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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 - October 2, 2024Guilford 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 25 years of experience.
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List of Qualified Retirement Planning Advisors in Guilford, Connecticut
VERIFIEDPaul 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
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
VERIFIED 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
VERIFIEDRobert 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
Advisory Services:
Not Specified.
Compensation/Fee
Not Specified
VERIFIEDCharles 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
VERIFIEDMatt Cuiffo
CFP®
Edelman Financial Engines, LLC
Qualifications
CRD# 2867751
Firm CRD# 104510
Series 65, 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
VERIFIEDRonald 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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 6 Retirement Planning firms in Guilford, Connecticut (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | PROSPECTOR PARTNERS, LLC 370 Church Street, Guilford, CT, 6437 | $688,907,989 | 7 | 13 | A Percentage of AUM, Performance Based |
| 2 | COMPASS WEALTH MANAGEMENT LLC 10 Water Street, Guilford, CT, 6437 | $461,262,778 | 805 | 4 | A Percentage of AUM, Fixed Fees |
| 3 | GSB WEALTH MANAGEMENT, LLC One Park Street, Guilford, CT, 6437 | $451,965,782 | 1342 | 13 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | DIASTOLE WEALTH MANAGEMENT 58 Boston Street, Guilford, CT, 6437 | $335,599,861 | 314 | 12 | A Percentage of AUM |
| 5 | MONTE FINANCIAL GROUP, LLC 30 Long Hill Road, Guilford, CT, 6437 | $332,407,893 | 353 | 8 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 6 | PROSPECTOR PARTNERS ASSET MANAGEMENT, LLC 370 Church Street, Guilford, CT, 6437 | $238,176,916 | 2 | 13 | 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
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
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
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
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
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
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
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Looking for more choices? Use our free match service to compare retirement planners serving your area.