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Find Retirement Advisors for Retirement Planning in West Henrietta, New York

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Finding the Best Retirement Planners in West Henrietta, New York

Last Updated - April 25, 2025

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

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List of Qualified Retirement Planning Advisors in West Henrietta, New York

advisor
vector.svg VERIFIED

Richard 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

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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Top 2 Retirement Planning firms in West Henrietta, New York (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

5582 W. Henrietta Rd.,
West Henrietta, NY, 14586
$422,810,005146011
A percentage of AUM
2

275 Wiregrass Parkway,
West Henrietta, NY, 14586
$26,000,00013
A percentage of AUM

Information on Top Retirement Planning firms in West Henrietta, New York

QualificationsFirm CRD# 305239

Assets Under Management $422,810,005

No. Of Clients1460

Clients Per Financial Advisor133

HORIZON FINANCIAL is a financial advisory firm situated in West Henrietta, New York. With a nearly $423M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1460 clients. The team consists of 11 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
View Full Profile

QualificationsFirm CRD# 314640

Assets Under Management $26,000,000

No. Of Clients1

Clients Per Financial Advisor0

AMERICAFIRST WEALTH MANAGEMENT, INC. is a financial advisory firm situated in West Henrietta, New York. With a nearly $26M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 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

  • Portfolio management for investment companies
View Full Profile

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