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Find Retirement Advisors for Retirement Planning in Latham, 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.

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Finding the Best Retirement Planners in Latham, New York

Last Updated - July 11, 2024

Latham has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Latham, New York have an average of 17 years of experience.

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List of Qualified Retirement Planning Advisors in Latham, New York

advisor-photo
vector.svg VERIFIED

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
vector.svg VERIFIED

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 3 Retirement Planning firms in Latham, New York (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
GRANEY& KING, LLC
623 New Loudon Road,
Latham, NY, 12110
$300,828,1689714
A Percentage of AUM, Hourly charges, Fixed Fees
2
MARATHON MISSION
930 Albany Shaker Road, Ste 104
Latham, NY, 12110
$105,075,9234812
A Percentage of AUM, Hourly charges
3
BROWN FINANCIAL MANAGEMENT GROUP, LLC
950 New Loudon Road, Suite 105
Latham, NY, 12110
$46,197,3651062
A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Latham, New York

QualificationsFirm CRD# 126461

Assets Under Management $300,828,168

No. Of Clients971

Clients Per Financial Advisor243

GRANEY& KING, LLC is a financial advisory firm situated in Latham, New York. With a nearly $301M assets under management, the firm specializes in crafting personalized retirement planning solutions for 971 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

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

QualificationsFirm CRD# 288654

Assets Under Management $105,075,923

No. Of Clients481

Clients Per Financial Advisor241

MARATHON MISSION is a financial advisory firm situated in Latham, New York. With a nearly $105M assets under management, the firm specializes in crafting personalized retirement planning solutions for 481 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
  • Hourly charges

Financial Planning Services

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

QualificationsFirm CRD# 282501

Assets Under Management $46,197,365

No. Of Clients106

Clients Per Financial Advisor53

BROWN FINANCIAL MANAGEMENT GROUP, LLC is a financial advisory firm situated in Latham, New York. With a nearly $46M assets under management, the firm specializes in crafting personalized retirement planning solutions for 106 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
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

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