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Find Retirement Planners for Retirement Planning in Wakefield, 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.

List of Qualified Retirement Planners in Wakefield, Massachusetts


Jared Rubin

Edelman Financial Engines, LLC

25 Burlington Mall Road
Suite 405

Burlington,MA 01803
(339) 2345600


Michael Finer

Finer Wealth Management, Inc.

530 Loring Avenue, Suite 302

Salem,MA 01970
(978) 7401011


Spencer Betts

Bickling Financial Services, Inc

35 Bedford Street
Suite 15

Lexington,MA 02420
(781) 8629792


Noah French

Edelman Financial Engines, LLC

57 Wells Ave.
Suite 31

Newton,MA 02459
(339) 2254970


Bill Keyser

UBS Financial Services

55 William St

Wellesley,MA 02481
(781) 4468955


Greg Harris

Creative Planning


Boston,MA 02482
(617) 6342921


Peter Canniff

Advanced Portfolio Design, LLC

515 Groton Road
Suite 201

Westford,MA 01886
(978) 8504910


Fredric Weldon, CFA

Polaris Advisors, LLC

550 Cochituate Road
East Wing, Floor 4, Suite 25

Framingham,MA 01701
(508) 4812299


Sara C. Gibbs

Sara Gibbs Wealth Management

34 Inner Harbor

Scituate,MA 02066
(330) 3294117


Ben Djelassi

Creative Planning


Norwell,MA 02061
(857) 3313889


Jim Rose

Baystate Financial

134 Turnpike Road Suite 300

Southborough,MA 01772
(774) 8434935


Chris Kelliher

Creative Planning

10 A Street Room 2

Derry,NH 03038
(603) 7228947


Bob Andreola

Edelman Financial Engines, LLC

16 Chestnut St.
Suite 220

Foxboro,MA 02035
(508) 2034075

List of Additional Retirement Planners in Wakefield, Massachusetts*

* Additional advisor listing is provided in partnership with Yext


Tuck Point Financial Group - Ameriprise Financial Services, LLC

401 Edgewater Pl
Ste 110

Wakefield, MA 01880

* Additional advisor listing is provided in partnership with Yext

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Frequently Asked Questions

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.

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?

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.

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.

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

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

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