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

Last Updated - April 25, 2025

Shelton has 15 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 11 non-vetted advisors in your local area. These retirement advisors in Shelton, Connecticut have an average of 17 years of experience.

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List of Qualified Retirement Planning Advisors in Shelton, Connecticut

advisor

Qualifications
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

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advisor

Qualifications
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

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advisor
vector.svg VERIFIED

Gerard 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

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advisor

Qualifications
Firm CRD# 6413
Series 6, 7, 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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

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advisor
vector.svg VERIFIED

Anthony 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

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based

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advisor
vector.svg VERIFIED

Altfest 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

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advisor

Qualifications
Firm CRD# 302050

Minimum Assets Required
$0

Advisory Services:

Financial Planning, Portfolio Management, Wealth Management, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

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advisor
vector.svg VERIFIED

Dan Brady
Savvy Advisors

Qualifications
CRD# 2172300
Firm CRD# 318493

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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

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advisor
vector.svg VERIFIED

Frank 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

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Top 11 Retirement Planning firms in Shelton, Connecticut (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

One Corporate Drive,
Shelton, CT, 06484
$105,935,674,5423253
A percentage of AUM
2

1 Corporate Drive, Suite 225
Shelton, CT, 06484
$7,769,672,465563847
A percentage of AUM, Hourly charges, Fixed fees
3

2 Corporate Drive, Suite 770
Shelton, CT, 06484
$1,292,546,493124720
A percentage of AUM, Subscription fees, Fixed fees
4

3 Enterprise Drive, Suite 410
Shelton, CT, 06484
$1,135,235,910113610
A percentage of AUM, Fixed fees
5

3 Enterprise Drive, Fourth Floor
Shelton, CT, 06484
$712,457,504178810
A percentage of AUM, Hourly charges, Fixed fees
6

2 Trap Falls Road, Suite 504
Shelton, CT, 06484
$224,853,5942506
A percentage of AUM
7

1000 Bridgeport Avenue, Suite 308
Shelton, CT, 06484
$170,512,44016844
A percentage of AUM
8

2 Enterprise Drive, Suite 305
Shelton, CT, 06484
$131,543,639566
A percentage of AUM, Hourly charges, Fixed fees
9

2 Corporate Drive, Suite 770
Shelton, CT, 06484
$61,217,0288818
A percentage of AUM, Fixed fees
10

2 Enterprise Drive, Suite 406
Shelton, CT, 06484
$5,490,00022
A percentage of AUM
11

2 Corporate Drive, Suite 770
Shelton, CT, 06484
$0017
Other (REIMBURSEMENT FOR RESEARCH EXPENSES)

Information on Top Retirement Planning firms in Shelton, Connecticut

QualificationsFirm CRD# 108897

Assets Under Management $105,935,674,542

No. Of Clients32

Clients Per Financial Advisor1

AST INVESTMENT SERVICES, INC. is a financial advisory firm situated in Shelton, Connecticut. With a nearly $106B assets under management, the firm specializes in crafting personalized retirement planning solutions for 32 clients. The team consists of 53 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 investment companies
  • Selection for other advisors
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QualificationsFirm CRD# 288239

Assets Under Management $7,769,672,465

No. Of Clients5638

Clients Per Financial Advisor120

PROCYON is a financial advisory firm situated in Shelton, Connecticut. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5638 clients. The team consists of 47 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 pooled investment vehicles
  • Pesnsion consulting services
  • Selection for other advisors
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QualificationsFirm CRD# 106302

Assets Under Management $1,292,546,493

No. Of Clients1247

Clients Per Financial Advisor62

WRIGHT INVESTORS SERVICE INC is a financial advisory firm situated in Shelton, Connecticut. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1247 clients. The team consists of 20 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Subscription fees
  • Fixed fees

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
View Full Profile

QualificationsFirm CRD# 167103

Assets Under Management $1,135,235,910

No. Of Clients1136

Clients Per Financial Advisor114

BEIRNE. is a financial advisory firm situated in Shelton, Connecticut. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1136 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 121060

Assets Under Management $712,457,504

No. Of Clients1788

Clients Per Financial Advisor179

INVESTMARK ADVISORY GROUP LLC is a financial advisory firm situated in Shelton, Connecticut. With a nearly $712M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1788 clients. The team consists of 10 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
View Full Profile

QualificationsFirm CRD# 310378

Assets Under Management $224,853,594

No. Of Clients250

Clients Per Financial Advisor42

CONSTITUTION INVESTMENT ADVISORY AND PORTFOLIO MANAGEMENT is a financial advisory firm situated in Shelton, Connecticut. With a nearly $225M assets under management, the firm specializes in crafting personalized retirement planning solutions for 250 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
View Full Profile

QualificationsFirm CRD# 104671

Assets Under Management $170,512,440

No. Of Clients1684

Clients Per Financial Advisor421

COOPER FINANCIAL SERVICES, INC. is a financial advisory firm situated in Shelton, Connecticut. With a nearly $171M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1684 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

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 285679

Assets Under Management $131,543,639

No. Of Clients56

Clients Per Financial Advisor9

GANIM PRIVATE WEALTH is a financial advisory firm situated in Shelton, Connecticut. With a nearly $132M assets under management, the firm specializes in crafting personalized retirement planning solutions for 56 clients. The team consists of 6 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
  • Pesnsion consulting services
View Full Profile

QualificationsFirm CRD# 139570

Assets Under Management $61,217,028

No. Of Clients88

Clients Per Financial Advisor5

WRIGHT PRIVATE ASSET MANAGEMENT LLC is a financial advisory firm situated in Shelton, Connecticut. With a nearly $61M assets under management, the firm specializes in crafting personalized retirement planning solutions for 88 clients. The team consists of 18 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
View Full Profile

QualificationsFirm CRD# 317979

Assets Under Management $5,490,000

No. Of Clients2

Clients Per Financial Advisor1

ARMADA ETFS is a financial advisory firm situated in Shelton, Connecticut. With a nearly $5M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 2 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 investment companies
View Full Profile

QualificationsFirm CRD# 105273

Assets Under Management $0

No. Of Clients0

Clients Per Financial Advisor0

THE WINTHROP CORPORATION is a financial advisory firm situated in Shelton, Connecticut. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Other (REIMBURSEMENT FOR RESEARCH EXPENSES)

Financial Planning Services

  • Publication of periodicals and newsletters
  • Security ratings or pricing services
  • Other (INVESTMENT RESEARCH)
View Full Profile

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