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

Last Updated - June 15, 2024

Farmington has 5 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 8 non-vetted advisors in your local area. These retirement advisors in Farmington, Connecticut have an average of 24 years of experience.

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List of Qualified Retirement Planning Advisors in Farmington, Connecticut

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
vector.svg VERIFIED

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# 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

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

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

Top 8 Retirement Planning firms in Farmington, Connecticut (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
NEW ENGLAND ASSET MANAGEMENT, INC.
74 Batterson Park Rd., Pond View Corporate Center
Farmington, CT, 6032
$100,455,084,282880100
A Percentage of AUM, Fixed Fees, Performance Based
2
SYMETRA INVESTMENT MANAGEMENT COMPANY
308 Farmington Avenue, 3rd Floor
Farmington, CT, 6032
$68,176,048,738869
A Percentage of AUM
3
CONNECTICUT WEALTH MANAGEMENT, LLC
281 Farmington Avenue,
Farmington, CT, 06032-1911
$2,132,796,640295063
A Percentage of AUM, Fixed Fees
4
HORIZON TECHNOLOGY FINANCE
312 Farmington Avenue,
Farmington, CT, 06032-2586
$1,001,362,000232
A Percentage of AUM, Performance Based
5
MJP WEALTH ADVISORS
74 Batterson Park Rd, Suite 103
Farmington, CT, 6032
$853,430,240223910
A Percentage of AUM, Hourly charges, Fixed Fees
6
PASI INVESTMENTS, LLC
10 Talcott Notch Road, 2nd Floor
Farmington, CT, 6032
$450,877,7167837
A Percentage of AUM, Fixed Fees
7
SAGEBROADVIEW WEALTH MANAGEMENT, LLC
10 Waterside Drive, Suite 305
Farmington, CT, 06032-2837
$270,492,1965966
A Percentage of AUM, Hourly charges, Fixed Fees
8
MEDALLION WEALTH ADVISORS, LLC
2 Bridgewater Road, Suite 201
Farmington, CT, 6032
$270,275,68419617
A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Farmington, Connecticut

QualificationsFirm CRD# 105900

Assets Under Management $100,455,084,282

No. Of Clients880

Clients Per Financial Advisor9

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 880 clients. The team consists of 100 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Publication of periodicals or Newsleters
View Full Profile

QualificationsFirm CRD# 312176

Assets Under Management $68,176,048,738

No. Of Clients8

Clients Per Financial Advisor0

SYMETRA INVESTMENT MANAGEMENT COMPANY is a financial advisory firm situated in Farmington, Connecticut. With a nearly $68B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 clients. The team consists of 69 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 Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 154310

Assets Under Management $2,132,796,640

No. Of Clients2950

Clients Per Financial Advisor47

CONNECTICUT WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Farmington, Connecticut. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2950 clients. The team consists of 63 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
View Full Profile

QualificationsFirm CRD# 153052

Assets Under Management $1,001,362,000

No. Of Clients2

Clients Per Financial Advisor0

HORIZON TECHNOLOGY FINANCE 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 2 clients. The team consists of 32 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
  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 127654

Assets Under Management $853,430,240

No. Of Clients2239

Clients Per Financial Advisor224

MJP WEALTH ADVISORS is a financial advisory firm situated in Farmington, Connecticut. With a nearly $853M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2239 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
  • 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# 145640

Assets Under Management $450,877,716

No. Of Clients783

Clients Per Financial Advisor112

PASI INVESTMENTS, LLC is a financial advisory firm situated in Farmington, Connecticut. With a nearly $451M assets under management, the firm specializes in crafting personalized retirement planning solutions for 783 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
  • Fixed Fees

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 126472

Assets Under Management $270,492,196

No. Of Clients596

Clients Per Financial Advisor99

SAGEBROADVIEW WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Farmington, Connecticut. With a nearly $270M assets under management, the firm specializes in crafting personalized retirement planning solutions for 596 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
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 156064

Assets Under Management $270,275,684

No. Of Clients1961

Clients Per Financial Advisor280

MEDALLION WEALTH ADVISORS, LLC is a financial advisory firm situated in Farmington, Connecticut. With a nearly $270M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1961 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

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