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Find Retirement Advisors for Retirement Planning in Avon, Connecticut
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Avon, Connecticut
Last Updated - April 20, 2024Avon has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 5 non-vetted advisors in your local area. These retirement advisors in Avon, Connecticut have an average of 24 years of experience.
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List of Qualified Retirement Planning Advisors in Avon, Connecticut
VERIFIEDRobert Tubridy
MBA, CFP®, ChFC®
CT Financial Partners
Qualifications
CRD# 4509256
Firm CRD# 8032
Series 7, 24, 66
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDCody St John
LPL Financial | Arrowhead Financial Group
Qualifications
CRD# 7128086
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
Not Specified
Advisory Services:
Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDCharles Helme
BH Asset Management, LLC
Qualifications
CRD# 712007
Firm CRD# 152117
Series 65
Minimum Assets Required
$500,000
Advisory Services:
Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Annuities, Insurance Planning.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDRonald Newton
CFP®
Edelman Financial Engines, LLC
Qualifications
CRD# 1276178
Firm CRD# 104510
Series 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 5 Retirement Planning firms in Avon, Connecticut (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | IRONWOOD CAPITAL ADVISORS LLC 45 Nod Road, Avon, CT, 6001 | $771,064,128 | 5 | 20 | A Percentage of AUM, Performance Based |
| 2 | FLOWSTONE PARTNERS, LLC 55 Nod Road, Suite 120, Avon, CT, 6001 | $522,928,312 | 1 | 7 | A Percentage of AUM, Performance Based |
| 3 | SPIVAK ASSET MANAGEMENT, LLC 172 West Main Street, Avon, CT, 6001 | $256,416,706 | 63 | 1 | A Percentage of AUM |
| 4 | ASSET STRATEGIES, INC. 80 West Avon Rd., Avon, CT, 6001 | $140,582,461 | 144 | 10 | A Percentage of AUM, Fixed Fees |
| 5 | MILESTONE ASSET MANAGEMENT GROUP, LLC 302 West Main Street, Suite 206 Avon, CT, 6001 | $114,015,000 | 453 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Avon, Connecticut
QualificationsFirm CRD# 321642
Assets Under Management $771,064,128
No. Of Clients5
Clients Per Financial Advisor0
IRONWOOD CAPITAL ADVISORS LLC is a financial advisory firm situated in Avon, Connecticut. With a nearly $771M assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 clients. The team consists of 20 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 301768
Assets Under Management $522,928,312
No. Of Clients1
Clients Per Financial Advisor0
FLOWSTONE PARTNERS, LLC is a financial advisory firm situated in Avon, Connecticut. With a nearly $523M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for Investment
QualificationsFirm CRD# 125714
Assets Under Management $256,416,706
No. Of Clients63
Clients Per Financial Advisor63
SPIVAK ASSET MANAGEMENT, LLC is a financial advisory firm situated in Avon, Connecticut. With a nearly $256M assets under management, the firm specializes in crafting personalized retirement planning solutions for 63 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Portfolio Management for Individuals
QualificationsFirm CRD# 119661
Assets Under Management $140,582,461
No. Of Clients144
Clients Per Financial Advisor14
ASSET STRATEGIES, INC. is a financial advisory firm situated in Avon, Connecticut. With a nearly $141M assets under management, the firm specializes in crafting personalized retirement planning solutions for 144 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 282896
Assets Under Management $114,015,000
No. Of Clients453
Clients Per Financial Advisor151
MILESTONE ASSET MANAGEMENT GROUP, LLC is a financial advisory firm situated in Avon, Connecticut. With a nearly $114M assets under management, the firm specializes in crafting personalized retirement planning solutions for 453 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Glastonbury, Connecticut
- Retirement Planners in Greenwich, Connecticut
- Retirement Planners in Mystic, Connecticut
- Retirement Planners in Stafford Springs, Connecticut
- Retirement Planners in Woodbridge, Connecticut
Looking for more choices? Use our free match service to compare retirement planners serving your area.