Directory of Professional Retirement Planners
National Coverage
Local Professionals
matched to your specific needs
No obligation to hire
Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
Find Retirement Advisors for Retirement Planning in Victor, 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 Victor, New York
Last Updated - April 19, 2024Victor has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 5 non-vetted advisors in your local area. These retirement advisors in Victor, New York have an average of 24 years of experience.
HELP ME FIND MY PLANNER
List of Qualified Retirement Planning Advisors in Victor, New York
VERIFIEDRichard Dougherty
CFP®, AIF®
Echelon Wealth Advisors, LLC
Qualifications
CRD# 5271824
Firm CRD# 39543
Series 7, 66
Minimum Assets Required
$250,000
Advisory Services:
Portfolio Management, Retirement Planning, 401K Rollovers, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts, Annuities, Insurance Planning.
Compensation/Fee
Fee-Based, Hourly, Commissions, Based on Assets
VERIFIEDGreg Schuler
CFP®, AIF®
OakWood Financial Services
Qualifications
CRD# 4375926
Firm CRD# 8032
Series 7, 65, 66
Minimum Assets Required
$300,000
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.
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
VERIFIEDSnowden Lane Partners
CFP®, CRPC®, CPFA
Qualifications
CRD# 2522503
Firm CRD# 157299
Series 7, 65, 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Commissions, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 5 Retirement Planning firms in Victor, New York (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | COOPER/HAIMS ADVISORS, LLC 50 Square Drive, Suite 210 Victor, NY, 14564 | $880,841,883 | 1394 | 13 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | THE PITTI GROUP WEALTH MANAGEMENT, LLC 590 Fishers Station Drive, Suite 110 Victor, NY, 14564 | $260,000,000 | 1165 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | ELEVATUS WEALTH MANAGEMENT, LLC 1501 Pittsford Victor Road, Suite 101 Victor, NY, 14564 | $220,507,499 | 621 | 6 | A Percentage of AUM, Fixed Fees |
| 4 | PROSPERITY ADVISORY GROUP LLC 50 Square Drive, Suite 220 Victor, NY, 14564 | $176,791,877 | 873 | 3 | A Percentage of AUM, Fixed Fees |
| 5 | EVER GREEN WEALTH MANAGEMENT, LLC 6534 Anthony Drive, Suite D Victor, NY, 14564 | $48,225,605 | 476 | 3 | A Percentage of AUM |
Information on Top Retirement Planning firms in Victor, New York
QualificationsFirm CRD# 124122
Assets Under Management $880,841,883
No. Of Clients1394
Clients Per Financial Advisor107
COOPER/HAIMS ADVISORS, LLC is a financial advisory firm situated in Victor, New York. With a nearly $881M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1394 clients. The team consists of 13 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
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 314685
Assets Under Management $260,000,000
No. Of Clients1165
Clients Per Financial Advisor194
THE PITTI GROUP WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Victor, New York. With a nearly $260M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1165 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
QualificationsFirm CRD# 325629
Assets Under Management $220,507,499
No. Of Clients621
Clients Per Financial Advisor104
ELEVATUS WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Victor, New York. With a nearly $221M assets under management, the firm specializes in crafting personalized retirement planning solutions for 621 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
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 310720
Assets Under Management $176,791,877
No. Of Clients873
Clients Per Financial Advisor291
PROSPERITY ADVISORY GROUP LLC is a financial advisory firm situated in Victor, New York. With a nearly $177M assets under management, the firm specializes in crafting personalized retirement planning solutions for 873 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
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
QualificationsFirm CRD# 297459
Assets Under Management $48,225,605
No. Of Clients476
Clients Per Financial Advisor159
EVER GREEN WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Victor, New York. With a nearly $48M assets under management, the firm specializes in crafting personalized retirement planning solutions for 476 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
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Buffalo, New York
- Retirement Planners in Burnt Hills, New York
- Retirement Planners in Garden City, New York
- Retirement Planners in Hawthorne, New York
- Retirement Planners in Latham, New York
- Retirement Planners in New York, New York
- Retirement Planners in Pittsford, New York
- Retirement Planners in Port Chester, New York
- Retirement Planners in Rochester, New York
- Retirement Planners in Slingerlands, New York
- Retirement Planners in Syracuse, New York
Looking for more choices? Use our free match service to compare retirement planners serving your area.