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Welcome to the retirement optimization group

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 qualified and experienced team constructs and executes strategies to provide our clients and their families the lifestyles they desire. 

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Our firm is founded on bringing the appropriate wealth management resources to our clients. 

Our arsenal of products and services gives us access to almost all investment, insurance and wealth management products and companies. Our focus 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

Our Company

The Retirement Optimization Group was founded with the goal of assisting our clients in every aspect of their financial lives. We aim to provide the most comprehensive and personal service available.

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Our Services

Our Services

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

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OUr Team

OUr Team

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

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Meet Our Team:

Charles Orlando, CPA*

Client Services Associate

Sean Hantes

Financial Advisor

Justin T. Corbin

Financial Advisor

Ken Arellano

Financial Advisor

Deborah Case

Client Liaison

Angela David

Healthcare Coordinator

Heather Donohue

Client Liaison

Marianne Bennett

Administrative Associate

Rebecca Allen

Branch Operations Manager

Robert Steinmetz

Registered Representative

Helpful Content

Curated articles, videos, and more for a financially savvier you.

Social Security Benefits: How Much Will I Receive

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.
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Directors and Officers Liability Insurance

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
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Retirement Accounts When You Change Your Job

Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.
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8 Timeless Principles of Investing

Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

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