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Find Retirement Planners for Retirement Planning in Stamford, 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.

List of Qualified Retirement Planners in Stamford, Connecticut

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Peter Scholtz

Scholtz & Company

107 Elm Street Four Stamford Plaza, 5th Floor

Stamford,CT 06902

203-714-9900

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Nick Friedman

Edelman Financial Engines, LLC

10 Bank Street

White Plains,NY 10606

914-618-3002

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Gerry Barrasso

United Financial Planning Group, LLC

888 Veterans Memorial Hwy Suite 405

Hauppauge,NY 11788

631-234-0871

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Emil Ben-David

Edelman Financial Engines, LLC

1130 RXR Plaza

Uniondale,NY 11556

516-252-1413

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Jim Shagawat

AdvicePeriod

140 East Ridgewood Ave Suite #415 South Tower

Paramus,NJ 07652

201-509-4323

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Steve Bermack

Edelman Financial Engines, LLC

650 From Road

Paramus,NJ 07652

551-228-2233

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Matthew P. McKee

Target Rock Wealth Management LLC

445 Park Avenue Floor 9

New York,NY 10022

914-580-4530

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Gregory Manto

Iron Birch Advisors, a financial advisor practice of Ameriprise Financial Services, LLC

767 Third Avenue, 38th Floor

New York,NY 10017

212-759-2022

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Stuart Berrin

Edelman Financial Engines, LLC

340 Madison Avenue

New York,NY 10173

212-702-9653

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Personal Capital

Personal Capital Advisors Corporation

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Prince,NY 10012

650-556-1310

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Stephen Sassi

Edelman Financial Engines, LLC

406 Forest Ave.

Staten Island,NY 10301

718-313-0303

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Frank Lepore

Bleakley Financial Group

100 Passaic Avenue Suite 300

Fairfield,NJ 07004

973-244-4237

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Rob Hoynes

Hoynes Financial Group, LLC

1157 Highland Ave Suite 105

Cheshire,CT 06410

203-271-0222

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Kevin Shea

Edelman Financial Engines, LLC

51 JFK Parkway

Short Hills,NJ 07078

862-206-7431

List of Additional Retirement Planners in Stamford, Connecticut*

* Additional advisor listing is provided in partnership with Yext

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The JH Group - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-326-6900

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Pamela E. Kiernan - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-967-7111

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Matthew A Carrara - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-326-6985

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Brian Jay - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-967-7020

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William Lewis - UBS Financial Services Inc.

750 Washington Blvd
11th Floor

Stamford, CT 06901
203-977-7276

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Thomas Ross - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-356-0848

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Nisha B Chisena - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-326-6960

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Frank Lockwood - UBS Financial Services Inc.

750 Washington Blvd
11th Floor

Stamford, CT 06901
203-977-7257

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Gary W Klingner - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-356-0807

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Lewis Kasowitz - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-326-6924

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Nobilis Wealth

243 Tresser Boulevard
17th Floor

Stamford, CT 06901
203-355-3641

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The Keelers Ridge Group - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-967-7025

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Waypoint Wealth Planning

290 Harbor Drive
Workpoint Suite

Stamford, CT 06902
203-588-9444

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Garett Ceraso

1022 High Ridge Road

Stamford, CT 06905
203-968-2812

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Liberty Wealth Advisors

707 Summer Street
4th Floor

Stamford, CT 06901
203-323-6666

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Richard Rohr - UBS Financial Services Inc.

750 Washington Blvd
11th Floor

Stamford, CT 06901
203-977-7242

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J. Powers Shepard - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-326-6928

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Allan Jay - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-356-0844

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Hughes/Gorman Group - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-967-7022

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Susan Sheinhaus - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-326-6948

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Morgan Stanley Financial Advisors

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-326-6900

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Robert Lenihan - UBS Financial Services Inc.

750 Washington Blvd
11th Floor

Stamford, CT 06901
203-977-7275

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David Mills - UBS Financial Services Inc.

750 Washington Blvd
11th Floor

Stamford, CT 06901
203-977-7285

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The Kyriakos Group - UBS Financial Services Inc.

750 Washington Blvd
11th Floor

Stamford, CT 06901
203-326-7108

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Bo Zhang - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-967-7016

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Richard Jacoby - Morgan Stanley

4 Landmark Square 2nd
3rd Floor

Stamford, CT 06901
203-326-6951

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Paul D Greatsinger - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-356-0819

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John D Eng - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-967-7100

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Ginny Greatsinger - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-326-6956

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Anders J. Hurst - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-967-7042

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Ryan Gildersleeve - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-356-0878

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Tack Simmons - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-326-6903

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Stamford, CT Branch Office - UBS Financial Services Inc.

750 Washington Blvd
11th Floor

Stamford, CT 06901
914-761-6800

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Lockwood Wealth Management - UBS Financial Services Inc.

750 Washington Blvd
11th Floor

Stamford, CT 06901
203-977-7221

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James M Patrick - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-326-6929

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Derek Angus - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-326-6979

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The Markey Group - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-326-6900

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Maffei Wealth Management Group - UBS Financial Services Inc.

750 Washington Blvd
11th Floor

Stamford, CT 06901
203-977-7220

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Stamford, CT Private Wealth Management - UBS Financial Services Inc.

750 Washington Boulevard
11th Floor

Stamford, CT 06901
212-713-3452

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Charles M Featherston - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-967-7110

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The Dolce Group - UBS Financial Services Inc.

750 Washington Blvd
11th Floor

Stamford, CT 06901
203-977-7273

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Steven M Caputo - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-326-6912

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Paul Chadwick - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-326-6955

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Michael W Coughlin - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-967-7106

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Amy Weiser - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-967-7030

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Taher Ted Koly - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-967-7067

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Paul Fitzsimmons - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-326-6946

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Rick Stone - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-326-6954

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Carolina McGoey - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-326-6964

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Brian Nerreau - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-326-6942

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Ronald Balzano - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-326-6957

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Hillel Jaffe - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-326-6962

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John Murphy - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-967-7176

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Santo Borsellino - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-326-6932

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Andre Y Weiser - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-967-7103

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Suzanne Weiser - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-967-7036

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John G Hughes Jr. - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-967-7022

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Darden Livesay Jr. - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-326-6938

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Jay Wood - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-326-6966

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Andrew Livesay - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-326-6937

* Additional advisor listing is provided in partnership with Yext

Frequently Asked Questions

Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

  1. Are my current savings enough to get retired?
  2. With my current savings, what will my post-retirement lifestyle look like?
  3. Should I consider making investments right before my retirement?
  4. When is the right time to pay off my mortgage-pre or post-retirement?
  5. How can I mitigate my post-retirement financial risks?

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