Social Security & IRMAA Medicare Advisors in New York

New York residents planning for retirement can connect with 18 professionals who hold the National Social Security Advisor (NSSA®) or IRMAA Certified Planner (IRMAACP™) certification. These advisors specialize in Social Security claiming strategies, Medicare enrollment, and IRMAA surcharge planning for clients in New York, Goshen, Saugerties, Middletown, Jericho, and Jamestown, and communities across New York.

Whether you need help deciding when to claim Social Security benefits, coordinating spousal and survivor strategies, or managing Medicare premiums and income-related adjustments, the certified New York advisors below can guide your retirement income planning. Browse the directory and connect directly with a professional near you.

18 Advisors in New York

Ashley Edwards

Operations Manager, Bayview Financial Group

Jamestown, NY

Social Security & IRMAA Medicare Advisors in New York

18 Advisors in New York

Ashley Edwards

Bryan Rendon

Curt Schultzberg

Daniel O'Reilly

David Castelli

Gerard Dolan

Israel Waldman

Jeffrey Polanco

Jeremy Evens

Jermaine Wilson

John Pink

Johnathan Wilsey

Jordan Sandler

Michael Demkiw

Paul Ferrigno

Philip Gallant

Roger Neustadt

Sarah Degraw