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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 - April 17, 2024West 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
VERIFIEDRobert 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
VERIFIEDCody 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
VERIFIEDPaul 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
VERIFIEDCharles 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
VERIFIEDRonald 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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 9 Retirement Planning firms in West Hartford, Connecticut (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | GYL FINANCIAL SYNERGIES, LLC 75 Isham Road, Suite 310 West Hartford, CT, 6107 | $5,752,833,768 | 5913 | 67 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | FAIRVIEW CAPITAL PARTNERS, INC. 75 Isham Road, Suite 200 West Hartford, CT, 6107 | $2,568,350,413 | 26 | 25 | A Percentage of AUM, Performance Based |
| 3 | YHB INVESTMENT ADVISORS INC 29 South Main Street, Suite 306 West Hartford, CT, 06107-2417 | $1,598,584,000 | 2660 | 27 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | PENWOOD REAL ESTATE INVESTMENT MANAGEMENT, LLC 75 Isham Road, 4th Floor West Hartford, CT, 6107 | $1,534,794,195 | 4 | 16 | Performance Based, Other (PERCENTAGE OF COMMITTED OR INVESTED CAPITAL) |
| 5 | RMC INVESTMENT ADVISORS 643 Prospect Avenue, West Hartford, CT, 6105 | $852,064,344 | 826 | 14 | A Percentage of AUM |
| 6 | FIERSTON FINANCIAL GROUP INC 29 South Main St, Suite 302 West Hartford, CT, 6107 | $718,292,259 | 922 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 7 | CONIFER INVESTMENTS LTD 65 Lasalle Road, Suite 402 West Hartford, CT, 6107 | $358,001,490 | 56 | 3 | A Percentage of AUM, Fixed Fees |
| 8 | MULLANEY KEATING & WRIGHT INC 29 South Main Street, Suite 212 West Hartford, CT, 6107 | $298,435,395 | 480 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 9 | FAIRVIEW CONSTITUTION MANAGEMENT IV LLC 75 Isham Road, Suite 200 West Hartford, CT, 6107 | $253,524,580 | 1 | 25 | 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
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
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
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
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
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
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
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
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
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
- Retirement Planners in Greenwich, Connecticut
- Retirement Planners in Mystic, Connecticut
- Retirement Planners in Stafford Springs, Connecticut
- Retirement Planners in Woodbridge, Connecticut
Looking for more choices? Use our free match service to compare retirement planners serving your area.