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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 - May 15, 2025Shelton 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 19 years of experience.
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List of Qualified Retirement Planning Advisors in Shelton, Connecticut
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
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
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
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
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
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
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, 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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 11 Retirement Planning firms in Shelton, Connecticut (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | One Corporate Drive, Shelton, CT, 06484 | $105,935,674,542 | 32 | 53 | A percentage of AUM |
| 2 | 1 Corporate Drive, Suite 225 Shelton, CT, 06484 | $7,769,672,465 | 5638 | 47 | A percentage of AUM, Hourly charges, Fixed fees |
| 3 | 2 Corporate Drive, Suite 770 Shelton, CT, 06484 | $1,292,546,493 | 1247 | 20 | A percentage of AUM, Subscription fees, Fixed fees |
| 4 | 3 Enterprise Drive, Suite 410 Shelton, CT, 06484 | $1,135,235,910 | 1136 | 10 | A percentage of AUM, Fixed fees |
| 5 | 3 Enterprise Drive, Fourth Floor Shelton, CT, 06484 | $712,457,504 | 1788 | 10 | A percentage of AUM, Hourly charges, Fixed fees |
| 6 | 2 Trap Falls Road, Suite 504 Shelton, CT, 06484 | $224,853,594 | 250 | 6 | A percentage of AUM |
| 7 | 1000 Bridgeport Avenue, Suite 308 Shelton, CT, 06484 | $170,512,440 | 1684 | 4 | A percentage of AUM |
| 8 | 2 Enterprise Drive, Suite 305 Shelton, CT, 06484 | $131,543,639 | 56 | 6 | A percentage of AUM, Hourly charges, Fixed fees |
| 9 | 2 Corporate Drive, Suite 770 Shelton, CT, 06484 | $61,217,028 | 88 | 18 | A percentage of AUM, Fixed fees |
| 10 | 2 Enterprise Drive, Suite 406 Shelton, CT, 06484 | $5,490,000 | 2 | 2 | A percentage of AUM |
| 11 | 2 Corporate Drive, Suite 770 Shelton, CT, 06484 | $0 | 0 | 17 | 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
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
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
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
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
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
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
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
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
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
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)
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