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Find Retirement Advisors for Retirement Planning in Norwalk, 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 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 registration checks. 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 Norwalk, Connecticut
Last Updated - May 15, 2025Norwalk has 16 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 Norwalk, Connecticut have an average of 18 years of experience.
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List of Qualified Retirement Planning Advisors in Norwalk, Connecticut
VERIFIEDGerard Gruber
CFP®, CDFA®
Harbor West Wealth Management & Planning
Qualifications
CRD# 4469120
Firm CRD# 120894
Minimum Assets Required
$100,000
Advisory Services:
Not Specified
Compensation/Fee
Not Specified
VERIFIEDQualifications
CRD# 1037845
Firm CRD# 8733
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
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:
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, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Address
- 10 Bank Street,
Suite 1215,
White Plains, NY 10606 See Details - 1130 RXR Plaza,
Suite 1130,
Uniondale, NY 11556 See Details - 340 Madison Avenue,
New York, NY 10173 See Details - 900 South Avenue,
Suite 203,
Staten Island, NY 10314 See Details - 51 John F Kennedy Parkway,
Suite 270,
Short Hills, NJ 07078 See Details - 328 Newman Springs Road,
Suite 1,
Red Bank, NJ 07701 See Details
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
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
VERIFIEDAnthony M. Errico
Port Capital Management
Qualifications
CRD# 5679112
Firm CRD# 330252
Series 7, 63, 65, 66
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based
VERIFIEDAltfest Personal Wealth Management
CPA, CFP®, CFA®, ChFC®
Qualifications
Firm CRD# 110130
Series 65, 66
Minimum Assets Required
$1,000,000
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
Compensation/Fee
Fee-Only, Based on Assets
Advisory Services:
Financial Planning, Portfolio Management, Wealth Management, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDFrank Lepore
Bleakley Financial Group
Qualifications
CRD# 4695659
Firm CRD# 318366
Series 6, 7, 65, 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Flat Fee
VERIFIEDDoug Frew
CFP®, ChFC®, AWMA®
BroadFront Capital Management
Qualifications
CRD# 6030529
Firm CRD# 6413
Series 7, 63, 66
Minimum Assets Required
$250,000
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, Commissions, Flat Fee, Based on Assets
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Top 6 Retirement Planning firms in Norwalk, Connecticut (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 901 Main Avenue, The Towers At Merritt River Norwalk, CT, 06851 | $24,423,211,290 | 1 | 17 | Other (COST REIMBURSEMENT) |
| 2 | 301 Merritt 7, Third Floor Norwalk, CT, 06851 | $1,432,300,000 | 19 | 24 | A percentage of AUM, Performance Based, Other (WE RECEIVE A PERCENTAGE OF EBITDA FROM PORTFOLIO COMPANIES) |
| 3 | 401 Merritt 7, Ph Norwalk, CT, 06851 | $633,026,097 | 47 | 7 | A percentage of AUM, Hourly charges, Fixed fees |
| 4 | 50 Washington Street, Suite 301e Norwalk, CT, 06854 | $449,007,175 | 179 | 5 | A percentage of AUM |
| 5 | 18 Marshall Street, Suite 340 Norwalk, CT, 06854 | $413,254,760 | 4 | 4 | A percentage of AUM, Performance Based |
| 6 | 50 Washington Street, 9th Floor, Norwalk, CT, 06854 | $208,000,000 | 1 | 3 | A percentage of AUM, Performance Based |
Information on Top Retirement Planning firms in Norwalk, Connecticut
QualificationsFirm CRD# 323648
Assets Under Management $24,423,211,290
No. Of Clients1
Clients Per Financial Advisor0
GE INVESTMENT MANAGEMENT is a financial advisory firm situated in Norwalk, Connecticut. With a nearly $24B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Other (COST REIMBURSEMENT)
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Selection for other advisors
QualificationsFirm CRD# 313052
Assets Under Management $1,432,300,000
No. Of Clients19
Clients Per Financial Advisor1
HEARTWOOD PARTNERS, LLC is a financial advisory firm situated in Norwalk, Connecticut. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 19 clients. The team consists of 24 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
- Other (WE RECEIVE A PERCENTAGE OF EBITDA FROM PORTFOLIO COMPANIES)
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 310396
Assets Under Management $633,026,097
No. Of Clients47
Clients Per Financial Advisor7
RISKBRIDGE ADVISORS, LLC is a financial advisory firm situated in Norwalk, Connecticut. With a nearly $633M assets under management, the firm specializes in crafting personalized retirement planning solutions for 47 clients. The team consists of 7 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Publication of periodicals and newsletters
QualificationsFirm CRD# 170805
Assets Under Management $449,007,175
No. Of Clients179
Clients Per Financial Advisor36
LITVAK WEALTH, LLC is a financial advisory firm situated in Norwalk, Connecticut. With a nearly $449M assets under management, the firm specializes in crafting personalized retirement planning solutions for 179 clients. The team consists of 5 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 and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 306994
Assets Under Management $413,254,760
No. Of Clients4
Clients Per Financial Advisor1
SAVOIR FAIRE CAPITAL MANAGEMENT, LP is a financial advisory firm situated in Norwalk, Connecticut. With a nearly $413M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 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
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 330135
Assets Under Management $208,000,000
No. Of Clients1
Clients Per Financial Advisor0
CAPZONE MANAGEMENT LLC is a financial advisory firm situated in Norwalk, Connecticut. With a nearly $208M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 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
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Glastonbury, Connecticut
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- Retirement Planners in Rocky Hill, Connecticut
- Retirement Planners in Shelton, Connecticut
- Retirement Planners in Stafford Springs, Connecticut
- Retirement Planners in Westport, Connecticut
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Looking for more choices? Use our free match service to compare retirement planners serving your area.