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Find Retirement Advisors for Retirement Planning in Jericho, 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 Jericho, New York
Last Updated - April 25, 2025Jericho has 16 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 Jericho, New York have an average of 18 years of experience.
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List of Qualified Retirement Planning Advisors in Jericho, New York
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Address
- 1130 RXR Plaza,
Suite 1130,
Uniondale, NY 11556 See Details - 10 Bank Street,
Suite 1215,
White Plains, NY 10606 See Details - 340 Madison Avenue,
New York, NY 10173 See Details - 900 South Avenue,
Suite 203,
Staten Island, NY 10314 See Details - 328 Newman Springs Road,
Suite 1,
Red Bank, NJ 07701 See Details - 51 John F Kennedy Parkway,
Suite 270,
Short Hills, NJ 07078 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
VERIFIEDDan 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
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
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
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
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
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
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Top 6 Retirement Planning firms in Jericho, New York (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | One Jericho Plaza, Suite 201 Jericho, NY, 11753-1673 | $1,545,821,993 | 818 | 26 | A percentage of AUM, Fixed fees, Performance Based |
| 2 | 2 Jericho Plaza, Suite 208 Jericho, NY, 11753 | $825,863,682 | 1883 | 16 | A percentage of AUM, Hourly charges, Fixed fees |
| 3 | 575 Jericho Turnpike, Suite 307 Jericho, NY, 11753 | $386,255,993 | 224 | 3 | A percentage of AUM, Performance Based |
| 4 | 375 North Broadway, Suite 207 Jericho, NY, 11753 | $206,212,472 | 278 | 7 | A percentage of AUM |
| 5 | 333 Jericho Turnpike, Suite 211 Jericho, NY, 11753 | $156,183,061 | 482 | 7 | A percentage of AUM, Fixed fees |
| 6 | 333 Jericho Tpke., Suite 324 Jericho, NY, 11753-1105 | $71,151,593 | 172 | 3 | A percentage of AUM |
Information on Top Retirement Planning firms in Jericho, New York
QualificationsFirm CRD# 167212
Assets Under Management $1,545,821,993
No. Of Clients818
Clients Per Financial Advisor31
FIRST LONG ISLAND INVESTORS, LLC is a financial advisory firm situated in Jericho, New York. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 818 clients. The team consists of 26 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
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (ADVICE TO PRIVATE INVESTMENT PARTNERSHIPS)
QualificationsFirm CRD# 289759
Assets Under Management $825,863,682
No. Of Clients1883
Clients Per Financial Advisor118
OPAL WEALTH ADVISORS, LLC is a financial advisory firm situated in Jericho, New York. With a nearly $826M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1883 clients. The team consists of 16 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
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 156338
Assets Under Management $386,255,993
No. Of Clients224
Clients Per Financial Advisor75
GOLD COAST WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Jericho, New York. With a nearly $386M assets under management, the firm specializes in crafting personalized retirement planning solutions for 224 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
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 142739
Assets Under Management $206,212,472
No. Of Clients278
Clients Per Financial Advisor40
SHELTER ROCK MANAGEMENT, LLC is a financial advisory firm situated in Jericho, New York. With a nearly $206M assets under management, the firm specializes in crafting personalized retirement planning solutions for 278 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 330164
Assets Under Management $156,183,061
No. Of Clients482
Clients Per Financial Advisor69
MERKKURI WEALTH ADVISORS LLC is a financial advisory firm situated in Jericho, New York. With a nearly $156M assets under management, the firm specializes in crafting personalized retirement planning solutions for 482 clients. The team consists of 7 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
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 320774
Assets Under Management $71,151,593
No. Of Clients172
Clients Per Financial Advisor57
STAGE WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Jericho, New York. With a nearly $71M assets under management, the firm specializes in crafting personalized retirement planning solutions for 172 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
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
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