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Find Retirement Advisors for Retirement Planning in Port Chester, New York

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Finding the Best Retirement Planners in Port Chester, New York

Last Updated - February 1, 2025

Port Chester has 20 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 Port Chester, New York have an average of 17 years of experience.

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List of Qualified Retirement Planning Advisors in Port Chester, New York

VERIFIED

Anthony Nardi
CFP^®, CIMA^®
Kingswood US

Qualifications
CRD# 6316932
Firm CRD# 288898
Series 7, 63, 66

Minimum Assets Required
$250,000

Address

800 Westchester Ave Ste N-641,
126 E 56th St, New York, NY 10022,
Rye Brook, NY 10573 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, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Commissions, Based on Assets

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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

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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

William Romero
Mml

Qualifications
CRD# 5127697
Firm CRD# 10409
Series 7, 9, 10, 24, 52, 53, 66

Minimum Assets Required
Not Specified

Address

900 Stewart Ave #260,
Garden City, NY 11530 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Hourly, Commissions, Flat Fee, 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

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

1130 RXR Plaza,
Suite 1130,
Uniondale, NY 11556 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, 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

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

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

340 Madison Avenue,
New York, NY 10173 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

Christopher Badaracco
CFP^®, EA
Rose Wealth Advisors

Qualifications
CRD# 7076172
Firm CRD# 7076172

Minimum Assets Required
$500,000

Address

20 N Central Avenue suite 2 Ramsey,
Ramsey, NJ 07446 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based, Hourly, 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

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

Dan Brady
Savvy Advisors

Qualifications
CRD# 2172300
Firm CRD# 318493

Minimum Assets Required
$250,000

Address

900 Broadway Ste. 202,
New York, NY 10003 See Details

Advisory Services:

Compensation/Fee

Fee-Only, 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

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

Find An Advisor

VERIFIED

Michael Klein
CFP^®
Bleakley Financial Group

Qualifications
CRD# 6281153
Firm CRD# 318366
Series 7, 66

Minimum Assets Required
$250,000

Address

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

Advisory Services:

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Find An Advisor

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

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

328 Newman Springs Road,
Suite 1,
Red Bank, NJ 07701 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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Top 1 Retirement Planning firms in Port Chester, New York (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	181 Westchester Ave., Suite 402 Port Chester, NY, 10573	$1,552,340,791	30	16	A Percentage of AUM

Information on Top Retirement Planning firms in Port Chester, New York

AXS INVESTMENTS LLC

Find an Advisor

QualificationsFirm CRD# 305714

Assets Under Management $1,552,340,791

No. Of Clients30

Clients Per Financial Advisor2

AXS INVESTMENTS LLC is a financial advisory firm situated in Port Chester, New York. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 30 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

Financial Planning Services

Portfolio Management for Investment

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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