financial Advisor14
ANCHOR CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Ithaca, New York. With a nearly $38M assets under management, the firm specializes in crafting personalized retirement planning solutions for 43 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
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
Retirement Planners Near You
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Looking for more choices? Use our free match service to compare retirement planners serving your area.