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Find Retirement Advisors for Retirement Planning in Essex, 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 Essex, Connecticut

Last Updated - June 18, 2024

Essex has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Essex, Connecticut have an average of 22 years of experience.

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List of Qualified Retirement Planning Advisors in Essex, Connecticut

advisor-photo
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Robert Henderson
CFP®
Lansdowne Wealth Management, LLC

Qualifications
CRD# 5089860
Firm CRD# 155422
Series 63, 66

Minimum Assets Required
$100,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management.

Compensation/Fee

Fee-Only, Hourly, Flat Fee, Based on Assets

advisor-photo
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Robert 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

advisor-photo

Qualifications
Firm CRD# 6413
Series 6, 7, 66

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money 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.

Compensation/Fee

Fee-Based, Based on Assets

advisor-photo

Qualifications
Firm CRD# 288239
Series 7, 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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

advisor-photo
vector.svg VERIFIED

Ronald 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

advisor-photo
vector.svg VERIFIED

Charles 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

Top 3 Retirement Planning firms in Essex, Connecticut (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
ESSEX FINANCIAL SERVICES, INC.
176 Westbrook Road,
Essex, CT, 6426
$2,771,901,777626941
A Percentage of AUM, Hourly charges, Fixed Fees
2
JEFFREY N. MEHLER, CFP LLC
147 Westbrook Road,
Essex, CT, 6426
$295,295,47713006
A Percentage of AUM, Hourly charges, Fixed Fees
3
ALCHEMI WEALTH, LLC
35 Pratt Street, Suite 202
Essex, CT, 6426
$174,874,6218167
A Percentage of AUM

Information on Top Retirement Planning firms in Essex, Connecticut

QualificationsFirm CRD# 127549

Assets Under Management $2,771,901,777

No. Of Clients6269

Clients Per Financial Advisor153

ESSEX FINANCIAL SERVICES, INC. is a financial advisory firm situated in Essex, Connecticut. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6269 clients. The team consists of 41 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
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 126681

Assets Under Management $295,295,477

No. Of Clients1300

Clients Per Financial Advisor217

JEFFREY N. MEHLER, CFP LLC is a financial advisory firm situated in Essex, Connecticut. With a nearly $295M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1300 clients. The team consists of 6 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
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 310451

Assets Under Management $174,874,621

No. Of Clients816

Clients Per Financial Advisor117

ALCHEMI WEALTH, LLC is a financial advisory firm situated in Essex, Connecticut. With a nearly $175M assets under management, the firm specializes in crafting personalized retirement planning solutions for 816 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

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

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