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.
Springfield has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 non-vetted advisors in your local area. These retirement advisors in Springfield, Massachusetts have an average of 0 years of experience.
Allworth Financial
Allworth Financial
Qualifications
Firm CRD# 111167
Minimum Assets Required
Not Specified
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Fee-Based
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | MML INVESTORS SERVICES, LLC 1295 State Street, Springfield, MA, 01111-0001 | $58,787,051,166 | 326297 | 7379 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (SOLICITORS FEES) |
2 | MML INVESTMENT ADVISERS, LLC 1295 State Street, Springfield, MA, 01111-0001 | $43,617,454,654 | 109 | 25 | A Percentage of AUM, Other (A PERCENTAGE OF AUM OF CIT FUNDS FOR OVERLAY ADVISORY SERVICES) |
3 | ST. GERMAIN INVESTMENT MANAGEMENT 1500 Main St, 25th Floor Springfield, MA, 01115-1001 | $2,284,379,946 | 5243 | 40 | A Percentage of AUM |
4 | SCHWERIN BOYLE CAPITAL MANAGEMENT, INC One Monarch Place, Suite 700, 1414 Main Street Springfield, MA, 01144-0700 | $1,193,904,158 | 197 | 6 | A Percentage of AUM, Performance Based |
QualificationsFirm CRD# 10409
Assets Under Management $58,787,051,166
No. Of Clients326297
Clients Per Financial Advisor44
MML INVESTORS SERVICES, LLC is a financial advisory firm situated in Springfield, Massachusetts. With a nearly $59B assets under management, the firm specializes in crafting personalized retirement planning solutions for 326297 clients. The team consists of 7379 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 169568
Assets Under Management $43,617,454,654
No. Of Clients109
Clients Per Financial Advisor4
MML INVESTMENT ADVISERS, LLC is a financial advisory firm situated in Springfield, Massachusetts. With a nearly $44B assets under management, the firm specializes in crafting personalized retirement planning solutions for 109 clients. The team consists of 25 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 155186
Assets Under Management $2,284,379,946
No. Of Clients5243
Clients Per Financial Advisor131
ST. GERMAIN INVESTMENT MANAGEMENT is a financial advisory firm situated in Springfield, Massachusetts. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5243 clients. The team consists of 40 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 105004
Assets Under Management $1,193,904,158
No. Of Clients197
Clients Per Financial Advisor33
SCHWERIN BOYLE CAPITAL MANAGEMENT, INC is a financial advisory firm situated in Springfield, Massachusetts. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 197 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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