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

Last Updated - April 25, 2025

Farmington has 5 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 9 non-vetted advisors in your local area. These retirement advisors in Farmington, Connecticut have an average of 15 years of experience.

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List of Qualified Retirement Planning Advisors in Farmington, Connecticut

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

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

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

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

Top 9 Retirement Planning firms in Farmington, Connecticut (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	74 Batterson Park Rd., Pond View Corporate Center Farmington, CT, 06032	$95,235,028,580	824	112	A percentage of AUM, Fixed fees
2	308 Farmington Avenue, 3rd Floor Farmington, CT, 06032	$74,598,201,884	8	79	A percentage of AUM
3	281 Farmington Avenue, Farmington, CT, 06032-1911	$3,168,312,415	1388	64	A percentage of AUM, Fixed fees
4	74 Batterson Park Rd, Suite 103 Farmington, CT, 06032	$1,056,627,677	2782	11	A percentage of AUM, Hourly charges, Fixed fees
5	312 Farmington Avenue, Farmington, CT, 06032-2586	$802,356,000	1	33	A percentage of AUM, Performance Based
6	10 Talcott Notch Road, 2nd Floor Farmington, CT, 06032	$503,293,741	734	8	A percentage of AUM, Fixed fees
7	2 Bridgewater Road, Suite 201 Farmington, CT, 06032	$328,916,668	1449	7	A percentage of AUM, Hourly charges, Fixed fees
8	10 Waterside Drive, Suite 305 Farmington, CT, 06032-2837	$317,621,091	586	5	A percentage of AUM, Hourly charges, Fixed fees
9	10 Talcott Notch Road, Suite 103 Farmington, CT, 06032	$191,405,726	766	9	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Farmington, Connecticut

NEW ENGLAND ASSET MANAGEMENT, INC.

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QualificationsFirm CRD# 105900

Assets Under Management $95,235,028,580

No. Of Clients824

Clients Per Financial Advisor7

NEW ENGLAND ASSET MANAGEMENT, INC. is a financial advisory firm situated in Farmington, Connecticut. With a nearly $100B assets under management, the firm specializes in crafting personalized retirement planning solutions for 824 clients. The team consists of 112 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

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Publication of periodicals and newsletters

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SYMETRA INVESTMENT MANAGEMENT COMPANY

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QualificationsFirm CRD# 312176

Assets Under Management $74,598,201,884

No. Of Clients8

Clients Per Financial Advisor0

SYMETRA INVESTMENT MANAGEMENT COMPANY is a financial advisory firm situated in Farmington, Connecticut. With a nearly $75B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 clients. The team consists of 79 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 businesses or institutional clients
Selection for other advisors

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CONNECTICUT WEALTH MANAGEMENT, LLC

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QualificationsFirm CRD# 154310

Assets Under Management $3,168,312,415

No. Of Clients1388

Clients Per Financial Advisor22

CONNECTICUT WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Farmington, Connecticut. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1388 clients. The team consists of 64 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 services
Portfolio management for individuals and/or small businesses
Other (ASSETS UNDER ADVISEMENT)

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MJP WEALTH ADVISORS

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QualificationsFirm CRD# 127654

Assets Under Management $1,056,627,677

No. Of Clients2782

Clients Per Financial Advisor253

MJP WEALTH ADVISORS is a financial advisory firm situated in Farmington, Connecticut. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2782 clients. The team consists of 11 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 (MJP ONLINE ADVISOR SERVICE)

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HORIZON TECHNOLOGY FINANCE

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QualificationsFirm CRD# 153052

Assets Under Management $802,356,000

No. Of Clients1

Clients Per Financial Advisor0

HORIZON TECHNOLOGY FINANCE is a financial advisory firm situated in Farmington, Connecticut. With a nearly $802M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 33 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 companies

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PASI INVESTMENTS, LLC

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QualificationsFirm CRD# 145640

Assets Under Management $503,293,741

No. Of Clients734

Clients Per Financial Advisor92

PASI INVESTMENTS, LLC is a financial advisory firm situated in Farmington, Connecticut. With a nearly $503M assets under management, the firm specializes in crafting personalized retirement planning solutions for 734 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
Fixed fees

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

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MEDALLION WEALTH ADVISORS, LLC

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QualificationsFirm CRD# 156064

Assets Under Management $328,916,668

No. Of Clients1449

Clients Per Financial Advisor207

MEDALLION WEALTH ADVISORS, LLC is a financial advisory firm situated in Farmington, Connecticut. With a nearly $329M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1449 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
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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SAGEBROADVIEW WEALTH MANAGEMENT, LLC

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QualificationsFirm CRD# 126472

Assets Under Management $317,621,091

No. Of Clients586

Clients Per Financial Advisor117

SAGEBROADVIEW WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Farmington, Connecticut. With a nearly $318M assets under management, the firm specializes in crafting personalized retirement planning solutions for 586 clients. The team consists of 5 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 (BUSINESS CONSULTING)

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WMGNA

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QualificationsFirm CRD# 125765

Assets Under Management $191,405,726

No. Of Clients766

Clients Per Financial Advisor85

WMGNA is a financial advisory firm situated in Farmington, Connecticut. With a nearly $191M assets under management, the firm specializes in crafting personalized retirement planning solutions for 766 clients. The team consists of 9 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

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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