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

Last Updated - June 13, 2024

Groton has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 1 non-vetted advisors in your local area. These retirement advisors in Groton, Connecticut have an average of 21 years of experience.

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List of Qualified Retirement Planning Advisors in Groton, 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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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

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

Top 1 Retirement Planning firms in Groton, Connecticut (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
SIGHTLINE WEALTH ADVISORS, LLC
495 Gold Star Highway, Suite 100
Groton, CT, 6340
$215,694,9748045
A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Groton, Connecticut

QualificationsFirm CRD# 176520

Assets Under Management $215,694,974

No. Of Clients804

Clients Per Financial Advisor161

SIGHTLINE WEALTH ADVISORS, LLC is a financial advisory firm situated in Groton, Connecticut. With a nearly $216M assets under management, the firm specializes in crafting personalized retirement planning solutions for 804 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
  • Portfolio Management for Individuals
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