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Find Retirement Advisors for Retirement Planning in Manchester, Massachusetts

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.

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Finding the Best Retirement Planners in Manchester, Massachusetts

Last Updated - April 25, 2025

Manchester 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 Manchester, Massachusetts have an average of 26 years of experience.

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List of Qualified Retirement Planning Advisors in Manchester, Massachusetts

advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor

Qualifications
Firm CRD# 117756
Series 7

Minimum Assets Required
$0

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, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

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advisor
vector.svg VERIFIED

Savant Wealth Management
Savant Wealth Management

Qualifications
Firm CRD# 107271

Minimum Assets Required
Not Specified

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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advisor
vector.svg VERIFIED

Joseph Skees
CFP®, ChFC®
Granite Bay Wealth Management, LLC

Qualifications
CRD# 2585891
Firm CRD# 35747
Series 7, 24, 66

Minimum Assets Required
$50,000

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

40 Beach Street, Suite 200
Manchester, MA, 01944-1464
$627,077,3845017
A percentage of AUM, Hourly charges
2

13 Woodcrest Road,
Manchester, MA, 01944
$186,992,6742563
A percentage of AUM, Fixed fees
3

13 Elm Street, Suite 2
Manchester, MA, 01944
$121,942,04264
A percentage of AUM, Performance Based

Information on Top Retirement Planning firms in Manchester, Massachusetts

QualificationsFirm CRD# 107643

Assets Under Management $627,077,384

No. Of Clients501

Clients Per Financial Advisor72

BOSTON RESEARCH AND MANAGEMENT, INC. is a financial advisory firm situated in Manchester, Massachusetts. With a nearly $627M assets under management, the firm specializes in crafting personalized retirement planning solutions for 501 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Other (PORTFOLIO REVIEWS FOR TRUSTEES FOR AN HOURLY FEE)
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QualificationsFirm CRD# 128942

Assets Under Management $186,992,674

No. Of Clients256

Clients Per Financial Advisor85

CAPE ANN CAPITAL, INC. is a financial advisory firm situated in Manchester, Massachusetts. With a nearly $187M assets under management, the firm specializes in crafting personalized retirement planning solutions for 256 clients. The team consists of 3 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 285219

Assets Under Management $121,942,042

No. Of Clients6

Clients Per Financial Advisor2

NEW SUMMIT INVESTMENTS LLC is a financial advisory firm situated in Manchester, Massachusetts. With a nearly $122M assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 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
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
View Full Profile

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