Staten Island, NY · SEC-Registered Fiduciary · Free Consultation
Retirement Planning Advisor
Staten Island, New York
Doug Robb Jr. is an SEC-registered fiduciary serving Staten Island residents from the Bronx office at 4102 E Tremont Ave. He works with pre-retirees and retirees with $250,000 or more in investable assets, specializing in IRA rollovers, Social Security timing, ROTH conversions, and retirement income planning.
The Short Answer
Staten Island has one of the highest concentrations of NYPD and FDNY personnel in the five boroughs. Retirement planning for Staten Island public safety workers centers on the pension-to-retirement transition: when to retire, how the NYC pension interacts with Social Security under WEP, and what to do with the deferred compensation plan. Doug Robb Jr. specializes in this exact transition and works with Staten Island clients as a fiduciary.
Retirement Planning Services for Staten Island Residents
Doug Robb Jr. serves clients throughout Staten Island and the surrounding area from the Bronx office at 4102 E Tremont Ave and the Long Valley, NJ office.
How does retirement planning help Staten Island residents?
NYPD & FDNY Concentration
Staten Island has the highest per-capita concentration of NYPD and FDNY personnel in the five boroughs. Retirement planning for police officers and firefighters involves the NYC pension (NYCPF or NYCFPF), the WEP reduction to Social Security, and the deferred compensation plan rollover. Doug handles all three.
NYC Income Tax
Staten Island residents pay federal, New York State, and New York City income tax on retirement distributions. The combined marginal rate can be significant. Roth conversions during the lower-income years between retirement and RMD age are a key planning tool.
Suburban Character
Staten Island has a more suburban character than the other boroughs, with higher homeownership rates and a different cost structure. Many Staten Island retirees consider relocating to New Jersey or another lower-tax state — Doug accounts for the tax implications of relocation in the retirement income plan.
Access to Bronx Office
The Bronx office at 4102 E Tremont Ave is accessible from Staten Island via the Goethals Bridge and the Staten Island Expressway, typically 30–50 minutes depending on traffic. Phone and video consultations are available for clients who prefer not to travel.
Frequently Asked Questions — Staten Island Retirement Planning
Serving Staten Island, NY
Doug Robb Jr. works with pre-retirees and retirees throughout Staten Island and the surrounding area. The initial consultation is free and there is no obligation.
4102 E Tremont Ave, Bronx, NY 10465 · SEC-Registered Investment Adviser · CRD# 2384553