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

Peter Scholtz

Scholtz & Company

107 Elm Street
Four Stamford Plaza, 5th Floor

Stamford,CT 06902
(203) 7149900

profile-image

Nick Friedman

Edelman Financial Engines, LLC

10 Bank Street

White Plains,NY 10606
(914) 6183002

dummy-image

Corey Peterson

Bayside Tax and Wealth, part of Great Hill Advisory, Ltd.

174 Main St.

Port Washington,NY 11545
(516) 5001240

List of Additional Retirement Planners in Westport, Connecticut*

* Additional advisor listing is provided in partnership with Yext

dummy-image

Abby Wolman Mcelroy - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
2032216060

dummy-image

Nicholas Difalco - Ameriprise Financial Services, LLC

10 Wright St

Westport, CT 06880
2033494350

dummy-image

Bruce D Sargent - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
2032216003

dummy-image

John Nelson - Ameriprise Financial Services, LLC

10 Wright St

Westport, CT 06880
2033494348

dummy-image

Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
2032264731

dummy-image

Stuart Gollomp - Ameriprise Financial Services, LLC

10 Wright St
1st Fl

Westport, CT 06880
2033494355

dummy-image

Edward Pardon - Ameriprise Financial Services, LLC

10 Wright St

Westport, CT 06880
2033494338

dummy-image

Stratos Wealth Partners

8 Wright Street
Suite 107

Westport, CT 06880
2032931790

dummy-image

Paradigm Financial Partners

315 Post Road West

Westport, CT 06880
2032213085

dummy-image

GYL Resnick

20 Ketchum Street

Westport, CT 06880
2032268262

dummy-image

The Castle Group - Morgan Stanley

500 Post Road East

Westport, CT 06880
2032216010

dummy-image

Joyce Goldfarb - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
2032224061

dummy-image

KT Group - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
2032216066

dummy-image

Edward Kwiatkowski - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
2032216066

dummy-image

Timothy Romano Jr. - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
2032216082

dummy-image

Steve Lewine - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
2032216035

dummy-image

David McNamara - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
2032216055

dummy-image

Gerard S Spiegel Jr. - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
2032216016

dummy-image

Christopher Richards - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
2032216097

dummy-image

Jonathan A Goldstein - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
2032216077

dummy-image

Robert A. Panza - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
2032224060

dummy-image

David Janny - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
2032216093

dummy-image

Robert E. Hill - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
2032216086

dummy-image

Karl Mergenthaler - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
2032216072

dummy-image

Philip J Quagliariello - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
2032216064

dummy-image

Clapboard Hill Private Wealth

1265 Post Road East

Westport, CT 06880
2034290406

dummy-image

Matt Sargent - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
2032216025

dummy-image

Robert Baptist

371 Post Road East

Westport, CT 06880
2032545150

dummy-image

Daniel J. Wright - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
2032224081

dummy-image

Robert K Mueller - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
2032216011

dummy-image

Stephanie M. Franchini - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
2032224059

dummy-image

The Panza Wheway Group - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
2032224060

dummy-image

Eric Drake - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
2032216071

dummy-image

Patrick Morrow - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
2032216063

dummy-image

Peter Grave - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
2032216054

dummy-image

Mark Burton - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
2032216047

dummy-image

Earl D. Wheway, Jr. - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
2032224087

dummy-image

Thomas Cagganello - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
2032216094

dummy-image

Ryan Birge - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
2032216084

dummy-image

The Leapley Group - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
2032216045

dummy-image

Donald R Larson - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
2032216023

dummy-image

Steven D D'Amico - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
2032224098

dummy-image

Jennifer Hradek - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
2032216045

dummy-image

Matthew S Bisland - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
2032215723

dummy-image

Kurt Tiefenthaler - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
2032216065

dummy-image

Steven W. Sherman - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
2032216009

dummy-image

Dianne Cicchetti - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
2032216007

* Additional advisor listing is provided in partnership with Yext

Find a Planner
It's Fast, Free & Easy

  Your Information is Safe and Secure

Interview top quality financial planners who meet your requirements

paladin-banner

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?

Get Matched With Planners