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Find Retirement Advisors for Retirement Planning in Uniondale, 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 Uniondale, New York
Last Updated - April 12, 2024Uniondale has 12 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 6 non-vetted advisors in your local area. These retirement advisors in Uniondale, New York have an average of 18 years of experience.
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List of Qualified Retirement Planning Advisors in Uniondale, New York
VERIFIEDMatt Cuiffo
CFP®
Edelman Financial Engines, LLC
Qualifications
CRD# 2867751
Firm CRD# 104510
Series 65, 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
VERIFIEDAltfest 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
VERIFIEDWalter Varian
Edelman Financial Engines, LLC
Qualifications
CRD# 5322696
Firm CRD# 104510
Series 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
Advisory Services:
Financial Planning, Portfolio Management, Wealth Management, Estate Planning & Trusts.
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDMasa 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
VERIFIEDCharles 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
VERIFIEDJennifer Keiling
CRPC®
Edelman Financial Engines, LLC
Qualifications
CRD# 5311689
Firm CRD# 104510
Series 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
VERIFIEDChristopher 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
VERIFIEDHIGHLAND 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
VERIFIEDFrank 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
VERIFIEDMichael 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
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Top 6 Retirement Planning firms in Uniondale, New York (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | ARBOR REALTY COLLATERAL MANAGEMENT, LLC 333 Earle Ovington Boulevard, Suite 900 Uniondale, NY, 11553 | $8,619,210,000 | 8 | 36 | A Percentage of AUM |
| 2 | RXR ASSET MANAGEMENT LLC 625 Rxr Plaza, Uniondale, NY, 11556 | $3,843,600,000 | 73 | 121 | A Percentage of AUM, Other (AFFILIATE RECEIVES PERFORMANCE-BASED COMPENSATION) |
| 3 | ACRES 390 Rxr Plaza, Uniondale, NY, 11556 | $3,312,612,541 | 12 | 47 | A Percentage of AUM, Fixed Fees, Performance Based |
| 4 | GALAXY INVESTMENT MANAGEMENT, LLC 511 Rxr Plaza, Uniondale, NY, 11556 | $248,856,963 | 5 | 9 | A Percentage of AUM, Performance Based |
| 5 | HENLEY & COMPANY WEALTH MANAGEMENT LLC 506 Rxr Plaza, Uniondale, NY, 11556 | $79,515,654 | 159 | 6 | A Percentage of AUM |
| 6 | JOSEPH GUNNAR & CO., LLC 1000 Rxr Plaza, 10th Floor Uniondale, NY, 11556 | $28,666,762 | 95 | 65 | A Percentage of AUM, Other (SHARE IN FEES PAID TO TPMMS) |
Information on Top Retirement Planning firms in Uniondale, New York
QualificationsFirm CRD# 163425
Assets Under Management $8,619,210,000
No. Of Clients8
Clients Per Financial Advisor0
ARBOR REALTY COLLATERAL MANAGEMENT, LLC is a financial advisory firm situated in Uniondale, New York. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 clients. The team consists of 36 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 pooled Investment
QualificationsFirm CRD# 158268
Assets Under Management $3,843,600,000
No. Of Clients73
Clients Per Financial Advisor1
RXR ASSET MANAGEMENT LLC is a financial advisory firm situated in Uniondale, New York. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 73 clients. The team consists of 121 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Other (AFFILIATE RECEIVES PERFORMANCE-BASED COMPENSATION)
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 281190
Assets Under Management $3,312,612,541
No. Of Clients12
Clients Per Financial Advisor0
ACRES is a financial advisory firm situated in Uniondale, New York. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 12 clients. The team consists of 47 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 281589
Assets Under Management $248,856,963
No. Of Clients5
Clients Per Financial Advisor1
GALAXY INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Uniondale, New York. With a nearly $249M assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 clients. The team consists of 9 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
QualificationsFirm CRD# 144884
Assets Under Management $79,515,654
No. Of Clients159
Clients Per Financial Advisor27
HENLEY & COMPANY WEALTH MANAGEMENT LLC is a financial advisory firm situated in Uniondale, New York. With a nearly $80M assets under management, the firm specializes in crafting personalized retirement planning solutions for 159 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 24795
Assets Under Management $28,666,762
No. Of Clients95
Clients Per Financial Advisor1
JOSEPH GUNNAR & CO., LLC is a financial advisory firm situated in Uniondale, New York. With a nearly $29M assets under management, the firm specializes in crafting personalized retirement planning solutions for 95 clients. The team consists of 65 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Other (SHARE IN FEES PAID TO TPMMS)
Financial Planning Services
- Portfolio Management for Individuals
- Selection of Other Advisors
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