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.
Duxbury 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 Duxbury, Massachusetts have an average of 35 years of experience.
Jordan Cohne
RICP®
Clarity Wealth Advisors
Qualifications
CRD# 4763296
Firm CRD# 8733
Series 7, 66
Minimum Assets Required
Not Specified
Not Specified
Not Specified
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, 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
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
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 46 Railroad Avenue, Suite 201 Duxbury, MA, 02332 | $431,998,000 | 542 | 2 | A percentage of AUM, Hourly charges, Fixed fees |
2 | 11 Washington Street, Duxbury, MA, 02332 | $180,932,611 | 396 | 3 | A percentage of AUM, Hourly charges, Fixed fees |
3 | 33 Railroad Avenue, Suite 2 Duxbury, MA, 02332 | $157,397,852 | 429 | 2 | A percentage of AUM, Hourly charges, Fixed fees |
4 | 40 Tremont Street, Suite 62 Duxbury, MA, 02332 | $130,429,325 | 349 | 4 | A percentage of AUM |
QualificationsFirm CRD# 152235
Assets Under Management $431,998,000
No. Of Clients542
Clients Per Financial Advisor271
FLOREK FINANCIAL, LLC is a financial advisory firm situated in Duxbury, Massachusetts. With a nearly $432M assets under management, the firm specializes in crafting personalized retirement planning solutions for 542 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 119725
Assets Under Management $180,932,611
No. Of Clients396
Clients Per Financial Advisor132
WH CORNERSTONE INVESTMENTS INC. is a financial advisory firm situated in Duxbury, Massachusetts. With a nearly $181M assets under management, the firm specializes in crafting personalized retirement planning solutions for 396 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 313049
Assets Under Management $157,397,852
No. Of Clients429
Clients Per Financial Advisor215
FMA WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Duxbury, Massachusetts. With a nearly $157M assets under management, the firm specializes in crafting personalized retirement planning solutions for 429 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 285191
Assets Under Management $130,429,325
No. Of Clients349
Clients Per Financial Advisor87
HIGH PINES 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 349 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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