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Find Retirement Advisors for Retirement Planning in Springfield, Massachusetts

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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.

Finding the Best Retirement Planners in Springfield, Massachusetts

Last Updated - May 6, 2025

Springfield has 4 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 15 years of experience.

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List of Qualified Retirement Planning Advisors in Springfield, Massachusetts

VERIFIED

WealthWise Capital Management Gandolfini & Associates LLC

Qualifications
Firm CRD# 6413
Series 6, 7, 66

Minimum Assets Required
$250,000

Address

2189 Silas Deane Highway,
Suite 14,
Rocky Hill, CT 06067 See Details

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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

VERIFIED

Procyon Partners, LLC

Qualifications
Firm CRD# 288239
Series 7, 66

Minimum Assets Required
Not Specified

Address

1 Corporate Drive,
Suite 225,
Shelton, CT 06484 See Details

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

Fee-Based, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

1485 South County Trail,
Suite 101,
East Greenwich, RI 02818 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

720 University Avenue,
Suite 230,
Norwood, MA 02062 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

Top 4 Retirement Planning firms in Springfield, Massachusetts (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	1295 State Street, Springfield, MA, 01111-0001	$72,827,710,537	351645	7130	A percentage of AUM, Hourly charges, Fixed fees, Other (SOLICITORS FEES)
2	1295 State Street, Springfield, MA, 01111-0001	$45,574,663,201	115	25	A percentage of AUM, Other (A PERCENTAGE OF AUM OF CIT FUNDS FOR OVERLAY ADVISORY SERVICES)
3	1500 Main St, 25th Floor Springfield, MA, 01115-1001	$2,699,038,645	5541	40	A percentage of AUM
4	One Monarch Place, Suite 700, 1414 Main Street Springfield, MA, 01144-0700	$1,096,756,862	184	6	A percentage of AUM, Performance Based

Information on Top Retirement Planning firms in Springfield, Massachusetts

MML INVESTORS SERVICES, LLC

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QualificationsFirm CRD# 10409

Assets Under Management $72,827,710,537

No. Of Clients351645

Clients Per Financial Advisor49

MML INVESTORS SERVICES, LLC is a financial advisory firm situated in Springfield, Massachusetts. With a nearly $73B assets under management, the firm specializes in crafting personalized retirement planning solutions for 351645 clients. The team consists of 7130 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (SOLICITORS FEES)

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops
Other (ASSET ALLOCATION PROGRAMS)

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MML INVESTMENT ADVISERS, LLC

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QualificationsFirm CRD# 169568

Assets Under Management $45,574,663,201

No. Of Clients115

Clients Per Financial Advisor5

MML INVESTMENT ADVISERS, LLC is a financial advisory firm situated in Springfield, Massachusetts. With a nearly $46B assets under management, the firm specializes in crafting personalized retirement planning solutions for 115 clients. The team consists of 25 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Other (A PERCENTAGE OF AUM OF CIT FUNDS FOR OVERLAY ADVISORY SERVICES)

Financial Planning Services

Portfolio management for investment companies
Selection for other advisors

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ST. GERMAIN INVESTMENT MANAGEMENT

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QualificationsFirm CRD# 155186

Assets Under Management $2,699,038,645

No. Of Clients5541

Clients Per Financial Advisor139

ST. GERMAIN INVESTMENT MANAGEMENT is a financial advisory firm situated in Springfield, Massachusetts. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5541 clients. The team consists of 40 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Publication of periodicals and newsletters

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SCHWERIN BOYLE CAPITAL MANAGEMENT, INC

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QualificationsFirm CRD# 105004

Assets Under Management $1,096,756,862

No. Of Clients184

Clients Per Financial Advisor31

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 184 clients. The team consists of 6 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 individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

View Full Profile

Retirement Planners Near You

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.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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