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Find Retirement Advisors for Retirement Planning in Staten Island, 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 Staten Island, New York

Last Updated - April 18, 2024

Staten Island has 16 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 non-vetted advisors in your local area. These retirement advisors in Staten Island, New York have an average of 20 years of experience.

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List of Qualified Retirement Planning Advisors in Staten Island, New York

VERIFIED

Hazel Secco
CFP^®, CDFA^®
Align Financial Solutions LLC

Qualifications
CRD# 6233372
Firm CRD# 6413
Series 6, 7, 63, 65

Minimum Assets Required
$100,000

Address

50 Harrison St, #212C,
Hoboken, NJ 07030 See Details

Advisory Services:

Financial Planning, Retirement Planning, 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-Based, Hourly, Commissions, 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:

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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VERIFIED

Walter Varian
Edelman Financial Engines, LLC

Qualifications
CRD# 5322696
Firm CRD# 104510
Series 65

Minimum Assets Required
Not Specified

Address

340 Madison Avenue,
New York, NY 10173 See Details

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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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

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VERIFIED

Ryan Woodring
CFP^®
Heritage Investment Partners, LLP / LPL Financial Advisor

Qualifications
CRD# 4595724
Firm CRD# 6413
Series 7, 31, 66

Minimum Assets Required
$100,000

Address

97 Main Street,
Chatham, NJ 07928 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based

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VERIFIED

Jennifer Keiling
CRPC^®
Edelman Financial Engines, LLC

Qualifications
CRD# 5311689
Firm CRD# 104510
Series 65

Minimum Assets Required
Not Specified

Address

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

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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VERIFIED

Peter Gellman
Palmerston Group Advisors, LLC

Qualifications
CRD# 4716523
Firm CRD# 128733
Series 66

Minimum Assets Required
$400,000

Address

320 Raritan Avenue, Suite 302,
Highland Park, NJ 08904 See Details

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based, 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:

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

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VERIFIED

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

Qualifications
CRD# 2063878
Firm CRD# 125838

Minimum Assets Required
$1,000,000

Address

1680 Route 23 N,
Suite 210,
Wayne, NJ 07470 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

Matt Cuiffo
CFP^®
Edelman Financial Engines, LLC

Qualifications
CRD# 2867751
Firm CRD# 104510
Series 65, 66

Minimum Assets Required
Not Specified

Address

1130 RXR Plaza,
Uniondale, NY 11556 See Details

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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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

EPA Financial Services Corp

Qualifications
CRD# 4714003
Firm CRD# 8032
Series 6, 7, 24, 63, 65

Minimum Assets Required
$100,000

Address

2040 US Highway 9,
Toms River, NJ 08755 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Commissions, Based on Assets

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VERIFIED

Jim Bernstein
QEX Asset Management

Qualifications
CRD# 1673790
Firm CRD# 325326
Series 65

Minimum Assets Required
$50,000

Address

375 Mckinley Ave,
Bayville, NJ 08721 See Details

Advisory Services:

Portfolio Management, Wealth Management, Money Management, Risk Management, Investment Advice & Management.

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Rohi Batra
CFP^®
Edelman Financial Engines, LLC

Qualifications
CRD# 2707408
Firm CRD# 104510
Series 65

Minimum Assets Required
Not Specified

Address

457 Haddonfield Road,
Suite 310,
Cherry Hill, NJ 08002 See Details

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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Top 4 Retirement Planning firms in Staten Island, New York (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	VCP FINANCIAL LLC 2535 Victory Boulevard, Staten Island, NY, 10314	$94,280,727	421	4	A Percentage of AUM, Hourly charges
2	CHELSEA ADVISORY SERVICES, INC 242 Main Street, Staten Island, NY, 10307	$89,453,437	463	19	A Percentage of AUM, Hourly charges, Fixed Fees
3	THE HAJDARI GROUP, LLC 1491 Richmond Road, Staten Island, NY, 10304	$78,560,603	478	3	A Percentage of AUM, Hourly charges, Fixed Fees
4	PUREVEST 1110 South Ave, Suite 85 Staten Island, NY, 10314	$27,650,000	126	2	A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Staten Island, New York

VCP FINANCIAL LLC

Find an Advisor

QualificationsFirm CRD# 167901

Assets Under Management $94,280,727

No. Of Clients421

Clients Per Financial Advisor105

VCP FINANCIAL LLC is a financial advisory firm situated in Staten Island, New York. With a nearly $94M assets under management, the firm specializes in crafting personalized retirement planning solutions for 421 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
Selection of Other Advisors

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CHELSEA ADVISORY SERVICES, INC

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QualificationsFirm CRD# 150791

Assets Under Management $89,453,437

No. Of Clients463

Clients Per Financial Advisor24

CHELSEA ADVISORY SERVICES, INC is a financial advisory firm situated in Staten Island, New York. With a nearly $89M assets under management, the firm specializes in crafting personalized retirement planning solutions for 463 clients. The team consists of 19 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

THE HAJDARI GROUP, LLC

Find an Advisor

QualificationsFirm CRD# 289331

Assets Under Management $78,560,603

No. Of Clients478

Clients Per Financial Advisor159

THE HAJDARI GROUP, LLC is a financial advisory firm situated in Staten Island, New York. With a nearly $79M assets under management, the firm specializes in crafting personalized retirement planning solutions for 478 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
Pension Consulting Services
Selection of Other Advisors

View Full Profile

PUREVEST

Find an Advisor

QualificationsFirm CRD# 318332

Assets Under Management $27,650,000

No. Of Clients126

Clients Per Financial Advisor63

PUREVEST is a financial advisory firm situated in Staten Island, New York. With a nearly $28M assets under management, the firm specializes in crafting personalized retirement planning solutions for 126 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
Hourly charges
Fixed Fees

Financial Planning Services

Financial Planning
Portfolio Management for Individuals
Pension Consulting Services

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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