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 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.
Norwood has 6 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 Norwood, Massachusetts have an average of 28 years of experience.
Jonathan 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
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.
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
Jordan Cohne
RICP®
Prudential
Qualifications
CRD# 4763296
Firm CRD# 5685
Series 7, 66
Minimum Assets Required
Not Specified
Not Specified.
Not Specified
Allworth Financial
Allworth Financial
Qualifications
Firm CRD# 111167
Minimum Assets Required
Not Specified
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Fee-Based
Michael MacLean
CFP®
Mercantile Private Wealth Management
Qualifications
CRD# 5457640
Firm CRD# 5457640
Series 7, 66
Minimum Assets Required
Not Specified
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts.
Fee-Based, Commissions, Based on Assets
Ronald Newton
CFP®
Edelman Financial Engines, LLC
Qualifications
CRD# 1276178
Firm CRD# 104510
Series 66
Minimum Assets Required
Not Specified
Not Specified.
Fee-Based
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | SHOREPOINT CAPITAL PARTNERS LLC 220 Norwood Park South, Suite 101 Norwood, MA, 2062 | $618,337,886 | 1099 | 9 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
2 | FINARC INVESTMENTS, INC. 3 Edgewater Drive, Suite 301 Norwood, MA, 2062 | $136,759,878 | 370 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
3 | PROFICIENT WEALTH COUNSELORS, LLC 77 Access Road, Suite 6 Norwood, MA, 2062 | $93,890,803 | 502 | 1 | A Percentage of AUM, Hourly charges, Fixed Fees |
QualificationsFirm CRD# 152087
Assets Under Management $618,337,886
No. Of Clients1099
Clients Per Financial Advisor122
SHOREPOINT CAPITAL PARTNERS LLC is a financial advisory firm situated in Norwood, Massachusetts. With a nearly $618M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1099 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 166571
Assets Under Management $136,759,878
No. Of Clients370
Clients Per Financial Advisor74
FINARC INVESTMENTS, INC. is a financial advisory firm situated in Norwood, Massachusetts. With a nearly $137M assets under management, the firm specializes in crafting personalized retirement planning solutions for 370 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 152640
Assets Under Management $93,890,803
No. Of Clients502
Clients Per Financial Advisor502
PROFICIENT WEALTH COUNSELORS, LLC is a financial advisory firm situated in Norwood, Massachusetts. With a nearly $94M assets under management, the firm specializes in crafting personalized retirement planning solutions for 502 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
Looking for more choices? Use our free match service to compare retirement planners serving your area.