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.
Woburn has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 7 non-vetted advisors in your local area. These retirement advisors in Woburn, Massachusetts have an average of 35 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
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Jordan Cohne
RICP®
Clarity Wealth Advisors
Qualifications
CRD# 4763296
Firm CRD# 8733
Series 7, 66
Minimum Assets Required
Not Specified
Not Specified
Not Specified
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 600 Unicorn Park Drive, Woburn, MA, 01801 | $638,884,083 | 2397 | 8 | A percentage of AUM |
2 | 400 Tradecenter, Suite 4810, Woburn, MA, 01801 | $495,478,972 | 1203 | 8 | A percentage of AUM, Hourly charges, Fixed fees |
3 | 400 Trade Center - Suite 4990, Woburn, MA, 01801 | $383,312,357 | 1033 | 4 | A percentage of AUM, Fixed fees |
4 | 400 Tradecenter, Suite 3990 Woburn, MA, 01801 | $316,973,126 | 775 | 7 | A percentage of AUM |
5 | 400 Tradecenter, Suite 3990 Woburn, MA, 01801 | $103,623,839 | 444 | 9 | A percentage of AUM, Other (FINANCIAL PLANNING FEES) |
6 | 300 Unicorn Park Drive, Woburn, MA, 01801-3363 | $88,199,096 | 150 | 4 | A percentage of AUM, Commission Based |
7 | 12 Gill St., Suite 5450 Woburn, MA, 01801 | $2,091,091 | 327 | 7 | A percentage of AUM, Fixed fees |
QualificationsFirm CRD# 144235
Assets Under Management $638,884,083
No. Of Clients2397
Clients Per Financial Advisor300
93 FINANCIAL GROUP, LLC is a financial advisory firm situated in Woburn, Massachusetts. With a nearly $639M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2397 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 293675
Assets Under Management $495,478,972
No. Of Clients1203
Clients Per Financial Advisor150
ALTA WEALTH ADVISORS LLC is a financial advisory firm situated in Woburn, Massachusetts. With a nearly $495M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1203 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 175277
Assets Under Management $383,312,357
No. Of Clients1033
Clients Per Financial Advisor258
FLAGSHIP PRIVATE WEALTH is a financial advisory firm situated in Woburn, Massachusetts. With a nearly $383M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1033 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 173392
Assets Under Management $316,973,126
No. Of Clients775
Clients Per Financial Advisor111
AUOUR INVESTMENTS LLC is a financial advisory firm situated in Woburn, Massachusetts. With a nearly $317M assets under management, the firm specializes in crafting personalized retirement planning solutions for 775 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 313369
Assets Under Management $103,623,839
No. Of Clients444
Clients Per Financial Advisor49
INTEGRITY FINANCIAL ADVISORS, LLC is a financial advisory firm situated in Woburn, Massachusetts. With a nearly $104M assets under management, the firm specializes in crafting personalized retirement planning solutions for 444 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 7071
Assets Under Management $88,199,096
No. Of Clients150
Clients Per Financial Advisor38
GARRETT NAGLE & CO., INC. is a financial advisory firm situated in Woburn, Massachusetts. With a nearly $88M assets under management, the firm specializes in crafting personalized retirement planning solutions for 150 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 157514
Assets Under Management $2,091,091
No. Of Clients327
Clients Per Financial Advisor47
IQVESTMENT, LLC is a financial advisory firm situated in Woburn, Massachusetts. With a nearly $2M assets under management, the firm specializes in crafting personalized retirement planning solutions for 327 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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