Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
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.
MBA, CFP®, ChFC®
CT Financial Partners
Firm CRD# 8032
Series 7, 24, 66
Minimum Assets Required
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.
Fee-Based, Flat Fee, Based on Assets
|Assets Under Management
EXCEL WEALTH MANAGEMENT, LLC
935 Main Street, Unit B104
Manchester, CT, 6040
A Percentage of AUM, Hourly charges, Fixed Fees
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.
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