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Find Retirement Advisors for Retirement Planning in West Hartford, 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 West Hartford, Connecticut

Last Updated - May 14, 2024

West Hartford has 5 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 9 non-vetted advisors in your local area. These retirement advisors in West Hartford, Connecticut have an average of 25 years of experience.

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List of Qualified Retirement Planning Advisors in West Hartford, Connecticut

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Robert Tubridy
MBA, CFP®, ChFC®
CT Financial Partners

Qualifications
CRD# 4509256
Firm CRD# 8032
Series 7, 24, 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, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

advisor-photo
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Cody St John
LPL Financial | Arrowhead Financial Group

Qualifications
CRD# 7128086
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
Not Specified

Advisory Services:

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

Compensation/Fee

Fee-Only, Based on Assets

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Paul Schatz
Heritage Capital, LLC

Qualifications
CRD# 2241878

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 Individuals, Financial Planning for Businesses, Investment Advice & Management.

Compensation/Fee

Hourly, Based on Assets

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Charles Helme
BH Asset Management, LLC

Qualifications
CRD# 712007
Firm CRD# 152117
Series 65

Minimum Assets Required
$500,000

Advisory Services:

Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Annuities, Insurance Planning.

Compensation/Fee

Fee-Only, Based on Assets

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Ronald Newton
CFP®
Edelman Financial Engines, LLC

Qualifications
CRD# 1276178
Firm CRD# 104510
Series 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

Top 9 Retirement Planning firms in West Hartford, Connecticut (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
GYL FINANCIAL SYNERGIES, LLC
75 Isham Road, Suite 310
West Hartford, CT, 6107
$5,752,833,768591367
A Percentage of AUM, Hourly charges, Fixed Fees
2
FAIRVIEW CAPITAL PARTNERS, INC.
75 Isham Road, Suite 200
West Hartford, CT, 6107
$2,568,350,4132625
A Percentage of AUM, Performance Based
3
YHB INVESTMENT ADVISORS INC
29 South Main Street, Suite 306
West Hartford, CT, 06107-2417
$1,598,584,000266027
A Percentage of AUM, Hourly charges, Fixed Fees
4
PENWOOD REAL ESTATE INVESTMENT MANAGEMENT, LLC
75 Isham Road, 4th Floor
West Hartford, CT, 6107
$1,534,794,195416
Performance Based, Other (PERCENTAGE OF COMMITTED OR INVESTED CAPITAL)
5
RMC INVESTMENT ADVISORS
643 Prospect Avenue,
West Hartford, CT, 6105
$852,064,34482614
A Percentage of AUM
6
FIERSTON FINANCIAL GROUP INC
29 South Main St, Suite 302
West Hartford, CT, 6107
$718,292,2599227
A Percentage of AUM, Hourly charges, Fixed Fees
7
CONIFER INVESTMENTS LTD
65 Lasalle Road, Suite 402
West Hartford, CT, 6107
$358,001,490563
A Percentage of AUM, Fixed Fees
8
MULLANEY KEATING & WRIGHT INC
29 South Main Street, Suite 212
West Hartford, CT, 6107
$298,435,3954804
A Percentage of AUM, Hourly charges, Fixed Fees
9
FAIRVIEW CONSTITUTION MANAGEMENT IV LLC
75 Isham Road, Suite 200
West Hartford, CT, 6107
$253,524,580125
A Percentage of AUM

Information on Top Retirement Planning firms in West Hartford, Connecticut

QualificationsFirm CRD# 284758

Assets Under Management $5,752,833,768

No. Of Clients5913

Clients Per Financial Advisor88

GYL FINANCIAL SYNERGIES, LLC is a financial advisory firm situated in West Hartford, Connecticut. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5913 clients. The team consists of 67 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 161258

Assets Under Management $2,568,350,413

No. Of Clients26

Clients Per Financial Advisor1

FAIRVIEW CAPITAL PARTNERS, INC. is a financial advisory firm situated in West Hartford, Connecticut. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 26 clients. The team consists of 25 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
View Full Profile

QualificationsFirm CRD# 105434

Assets Under Management $1,598,584,000

No. Of Clients2660

Clients Per Financial Advisor99

YHB INVESTMENT ADVISORS INC is a financial advisory firm situated in West Hartford, Connecticut. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2660 clients. The team consists of 27 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

  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 130289

Assets Under Management $1,534,794,195

No. Of Clients4

Clients Per Financial Advisor0

PENWOOD REAL ESTATE INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in West Hartford, Connecticut. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Performance Based
  • Other (PERCENTAGE OF COMMITTED OR INVESTED CAPITAL)

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 104674

Assets Under Management $852,064,344

No. Of Clients826

Clients Per Financial Advisor59

RMC INVESTMENT ADVISORS is a financial advisory firm situated in West Hartford, Connecticut. With a nearly $852M assets under management, the firm specializes in crafting personalized retirement planning solutions for 826 clients. The team consists of 14 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
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 105003

Assets Under Management $718,292,259

No. Of Clients922

Clients Per Financial Advisor132

FIERSTON FINANCIAL GROUP INC is a financial advisory firm situated in West Hartford, Connecticut. With a nearly $718M assets under management, the firm specializes in crafting personalized retirement planning solutions for 922 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 106159

Assets Under Management $358,001,490

No. Of Clients56

Clients Per Financial Advisor19

CONIFER INVESTMENTS LTD is a financial advisory firm situated in West Hartford, Connecticut. With a nearly $358M assets under management, the firm specializes in crafting personalized retirement planning solutions for 56 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
  • Fixed Fees

Financial Planning Services

  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 110743

Assets Under Management $298,435,395

No. Of Clients480

Clients Per Financial Advisor120

MULLANEY KEATING & WRIGHT INC is a financial advisory firm situated in West Hartford, Connecticut. With a nearly $298M assets under management, the firm specializes in crafting personalized retirement planning solutions for 480 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
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 159304

Assets Under Management $253,524,580

No. Of Clients1

Clients Per Financial Advisor0

FAIRVIEW CONSTITUTION MANAGEMENT IV LLC is a financial advisory firm situated in West Hartford, Connecticut. With a nearly $254M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 25 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 pooled Investment
View Full Profile

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