Find the Best Retirement Planners

Browse Providers

541 results for Retirement Planning in New York, NY

• Tristan Ramage, CFA, CFP?

  Providing services: Financial Advisory, Financial Analysis, Financial Planning, Wealth Management, Retirement Planning, Loans, Budgeting

  New York, NY

  Request proposal

  Summary: As an Asset Management Research Associate at Oppenheimer & Co., I am responsible for the due diligence research of selected investment managers on our service platform and for the curation of our firm’s investment manager Focus List. I participate and lead quarterly performance calls and bi-annual reviews of our investment managers and support our firm’s financial advisors in the selection of and allocation to investment managers across a variety of asset classes. Since graduation, I have chosen to pursue both the Certified Financial Planning? and Charter Financial Analyst designations. I passed the CFP? exam in March 2022 and the CFA Level III exam in February 2024, carrying both designations today. I graduated as Valedictorian from Manhattanville College with Honors in Finance and Economics and with two distinguished academic recognitions: the O’Byrne Award, for highest overall GPA, and the Rindlaub Scholarship, for considerable academic achievement in the fields of Finance and Economics. Moreover, I was granted the Chairperson’s Scholarship, which honors students that demonstrated academic excellence in both pre-university and undergraduate education. While at university, I was also a member of the Men’s Ice Hockey Team, and I captained the team in my junior and senior seasons. In my sophomore season, our team won the first league championship and earned the first NCAA Championship Playoff berth in nearly a decade for our school. We proceeded to finish in the final 8 of the NCAA Division III tournament. In addition to our team accomplishments, I was nominated in 6 of 8 semesters as an ACHA All American Scholar Athlete. Outside of my professional and academic pursuits, I enjoy weightlifting, running, golfing, reading, and socializing with friends and family. I have run two half-marathons and am currently training for my first full marathon later in 2024, for which I am targeting a time of sub 3-hours in order to qualify for the 2025 Boston Marathon. I am also a self-taught guitar player and continue to develop my skills on both the acoustic and electric guitar.

• Kelvern Chen, CFP?

  Providing services: Wealth Management, Retirement Planning, Financial Advisory, Financial Planning, Insurance, Loans, Budgeting

  New York, NY

  Request proposal

  Summary: At Midas Wealth we focus on providing knowledge through educating our clients, value through catering to our client's expectations and trust by listening to understand and create individualized strategies to maximize current and future wealth while minimizing taxes. Kelvern Chen is a lead advisor for Midas Wealth & CFP focusing on giving his clients and their loved one’s confidence today, tomorrow and for the many years to come from now to retirement and after that. Check out some more about Kelvern by clicking the link below: https://www.letsmakeaplan.org/find-a-cfp-professional/certified-professional-profile/cc2ff96f-cf11-4df5-8791-b817af850e94 If you are interested or curious about financial planning or just want to say Hi, feel free to reach out to Kelvern at [email protected]!

• Lamont L. Ford

  Providing services: Financial Planning, Life Insurance, Insurance, Health Insurance, Financial Consulting, Wealth Management, Retirement Planning, Budgeting, Financial Analysis

  New York City Metropolitan Area

  Request proposal

  Summary: The MnL Agency represents an entire generation that has grown up in the shadows of our nation’s financial and economic difficulties. We have seen our parents, and others, struggle. We follow the news and have opinions about how and why those things happened, and in our mind we’re not pointing fingers, rather we are holding the lack of financial Education as accountable. We believe it is never too late to make adjustments to our Financial situations. As a Company, it’s our responsibility to develop the next generations. They’re eager to make an impact, but they need help. We’ve all been there. When you’re young you think you know it all, but you really don’t because, while we leave college with a lot of technique, we have little experience using it. The one thing we can give is our perspective – Sharing the lessons we’ve learned, attempting to break the cycle, not repeating past Financial mistakes. It’s about helping each generation be better than the last. We help individuals and Families to understand the importance of Financial literacy. We ensure families are Fully covered and are able to leave and inheritance for their children's children. We Analyze credit Status, We ensure Proper Insurance is being used, we educate on the importance of maintaining and building wealth and help with retirement planning Our Mission is to share and expose the message of Financial Education Are You Living LIFE Fully Covered For more information visit us at: https://themnlagency.com [email protected] 866-686-9902

• Alberto Valerio

  Providing services: Budgeting, Financial Accounting, Financial Advisory, Financial Analysis, Financial Planning, Financial Reporting, Insurance, Loans, Retirement Planning

  New York, NY

  Request proposal

  Summary: Motivated and versatile recent graduate with a Bachelor of Business Administration in Finance from Baruch College, complemented by a minor in Psychology and a strong academic record. Proven track record in financial analysis and analytical skills, along with experience in administrative roles. Fluent in Spanish and proficient in Microsoft Excel, with a passion for continuous learning.

