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Find Retirement Advisors for Retirement Planning in Great Neck, New York

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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.

Finding the Best Retirement Planners in Great Neck, New York

Last Updated - March 28, 2026

Great Neck has 5 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 8 non-vetted advisors in your local area. These retirement advisors in Great Neck, New York have an average of 21 years of experience.

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List of Qualified Retirement Planning Advisors in Great Neck, New York

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Frank Lepore
Bleakley Financial Group

Qualifications
CRD# 4695659
Firm CRD# 318366
Series 6, 7, 65, 66

Minimum Assets Required
$250,000

Address

100 Passaic Avenue,
Suite 300,
Fairfield, NJ 07004 See Details

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

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Top 8 Retirement Planning firms in Great Neck, New York (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	1010 Northern Boulevard, Suite 308 Great Neck, NY, 11021-5317	$2,160,456,028	93	3	Fixed fees
2	60 Cutter Mill Road, Suite 601 Great Neck, NY, 11021	$448,376,590	2	13	A percentage of AUM, Performance Based
3	1010 Northern Boulevard, Suite 310 Great Neck, NY, 11021	$322,682,038	706	6	A percentage of AUM, Fixed fees
4	111 Great Neck Road, Suite 210 Great Neck, NY, 11021	$146,390,095	7	6	A percentage of AUM, Performance Based
5	475 Northern Blvd, Ste 26 Great Neck, NY, 11021	$102,956,881	131	3	A percentage of AUM, Hourly charges
6	185 Great Neck Road, Suite 306 Great Neck, NY, 11021	$90,764,998	227	3	A percentage of AUM, Fixed fees, Performance Based
7	60 Cutter Mill Road, Suite 100-G Great Neck, NY, 11021	$73,838,864	365	1	A percentage of AUM, Fixed fees
8	175 Great Neck Rd, Suite 405 Great Neck, NY, 11021	$55,596,000	47	2	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Great Neck, New York

STONE HILL FIDUCIARY MANAGEMENT, LLC

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QualificationsFirm CRD# 164981

Assets Under Management $2,160,456,028

No. Of Clients93

Clients Per Financial Advisor31

STONE HILL FIDUCIARY MANAGEMENT, LLC is a financial advisory firm situated in Great Neck, New York. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 93 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

Fixed fees

Financial Planning Services

Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (ERISA 3(16) MANAGING FIDUCIARY SERVICES)

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SAG HARBOR CAPITAL MANAGEMENT, LLC

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QualificationsFirm CRD# 161490

Assets Under Management $448,376,590

No. Of Clients2

Clients Per Financial Advisor0

SAG HARBOR CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Great Neck, New York. With a nearly $448M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 13 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 pooled investment vehicles

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PALUMBO WEALTH MANAGEMENT LLC

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QualificationsFirm CRD# 306548

Assets Under Management $322,682,038

No. Of Clients706

Clients Per Financial Advisor118

PALUMBO WEALTH MANAGEMENT LLC is a financial advisory firm situated in Great Neck, New York. With a nearly $323M assets under management, the firm specializes in crafting personalized retirement planning solutions for 706 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
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

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CROSS SHORE CAPITAL MANAGEMENT, LLC

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QualificationsFirm CRD# 136650

Assets Under Management $146,390,095

No. Of Clients7

Clients Per Financial Advisor1

CROSS SHORE CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Great Neck, New York. With a nearly $146M assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 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
Performance Based

Financial Planning Services

Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Selection for other advisors

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KUTZ AND COMPANY INC.

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QualificationsFirm CRD# 124722

Assets Under Management $102,956,881

No. Of Clients131

Clients Per Financial Advisor44

KUTZ AND COMPANY INC. is a financial advisory firm situated in Great Neck, New York. With a nearly $103M assets under management, the firm specializes in crafting personalized retirement planning solutions for 131 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
Hourly charges

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

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RGA INVESTMENT ADVISORS, LLC

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QualificationsFirm CRD# 149171

Assets Under Management $90,764,998

No. Of Clients227

Clients Per Financial Advisor76

RGA INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Great Neck, New York. With a nearly $91M assets under management, the firm specializes in crafting personalized retirement planning solutions for 227 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
Fixed fees
Performance Based

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

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THE WEALTHPLAN LLC

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QualificationsFirm CRD# 306820

Assets Under Management $73,838,864

No. Of Clients365

Clients Per Financial Advisor365

THE WEALTHPLAN LLC is a financial advisory firm situated in Great Neck, New York. With a nearly $74M assets under management, the firm specializes in crafting personalized retirement planning solutions for 365 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

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C & C FINANCIAL SERVICES, INC.

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QualificationsFirm CRD# 106752

Assets Under Management $55,596,000

No. Of Clients47

Clients Per Financial Advisor24

C & C FINANCIAL SERVICES, INC. is a financial advisory firm situated in Great Neck, New York. With a nearly $56M assets under management, the firm specializes in crafting personalized retirement planning solutions for 47 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
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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