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 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.
Topsfield 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 Topsfield, Massachusetts have an average of 26 years of experience.
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
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, Estate Planning & Trusts, 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
Joseph Skees
CFP®, ChFC®
Granite Bay Wealth Management, LLC
Qualifications
CRD# 2585891
Firm CRD# 35747
Series 7, 24, 66
Minimum Assets Required
$50,000
Not Specified
Fee-Based
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 7 Grove Street, Suite 201 Topsfield, MA, 01983 | $293,647,777 | 762 | 5 | A percentage of AUM, Hourly charges |
2 | 7 Grove Street, Unit 302 Topsfield, MA, 01983 | $226,903,079 | 15 | 2 | A percentage of AUM |
3 | 10 South Main Street, Suite 104 Topsfield, MA, 01983 | $209,388,842 | 595 | 3 | A percentage of AUM, Hourly charges, Fixed fees |
QualificationsFirm CRD# 149991
Assets Under Management $293,647,777
No. Of Clients762
Clients Per Financial Advisor152
ESSEX PRIVATE WEALTH MANAGEMENT LLC is a financial advisory firm situated in Topsfield, Massachusetts. With a nearly $294M assets under management, the firm specializes in crafting personalized retirement planning solutions for 762 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 107457
Assets Under Management $226,903,079
No. Of Clients15
Clients Per Financial Advisor8
HARBOR ISLAND CAPITAL LLC is a financial advisory firm situated in Topsfield, Massachusetts. With a nearly $227M assets under management, the firm specializes in crafting personalized retirement planning solutions for 15 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 116817
Assets Under Management $209,388,842
No. Of Clients595
Clients Per Financial Advisor198
BARKER FINANCIAL GROUP, INC. is a financial advisory firm situated in Topsfield, Massachusetts. With a nearly $209M assets under management, the firm specializes in crafting personalized retirement planning solutions for 595 clients. The team consists of 3 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.