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.
Lynnfield 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 Lynnfield, Massachusetts have an average of 35 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
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 6 Kimball Lane, Lynnfield, MA, 01940 | $6,168,006,683 | 5203 | 105 | A percentage of AUM, Hourly charges, Fixed fees, Other (ASSETS UNDER ADVISEMENT) |
2 | 600 Market Street, Suite 684 Lynnfield, MA, 01940 | $884,096,209 | 2031 | 25 | A percentage of AUM, Hourly charges, Fixed fees |
QualificationsFirm CRD# 106223
Assets Under Management $6,168,006,683
No. Of Clients5203
Clients Per Financial Advisor50
F L PUTNAM INVESTMENT MANAGEMENT CO. is a financial advisory firm situated in Lynnfield, Massachusetts. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5203 clients. The team consists of 105 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 145713
Assets Under Management $884,096,209
No. Of Clients2031
Clients Per Financial Advisor81
SACHETTA, LLC is a financial advisory firm situated in Lynnfield, Massachusetts. With a nearly $884M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2031 clients. The team consists of 25 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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