Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
Liverpool has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Liverpool, New York have an average of 22 years of experience.
Excelsior Wealth Partners
CFP®, CLU®
Qualifications
CRD# 4199324
Firm CRD# NA
Series 6, 7, 26, 63, 65
Minimum Assets Required
$100,000
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.
Fee-Based, Based on Assets
Gregory Jennings
OMC Financial Services, Ltd.
Qualifications
CRD# 2169365
Firm CRD# 110528
Series 66
Minimum Assets Required
$100,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts.
Fee-Only, Based on Assets
Richard Dougherty
CFP®, AIF®
Echelon Wealth Advisors, LLC
Qualifications
CRD# 5271824
Firm CRD# 39543
Series 7, 66
Minimum Assets Required
$250,000
Portfolio Management, Retirement Planning, 401K Rollovers, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts, Annuities, Insurance Planning.
Fee-Based, Hourly, Commissions, Based on Assets
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Fee-Based
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | IBN ADVISORY SERVICES, INC. 404 Old Liverpool Rd., Liverpool, NY, 13088 | $155,186,230 | 1742 | 7 | A Percentage of AUM, Hourly charges |
2 | IBN FINANCIAL SERVICES, INC 404 Old Liverpool Rd, Liverpool, NY, 13088 | $138,842,000 | 731 | 79 | A Percentage of AUM, Hourly charges, Other (SELECTION AND MONITORING FEES) |
QualificationsFirm CRD# 293288
Assets Under Management $155,186,230
No. Of Clients1742
Clients Per Financial Advisor249
IBN ADVISORY SERVICES, INC. is a financial advisory firm situated in Liverpool, New York. With a nearly $155M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1742 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 42360
Assets Under Management $138,842,000
No. Of Clients731
Clients Per Financial Advisor9
IBN FINANCIAL SERVICES, INC is a financial advisory firm situated in Liverpool, New York. With a nearly $139M assets under management, the firm specializes in crafting personalized retirement planning solutions for 731 clients. The team consists of 79 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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