Find Retirement Planners for Retirement Planning in Connecticut

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in Connecticut, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

List of Qualified Retirement Planners in Connecticut

Sam Chang CFA®

Capitol Region Group

71 Raymond Road

West Hartford, CT 06107
(860) 4743600

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Select Portfolio Size $100,000 to $250,000 $250,000 to $500,000 $500,000 to $1,000,000 $1,000,000 to $3,000,000 More than $3,000,000 Less than $50,000 $50,000 to $100,000

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Robert Henderson

Lansdowne Wealth Management, LLC

31 Willow Street

Mystic, CT 06355
(860) 2455078

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Select Portfolio Size $100,000 to $250,000 $250,000 to $500,000 $500,000 to $1,000,000 $1,000,000 to $3,000,000 More than $3,000,000 Less than $50,000 $50,000 to $100,000

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Peter Scholtz

Scholtz & Company

107 Elm Street
Four Stamford Plaza, 5th Floor

Stamford, CT 06902
(203) 7149900

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Select Portfolio Size $100,000 to $250,000 $250,000 to $500,000 $500,000 to $1,000,000 $1,000,000 to $3,000,000 More than $3,000,000 Less than $50,000 $50,000 to $100,000

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Beth London

Edelman Financial Engines, LLC

74 Batterson Park Road
2nd Floor

Farmington, CT 06032
(860) 2694330

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Select Portfolio Size $100,000 to $250,000 $250,000 to $500,000 $500,000 to $1,000,000 $1,000,000 to $3,000,000 More than $3,000,000 Less than $50,000 $50,000 to $100,000

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James K. Gilchrest

JKG Capital LLC

55 Greens Farms RD Suite 200

Westport, CT 06880
(203) 5713557

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Select Portfolio Size $100,000 to $250,000 $250,000 to $500,000 $500,000 to $1,000,000 $1,000,000 to $3,000,000 More than $3,000,000 Less than $50,000 $50,000 to $100,000

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Douglas A. Kartsen, CFA

DAK Financial Services

11 Wintergreen Ln

Avon, CT 06001
(860) 2698130

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Select Portfolio Size $100,000 to $250,000 $250,000 to $500,000 $500,000 to $1,000,000 $1,000,000 to $3,000,000 More than $3,000,000 Less than $50,000 $50,000 to $100,000

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