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Find Retirement Advisors for Retirement Planning in Victor, New York

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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 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 registration checks. 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 25, 2025

Victor has 2 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 Victor, New York have an average of 12 years of experience.

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List of Qualified Retirement Planning Advisors in Victor, New York

VERIFIED

Richard Dougherty
CFP^®, AIF^®
Echelon Wealth Advisors, LLC

Qualifications
CRD# 5271824
Firm CRD# 39543
Series 7, 66

Minimum Assets Required
$250,000

Address

1159 Pittsford Victor Rd,
Ste 220,
Pittsford, NY 14534 See Details

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

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

6500 Sheridan Drive,
Suite 110,
Amherst, NY 14221 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	50 Square Drive, Suite 210 Victor, NY, 14564	$852,596,326	487	14	A percentage of AUM, Hourly charges, Fixed fees
2	1501 Pittsford Victor Road, Suite 101 Victor, NY, 14564	$346,469,001	775	6	A percentage of AUM, Fixed fees
3	590 Fishers Station Drive, Suite 110 Victor, NY, 14564	$337,907,687	1298	5	A percentage of AUM, Hourly charges, Fixed fees
4	50 Square Drive, Suite 220 Victor, NY, 14564	$196,822,842	859	5	A percentage of AUM, Fixed fees
5	6535 Anthony Drive, Suite A Victor, NY, 14564	$57,674,674	548	2	A percentage of AUM
6	600 Fishers Station Drive, Victor, NY, 14564	$37,162,690	81	1	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Victor, New York

COOPER/HAIMS ADVISORS, LLC

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QualificationsFirm CRD# 124122

Assets Under Management $852,596,326

No. Of Clients487

Clients Per Financial Advisor35

COOPER/HAIMS ADVISORS, LLC is a financial advisory firm situated in Victor, New York. With a nearly $853M assets under management, the firm specializes in crafting personalized retirement planning solutions for 487 clients. The team consists of 14 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

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ELEVATUS WEALTH MANAGEMENT, LLC

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QualificationsFirm CRD# 325629

Assets Under Management $346,469,001

No. Of Clients775

Clients Per Financial Advisor129

ELEVATUS WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Victor, New York. With a nearly $346M assets under management, the firm specializes in crafting personalized retirement planning solutions for 775 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

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THE PITTI GROUP WEALTH MANAGEMENT, LLC

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QualificationsFirm CRD# 314685

Assets Under Management $337,907,687

No. Of Clients1298

Clients Per Financial Advisor260

THE PITTI GROUP WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Victor, New York. With a nearly $338M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1298 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
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

View Full Profile

PROSPERITY ADVISORY GROUP LLC

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QualificationsFirm CRD# 310720

Assets Under Management $196,822,842

No. Of Clients859

Clients Per Financial Advisor172

PROSPERITY ADVISORY GROUP LLC is a financial advisory firm situated in Victor, New York. With a nearly $197M assets under management, the firm specializes in crafting personalized retirement planning solutions for 859 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
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

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EVER GREEN WEALTH MANAGEMENT, LLC

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QualificationsFirm CRD# 297459

Assets Under Management $57,674,674

No. Of Clients548

Clients Per Financial Advisor274

EVER GREEN WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Victor, New York. With a nearly $58M assets under management, the firm specializes in crafting personalized retirement planning solutions for 548 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

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

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PIANO WEALTH MANAGEMENT

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QualificationsFirm CRD# 317854

Assets Under Management $37,162,690

No. Of Clients81

Clients Per Financial Advisor81

PIANO WEALTH MANAGEMENT is a financial advisory firm situated in Victor, New York. With a nearly $37M assets under management, the firm specializes in crafting personalized retirement planning solutions for 81 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
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

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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