Top New York Retirement Planning Firms
-
$5,000+$200 - $300 / hr10 - 49Lynbrook, NY
Services provided
Focus Areas
See all 1 projectsVantagePoint Benefit Administrators is an HR and benefits management company that provides comprehensive services such as payroll management, compliance training, and employee liability advice. According to reviews, 100% of feedback highlights their expertise, with particular emphasis on their leadership and process-oriented team. While highly praised, one suggestion for improvement involves enhancing real-time communication options.
-
UndisclosedUndisclosed2 - 9Valley Stream, NY
Services provided
Focus Areas
See all 2 projectsImperial Advisory, CFOs is a corporate financial advising firm specializing in financial planning and advisory services. The reviews reveal 100% positive feedback, highlighting the firm's professionalism, extensive industry knowledge, and high-quality work delivered ahead of deadlines. All reviewers emphasize their impressive needs analysis and responsiveness.
-
UndisclosedUndisclosed2 - 9New York, NY
Services provided
Focus Areas
See all 1 projectsBaharestani & Ritt LLP is a tax consultancy specializing in comprehensive tax return services, including Federal and State Tax Returns. The firm is highly regarded, with 100% of reviewers highlighting their detailed, organized approach and efficiency. Over 20 years of consistent excellence with no identified areas for improvement characterize their reputation.
-
$1,000+$25 - $49 / hr10 - 49New York, NY
Services provided
Focus Areas
Bexven is a small Business Valuation Services company based in New York, New York. Their services include Business Valuation Services and Digital Asset Management.
Read more -
$5,000+$50 - $99 / hr10 - 49New York, NY
Services provided
Focus Areas
See all 1 projectsFinalert LLC specializes in IT services, IT consulting, compliance and outsourcing, technology and ERP solutions, and bookkeeping and accounting. The overall feedback is highly positive, highlighting their professionalism, expertise, responsiveness, and innovative problem-solving approach. Clients commend their ability to deliver results on time and within budget, making Finalert LLC a reliable and talented partner.
-
$25,000+$100 - $149 / hr250 - 999New York, NY
Services provided
Focus Areas
Outsourced Accountants is a Finance & Accounting Outsourcing (FAO) company. Located in New York, New York, the agency provides Finance & Accounting Outsourcing (FAO) and Commercial Financing.
Read more -
$10,000+$100 - $149 / hr50 - 249New York, NY
Services provided
Focus Areas
Outsourced Accountants Oman is a New York, New York-based Accounting company. They specialize in Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Livingston, NJ
Services provided
Focus Areas
Monaco CPA is an Accounting company. They focus on Accounting and Digital Asset Management and were founded in 2025.
Read more -
$10,000+$200 - $300 / hr2 - 9New York, NY
Services provided
Focus Areas
Wharton Wealth Planning, a Financial Advising & Planning company, was established in 2006. The firm provides Financial Advising & Planning.
Read more -
$10,000+$300+ / hr2 - 9Merrick, NY
Services provided
Focus Areas
Business Development Machine is a Business Consulting company launched in 2014. The firm focuses on Business Consulting and Marketing Strategy.
Read more -
UndisclosedUndisclosed50 - 249Hicksville, NY
Services provided
Focus Areas
CPA Clinics is a Business Consulting company. The Hicksville, New York-based firm was founded in 2017. Their team specializes in Business Consulting and Accounting.
Read more -
$1,000+$50 - $99 / hr2 - 9Uniondale, NY
Services provided
Focus Areas
Joy the Bookkeeper is an Accounting company. Launched in 2019, the agency is headquartered in Uniondale, New York. Their services include Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49Stamford, CT
Services provided
Focus Areas
Financial Advisors Diddel is a Financial Advising & Planning company. They offer Financial Advising & Planning and Funding & Investment and were established in 1985.
Read more -
UndisclosedUndisclosed2 - 9Massapequa, NY
Services provided
Focus Areas
Financial Advising & Planning company Investment Insight Wealth Management was launched in 2004. Located in Massapequa, New York, the team offers Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49New York, NY
Services provided
Focus Areas
See all 1 projectsFinance For Thought offers advanced financial and tax planning solutions, thorough research, and custom proposals to support business processes. Reviews highlight their meticulous and detail-oriented approach, delivering tailored results and meeting deadlines despite challenges. Clients appreciate their exceptional solutions but suggest improving communication and streamlining processes.
-
UndisclosedUndisclosed50 - 249New York, NY
Services provided
Focus Areas
VRC (Valuation Research Corporation) is a Commercial Financing company launched in 1975. Their services include Commercial Financing and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Hillside, NJ
Services provided
Focus Areas
Accounting company Banor Associates, LLC is located in Hillside, New Jersey. Their services include Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed250 - 999New York, NY
Services provided
Focus Areas
See all 1 projectsWealth Enhancement Group offers Financial Advising, Financial Planning, and Investment Advisory services. Reviews indicate that they provide strategic advice on investments, insurance, and debt management, maintaining compliance, and performing market research. Clients appreciate their personalized approach and effective management, though there are limited options for local assessors.
