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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 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 Jericho, New York
Last Updated - April 12, 2024Jericho has 12 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
VERIFIEDMatt Cuiffo
CFP®
Edelman Financial Engines, LLC
Qualifications
CRD# 2867751
Firm CRD# 104510
Series 65, 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
VERIFIEDMasa 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
VERIFIEDCharles 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
VERIFIEDWalter Varian
Edelman Financial Engines, LLC
Qualifications
CRD# 5322696
Firm CRD# 104510
Series 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
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
VERIFIEDChristopher 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
VERIFIEDHIGHLAND 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
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
VERIFIEDMichael 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
VERIFIEDJennifer Keiling
CRPC®
Edelman Financial Engines, LLC
Qualifications
CRD# 5311689
Firm CRD# 104510
Series 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
Since 1998
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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 | FIRST LONG ISLAND INVESTORS, LLC One Jericho Plaza, Suite 201 Jericho, NY, 11753 | $1,348,706,257 | 806 | 25 | A Percentage of AUM, Fixed Fees, Performance Based |
| 2 | OPAL WEALTH ADVISORS, LLC 2 Jericho Plaza, Suite 208 Jericho, NY, 11753 | $633,101,903 | 1591 | 15 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | GOLD COAST WEALTH MANAGEMENT, LLC 575 Jericho Turnpike, Suite 307 Jericho, NY, 11753 | $382,359,145 | 216 | 4 | A Percentage of AUM, Performance Based |
| 4 | SHELTER ROCK MANAGEMENT, LLC 375 North Broadway, Suite 207 Jericho, NY, 11753 | $157,788,005 | 266 | 7 | A Percentage of AUM |
| 5 | WEINSTAT WEALTH MANAGEMENT, INC. 366 North Broadway Suite 209, Jericho, NY, 11753 | $89,600,000 | 34 | 1 | A Percentage of AUM |
| 6 | STAGE WEALTH MANAGEMENT, INC. 333 Jericho Tpke., Suite 324 Jericho, NY, 11753-1105 | $67,317,768 | 179 | 3 | A Percentage of AUM |
Information on Top Retirement Planning firms in Jericho, New York
QualificationsFirm CRD# 167212
Assets Under Management $1,348,706,257
No. Of Clients806
Clients Per Financial Advisor32
FIRST LONG ISLAND INVESTORS, LLC is a financial advisory firm situated in Jericho, New York. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 806 clients. The team consists of 25 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
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 289759
Assets Under Management $633,101,903
No. Of Clients1591
Clients Per Financial Advisor106
OPAL WEALTH ADVISORS, LLC is a financial advisory firm situated in Jericho, New York. With a nearly $633M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1591 clients. The team consists of 15 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
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 156338
Assets Under Management $382,359,145
No. Of Clients216
Clients Per Financial Advisor54
GOLD COAST WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Jericho, New York. With a nearly $382M assets under management, the firm specializes in crafting personalized retirement planning solutions for 216 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
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 142739
Assets Under Management $157,788,005
No. Of Clients266
Clients Per Financial Advisor38
SHELTER ROCK MANAGEMENT, LLC is a financial advisory firm situated in Jericho, New York. With a nearly $158M assets under management, the firm specializes in crafting personalized retirement planning solutions for 266 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
- Portfolio Management for Individuals
QualificationsFirm CRD# 125626
Assets Under Management $89,600,000
No. Of Clients34
Clients Per Financial Advisor34
WEINSTAT WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Jericho, New York. With a nearly $90M assets under management, the firm specializes in crafting personalized retirement planning solutions for 34 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
QualificationsFirm CRD# 320774
Assets Under Management $67,317,768
No. Of Clients179
Clients Per Financial Advisor60
STAGE WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Jericho, New York. With a nearly $67M assets under management, the firm specializes in crafting personalized retirement planning solutions for 179 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
- Portfolio Management for Business
- Selection of Other Advisors
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