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

Last Updated - May 11, 2024

Mystic has 2 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 Mystic, Connecticut have an average of 27 years of experience.

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List of Qualified Retirement Planning Advisors in Mystic, Connecticut

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Robert Henderson
Lansdowne Wealth Management, LLC

CRD# 5089860
Firm CRD# 155422
Series 63, 66

Minimum Assets Required

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management.


Fee-Only, Hourly, Flat Fee, Based on Assets

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Ronald Newton
Edelman Financial Engines, LLC

CRD# 1276178
Firm CRD# 104510
Series 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.



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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
28 Cottrell St.,
Mystic, CT, 6355
A Percentage of AUM

Information on Top Retirement Planning firms in Mystic, Connecticut

QualificationsFirm CRD# 125511

Assets Under Management $106,448,216

No. Of Clients348

Clients Per Financial Advisor116

SOUND PORTFOLIO ADVISORS, LLC is a financial advisory firm situated in Mystic, Connecticut. With a nearly $106M assets under management, the firm specializes in crafting personalized retirement planning solutions for 348 clients. The team consists of 3 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 Individuals
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