National Retirement Planning Experts

National Coverage
Local Professionals

Find Retirement Planners for Retirement Planning in Westport, 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 Westport, Connecticut

profile-image

Charles Helme

BH Asset Management, LLC

777 W Putnam Ave. 3rd Floor

Greenwich,CT 06830

203-987-6227

profile-image

Kevin Myers

Flynn Financial Partners

56 Harrison St
Suite 203

New Rochelle,NY 10580

914-819-1819

profile-image

Paul Schatz

Heritage Capital, LLC

1 Bradley Road
Suite 202

Woodbridge,CT 06525

203-389-3553

dummy-image

Michael Thompson

LPL Financial

110 Washington Ave. 3rd Floor

North Haven,CT 06473

203-500-8527

dummy-image

Creative Financial Planning

Creative Financial Planning Inc

101 S Broadway

South Nyack,NY 10960

845-634-6050

dummy-image

Altfest Personal Wealth Management

Altfest Personal Wealth Management

445 Park Avenue
6th Floor

New York,NY 10022

212-796-8729

dummy-image

U.S. Capital Wealth Advisors, LLC

U.S. Capital Wealth Advisors, LLC

150 East 52nd Street Suite 5001

New York,NY 10022

512-342-0202

dummy-image

Farther

Farther Finance, LLC

Four World Trade Center
150 Greenwich St, Ste 2946

New York,NY 10007

720-744-2145

profile-image

Frank Lepore

Bleakley Financial Group

100 Passaic Avenue
Suite 300

Fairfield,NJ 07004

973-244-4237

dummy-image

Coastal Wealth Management

Coastal Wealth Management

56 Williams Avenue

Mystic,CT 06355

860-245-0251

List of Additional Retirement Planners in Westport, Connecticut*

* Additional advisor listing is provided in partnership with Yext

dummy-image

Patrick Morrow - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6063

dummy-image

David Janny - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6093

dummy-image

Sean Kelley, CFP - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1038

dummy-image

Riverview Group - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1005

dummy-image

Timothy Romano Jr. - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-221-6082

dummy-image

Stratos Wealth Partners

8 Wright Street
Suite 107

Westport, CT 06880
203-293-1790

dummy-image

Paradigm Financial Partners

315 Post Road West

Westport, CT 06880
203-221-3085

dummy-image

Robert E. Hill - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6086

dummy-image

Envision Financial Group - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1043

dummy-image

Jonathan A Goldstein - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6077

dummy-image

Philip J Quagliariello - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6064

dummy-image

Robert Brody - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1050

dummy-image

Clapboard Hill Private Wealth

1265 Post Road East

Westport, CT 06880
203-429-0406

dummy-image

The Leapley Group - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-221-6045

dummy-image

Dianne Cicchetti - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6007

dummy-image

GYL Resnick

55 Post Rd. W
Suite 300

Westport, CT 06880
203-226-8262

dummy-image

Gilbert Garceau - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1016

dummy-image

Daniel J. Wright - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-222-4081

dummy-image

Westport, CT Branch Office - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1000

dummy-image

The Riven Group - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1009

dummy-image

The Castle Group - Morgan Stanley

500 Post Road East

Westport, CT 06880
203-221-6010

dummy-image

Karl Mergenthaler - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-221-6072

dummy-image

Stuart Gollomp - Ameriprise Financial Services, LLC

10 Wright St
1st Fl

Westport, CT 06880
203-349-4355

dummy-image

Eric Carter - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1073

dummy-image

BAUER WEALTH MANAGEMENT GROUP - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1024

dummy-image

Peter Grave - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6054

dummy-image

Steve Lewine - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-221-6035

dummy-image

Eckert Wealth Management Group - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1087

dummy-image

Brett Coltman - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1040

dummy-image

Kevin Porter, CFP - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1017

dummy-image

Kurt Tiefenthaler - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-221-6065

dummy-image

Amy Gillis - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1008

dummy-image

Timothy Kelly - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1005

dummy-image

Rob DeWaele - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6040

dummy-image

The Panza Wheway Group - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-222-4060

dummy-image

KT Group - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-221-6066

dummy-image

Edward Kwiatkowski - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-221-6066

dummy-image

Eric Drake - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6071

dummy-image

Christopher Richards - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6097

dummy-image

Morgan Stanley Financial Advisors

500 Post Road East 3rd
Fl

Westport, CT 06880
203-226-4731

dummy-image

Riverside Wealth Management - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1044

dummy-image

Christopher W. Faruol, CFP - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1096

dummy-image

Martin Paul Mclaughlin - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1054

dummy-image

Christopher Michael Spahn - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1085

dummy-image

Aaron Hall - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6007

dummy-image

Steven W. Sherman - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-221-6009

dummy-image

Meeks McCormick & Evanchik - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1083

dummy-image

David J. Sullivan III - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1015

dummy-image

The Longshore Group - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1023

dummy-image

Abby Wolman McElroy, CFP® - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6060

dummy-image

Stephen Bauer - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1024

dummy-image

Jim Iseman - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1041

dummy-image

RC Wealth Management - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1021

dummy-image

Allstate Personal Financial Representative: Emil Albanese

4 Evergreen Pkwy

Westport, CT 06880
203-253-2591

dummy-image

Matthew S Bisland - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-221-5723

dummy-image

Magdalena Gala-Hunter - TD Wealth Financial Advisor

185 Main Street

Westport, CT 06880
203-767-8429

dummy-image

Jeffrey Ferraro - TD Wealth Relationship Manager

185 Main Street

Westport, CT 06880
203-241-2677

dummy-image

Robert Baptist

371 Post Road East

Westport, CT 06880
203-254-5150

dummy-image

The GB Group - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1008

dummy-image

Edward Jones - Financial Advisor: Jonathan M Baron

1869 Post Rd E

Westport, CT 06880
203-254-4410

dummy-image

Jennifer Hradek - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-221-6045

dummy-image

Robert A. Panza - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-222-4060

dummy-image

Ryan Birge - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6084

dummy-image

Robert K Mueller - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-221-6011

dummy-image

Stephanie M. Franchini - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-222-4059

dummy-image

Matt Sargent - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6025

dummy-image

Donald R Larson, Jr. - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-221-6023

dummy-image

Thomas Cagganello - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6094

dummy-image

Gerard S Spiegel Jr. - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-221-6016

dummy-image

Bruce D Sargent - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6003

dummy-image

Steven D D'Amico - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-222-4098

dummy-image

Earl D. Wheway, Jr. - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-222-4087

dummy-image

Joyce Goldfarb - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-222-4061

dummy-image

Mark Burton - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6047

* 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?

FIND A
FINANCIAL PLANNER

Free Service | No Obligation to Hire

  Your Information is Safe and Secure

Interview top quality financial planners who meet your requirements

paladin-banner
Get Matched With Planners