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.
Riverhead has 12 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 18 years of experience.
Dino Pagiazitis
Integrity Point Advisors
Qualifications
CRD# 5432187
Firm CRD# 250787
Series 63, 66
Minimum Assets Required
$250,000
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
Fee-Only, Flat Fee, Based on Assets
Qualifications
Firm CRD# 288239
Series 7, 66
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
Fee-Based, Flat Fee, Based on Assets
Anthony M. Errico
Port Capital Management
Qualifications
CRD# 5679112
Firm CRD# 330252
Series 7, 63, 65, 66
Minimum Assets Required
$500,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Fee-Only, Flat Fee, Based on Assets
Qualifications
Firm CRD# 6413
Series 6, 7, 66
Minimum Assets Required
$250,000
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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Fee-Based, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Altfest Personal Wealth Management
CPA, CFP®, CFA®, ChFC®
Qualifications
Firm CRD# 110130
Series 65, 66
Minimum Assets Required
$1,000,000
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
Fee-Only, Based on Assets
Financial Planning, Portfolio Management, Wealth Management, Estate Planning & Trusts
Fee-Only, Flat Fee, Based on Assets
Dan Brady
Savvy Advisors
Qualifications
CRD# 2172300
Firm CRD# 318493
Minimum Assets Required
$250,000
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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Fee-Only, Flat Fee, Based on Assets
Louis Green
CFP®, CPWA®, CFA®
Savvy Advisors
Qualifications
CRD# 2790531
Firm CRD# 318493
Minimum Assets Required
$250,000
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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Fee-Only, Hourly, Flat Fee, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Based
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 318 Roanoke Ave, Riverhead, NY, 11901 | $579,190,476 | 341 | 12 | A percentage of AUM, Hourly charges, Fixed fees |
2 | 30 West Main Street, Suite 200 Riverhead, NY, 11901 | $334,548,566 | 2 | 3 | A percentage of AUM, Performance Based, Other (ROYALTIES BASED ON VIEWS OF PUBLICATION) |
3 | 53 Lake Avenue, Riverhead, NY, 11901 | $47,871,494 | 199 | 1 | A percentage of AUM |
QualificationsFirm CRD# 110584
Assets Under Management $579,190,476
No. Of Clients341
Clients Per Financial Advisor28
EAST END FINANCIAL GROUP, INC. is a financial advisory firm situated in Riverhead, New York. With a nearly $579M assets under management, the firm specializes in crafting personalized retirement planning solutions for 341 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 288248
Assets Under Management $334,548,566
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 $335M 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.
QualificationsFirm CRD# 310121
Assets Under Management $47,871,494
No. Of Clients199
Clients Per Financial Advisor199
PECONIC ASSET PLANNING is a financial advisory firm situated in Riverhead, New York. With a nearly $48M assets under management, the firm specializes in crafting personalized retirement planning solutions for 199 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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