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Welcome to The Retirement Optimization Group

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The Retirement Optimization Group is a full service financial firm in Upstate, NY. The firm provides comprehensive goal-driven wealth management services to our clients. Our highly qualified and experienced team constructs and executes strategies to provide our clients and their families the lifestyles they desire.

Our firm is founded on bringing the appropriate wealth management resources to our clients. We continue to operate under that philosophy.

Our arsenal of products and services gives us access to almost all investment, insurance and wealth management products and companies. Our sole bias resides on the side of the client and to bring the appropriate solutions to that client and their family no matter what company they come from.  The firm specializes in wealth management for individuals and families. Our process is goal-based and comprehensive. We have experience in all the different disciplines in financial planning to include: investments, insurance, stocks, bonds, mutual funds, 401ks, estate planning, and business continuity.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us. We look forward to hearing from you.

Our Company

The Retirement Optimization Group was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most comprehensive and personal service available, thus earning a reputation for excellence in our industry.

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Our Services

At The Retirement Optimization Group, we provide assistance in the following areas: Investments, Financial Planning and Insurance.

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Meet Our Team

Ken Arellano is a seasoned and dedicated financial services professional committed to making every client a raving fan.

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Your Future

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

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