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.
Westborough has 5 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 5 non-vetted advisors in your local area. These retirement advisors in Westborough, Massachusetts have an average of 25 years of experience.
Michael MacLean
CFP®
Mercantile Private Wealth Management
Qualifications
CRD# 5457640
Firm CRD# 5457640
Series 7, 66
Minimum Assets Required
Not Specified
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts.
Fee-Based, Commissions, 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
Josh Darwin
Regal Financial
Qualifications
CRD# 2153443
Firm CRD# 125004
Series 63, 65
Minimum Assets Required
$10,000,000
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, Investment Advice & Management.
Fee-Based
Jonathan Straus
CSNA (Certified Special Needs Advisor)
Commons Capital
Qualifications
CRD# 2839717
Firm CRD# 165738
Series 7, 24, 63, 65, 66
Minimum Assets Required
$25,000,000
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, Insurance Products & Annuities.
Fee-Based, Based on Assets
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 | GRIMES & COMPANY, INC. 110 Turnpike Rd, Suite 100 Westborough, MA, 1581 | $4,177,576,069 | 8491 | 51 | A Percentage of AUM |
2 | AAF WEALTH MANAGEMENT, LLC 50 Washington Street, Westborough, MA, 1581 | $385,347,888 | 673 | 9 | A Percentage of AUM, Hourly charges, Fixed Fees |
3 | CADENCE WEALTH MANAGEMENT LLC 1800 West Park Drive, Suite 330 Westborough, MA, 1581 | $262,682,581 | 2830 | 8 | A Percentage of AUM, Fixed Fees |
4 | FACTOR INVESTING GROUP 8 Lyman Street, Suite 204 Westborough, MA, 1581 | $213,733,657 | 716 | 6 | A Percentage of AUM |
5 | FINIVI INC. 1400 Computer Drive, Westborough, MA, 1581 | $190,585,835 | 1044 | 8 | A Percentage of AUM, Hourly charges, Fixed Fees |
QualificationsFirm CRD# 109420
Assets Under Management $4,177,576,069
No. Of Clients8491
Clients Per Financial Advisor166
GRIMES & COMPANY, INC. is a financial advisory firm situated in Westborough, Massachusetts. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8491 clients. The team consists of 51 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 164646
Assets Under Management $385,347,888
No. Of Clients673
Clients Per Financial Advisor75
AAF WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Westborough, Massachusetts. With a nearly $385M assets under management, the firm specializes in crafting personalized retirement planning solutions for 673 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 155080
Assets Under Management $262,682,581
No. Of Clients2830
Clients Per Financial Advisor354
CADENCE WEALTH MANAGEMENT LLC is a financial advisory firm situated in Westborough, Massachusetts. With a nearly $263M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2830 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 315131
Assets Under Management $213,733,657
No. Of Clients716
Clients Per Financial Advisor119
FACTOR INVESTING GROUP is a financial advisory firm situated in Westborough, Massachusetts. With a nearly $214M assets under management, the firm specializes in crafting personalized retirement planning solutions for 716 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 292329
Assets Under Management $190,585,835
No. Of Clients1044
Clients Per Financial Advisor131
FINIVI INC. is a financial advisory firm situated in Westborough, Massachusetts. With a nearly $191M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1044 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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