Eileen
Mahoney
Nfp Retirement Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Eileen Mahoney is a financial advisor based in Little Silver, New Jersey with 1 year of relevant experience. Mahoney is an advisor for Nfp Retirement Inc. Throughout their career, they have worked at Habcore, Inc, Cafaro Greenleaf LLC, Greenleaf Advisors LLC, Resources Investment Advisors, LLC and Nfp Retiremen. Inc. Mahoney maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in California. Nfp Retirement Inc is a company that has its headquarters in Aliso Viejo, CA. The firm has offices in 26 locations and a total of 251 advisors. It controls $75 billion in assets under management among its 5,162 customer accounts, placing it among the largest firms in the nation by assets under management. Of its 5,162 customer accounts, 17% are associated with high-net-worth individuals who have greater than $1 million in assets. Nfp Retirement Inc offers a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors typically vary depending on which services are offered. However, fees billed by Nfp Retirement Inc may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Nfp Retirement Inc Brokerage Details
$75,046,288,911
251
5,162
$14,538,219
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Eileen Mahoney Work History
Eileen has been registered as a financial advisor for 1 years.*
Nfp Retiremen. Inc
Resources Investment Advisors, LLC
Cafaro Greenleaf LLC
Greenleaf Advisors LLC
Habcore, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Eileen Mahoney to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Nfp Retirement Inc
Charlotte, NC
Aliso Viejo, CA
Kennebunk, ME
Ellicott City, MD
Euless, TX
Collegeville, PA
Aliso Viejo, CA
Aliso Viejo, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
