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 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.
New Hartford has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 1 non-vetted advisors in your local area. These retirement advisors in New Hartford, New York have an average of 24 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
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 89 Genesee Street, New Hartford, NY, 13413 | $1,322,466,782 | 2124 | 14 | A percentage of AUM |
QualificationsFirm CRD# 158898
Assets Under Management $1,322,466,782
No. Of Clients2124
Clients Per Financial Advisor152
ASCENT WEALTH PARTNERS, LLC is a financial advisory firm situated in New Hartford, New York. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2124 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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