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Find Retirement Advisors for Retirement Planning in Orchard Park, New York

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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 Orchard Park, New York

Last Updated - April 25, 2025

Orchard Park has 3 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 Orchard Park, New York have an average of 16 years of experience.

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List of Qualified Retirement Planning Advisors in Orchard Park, New York

VERIFIED

Nicholas J Efthemis
CFP^®, CRPS^®
Emergent Wealth Advisors, LLC

Qualifications
CRD# 2821400
Firm CRD# 6363
Series 7, 65, 66

Minimum Assets Required
$100,000

Address

5500 Main Street,
Suite 260,
Williamsville, NY 14221 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

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VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

6500 Sheridan Drive,
Suite 110,
Amherst, NY 14221 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

Richard Dougherty
CFP^®, AIF^®
Echelon Wealth Advisors, LLC

Qualifications
CRD# 5271824
Firm CRD# 39543
Series 7, 66

Minimum Assets Required
$250,000

Address

1159 Pittsford Victor Rd,
Ste 220,
Pittsford, NY 14534 See Details

Advisory Services:

Portfolio Management, Retirement Planning, 401K Rollovers, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts, Annuities, Insurance Planning

Compensation/Fee

Fee-Based, Hourly, Commissions, Based on Assets

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Top 3 Retirement Planning firms in Orchard Park, New York (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	3858 North Buffalo Rd, Suite 2 Orchard Park, NY, 14127	$300,330,770	851	10	A percentage of AUM, Hourly charges, Fixed fees, Commission Based
2	400 Sterling Drive, Orchard Park, NY, 14127	$256,404,965	2308	16	A percentage of AUM, Hourly charges, Fixed fees
3	21 Princeton Place, Suite 105 Orchard Park, NY, 14127	$172,203,721	541	2	A percentage of AUM

Information on Top Retirement Planning firms in Orchard Park, New York

WATERFORD ADVISORS, LLC

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QualificationsFirm CRD# 119442

Assets Under Management $300,330,770

No. Of Clients851

Clients Per Financial Advisor85

WATERFORD ADVISORS, LLC is a financial advisory firm situated in Orchard Park, New York. With a nearly $300M assets under management, the firm specializes in crafting personalized retirement planning solutions for 851 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
Hourly charges
Fixed fees
Commission Based

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

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SILVER GROVE ADVISORY SERVICES

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QualificationsFirm CRD# 287512

Assets Under Management $256,404,965

No. Of Clients2308

Clients Per Financial Advisor144

SILVER GROVE ADVISORY SERVICES is a financial advisory firm situated in Orchard Park, New York. With a nearly $256M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2308 clients. The team consists of 16 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 services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (RETIREMENT PLAN CONSULTING SERVICES)

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FARRELL FINANCIAL

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QualificationsFirm CRD# 321609

Assets Under Management $172,203,721

No. Of Clients541

Clients Per Financial Advisor271

FARRELL FINANCIAL is a financial advisory firm situated in Orchard Park, New York. With a nearly $172M assets under management, the firm specializes in crafting personalized retirement planning solutions for 541 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

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

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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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