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

Last Updated - March 22, 2024

Port Chester has 9 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 14 non-vetted advisors in your local area. These retirement advisors in Port Chester, New York have an average of 20 years of experience.

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

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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

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Kevin Myers
CAIA®, CFP®, EA, CFA®
Flynn Financial Partners

Qualifications
CRD# 2976015
Firm CRD# 6413
Series 7, 63, 65

Minimum Assets Required
$0

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, Insurance Products & Annuities.

Compensation/Fee

Fee-Based

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Charles Helme
BH Asset Management, LLC

Qualifications
CRD# 712007
Firm CRD# 152117
Series 65

Minimum Assets Required
$500,000

Advisory Services:

Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Annuities, Insurance Planning.

Compensation/Fee

Fee-Only, Based on Assets

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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

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Christopher Badaracco
CFP®, EA
Rose Wealth Advisors

Qualifications
CRD# 7076172
Firm CRD# 7076172

Minimum Assets Required
$500,000

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based, Hourly, Flat Fee, Based on Assets

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Peter Levine
CFP®, CLU®, ChFC®
Ameriprise Financial Services, LLC

Qualifications
CRD# 4022345
Firm CRD# 6363
Series 7, 63

Minimum Assets Required
$100,000

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, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Commissions, Flat Fee, Based on Assets

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HIGHLAND Financial Advisors, LLC
RLP ®, CFP®, AIF®

Qualifications
CRD# 2063878
Firm CRD# 125838

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

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Frank Lepore
Bleakley Financial Group

Qualifications
CRD# 4695659
Firm CRD# 318366
Series 6, 7, 65, 66

Minimum Assets Required
$250,000

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

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Michael Klein
CFP®
Bleakley Financial Group

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

Minimum Assets Required
$250,000

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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Top 14 Retirement Planning firms in Port Chester, New York (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
BELLE HAVEN INVESTMENTS, L.P.
800 Westchester Avenue, Suite N607
Rye Brook, NY, 10573-1301
$15,255,969,1741948443
A Percentage of AUM
2
LYNROCK LAKE LP
2 International Drive, Suite 130
Rye Brook, NY, 10573
$2,807,580,64737
A Percentage of AUM, Performance Based
3
MEYER HANDELMAN COMPANY LLC
800 Westchester Avenue, Suite S-618
Rye Brook, NY, 10573-1373
$2,571,579,85138515
A Percentage of AUM, Fixed Fees
4
RESOLUTION CAPITAL (US) LIMITED
800 Westchester Avenue, Suite 641 North
Rye Brook, NY, 10573
$2,246,997,665272
A Percentage of AUM, Performance Based
5
FRESHFORD CAPITAL MANAGEMENT, LLC
800 Westchester Avenue, Suite N617
Rye Brook, NY, 10573
$958,767,499411
A Percentage of AUM, Performance Based
6
CADENT ENERGY PARTNERS
800 Westchester Avenue, Suite 641-N
Rye Brook, NY, 10573
$425,139,55122
A Percentage of AUM, Performance Based
7
OXLER PRIVATE WEALTH
800 Westchester Ave, Suite 641n
Rye Brook, NY, 10573
$388,056,7172534
A Percentage of AUM, Hourly charges
8
NAVIS WEALTH ADVISORS LLC
800 Westchester Avenue, Suite 700
Rye Brook, NY, 10573
$317,386,5803355
A Percentage of AUM, Hourly charges
9
SCHULTZE ASSET MANAGEMENT, LP
800 Westchester Avenue, Suite S-632
Rye Brook, NY, 10573
$222,708,002197
A Percentage of AUM, Performance Based, Other (SCHULTZE SPAC II PAID $10K/MO ADMIN FEE)
10
SAMUEL CAPITAL MANAGEMENT LLC
800 Westchester Ave, #N 317
Rye Brook, NY, 10573
$177,220,77754
A Percentage of AUM, Performance Based
11
BEACON FINANCIAL ADVISORS
800 Westchester Avenue, Suite 641 North
Rye Brook, NY, 10573-1360
$160,893,5603333
A Percentage of AUM, Hourly charges, Fixed Fees
12
MUNICIPAL ASSET MANAGEMENT INC
3 International Drive, Suite 100
Rye Brook, NY, 10573
$116,206,483263
A Percentage of AUM, Hourly charges, Fixed Fees
13
RPM CAPITAL MANAGEMENT, LLC
800 Westchester Avenue, Suite 641 North
Rye Brook, NY, 10573
$92,689,9691901
A Percentage of AUM
14
HAWKS POINT CAPITAL PARTNERS LLC
800 Westchester Avenue, Suite 519
Rye Brook, NY, 10573
$75,000,00024
A Percentage of AUM