• Marzena Hrebenko, CRPC?

  Providing services: Financial Planning, Retirement Planning, Administrative Assistance, Human Resources (HR), Strategic Planning, Diversity & Inclusion, Management Consulting, Project Management, HR Consulting, Financial Consulting

  New York, NY

  Request proposal

  Summary: **These are the comments of this Financial Advisor only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See https://www.ubs.com/fas-legal for the full disclosure.** |*********| **These are the comments of this Financial Advisor only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See https://www.ubs.com/fas-legal for the full disclosure.**

• Sign in to view more insights

  Get insights to quickly find providers that fit your needs, view mutual connections, and contact them directly Sign in

• Nathaniel Duanshi

  Providing services: Financial Planning, Financial Advisory, Retirement Planning, Tax Advisory, Life Insurance

  New York, NY

  Request proposal
• Griselda White

  Providing services: Retirement Planning, Financial Analysis, Estate Planning Law, Business Consulting, Insurance, Financial Planning, Financial Advisory, Budgeting, Career Development Coaching, Leadership Development

  New York City Metropolitan Area

  Request proposal

  Summary: Possible rewritten summary: I’m always looking to connect with other individuals who want to grow who want to reach their goals and make their dreams a reality, who are unapologetically themselves and want to help others reach freedom of time and money! It’s time for us to let go of the constraints in life and stop limiting ourselves to what we believe is written for us because I believe that everything that’s happens to us is for us to take as a lesson and to learn from in order for us to mold ourselves into our highest potential! I’m always happy to talk more about this and bring some inspiration to anyone that comes around my way! As a Financial Services Professional at World Financial Group (WFG), I help individuals, families, and students achieve their financial goals and improve their financial literacy. I educate them on various topics such as wealth building, legacy planning, budgeting, saving, debt management, and retirement planning, and provide them with customized solutions and strategies that suit their needs and preferences. have a Bachelor of Science in Respiratory Care Therapy/Therapist from Long Island University, and I am passionate about mathematics, finance, community health, and technology. I am always eager to learn from others and be inspired by their stories and insights. I want to grow as a person and a professional, and to make a positive impact on the world.

• Jon Wolfenbarger, CFA

  Providing services: Financial Analysis, Retirement Planning, Financial Advisory, Financial Consulting

  New York, NY

  Request proposal

  Summary: Experienced Founder with a demonstrated history of working in the investment industry. Skilled in Securities Analysis, Asset Management, Corporate Finance, Investment Management and Financial Analysis. Strong investment professional with a Master of Business Administration - MBA focused in Accounting and Finance from Duke University - The Fuqua School of Business.

• German Isakov

  Providing services: Financial Advisory, Financial Consulting, Financial Planning, Retirement Planning, Life Insurance, Health Insurance

  New York, NY

  Request proposal

  Summary: I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. New York Life Insurance Company One World Trade Center 285 Fulton Street, 39th Floor New York, NY 10007

• Walter Hoehler

  Providing services: Financial Advisory, Financial Planning, Retirement Planning

  New York, NY

  Request proposal

  Summary: Experienced client-facing markets professional. Leveraging my depth of experience across asset classes, I help build robust portfolios tailored to each client. My background in institutional portfolio management allows me to consider assets and strategies beyond the cookie cutter implementations offered elsewhere. At Hunters’ Gate, each portfolio is carefully considered and continually monitored. I have a deep understanding of financial products including Latin American capital markets, equity trading, equity derivatives, ETF’s, FX, cross currency rates, interest rate derivatives, crude oil & energy trading, electronic trading, and algorithmic trading. Throughout my career I have experienced a wide variety of investing environments in both foreign and domestic markets. Some rather friendly and others immensely challenging. Critically I have found there is no single answer to most questions. Possessing a robust set of tools to confront a wide variety of challenges is essential. Securities and variable insurance products offered through B. Riley Wealth Management, Inc., Member FINRA/SIPC. These statements, or any other opinion posted on this site, are my opinion only and neither represent nor are indicative of B. Riley Wealth’s overall opinions. For important disclosure information, please visit https://brileyfin.com/disclosures#wealth-management-disclosures.