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Find Retirement Advisors for Retirement Planning in Manchester, 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 Manchester, Connecticut
Last Updated - April 12, 2024Manchester has 2 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 Manchester, Connecticut have an average of 31 years of experience.
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List of Qualified Retirement Planning Advisors in Manchester, Connecticut
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
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 1 Retirement Planning firms in Manchester, Connecticut (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | EXCEL WEALTH MANAGEMENT, LLC 935 Main Street, Unit B104 Manchester, CT, 6040 | $419,472,572 | 234 | 12 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Manchester, Connecticut
QualificationsFirm CRD# 299602
Assets Under Management $419,472,572
No. Of Clients234
Clients Per Financial Advisor20
EXCEL WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Manchester, Connecticut. With a nearly $419M assets under management, the firm specializes in crafting personalized retirement planning solutions for 234 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
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.