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Find Retirement Advisors for Retirement Planning in Amherst, Massachusetts

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 Amherst, Massachusetts

Last Updated - March 12, 2024

Amherst has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Amherst, Massachusetts have an average of 14 years of experience.

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List of Qualified Retirement Planning Advisors in Amherst, Massachusetts

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Michael MacLean
CFP®
Mercantile Private Wealth Management

Qualifications
CRD# 5457640
Firm CRD# 5457640
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 Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts.

Compensation/Fee

Fee-Based, Commissions, Based on Assets

advisor-photo
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Allworth Financial
Allworth Financial

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

Top 2 Retirement Planning firms in Amherst, Massachusetts (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
WEST BRANCH CAPITAL LLC
9 Research Drive, Suite 1
Amherst, MA, 1002
$435,763,247118910
A Percentage of AUM, Fixed Fees, Performance Based
2
HART & PATTERSON FINANCIAL GROUP LLP
19 Research Drive,
Amherst, MA, 1002
$224,721,9336264
A Percentage of AUM, Fixed Fees

Information on Top Retirement Planning firms in Amherst, Massachusetts

QualificationsFirm CRD# 133813

Assets Under Management $435,763,247

No. Of Clients1189

Clients Per Financial Advisor119

WEST BRANCH CAPITAL LLC is a financial advisory firm situated in Amherst, Massachusetts. With a nearly $436M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1189 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 310639

Assets Under Management $224,721,933

No. Of Clients626

Clients Per Financial Advisor157

HART & PATTERSON FINANCIAL GROUP LLP is a financial advisory firm situated in Amherst, Massachusetts. With a nearly $225M assets under management, the firm specializes in crafting personalized retirement planning solutions for 626 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
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

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