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

Last Updated - April 25, 2025

Guilford has 8 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 19 years of experience.

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List of Qualified Retirement Planning Advisors in Guilford, Connecticut

VERIFIED

Paul Schatz
Heritage Capital, LLC

Qualifications
CRD# 2241878

Minimum Assets Required
Not Specified

Address

1 Bradley Road,
Suite 202,
Woodbridge, CT 06525 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 Individuals, Financial Planning for Businesses, Investment Advice & Management

Compensation/Fee

Hourly, Based on Assets

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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

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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

Clarity Wealth Advisors

Qualifications
CRD# 1037845
Firm CRD# 8733

Minimum Assets Required
Not Specified

Address

710 Flintlock Rd,
Southport, CT 06890 See Details

Advisory Services:

Compensation/Fee

Not Specified

Find An Advisor

VERIFIED

Anthony M. Errico
Port Capital Management

Qualifications
CRD# 5679112
Firm CRD# 330252
Series 7, 63, 65, 66

Minimum Assets Required
$500,000

Address

684 Broadway,
Massapequa, NY 11758 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, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

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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

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

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	370 Church Street, Guilford, CT, 06437	$715,799,756	7	14	A percentage of AUM, Performance Based
2	10 Water Street, Guilford, CT, 06437	$609,543,910	895	5	A percentage of AUM, Fixed fees
3	One Park Street, Guilford, CT, 06437	$540,432,340	1479	14	A percentage of AUM, Hourly charges, Fixed fees
4	58 Boston Street, Guilford, CT, 06437	$386,200,000	304	12	A percentage of AUM
5	30 Long Hill Road, Guilford, CT, 06437	$372,789,483	404	9	A percentage of AUM, Hourly charges, Fixed fees
6	370 Church Street, Guilford, CT, 06437	$265,117,081	2	14	A percentage of AUM

Information on Top Retirement Planning firms in Guilford, Connecticut

PROSPECTOR PARTNERS, LLC

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QualificationsFirm CRD# 123546

Assets Under Management $715,799,756

No. Of Clients7

Clients Per Financial Advisor1

PROSPECTOR PARTNERS, LLC is a financial advisory firm situated in Guilford, Connecticut. With a nearly $716M assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 clients. The team consists of 14 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
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

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COMPASS WEALTH MANAGEMENT LLC

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QualificationsFirm CRD# 106289

Assets Under Management $609,543,910

No. Of Clients895

Clients Per Financial Advisor179

COMPASS WEALTH MANAGEMENT LLC is a financial advisory firm situated in Guilford, Connecticut. With a nearly $610M assets under management, the firm specializes in crafting personalized retirement planning solutions for 895 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
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

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GSB WEALTH MANAGEMENT, LLC

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QualificationsFirm CRD# 124867

Assets Under Management $540,432,340

No. Of Clients1479

Clients Per Financial Advisor106

GSB WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Guilford, Connecticut. With a nearly $540M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1479 clients. The team consists of 14 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 (AD-HOC SERVICES, CONSULTING)

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DIASTOLE WEALTH MANAGEMENT

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QualificationsFirm CRD# 111604

Assets Under Management $386,200,000

No. Of Clients304

Clients Per Financial Advisor25

DIASTOLE WEALTH MANAGEMENT is a financial advisory firm situated in Guilford, Connecticut. With a nearly $386M assets under management, the firm specializes in crafting personalized retirement planning solutions for 304 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors
Other (ADVISORY CONSULTING)

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MONTE FINANCIAL GROUP, LLC

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QualificationsFirm CRD# 150119

Assets Under Management $372,789,483

No. Of Clients404

Clients Per Financial Advisor45

MONTE FINANCIAL GROUP, LLC is a financial advisory firm situated in Guilford, Connecticut. With a nearly $373M assets under management, the firm specializes in crafting personalized retirement planning solutions for 404 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
Other (FINANCIAL CONSULTING)

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PROSPECTOR PARTNERS ASSET MANAGEMENT, LLC

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QualificationsFirm CRD# 143013

Assets Under Management $265,117,081

No. Of Clients2

Clients Per Financial Advisor0

PROSPECTOR PARTNERS ASSET MANAGEMENT, LLC is a financial advisory firm situated in Guilford, Connecticut. With a nearly $265M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 14 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 companies

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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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