National Retirement Planning Experts

National Coverage
Local Professionals

Home  > Financial Advisors > new york > rensselaer

TRUEPLAN BENEFIT AND RETIREMENT ADVISORS

Tel: 518-431-7600
One Empire Drive
Rensselaer, New York  12144

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

TRUEPLAN BENEFIT AND RETIREMENT ADVISORS

TRUEPLAN BENEFIT AND RETIREMENT ADVISORS is a Rensselaer, New York based financial advisory firm with nearly $3,924,975,375 in assets under management and provides investment advisory services for 105 clients. There are currently 10 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for businesses or institutional clients , Pesnsion consulting services

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

36026

SEC#:

801-67370

No. of Clients:

105

Assets under Management

$3,924,975,375

No. of Advisors:

10

More Financial Advisory Firms in Rensselaer, New York

More Firms in Rensselaer, New York >>

FinancialAdvisor.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. FinancialAdvisor.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. FinancialAdvisor.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

© 2026 FinancialAdvisor.net. All Rights Reserved.