National Retirement Planning Experts

National Coverage
Local Professionals

Compare 2-3 financial advisors near you
matched to your specific needs
Free match service |
No obligation to hire

Personalized advice for Portfolio
Size of 100K and above

FINRA/SEC Registered Advisors

Find Retirement Advisors for Retirement Planning in Riverhead, 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 Riverhead, New York

Last Updated - March 21, 2024

Riverhead has 2 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 Riverhead, New York have an average of 14 years of experience.

I want to start planning.
HELP ME FIND MY PLANNER

Your Information is Safe and Secure

List of Qualified Retirement Planning Advisors in Riverhead, New York

advisor-photo
vector.svg VERIFIED

Masa Yamazaki
CPWA®, CEPA®, CDFA®
Oxler Private Wealth

Qualifications
CRD# 2526772
Firm CRD# 309684
Series 66

Minimum Assets Required
$1,000,000

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, Insurance Products & Annuities.

Compensation/Fee

Fee-Only, Based on Assets

advisor-photo
vector.svg VERIFIED

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

Qualifications
Firm CRD# 110130
Series 65, 66

Minimum Assets Required
$1,000,000

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, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Only, Based on Assets

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
EAST END FINANCIAL GROUP, INC.
318 Roanoke Ave,
Riverhead, NY, 11901
$435,778,38392711
A Percentage of AUM, Hourly charges, Fixed Fees
2
SPRUCE POINT CAPITAL MANAGEMENT, LLC
30 West Main Street, Suite 200
Riverhead, NY, 11901
$273,635,64323
A Percentage of AUM, Performance Based, Other (ROYALTIES BASED ON VIEWS OF PUBLICATION)
3
PECONIC ASSET PLANNING
53 Lake Avenue,
Riverhead, NY, 11901
$32,736,2331471
A Percentage of AUM

Information on Top Retirement Planning firms in Riverhead, New York

QualificationsFirm CRD# 110584

Assets Under Management $435,778,383

No. Of Clients927

Clients Per Financial Advisor84

EAST END FINANCIAL GROUP, INC. is a financial advisory firm situated in Riverhead, New York. With a nearly $436M assets under management, the firm specializes in crafting personalized retirement planning solutions for 927 clients. The team consists of 11 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 288248

Assets Under Management $273,635,643

No. Of Clients2

Clients Per Financial Advisor1

SPRUCE POINT CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Riverhead, New York. With a nearly $274M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based
  • Other (ROYALTIES BASED ON VIEWS OF PUBLICATION)

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 310121

Assets Under Management $32,736,233

No. Of Clients147

Clients Per Financial Advisor147

PECONIC ASSET PLANNING is a financial advisory firm situated in Riverhead, New York. With a nearly $33M assets under management, the firm specializes in crafting personalized retirement planning solutions for 147 clients. The team consists of 1 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 Individuals
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

Get Matched With Planners