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.
Gloucester has 5 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 Gloucester, 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
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
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
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 1 Blackburn Drive, Gloucester, MA, 01930 | $268,637,954 | 641 | 4 | A percentage of AUM, Hourly charges, Fixed fees |
2 | 30 Western Ave, Suite 206 Gloucester, MA, 01930 | $191,270,148 | 224 | 2 | A percentage of AUM, Hourly charges, Fixed fees |
QualificationsFirm CRD# 143492
Assets Under Management $268,637,954
No. Of Clients641
Clients Per Financial Advisor160
GOOD HARBOR ADVISORS, INC. is a financial advisory firm situated in Gloucester, Massachusetts. With a nearly $269M assets under management, the firm specializes in crafting personalized retirement planning solutions for 641 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 129473
Assets Under Management $191,270,148
No. Of Clients224
Clients Per Financial Advisor112
WERNAU ASSET MANAGEMENT is a financial advisory firm situated in Gloucester, Massachusetts. With a nearly $191M assets under management, the firm specializes in crafting personalized retirement planning solutions for 224 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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