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Find Retirement Advisors for Retirement Planning in Duxbury, Massachusetts

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Finding the Best Retirement Planners in Duxbury, Massachusetts

Last Updated - April 12, 2024

Duxbury has 5 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 Duxbury, Massachusetts have an average of 33 years of experience.

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List of Qualified Retirement Planning Advisors in Duxbury, Massachusetts

VERIFIED

Jordan Cohne
RICP^®
Prudential

Qualifications
CRD# 4763296
Firm CRD# 5685
Series 7, 66

Minimum Assets Required
Not Specified

Address

448 Turnpike Street,
Suite 1-G-A,
South Easton, MA 02375 See Details

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

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VERIFIED

Jonathan Straus
CSNA (Certified Special Needs Advisor)
Commons Capital

Qualifications
CRD# 2839717
Firm CRD# 165738
Series 7, 24, 63, 65, 66

Minimum Assets Required
$25,000,000

Address

254 Second Avenue, Suite 130,
Needham, MA 02494 See Details

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, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Based on Assets

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VERIFIED

Savant Wealth Management
Savant Wealth Management

Qualifications
Firm CRD# 107271

Minimum Assets Required
Not Specified

Address

80 William Street,
Suite 260,
Wellesley, MA 02481 See Details

Advisory Services:

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.

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

Allworth Financial
Allworth Financial

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Address

800 South Street Suite 350,
Waltham, MA 02453 See Details

Advisory Services:

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

Compensation/Fee

Fee-Based

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VERIFIED

Ronald Newton
CFP^®
Edelman Financial Engines, LLC

Qualifications
CRD# 1276178
Firm CRD# 104510
Series 66

Minimum Assets Required
Not Specified

Address

1485 South County Trail,,
Suite 101,
East Greenwich, RI 02818 See Details

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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Top 3 Retirement Planning firms in Duxbury, Massachusetts (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	FLOREK FINANCIAL, LLC 46 Railroad Avenue, Suite 201 Duxbury, MA, 2332	$351,007,000	514	2	A Percentage of AUM, Fixed Fees
2	FMA WEALTH MANAGEMENT, LLC 33 Railroad Avenue, Suite 2 Duxbury, MA, 2332	$130,398,661	441	2	A Percentage of AUM, Hourly charges, Fixed Fees
3	HIGH PINES WEALTH MANAGEMENT LLC 40 Tremont Street, Suite 62 Duxbury, MA, 2332	$108,231,274	282	4	A Percentage of AUM

Information on Top Retirement Planning firms in Duxbury, Massachusetts

FLOREK FINANCIAL, LLC

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QualificationsFirm CRD# 152235

Assets Under Management $351,007,000

No. Of Clients514

Clients Per Financial Advisor257

FLOREK FINANCIAL, LLC is a financial advisory firm situated in Duxbury, Massachusetts. With a nearly $351M assets under management, the firm specializes in crafting personalized retirement planning solutions for 514 clients. The team consists of 2 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
Selection of Other Advisors

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FMA WEALTH MANAGEMENT, LLC

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QualificationsFirm CRD# 313049

Assets Under Management $130,398,661

No. Of Clients441

Clients Per Financial Advisor221

FMA WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Duxbury, Massachusetts. With a nearly $130M assets under management, the firm specializes in crafting personalized retirement planning solutions for 441 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Financial Planning Services

Financial Planning
Portfolio Management for Individuals

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HIGH PINES WEALTH MANAGEMENT LLC

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QualificationsFirm CRD# 285191

Assets Under Management $108,231,274

No. Of Clients282

Clients Per Financial Advisor71

HIGH PINES WEALTH MANAGEMENT LLC is a financial advisory firm situated in Duxbury, Massachusetts. With a nearly $108M assets under management, the firm specializes in crafting personalized retirement planning solutions for 282 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

Financial Planning Services

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business

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Retirement Planners Near You

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Frequently Asked Questions

Why do I need a retirement planner?

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?

How much does a retirement planner cost?

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

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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