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.
Rensselaer has 2 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 Rensselaer, New York have an average of 14 years of experience.
Bryant Asset Management
CFA®, CHARTERED FINANCIAL ANALYST
Qualifications
CRD# 5524806
Firm CRD# 8032
Series 6, 7, 24, 51, 63
Minimum Assets Required
Not Specified
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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Commissions, Flat Fee, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | One Empire Drive, Rensselaer, NY, 12144 | $3,924,975,375 | 105 | 10 | A percentage of AUM, Fixed fees |
2 | 579 North Greenbush Road, Rensselaer, NY, 12144 | $91,967,639 | 334 | 2 | A percentage of AUM, Hourly charges |
QualificationsFirm CRD# 36026
Assets Under Management $3,924,975,375
No. Of Clients105
Clients Per Financial Advisor11
TRUEPLAN BENEFIT AND RETIREMENT ADVISORS is a financial advisory firm situated in Rensselaer, New York. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 105 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 158463
Assets Under Management $91,967,639
No. Of Clients334
Clients Per Financial Advisor167
MUSSETT WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Rensselaer, New York. With a nearly $92M assets under management, the firm specializes in crafting personalized retirement planning solutions for 334 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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