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Find Retirement Advisors for Retirement Planning in Essex, Connecticut

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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 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 registration checks. 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 Essex, Connecticut

Last Updated - April 25, 2025

Essex has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 non-vetted advisors in your local area. These retirement advisors in Essex, Connecticut have an average of 15 years of experience.

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List of Qualified Retirement Planning Advisors in Essex, Connecticut

VERIFIED

Omnica Wealth
CFP^®

Qualifications
Firm CRD# 8032
Series 7, 63, 66

Minimum Assets Required
$50,000,000

Address

180 Glastonbury Blvd,
Suite 200,
Glastonbury, CT 06033 See Details

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, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

VERIFIED

WealthWise Capital Management Gandolfini & Associates LLC

Qualifications
Firm CRD# 6413
Series 6, 7, 66

Minimum Assets Required
$250,000

Address

2189 Silas Deane Highway,
Suite 14,
Rocky Hill, CT 06067 See Details

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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

VERIFIED

Procyon Partners, LLC

Qualifications
Firm CRD# 288239
Series 7, 66

Minimum Assets Required
Not Specified

Address

1 Corporate Drive,
Suite 225,
Shelton, CT 06484 See Details

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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Clarity Wealth Advisors

Qualifications
CRD# 1037845
Firm CRD# 8733

Minimum Assets Required
Not Specified

Address

710 Flintlock Rd,
Southport, CT 06890 See Details

Advisory Services:

Compensation/Fee

Not Specified

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

1485 South County Trail,
Suite 101,
East Greenwich, RI 02818 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Anthony M. Errico
Port Capital Management

Qualifications
CRD# 5679112
Firm CRD# 330252
Series 7, 63, 65, 66

Minimum Assets Required
$500,000

Address

684 Broadway,
Massapequa, NY 11758 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

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Top 4 Retirement Planning firms in Essex, Connecticut (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	176 Westbrook Road, Essex, CT, 06426	$3,774,949,288	6985	45	A percentage of AUM, Hourly charges, Fixed fees
2	147 Westbrook Road, Essex, CT, 06426	$380,870,953	1318	8	A percentage of AUM, Hourly charges, Fixed fees
3	35 Pratt Street, Suite 202 Essex, CT, 06426	$209,334,679	969	8	A percentage of AUM
4	15a Main Street, Essex, CT, 06426	$103,801,335	275	4	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Essex, Connecticut

ESSEX FINANCIAL SERVICES, INC.

Find an Advisor

QualificationsFirm CRD# 127549

Assets Under Management $3,774,949,288

No. Of Clients6985

Clients Per Financial Advisor155

ESSEX FINANCIAL SERVICES, INC. is a financial advisory firm situated in Essex, Connecticut. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6985 clients. The team consists of 45 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

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JEFFREY N. MEHLER, CFP LLC

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QualificationsFirm CRD# 126681

Assets Under Management $380,870,953

No. Of Clients1318

Clients Per Financial Advisor165

JEFFREY N. MEHLER, CFP LLC is a financial advisory firm situated in Essex, Connecticut. With a nearly $381M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1318 clients. The team consists of 8 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 services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Other (FORENSIC FINANCIAL STATEMENT ANALYSIS IN DIVORCE PROCEEDINGS)

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ALCHEMI WEALTH, LLC

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QualificationsFirm CRD# 310451

Assets Under Management $209,334,679

No. Of Clients969

Clients Per Financial Advisor121

ALCHEMI WEALTH, LLC is a financial advisory firm situated in Essex, Connecticut. With a nearly $209M assets under management, the firm specializes in crafting personalized retirement planning solutions for 969 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

View Full Profile

SULLIVAN FINANCIAL, LLC

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QualificationsFirm CRD# 121371

Assets Under Management $103,801,335

No. Of Clients275

Clients Per Financial Advisor69

SULLIVAN FINANCIAL, LLC is a financial advisory firm situated in Essex, Connecticut. With a nearly $104M assets under management, the firm specializes in crafting personalized retirement planning solutions for 275 clients. The team consists of 4 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 services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (FINANCIAL CONSULTING)

View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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