-
UndisclosedUndisclosed10 - 49New York, NY
Services provided
Focus Areas
BakerAvenue Wealth Management is a San Francisco, California-based Financial Advising & Planning company. They provide Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Tarrytown, NY
Services provided
Focus Areas
Good Capital is a Commercial Financing and Financial Advising & Planning company established in 2018. The small team focuses on Commercial Financing and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed250 - 999New York, NY
Services provided
Focus Areas
Established in 1986, The Colony Group is a Financial Advising & Planning company. The midsize team provides Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9New York, NY
Services provided
Focus Areas
Launched in 2012, Crowne Equity Partners, LLC is a Financial Advising & Planning company. The agency focuses on Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed1,000 - 9,999New York, NY
Services provided
Focus Areas
Launched in 1881, Oppenheimer & Co. Inc. Is a Financial Advising & Planning company. The company offers Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Syosset, NY
Services provided
Focus Areas
Legacy Edge is a Financial Advising & Planning company. The team offers Financial Advising & Planning and is based in Syosset, New York.
Read more -
UndisclosedUndisclosed2 - 9New York, NY
Services provided
Focus Areas
Headquartered in New York, New York, Longwave Financial, LLC is a small Financial Advising & Planning company. Their services include Financial Advising & Planning and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9New York, NY
Services provided
Focus Areas
Schneider Wealth Strategies is a small New York, New York-based Financial Advising & Planning company. Their services include Financial Advising & Planning and Business Consulting.
Read more -
UndisclosedUndisclosed50 - 249Stamford, CT
Services provided
Focus Areas
Midsize Financial Consulting company Legal & General Retirement America, is in Stamford, Connecticut. The team specializes in Financial Consulting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Melville, NY
Services provided
Focus Areas
Unique Sports Management International is a branding agency. They provide Branding and Corporate Training & Coaching and are based in Melville, New York.
Read more -
UndisclosedUndisclosed2 - 9New Rochelle, NY
Services provided
Focus Areas
Smart's Management & Consulting Associates, LLC is a Business Consulting company. Established in 1983, the team focuses on Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Brooklyn, NY
Services provided
Focus Areas
Established in 2016, Wheeler and Morris Business Management Consulting LLC. Is a Business Consulting company. Their team specializes in Business Consulting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed50 - 249Matawan, NJ
Services provided
Focus Areas
Enterprise Iron, a midsize Business Consulting company, is in Matawan, New Jersey. The team focuses on Business Consulting and IT staff augmentation.
Read more
Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.
Get My Matches
Tell us what you need — we’ll match you with top agencies in minutes.
Get My MatchesWhy Trust Clutch
At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.
We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
- Comprehensive project details
- Market presence
- Portfolio examples and industry recognition
This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.
We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.
Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.
Top 3 Retirement Planning Consultants in New York City
-
$5,000+$200 - $300 / hr10 - 49Lynbrook, NY
Ability to deliver
23.6/40.016.2/20 Reviews1.7/10 Clients & Experience5.7/10 Market PresenceService focus
10% Financial Advising & Planning75% Retirement Planning90% Other -
UndisclosedUndisclosed2 - 9Valley Stream, NY
Ability to deliver
23.2/40.015.6/20 Reviews2/10 Clients & Experience5.6/10 Market PresenceService focus
80% Financial Advising & Planning25% Retirement Planning20% Other -
UndisclosedUndisclosed2 - 9New York, NY
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Financial Advising & Planning50% Retirement Planning50% Other -
$1,000+$25 - $49 / hr10 - 49New York, NY
Ability to deliver
5.5/40.00/20 Reviews1.5/10 Clients & Experience4/10 Market PresenceService focus
15% Financial Advising & Planning15% Retirement Planning85% Other -
$5,000+$50 - $99 / hr10 - 49New York, NY
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
10% Financial Advising & Planning15% Retirement Planning90% Other -
$25,000+$100 - $149 / hr250 - 999New York, NY
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
20% Financial Advising & Planning14% Retirement Planning80% Other -
$10,000+$100 - $149 / hr50 - 249New York, NY
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
20% Financial Advising & Planning14% Retirement Planning80% Other -
UndisclosedUndisclosed2 - 9Livingston, NJ
Ability to deliver
5.8/40.00/20 Reviews1.8/10 Clients & Experience4/10 Market PresenceService focus
20% Financial Advising & Planning100% Retirement Planning80% Other -
$10,000+$200 - $300 / hr2 - 9New York, NY
Ability to deliver
5.6/40.00/20 Reviews0/10 Clients & Experience5.5/10 Market PresenceService focus
100% Financial Advising & Planning40% Retirement Planning -
$10,000+$300+ / hr2 - 9Merrick, NY
Ability to deliver
6.6/40.00/20 Reviews2.1/10 Clients & Experience4.6/10 Market PresenceService focus
15% Financial Advising & Planning50% Retirement Planning85% Other -
UndisclosedUndisclosed50 - 249Hicksville, NY
Ability to deliver
5.5/40.00/20 Reviews0/10 Clients & Experience5.5/10 Market PresenceService focus
25% Financial Advising & Planning20% Retirement Planning75% Other -
$1,000+$50 - $99 / hr2 - 9Uniondale, NY
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
20% Financial Advising & Planning20% Retirement Planning80% Other -
UndisclosedUndisclosed10 - 49Stamford, CT
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
70% Financial Advising & Planning25% Retirement Planning30% Other -
UndisclosedUndisclosed2 - 9Massapequa, NY
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
100% Financial Advising & Planning30% Retirement Planning -
UndisclosedUndisclosed10 - 49New York, NY
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Financial Advising & Planning100% Retirement Planning50% Other -
UndisclosedUndisclosed50 - 249New York, NY
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
20% Financial Advising & Planning25% Retirement Planning80% Other -
UndisclosedUndisclosed2 - 9Hillside, NJ
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
10% Financial Advising & Planning100% Retirement Planning90% Other -
UndisclosedUndisclosed250 - 999New York, NY
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
80% Financial Advising & Planning50% Retirement Planning20% Other