Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
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.
Richard Dougherty
CFP®, AIF®
Echelon Wealth Advisors, LLC
Qualifications
CRD# 5271824
Firm CRD# 39543
Series 7, 66
Minimum Assets Required
$250,000
Portfolio Management, Retirement Planning, 401K Rollovers, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts, Annuities, Insurance Planning
Fee-Based, Hourly, Commissions, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 5582 W. Henrietta Rd., West Henrietta, NY, 14586 | $422,810,005 | 1460 | 11 | A percentage of AUM |
2 | 275 Wiregrass Parkway, West Henrietta, NY, 14586 | $26,000,000 | 1 | 3 | A percentage of AUM |
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.
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.
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