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Find Retirement Advisors for Retirement Planning in Windsor, 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 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.

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Finding the Best Retirement Planners in Windsor, Connecticut

Last Updated - April 25, 2025

Windsor has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Windsor, Connecticut have an average of 15 years of experience.

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List of Qualified Retirement Planning Advisors in Windsor, Connecticut

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Omnica Wealth
CFP®

Qualifications
Firm CRD# 8032
Series 7, 63, 66

Minimum Assets Required
$50,000,000

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, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

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advisor

Qualifications
Firm CRD# 6413
Series 6, 7, 66

Minimum Assets Required
$250,000

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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

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advisor

Qualifications
Firm CRD# 288239
Series 7, 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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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Top 3 Retirement Planning firms in Windsor, Connecticut (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

One Orange Way,
Windsor, CT, 06095
$27,040,741,40711767136
A percentage of AUM, Fixed fees
2

One Orange Way,
Windsor, CT, 06095
$5,088,278,1731666
A percentage of AUM
3

One Orange Way,
Windsor, CT, 06095
$3,052,920,96515584529
A percentage of AUM, Hourly charges, Fixed fees, Commission Based

Information on Top Retirement Planning firms in Windsor, Connecticut

QualificationsFirm CRD# 3989

Assets Under Management $27,040,741,407

No. Of Clients11767

Clients Per Financial Advisor87

VOYA RETIREMENT ADVISORS, LLC is a financial advisory firm situated in Windsor, Connecticut. With a nearly $27B assets under management, the firm specializes in crafting personalized retirement planning solutions for 11767 clients. The team consists of 136 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 and/or small businesses
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QualificationsFirm CRD# 285390

Assets Under Management $5,088,278,173

No. Of Clients166

Clients Per Financial Advisor28

ONEAMERICA INVESTMENT ADVISORY SERVICES LLC is a financial advisory firm situated in Windsor, Connecticut. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 166 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Pesnsion consulting services
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QualificationsFirm CRD# 2882

Assets Under Management $3,052,920,965

No. Of Clients15584

Clients Per Financial Advisor29

VOYA FINANCIAL ADVISORS, INC. is a financial advisory firm situated in Windsor, Connecticut. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 15584 clients. The team consists of 529 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Commission Based

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Education seminars/workshops
View Full Profile

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