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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

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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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Charles Helme

BH Asset Management, LLC

2 Greenwich Office Park West; Third Floor, Suites 1, 1A

Greenwich,CT 06831

203-987-6227

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Matthew McKee

Samalin Investment Counsel

297 King Street

Chappaqua,NY 10514

914-666-6600

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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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Nick Friedman

Edelman Financial Engines, LLC

10 Bank Street

White Plains,NY 10606

914-824-1521

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Bryan Trugman, CFP®

Attitude Financial Advisors

3 Crossways Park Drive West Suite 110

Woodbury,NY 11797

516-762-7603

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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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Emil Ben-David

Edelman Financial Engines, LLC

1130 RXR Plaza

Uniondale,NY 11556

516-252-1413

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Anamika Madan

Edelman Financial Engines, LLC

650 From Road

Paramus,NJ 07652

201-289-8260

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Chris Sosa

Edelman Financial Engines, LLC

340 Madison Avenue

New York,NY 10173

646-679-7093

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Personal Capital

Personal Capital Advisors Corporation

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Prince,NY 10012

650-556-1310

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Beth London

Edelman Financial Engines, LLC

74 Batterson Park Road 2nd Floor

Farmington,CT 06032

860-269-9672

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Frank Lepore

Bleakley Financial Group

100 Passaic Avenue Suite 300

Fairfield,NJ 07004

973-244-4237

List of Additional Retirement Planners in Westport, Connecticut*

* Additional advisor listing is provided in partnership with Yext

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

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1096

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David J. Sullivan III - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1015

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Stratos Wealth Partners

8 Wright Street
Suite 107

Westport, CT 06880
203-293-1790

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Paradigm Financial Partners

315 Post Road West

Westport, CT 06880
203-221-3085

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Robert Brody - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1050

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Clapboard Hill Private Wealth

1265 Post Road East

Westport, CT 06880
203-429-0406

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BAUER WEALTH MANAGEMENT GROUP - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1024

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Eric Drake - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6071

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The TOPP Group - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-226-4731

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Edward Kwiatkowski - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-221-6066

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Dianne Cicchetti - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6007

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Christopher Richards - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6097

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Riverside Wealth Management - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1044

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GYL Resnick

55 Post Rd. W
Suite 300

Westport, CT 06880
203-226-8262

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Gilbert Garceau - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1016

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RC Wealth Management - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1021

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Envision Financial Group - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1043

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The Panza Wheway Group - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-222-4060

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Martin Paul Mclaughlin - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1054

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Stephen Bauer - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1024

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Timothy Kelly - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1005

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Steve Lewine - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-221-6035

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Robert Baptist

371 Post Road East

Westport, CT 06880
203-254-5150

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Westport, CT Branch Office - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1000

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Brett Coltman - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1040

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Eric Carter - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1073

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Amy Gillis - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1008

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Sean Kelley, CFP - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1038

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The Riven Group - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1009

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Riverview Group - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1005

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Stuart Gollomp - Ameriprise Financial Services, LLC

10 Wright St
1st Fl

Westport, CT 06880
203-349-4355

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Meeks McCormick & Evanchik - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1083

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Christopher Michael Spahn - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1085

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The GB Group - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1008

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The Castle Group - Morgan Stanley

500 Post Road East

Westport, CT 06880
203-221-6010

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Kevin Porter, CFP - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1017

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Kurt Tiefenthaler - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-221-6065

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Steven W. Sherman - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-221-6009

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Abby Wolman McElroy, CFP® - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6060

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Robert E. Hill - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6086

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Daniel J. Wright - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-222-4081

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Rob DeWaele - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6040

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Karl Mergenthaler - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-221-6072

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KT Group - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-221-6066

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Morgan Stanley Financial Advisors

500 Post Road East 3rd
Fl

Westport, CT 06880
203-226-4731

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Timothy Romano Jr. - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-221-6082

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Peter Grave - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6054

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Patrick Morrow - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6063

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Jonathan A Goldstein - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6077

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The Leapley Group - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-221-6045

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Philip J Quagliariello - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6064

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David Janny - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6093

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Aaron Hall - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6007

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Donald R Larson, Jr. - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-221-6023

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Bruce D Sargent - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6003

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Matthew S Bisland - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-221-5723

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Mark Burton - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6047

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Jennifer Hradek - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-221-6045

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Robert A. Panza - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-222-4060

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Matt Sargent - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6025

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Steven D D'Amico - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-222-4098

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David McNamara - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-221-6055

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Earl D. Wheway, Jr. - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-222-4087

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Thomas Cagganello - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6094

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Gerard S Spiegel Jr. - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-221-6016

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Stephanie M. Franchini - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-222-4059

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Ryan Birge - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6084

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Robert K Mueller - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-221-6011

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Joyce Goldfarb - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-222-4061

* 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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