Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. 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.
Beverly has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 non-vetted advisors in your local area. These retirement advisors in Beverly, Massachusetts have an average of 26 years of experience.
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
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, Estate Planning & Trusts, Insurance Products & Annuities
Fee-Based, Based on Assets
Savant Wealth Management
Savant Wealth Management
Qualifications
Firm CRD# 107271
Minimum Assets Required
Not Specified
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money 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
Fee-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Joseph Skees
CFP®, ChFC®
Granite Bay Wealth Management, LLC
Qualifications
CRD# 2585891
Firm CRD# 35747
Series 7, 24, 66
Minimum Assets Required
$50,000
Not Specified
Fee-Based
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 138 Conant Street, Suite 100 Beverly, MA, 01915 | $2,814,966,076 | 323 | 19 | A percentage of AUM, Fixed fees, Performance Based |
2 | 50 Dunham Ridge, Suite 3100 Beverly, MA, 01915 | $193,493,051 | 117 | 3 | A percentage of AUM, Fixed fees |
3 | 900 Cummings Center, Suite 212-U Beverly, MA, 01915 | $174,670,077 | 81 | 7 | A percentage of AUM |
4 | 50 Dunham Ridge, Suite 1250 Beverly, MA, 01915 | $102,715,368 | 160 | 2 | A percentage of AUM |
QualificationsFirm CRD# 299607
Assets Under Management $2,814,966,076
No. Of Clients323
Clients Per Financial Advisor17
EASTERLY INVESTMENT PARTNERS LLC is a financial advisory firm situated in Beverly, Massachusetts. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 323 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 300841
Assets Under Management $193,493,051
No. Of Clients117
Clients Per Financial Advisor39
ALAPOCAS INVESTMENT PARTNERS, INC. is a financial advisory firm situated in Beverly, Massachusetts. With a nearly $193M assets under management, the firm specializes in crafting personalized retirement planning solutions for 117 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 146339
Assets Under Management $174,670,077
No. Of Clients81
Clients Per Financial Advisor12
FAMILY FIDUCIARY SERVICES, INC. is a financial advisory firm situated in Beverly, Massachusetts. With a nearly $175M assets under management, the firm specializes in crafting personalized retirement planning solutions for 81 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 301907
Assets Under Management $102,715,368
No. Of Clients160
Clients Per Financial Advisor80
BLUEDOOR PRIVATE WEALTH, LLC is a financial advisory firm situated in Beverly, Massachusetts. With a nearly $103M assets under management, the firm specializes in crafting personalized retirement planning solutions for 160 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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