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

QualificationsFirm CRD# 29278

Assets Under Management $15,255,969,174

No. Of Clients19484

Clients Per Financial Advisor453

BELLE HAVEN INVESTMENTS, L.P. is a financial advisory firm situated in Rye Brook, New York. With a nearly $15B assets under management, the firm specializes in crafting personalized retirement planning solutions for 19484 clients. The team consists of 43 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
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 292931

Assets Under Management $2,807,580,647

No. Of Clients3

Clients Per Financial Advisor0

LYNROCK LAKE LP is a financial advisory firm situated in Rye Brook, New York. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 107309

Assets Under Management $2,571,579,851

No. Of Clients385

Clients Per Financial Advisor26

MEYER HANDELMAN COMPANY LLC is a financial advisory firm situated in Rye Brook, New York. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 385 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 298109

Assets Under Management $2,246,997,665

No. Of Clients27

Clients Per Financial Advisor14

RESOLUTION CAPITAL (US) LIMITED is a financial advisory firm situated in Rye Brook, New York. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 27 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
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 158448

Assets Under Management $958,767,499

No. Of Clients4

Clients Per Financial Advisor0

FRESHFORD CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Rye Brook, New York. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 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
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 157559

Assets Under Management $425,139,551

No. Of Clients2

Clients Per Financial Advisor1

CADENT ENERGY PARTNERS is a financial advisory firm situated in Rye Brook, New York. With a nearly $425M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 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
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 309684

Assets Under Management $388,056,717

No. Of Clients253

Clients Per Financial Advisor63

OXLER PRIVATE WEALTH is a financial advisory firm situated in Rye Brook, New York. With a nearly $388M assets under management, the firm specializes in crafting personalized retirement planning solutions for 253 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 311171

Assets Under Management $317,386,580

No. Of Clients335

Clients Per Financial Advisor67

NAVIS WEALTH ADVISORS LLC is a financial advisory firm situated in Rye Brook, New York. With a nearly $317M assets under management, the firm specializes in crafting personalized retirement planning solutions for 335 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 110927

Assets Under Management $222,708,002

No. Of Clients19

Clients Per Financial Advisor3

SCHULTZE ASSET MANAGEMENT, LP is a financial advisory firm situated in Rye Brook, New York. With a nearly $223M assets under management, the firm specializes in crafting personalized retirement planning solutions for 19 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based
  • Other (SCHULTZE SPAC II PAID $10K/MO ADMIN FEE)

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 282028

Assets Under Management $177,220,777

No. Of Clients5

Clients Per Financial Advisor1

SAMUEL CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Rye Brook, New York. With a nearly $177M assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 119672

Assets Under Management $160,893,560

No. Of Clients333

Clients Per Financial Advisor111

BEACON FINANCIAL ADVISORS is a financial advisory firm situated in Rye Brook, New York. With a nearly $161M assets under management, the firm specializes in crafting personalized retirement planning solutions for 333 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
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 108320

Assets Under Management $116,206,483

No. Of Clients26

Clients Per Financial Advisor9

MUNICIPAL ASSET MANAGEMENT INC is a financial advisory firm situated in Rye Brook, New York. With a nearly $116M assets under management, the firm specializes in crafting personalized retirement planning solutions for 26 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
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 164200

Assets Under Management $92,689,969

No. Of Clients190

Clients Per Financial Advisor190

RPM CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Rye Brook, New York. With a nearly $93M assets under management, the firm specializes in crafting personalized retirement planning solutions for 190 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

QualificationsFirm CRD# 307006

Assets Under Management $75,000,000

No. Of Clients2

Clients Per Financial Advisor1

HAWKS POINT CAPITAL PARTNERS LLC is a financial advisory firm situated in Rye Brook, New York. With a nearly $75M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 4 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 Business
View Full Profile

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