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Find Retirement Advisors for Retirement Planning in New Hartford, 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 New Hartford, New York
Last Updated - April 17, 2024New Hartford has 1 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 New Hartford, New York have an average of 24 years of experience.
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List of Qualified Retirement Planning Advisors in New Hartford, New York
VERIFIEDExcelsior Wealth Partners
CFP®, CLU®
Qualifications
CRD# 4199324
Firm CRD# NA
Series 6, 7, 26, 63, 65
Minimum Assets Required
$100,000
Advisory Services:
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.
Compensation/Fee
Fee-Based, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 2 Retirement Planning firms in New Hartford, New York (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | ASCENT WEALTH PARTNERS, LLC 89 Genesee Street, New Hartford, NY, 13413 | $958,544,294 | 1980 | 13 | A Percentage of AUM |
| 2 | SAVICKI CAPITAL, LLC 23 Oxford Road, New Hartford, NY, 13413 | $48,080,046 | 282 | 2 | A Percentage of AUM, Fixed Fees |
Information on Top Retirement Planning firms in New Hartford, New York
QualificationsFirm CRD# 158898
Assets Under Management $958,544,294
No. Of Clients1980
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 1980 clients. The team consists of 13 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
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 288180
Assets Under Management $48,080,046
No. Of Clients282
Clients Per Financial Advisor141
SAVICKI CAPITAL, LLC is a financial advisory firm situated in New Hartford, New York. With a nearly $48M assets under management, the firm specializes in crafting personalized retirement planning solutions for 282 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
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Educational Seminars/ Workshops
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Looking for more choices? Use our free match service to compare retirement planners serving your area.