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

Last Updated - March 22, 2024

Guilford has 5 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 6 non-vetted advisors in your local area. These retirement advisors in Guilford, Connecticut have an average of 22 years of experience.

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List of Qualified Retirement Planning Advisors in Guilford, Connecticut

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Paul Schatz
Heritage Capital, LLC

Qualifications
CRD# 2241878

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 Individuals, Financial Planning for Businesses, Investment Advice & Management.

Compensation/Fee

Hourly, Based on Assets

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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

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Cody St John
LPL Financial | Arrowhead Financial Group

Qualifications
CRD# 7128086
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
Not Specified

Advisory Services:

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

Compensation/Fee

Fee-Only, Based on Assets

advisor-photo

Qualifications
CRD# 5629288
Firm CRD# 292776

Minimum Assets Required
$250,000

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

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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 6 Retirement Planning firms in Guilford, Connecticut (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
PROSPECTOR PARTNERS, LLC
370 Church Street,
Guilford, CT, 6437
$688,907,989713
A Percentage of AUM, Performance Based
2
COMPASS WEALTH MANAGEMENT LLC
10 Water Street,
Guilford, CT, 6437
$461,262,7788054
A Percentage of AUM, Fixed Fees
3
GSB WEALTH MANAGEMENT, LLC
One Park Street,
Guilford, CT, 6437
$451,965,782134213
A Percentage of AUM, Hourly charges, Fixed Fees
4
DIASTOLE WEALTH MANAGEMENT
58 Boston Street,
Guilford, CT, 6437
$335,599,86131412
A Percentage of AUM
5
MONTE FINANCIAL GROUP, LLC
30 Long Hill Road,
Guilford, CT, 6437
$332,407,8933538
A Percentage of AUM, Hourly charges, Fixed Fees
6
PROSPECTOR PARTNERS ASSET MANAGEMENT, LLC
370 Church Street,
Guilford, CT, 6437
$238,176,916213
A Percentage of AUM

Information on Top Retirement Planning firms in Guilford, Connecticut

QualificationsFirm CRD# 123546

Assets Under Management $688,907,989

No. Of Clients7

Clients Per Financial Advisor1

PROSPECTOR PARTNERS, LLC is a financial advisory firm situated in Guilford, Connecticut. With a nearly $689M assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 clients. The team consists of 13 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
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 106289

Assets Under Management $461,262,778

No. Of Clients805

Clients Per Financial Advisor201

COMPASS WEALTH MANAGEMENT LLC is a financial advisory firm situated in Guilford, Connecticut. With a nearly $461M assets under management, the firm specializes in crafting personalized retirement planning solutions for 805 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
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 124867

Assets Under Management $451,965,782

No. Of Clients1342

Clients Per Financial Advisor103

GSB WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Guilford, Connecticut. With a nearly $452M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1342 clients. The team consists of 13 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
View Full Profile

QualificationsFirm CRD# 111604

Assets Under Management $335,599,861

No. Of Clients314

Clients Per Financial Advisor26

DIASTOLE WEALTH MANAGEMENT is a financial advisory firm situated in Guilford, Connecticut. With a nearly $336M assets under management, the firm specializes in crafting personalized retirement planning solutions for 314 clients. The team consists of 12 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 pooled Investment
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 150119

Assets Under Management $332,407,893

No. Of Clients353

Clients Per Financial Advisor44

MONTE FINANCIAL GROUP, LLC is a financial advisory firm situated in Guilford, Connecticut. With a nearly $332M assets under management, the firm specializes in crafting personalized retirement planning solutions for 353 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
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 143013

Assets Under Management $238,176,916

No. Of Clients2

Clients Per Financial Advisor0

PROSPECTOR PARTNERS ASSET MANAGEMENT, LLC is a financial advisory firm situated in Guilford, Connecticut. With a nearly $238M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 13 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 Investment
View Full Profile

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