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Find Retirement Advisors for Retirement Planning in Springfield, 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 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 Springfield, Massachusetts

Last Updated - March 12, 2024

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.

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List of Qualified Retirement Planning Advisors in Springfield, Massachusetts

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Allworth 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

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
MML INVESTORS SERVICES, LLC
1295 State Street,
Springfield, MA, 01111-0001
$58,787,051,1663262977379
A Percentage of AUM, Hourly charges, Fixed Fees, Other (SOLICITORS FEES)
2
MML INVESTMENT ADVISERS, LLC
1295 State Street,
Springfield, MA, 01111-0001
$43,617,454,65410925
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
$2,284,379,946524340
A Percentage of AUM
4
SCHWERIN BOYLE CAPITAL MANAGEMENT, INC
One Monarch Place, Suite 700, 1414 Main Street
Springfield, MA, 01144-0700
$1,193,904,1581976
A Percentage of AUM, Performance Based

Information on Top Retirement Planning firms in Springfield, Massachusetts

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.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Other (SOLICITORS FEES)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
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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.

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
  • Selection of Other Advisors
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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.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Publication of periodicals or Newsleters
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

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