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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 - February 26, 2024

Manchester has 1 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 22 years of experience.

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List of Qualified Retirement Planning Advisors in Manchester, Connecticut

advisor-photo
vector.svg VERIFIED

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

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
EXCEL WEALTH MANAGEMENT, LLC
935 Main Street, Unit B104
Manchester, CT, 6040
$419,472,57223412
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
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