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Find Retirement Advisors for Retirement Planning in New Rochelle, 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 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.

Finding the Best Retirement Planners in New Rochelle, New York

Last Updated - May 24, 2025

New Rochelle has 20 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 Rochelle, New York have an average of 21 years of experience.

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List of Qualified Retirement Planning Advisors in New Rochelle, New York

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Charles Helme
BH Asset Management, LLC

Qualifications
CRD# 712007
Firm CRD# 152117
Series 65

Minimum Assets Required
$500,000

Address

777 W Putnam Ave. 3rd Floor,
Greenwich, CT 06830 See Details

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

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

John Traut
AWMA^®
Lpl

Qualifications
CRD# 6676325
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
$10,000

Address

660 White Plains Rd,
Suite 530,
Tarrytown, NY 10591 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Commissions, Flat Fee, Based on Assets

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VERIFIED

Altfest Personal Wealth Management
CPA, CFP^®, CFA^®, ChFC^®

Qualifications
Firm CRD# 110130
Series 65, 66

Minimum Assets Required
$1,000,000

Address

445 Park Avenue,
6th Floor,
New York, NY 10022 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

Edelman Financial Engines LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

650 From Road, Suite 460,
Paramus, NJ 07652 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based

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VERIFIED

Farther Finance, LLC

Qualifications
Firm CRD# 302050

Minimum Assets Required
$0

Address

4 World Trade Center,
New York, NY 10019 See Details

Advisory Services:

Financial Planning, Portfolio Management, Wealth Management, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

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VERIFIED

Peter Levine
CFP^®, CLU^®, ChFC^®
Ameriprise Financial Services, LLC

Qualifications
CRD# 4022345
Firm CRD# 6363
Series 7, 63

Minimum Assets Required
$100,000

Address

481 8th Avenue,
Suite 1130,
New York, NY 10001 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Commissions, Flat Fee, Based on Assets

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VERIFIED

Louis Green
CFP^®, CPWA^®, CFA^®
Savvy Advisors

Qualifications
CRD# 2790531
Firm CRD# 318493

Minimum Assets Required
$250,000

Address

363 Bond Street,
Apt 205,
Brooklyn, NY 11231 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Hourly, Flat Fee, Based on Assets

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VERIFIED

Anthony M. Errico
Port Capital Management

Qualifications
CRD# 5679112
Firm CRD# 330252
Series 7, 63, 65, 66

Minimum Assets Required
$500,000

Address

684 Broadway,
Massapequa, NY 11758 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

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VERIFIED

Frank Lepore
Bleakley Financial Group

Qualifications
CRD# 4695659
Firm CRD# 318366
Series 6, 7, 65, 66

Minimum Assets Required
$250,000

Address

100 Passaic Avenue,
Suite 300,
Fairfield, NJ 07004 See Details

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

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VERIFIED

Gerard Gruber
CFP^®, CDFA^®
Harbor West Wealth Management & Planning

Qualifications
CRD# 4469120
Firm CRD# 120894

Minimum Assets Required
$100,000

Address

830 Post Road East Suite 102,
Westport, CT 06880 See Details

Advisory Services:

Not Specified

Compensation/Fee

Not Specified

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VERIFIED

Clarity Wealth Advisors

Qualifications
CRD# 1037845
Firm CRD# 8733

Minimum Assets Required
Not Specified

Address

710 Flintlock Rd,
Southport, CT 06890 See Details

Advisory Services:

Compensation/Fee

Not Specified

Find An Advisor

VERIFIED

Doug Frew
CFP^®, ChFC^®, AWMA^®
BroadFront Capital Management

Qualifications
CRD# 6030529
Firm CRD# 6413
Series 7, 63, 66

Minimum Assets Required
$250,000

Address

101 Crawfords Corner Rd, Suite 1120,
Holmdel, NJ 07733 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Commissions, Flat Fee, Based on Assets

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VERIFIED

Procyon Partners, LLC

Qualifications
Firm CRD# 288239
Series 7, 66

Minimum Assets Required
Not Specified

Address

1 Corporate Drive,
Suite 225,
Shelton, CT 06484 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Jim Kilcommons
CFP^®
Princeton Global

Qualifications
CRD# 1340382
Firm CRD# 146644

Minimum Assets Required
$0

Address

17 Hulfish Street, Suite 240,
Princeton, NJ 08542 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Hourly, Based on Assets

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Top 2 Retirement Planning firms in New Rochelle, New York (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	270 North Avenue, 3rd Floor New Rochelle, NY, 10801	$1,214,929,920	12	24	A percentage of AUM, Performance Based
2	173 Huguenot Street, Suite 200 New Rochelle, NY, 10801	$427,074,835	5	10	A percentage of AUM, Performance Based

Information on Top Retirement Planning firms in New Rochelle, New York

NEW STATE CAPITAL PARTNERS

Find an Advisor

QualificationsFirm CRD# 170409

Assets Under Management $1,214,929,920

No. Of Clients12

Clients Per Financial Advisor1

NEW STATE CAPITAL PARTNERS is a financial advisory firm situated in New Rochelle, New York. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 12 clients. The team consists of 24 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 pooled investment vehicles

View Full Profile

POETIC GROUP LLC

Find an Advisor

QualificationsFirm CRD# 293886

Assets Under Management $427,074,835

No. Of Clients5

Clients Per Financial Advisor1

POETIC GROUP LLC is a financial advisory firm situated in New Rochelle, New York. With a nearly $427M assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 clients. The team consists of 10 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 pooled investment vehicles

View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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