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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 - February 26, 2024

Uniondale has 8 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 19 years of experience.

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List of Qualified Retirement Planning Advisors in Uniondale, New York

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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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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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Farther, LLC

Qualifications
Firm CRD# 302050

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management.

Compensation/Fee

Based on Assets

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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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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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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 6 Retirement Planning firms in Uniondale, New York (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
ARBOR REALTY COLLATERAL MANAGEMENT, LLC
333 Earle Ovington Boulevard, Suite 900
Uniondale, NY, 11553
$8,619,210,000836
A Percentage of AUM
2
RXR ASSET MANAGEMENT LLC
625 Rxr Plaza,
Uniondale, NY, 11556
$3,843,600,00073121
A Percentage of AUM, Other (AFFILIATE RECEIVES PERFORMANCE-BASED COMPENSATION)
3
ACRES
390 Rxr Plaza,
Uniondale, NY, 11556
$3,312,612,5411247
A Percentage of AUM, Fixed Fees, Performance Based
4
GALAXY INVESTMENT MANAGEMENT, LLC
511 Rxr Plaza,
Uniondale, NY, 11556
$248,856,96359
A Percentage of AUM, Performance Based
5
HENLEY & COMPANY WEALTH MANAGEMENT LLC
506 Rxr Plaza,
Uniondale, NY, 11556
$79,515,6541596
A Percentage of AUM
6
JOSEPH GUNNAR & CO., LLC
1000 Rxr Plaza, 10th Floor
Uniondale, NY, 11556
$28,666,7629565
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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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