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Find Retirement Advisors for Retirement Planning in Woodbury, 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 Woodbury, New York
Last Updated - April 13, 2024Woodbury has 13 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 Woodbury, New York have an average of 18 years of experience.
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List of Qualified Retirement Planning Advisors in Woodbury, New York
VERIFIEDMatt Cuiffo
CFP®
Edelman Financial Engines, LLC
Qualifications
CRD# 2867751
Firm CRD# 104510
Series 65, 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
VERIFIEDJohn Patsy
CLTC®, CFP®, RICP®
LPL Financial
Qualifications
CRD# 2772152
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$50,000
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDMasa Yamazaki
CPWA®, CEPA®, CDFA®
Oxler Private Wealth
Qualifications
CRD# 2526772
Firm CRD# 309684
Series 66
Minimum Assets Required
$1,000,000
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, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDCharles Helme
BH Asset Management, LLC
Qualifications
CRD# 712007
Firm CRD# 152117
Series 65
Minimum Assets Required
$500,000
Advisory Services:
Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Annuities, Insurance Planning.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDWalter Varian
Edelman Financial Engines, LLC
Qualifications
CRD# 5322696
Firm CRD# 104510
Series 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
VERIFIEDAltfest Personal Wealth Management
CPA, CFP®, CFA®, ChFC®
Qualifications
Firm CRD# 110130
Series 65, 66
Minimum Assets Required
$1,000,000
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, Estate Planning & Trusts.
Compensation/Fee
Fee-Only, Based on Assets
Advisory Services:
Financial Planning, Portfolio Management, Wealth Management, Estate Planning & Trusts.
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDChristopher Badaracco
CFP®, EA
Rose Wealth Advisors
Qualifications
CRD# 7076172
Firm CRD# 7076172
Minimum Assets Required
$500,000
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based, Hourly, Flat Fee, Based on Assets
VERIFIEDHIGHLAND Financial Advisors, LLC
RLP ®, CFP®, AIF®
Qualifications
CRD# 2063878
Firm CRD# 125838
Minimum Assets Required
$1,000,000
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, Estate Planning & Trusts.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDFrank Lepore
Bleakley Financial Group
Qualifications
CRD# 4695659
Firm CRD# 318366
Series 6, 7, 65, 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Flat Fee
VERIFIEDMichael Klein
CFP®
Bleakley Financial Group
Qualifications
CRD# 6281153
Firm CRD# 318366
Series 7, 66
Minimum Assets Required
$250,000
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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDJennifer Keiling
CRPC®
Edelman Financial Engines, LLC
Qualifications
CRD# 5311689
Firm CRD# 104510
Series 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 6 Retirement Planning firms in Woodbury, New York (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | VANDERBILT ADVISORY SERVICES 125 Froehlich Farm Blvd., Woodbury, NY, 11797 | $1,103,544,071 | 5069 | 107 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | FUSION FAMILY WEALTH, LLC 88 Froehlich Farm Boulevard, Suite 401 Woodbury, NY, 11797 | $849,015,383 | 1213 | 8 | A Percentage of AUM, Other (PERCENTAGE OF RETIREMENT PLAN ASSETS UNDER ADVISEMENT) |
| 3 | CONSOLIDATED PORTFOLIO REVIEW CORP 125 Froehlich Farm Blvd., Woodbury, NY, 11797 | $738,280,955 | 3377 | 33 | A Percentage of AUM, Hourly charges |
| 4 | SPIELBERGER & BROOKS, INC. 7600 Jericho Turnpike, Suite 305 Woodbury, NY, 11797 | $289,984,277 | 240 | 2 | A Percentage of AUM, Performance Based |
| 5 | CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC 7600 Jericho Turnpike, Suite 304 Woodbury, NY, 11797 | $117,177,857 | 629 | 8 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based, Other (%OF CLIENT ASSETS INVESTED IN MODEL PORTFOLIOS MANAGED BY OTHERS) |
| 6 | U.S. WEALTH GROUP, LLC 7600 Jericho Turnpike, Suite 303 Woodbury, NY, 11797 | $116,572,658 | 256 | 2 | A Percentage of AUM, Performance Based |
Information on Top Retirement Planning firms in Woodbury, New York
QualificationsFirm CRD# 116537
Assets Under Management $1,103,544,071
No. Of Clients5069
Clients Per Financial Advisor47
VANDERBILT ADVISORY SERVICES is a financial advisory firm situated in Woodbury, New York. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5069 clients. The team consists of 107 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
QualificationsFirm CRD# 168254
Assets Under Management $849,015,383
No. Of Clients1213
Clients Per Financial Advisor152
FUSION FAMILY WEALTH, LLC is a financial advisory firm situated in Woodbury, New York. With a nearly $849M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1213 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Other (PERCENTAGE OF RETIREMENT PLAN ASSETS UNDER ADVISEMENT)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 112694
Assets Under Management $738,280,955
No. Of Clients3377
Clients Per Financial Advisor102
CONSOLIDATED PORTFOLIO REVIEW CORP is a financial advisory firm situated in Woodbury, New York. With a nearly $738M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3377 clients. The team consists of 33 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 147197
Assets Under Management $289,984,277
No. Of Clients240
Clients Per Financial Advisor120
SPIELBERGER & BROOKS, INC. is a financial advisory firm situated in Woodbury, New York. With a nearly $290M assets under management, the firm specializes in crafting personalized retirement planning solutions for 240 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
- Performance Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 174670
Assets Under Management $117,177,857
No. Of Clients629
Clients Per Financial Advisor79
CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Woodbury, New York. With a nearly $117M assets under management, the firm specializes in crafting personalized retirement planning solutions for 629 clients. The team consists of 8 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
- Other (%OF CLIENT ASSETS INVESTED IN MODEL PORTFOLIOS MANAGED BY OTHERS)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 141062
Assets Under Management $116,572,658
No. Of Clients256
Clients Per Financial Advisor128
U.S. WEALTH GROUP, LLC is a financial advisory firm situated in Woodbury, New York. With a nearly $117M assets under management, the firm specializes in crafting personalized retirement planning solutions for 256 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
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Selection of Other Advisors
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