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Find Retirement Advisors for Retirement Planning in Webster, 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 Webster, New York
Last Updated - April 20, 2024Webster has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Webster, New York have an average of 24 years of experience.
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List of Qualified Retirement Planning Advisors in Webster, New York
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
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
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
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Top 2 Retirement Planning firms in Webster, New York (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | BRIGHT FUTURES WEALTH MANAGEMENT, LLC 1630 Empire Blvd., Suite 100 Webster, NY, 14580 | $323,153,830 | 1617 | 20 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | CAPSTONE INVESTMENT FINANCIAL GROUP, LLC 115 W. Salori Ct., Webster, NY, 14580 | $108,593,816 | 997 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
Information on Top Retirement Planning firms in Webster, New York
QualificationsFirm CRD# 284920
Assets Under Management $323,153,830
No. Of Clients1617
Clients Per Financial Advisor81
BRIGHT FUTURES WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Webster, New York. With a nearly $323M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1617 clients. The team consists of 20 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
QualificationsFirm CRD# 122575
Assets Under Management $108,593,816
No. Of Clients997
Clients Per Financial Advisor166
CAPSTONE INVESTMENT FINANCIAL GROUP, LLC is a financial advisory firm situated in Webster, New York. With a nearly $109M assets under management, the firm specializes in crafting personalized retirement planning solutions for 997 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
- Performance Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
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Looking for more choices? Use our free match service to compare retirement planners serving your area.