Show me search results for:

You can change this selection at any time via the Accredited Business toggle on the search results page.

We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Cookie Preferences

Many websites use cookies or similar tools to store information on your browser or device. We use cookies on BBB websites to remember your preferences, improve website performance and enhance user experience, and to recommend content we believe will be most relevant to you. Most cookies collect anonymous information such as how users arrive at and use the website. Some cookies are necessary to allow the website to function properly, but you may choose to not allow other types of cookies below.

Necessary Cookies

What are necessary cookies?
These cookies are necessary for the site to function and cannot be switched off in our systems. They are usually only set in response to actions made by you that amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not work. These cookies do not store any personally identifiable information.

Necessary cookies must always be enabled.

Functional Cookies

What are functional cookies?
These cookies enable the site to provide enhanced functionality and personalization. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies, some or all of these services may not function properly.

Performance Cookies

What are performance cookies?
These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.

Marketing Cookies

What are marketing cookies?
These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant content on other sites. They do not store personal information directly, but are based on uniquely identifying your browser or device. If you do not allow these cookies, you will experience less targeted advertising.
Better Business Bureau®
Resources for Businesses
Better Business Bureau
          Wildfires across the Los Angeles area are expected to become the costliest such disaster in U.S. history. As victims cope with the aftermath, it is crucial to stay vigilant against opportunistic scammers. In addition, those wishing to help by donating money or supplies should carefully research organizations before contributing. BBB offers guidance to protect both victims and donors. Copy and paste the following URL for helpful tips: bbb.org/local-bbb/bbb-of-los-angeles-and-silicon-valley
          Category: Retirement Planning Services

          Showing: 6,413 results for Retirement Planning Services
          near Fultonville, NY

          Filter by

          Service Area

          Filter by

          Distance
          Categories
          BBB Rating
          State/Province
          Get Connected
          Sort By
          • Distance
          • Rating

          Mansfield Financial Strategies LLC

          Financial Services, Retirement Planning Services

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Albany County, NY
          Accredited BusinessAccredited Business
          (518) 636-6570

          Ballston Lake, NY 12019-1938

          Bankers Life Securities, Inc.

          Retirement Planning Services, Financial Planning Consultants, Investment Management

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • USA
          not BBB accredited
          (844) 553-9083

          646 Plank Rd Ste 206,
          Clifton Park, NY 12065

          Bankers Life

          Insurance Services Office, Insurance Companies, Financial Services ...

          BBB Rating: A+

          This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

          View HQ Business Profile
          Service Area

          Serving the following areas:

          • Ashburn Park, IL
          • Bedford Park, IL
          • Burnham, IL
          • Calumet Park, IL
          • Chestnut Street, IL
          • Chicago Lawn, IL
          • Chicago, IL
          • Clearing, IL
          • Cragin, IL
          • Elsdon, IL
          • Englewood, IL
          • Forest View, IL
          • Fort Dearborn, IL
          • Graceland, IL
          • Grand Crossing, IL
          • Harwood Heights, IL
          • Hegewisch, IL
          • Jefferson Park, IL
          • Jefferson, IL
          • Lakeview, IL
          Accredited BusinessAccredited Business
          (866) 259-6935

          646 Plank Rd, Suite 206,
          Clifton Park, NY 12065

          Bankers Life Advisory Services, Inc

          Investment Security, Retirement Planning Services

          BBB Rating: A+

          This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

          View HQ Business Profile
          Service Area

          Serving the following areas:

          • USA
          not BBB accredited
          (844) 553-9083

          6225 Sheridan Dr, Suite 300,
          Clifton Park, NY 12065

          DST

          Retirement Planning Services

          BBB Rating: A+
          not BBB accredited
          (800) 525-4237

          15 Corporate Circle,
          Albany, NY 12203

          Bankers Life Securities

          Retirement Planning Services, Financial Planning Consultants, Investment Management

          BBB Rating: A+

          This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

          View HQ Business Profile
          Service Area

          Serving the following areas:

          • USA
          not BBB accredited
          (844) 553-9083

          7 Southside Drive, Suite 208,
          Clifton Park, NY 12065

          Sommers & Magilton Inc.

          Bookkeeping Services, Tax Return Preparation, Notary Public ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Albany County, NY
          Accredited BusinessAccredited Business
          (518) 869-2112

          1971 Western Ave,
          Albany, NY 12203-5066

          Creative Pension Consultants, Inc.

          Financial Services, Retirement Planning Services

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Albany County, NY
          not BBB accredited
          (518) 452-8139

          435 New Karner Rd,
          Albany, NY 12205-3867

          Team Greenwood Rodriguez LLC

          Wealth Management, Financial Planning Consultants, Life Insurance ...

          BBB Rating: A+
          not BBB accredited
          (518) 724-5004

          43 British American Blvd,
          Latham, NY 12110-1418

          Bankers Life Securities, Inc.

          Retirement Planning Services, Financial Planning Consultants, Investment Management

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • USA
          not BBB accredited
          (844) 553-9083

          646 Plank Rd Ste 206,
          Clifton Park, NY 12065-4800

          Bankers Life Advisory Services, Inc.

          Investment Security, Retirement Planning Services

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • USA
          not BBB accredited
          (844) 553-9083

          646 Plank Rd Ste 206,
          Clifton Park, NY 12065-4800

          Bankers Life

          Insurance Services Office, Insurance Companies, Financial Services ...

          BBB Rating: A+

          This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

          View HQ Business Profile
          Service Area

          Serving the following areas:

          • Ashburn Park, IL
          • Bedford Park, IL
          • Burnham, IL
          • Calumet Park, IL
          • Chestnut Street, IL
          • Chicago Lawn, IL
          • Chicago, IL
          • Clearing, IL
          • Cragin, IL
          • Elsdon, IL
          • Englewood, IL
          • Forest View, IL
          • Fort Dearborn, IL
          • Graceland, IL
          • Grand Crossing, IL
          • Harwood Heights, IL
          • Hegewisch, IL
          • Jefferson Park, IL
          • Jefferson, IL
          • Lakeview, IL
          Accredited BusinessAccredited Business
          (866) 259-6935

          646 Plank Rd Ste 206,
          Clifton Park, NY 12065-4800

          The Optimus Group, LLC

          Financial Planning Consultants, Life Insurance, Retirement Planning Services ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Saratoga County, NY
          • Albany, NY
          • Clifton Park, NY
          • East Greenbush, NY
          • Lake George, NY
          • Latham, NY
          Accredited BusinessAccredited Business
          (518) 688-9006

          1745 Route 9 Ste D,
          Clifton Park, NY 12065-2470

          Colonial Financial Services Inc.

          Financial Services, Insurance Companies, Retirement Planning Services ...

          BBB Rating: A+
          not BBB accredited
          (518) 393-9121

          7 Airport Park Blvd Ste 7,
          Latham, NY 12110-1480

          Paychex Inc

          Payroll Services, Retirement Planning Services

          BBB Rating: A+
          Accredited BusinessAccredited Business
          (518) 869-5900

          286 Washington Avenue Extension Suite 100,
          Albany, NY 12203

          Related Categories

          Accreditation and Ratings Overview

          Accredited BusinessAccredited Business

          Select businesses earn BBB Accreditation by undergoing a thorough evaluation and upholding the BBB Accreditation Standards.

          A+

          BBB assigns ratings from A+ (highest) to F (lowest). In some cases, BBB will not rate the business (indicated by an NR, or "No Rating") for reasons that include insufficient information about a business or ongoing review/update of the business's file.

          Didn't find the business you were looking for?

          If the business you're looking for isn't in our directory, submit a request to have it added.