Directory of Professional Retirement Planners
National Coverage
Local Professionals
matched to your specific needs
No obligation to hire
Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
Find Retirement Advisors for Retirement Planning in Local,
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 you 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 registrations check. 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.
Finding the Best Retirement Planners in Local,
Last Updated - April 19, 2024Local has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 6 non-vetted advisors in your local area. These retirement advisors in Local, have an average of 26 years of experience.
HELP ME FIND MY PLANNER
List of Qualified Retirement Planning Advisors Near you
VERIFIEDAllworth Financial
Allworth Financial
Qualifications
Firm CRD# 111167
Minimum Assets Required
Not Specified
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
VERIFIEDSavant 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
VERIFIEDJonathan 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
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
VERIFIEDJoseph 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
VERIFIEDAaron A Milne
CFP®, EA
MAERCO Financial
Qualifications
CRD# 5692927
Firm CRD# 139627
Series 6, 7, 63, 65
Minimum Assets Required
$100,000
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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDRonald Newton
CFP®
Edelman Financial Engines, LLC
Qualifications
CRD# 1276178
Firm CRD# 104510
Series 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 6 Retirement Planning firms in Local, (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | NEIRG WEALTH MANAGEMENT, LLC 231 Sutton Street, Suites 2a And 2b North Andover, MA, 1845 | $899,331,214 | 2552 | 15 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based, Other (REVENUE SHARING WITH OUR AFFILIATE, FOCUS RISK SOLUTIONS) |
| 2 | ABBOT FINANCIAL MANAGEMENT, INC 510 Turnpike Street, Ste 101 North Andover, MA, 1845 | $240,197,809 | 472 | 4 | A Percentage of AUM |
| 3 | MASSACHUSETTS WEALTH MANAGEMENT, LLC 807 Turnpike Street, North Andover, MA, 1845 | $200,717,513 | 427 | 3 | A Percentage of AUM |
| 4 | FLYING POINT FINANCIAL, INC. 855 Turnpike Street, North Andover, MA, 1845 | $145,240,000 | 596 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | HOUSE HANOVER LLC 800 Turnpike Street, Suite 300 North Andover, MA, 1845 | $116,806,802 | 6 | 2 | A Percentage of AUM, Fixed Fees, Performance Based |
| 6 | FINANCIAL MANAGEMENT ASSOCIATES, LLC 471 Andover Street, North Andover, MA, 1845 | $0 | 0 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Local,
QualificationsFirm CRD# 317032
Assets Under Management $899,331,214
No. Of Clients2552
Clients Per Financial Advisor170
NEIRG WEALTH MANAGEMENT, LLC is a financial advisory firm situated in North Andover, Massachusetts. With a nearly $899M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2552 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Performance Based
- Other (REVENUE SHARING WITH OUR AFFILIATE
- FOCUS RISK SOLUTIONS)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 111040
Assets Under Management $240,197,809
No. Of Clients472
Clients Per Financial Advisor118
ABBOT FINANCIAL MANAGEMENT, INC is a financial advisory firm situated in North Andover, Massachusetts. With a nearly $240M assets under management, the firm specializes in crafting personalized retirement planning solutions for 472 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
- Pension Consulting Services
QualificationsFirm CRD# 160235
Assets Under Management $200,717,513
No. Of Clients427
Clients Per Financial Advisor142
MASSACHUSETTS WEALTH MANAGEMENT, LLC is a financial advisory firm situated in North Andover, Massachusetts. With a nearly $201M assets under management, the firm specializes in crafting personalized retirement planning solutions for 427 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
Financial Planning Services
- Portfolio Management for Individuals
QualificationsFirm CRD# 107915
Assets Under Management $145,240,000
No. Of Clients596
Clients Per Financial Advisor119
FLYING POINT FINANCIAL, INC. is a financial advisory firm situated in North Andover, Massachusetts. With a nearly $145M assets under management, the firm specializes in crafting personalized retirement planning solutions for 596 clients. The team consists of 5 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
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 284838
Assets Under Management $116,806,802
No. Of Clients6
Clients Per Financial Advisor3
HOUSE HANOVER LLC is a financial advisory firm situated in North Andover, Massachusetts. With a nearly $117M assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 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
- Performance Based
Financial Planning Services
- Portfolio Management for Investment
QualificationsFirm CRD# 327502
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
FINANCIAL MANAGEMENT ASSOCIATES, LLC is a financial advisory firm situated in North Andover, Massachusetts. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Amesbury, Massachusetts
- Retirement Planners in Attleboro, Massachusetts
- Retirement Planners in Holliston, Massachusetts
- Retirement Planners in Lynnfield, Massachusetts
- Retirement Planners in Needham Heights, Massachusetts
- Retirement Planners in Westford, Massachusetts
- Retirement Planners in Worcester, Massachusetts
Looking for more choices? Use our free match service to compare retirement planners serving your area.