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

Last Updated - March 12, 2024

Woburn has 5 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 6 non-vetted advisors in your local area. These retirement advisors in Woburn, Massachusetts have an average of 26 years of experience.

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List of Qualified Retirement Planning Advisors in Woburn, 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

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Savant Wealth Management
Savant Wealth Management

Qualifications
Firm CRD# 107271

Minimum Assets Required
Not Specified

Advisory Services:

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.

Compensation/Fee

Fee-Only, Based on Assets

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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

Advisory Services:

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.

Compensation/Fee

Fee-Based, Based on Assets

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Josh Darwin
Regal Financial

Qualifications
CRD# 2153443
Firm CRD# 125004
Series 63, 65

Minimum Assets Required
$10,000,000

Advisory Services:

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.

Compensation/Fee

Fee-Based

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Aaron A Milne
CFP®, EA
MAERCO Financial

Qualifications
CRD# 5692927
Firm CRD# 139627
Series 6, 7, 63, 65

Minimum Assets Required
$100,000

Advisory Services:

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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Hourly, Commissions, Flat Fee, Based on Assets

Top 6 Retirement Planning firms in Woburn, Massachusetts (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
93 FINANCIAL GROUP, LLC
600 Unicorn Park Drive,
Woburn, MA, 1801
$563,695,96123978
A Percentage of AUM
2
TRUST ADVISORY GROUP LTD
444 Washington Street, Suite 407
Woburn, MA, 1801
$499,698,033207743
A Percentage of AUM, Hourly charges, Fixed Fees
3
ALTA WEALTH ADVISORS LLC
400 Tradecenter, Suite 4810,
Woburn, MA, 1801
$308,705,6559545
A Percentage of AUM, Hourly charges, Fixed Fees
4
FLAGSHIP PRIVATE WEALTH
400 Trade Center - Suite 4990,
Woburn, MA, 1801
$252,287,5079104
A Percentage of AUM, Fixed Fees
5
GARRETT NAGLE & CO., INC.
300 Unicorn Park Drive,
Woburn, MA, 01801-3363
$83,495,7841514
A Percentage of AUM, Commission Based
6
IQVESTMENT, LLC
12 Gill St., Suite 5450
Woburn, MA, 1801
$44,380,7579659
A Percentage of AUM, Fixed Fees

Information on Top Retirement Planning firms in Woburn, Massachusetts

QualificationsFirm CRD# 144235

Assets Under Management $563,695,961

No. Of Clients2397

Clients Per Financial Advisor300

93 FINANCIAL GROUP, LLC is a financial advisory firm situated in Woburn, Massachusetts. With a nearly $564M 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.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 106926

Assets Under Management $499,698,033

No. Of Clients2077

Clients Per Financial Advisor48

TRUST ADVISORY GROUP LTD is a financial advisory firm situated in Woburn, Massachusetts. With a nearly $500M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2077 clients. The team consists of 43 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 293675

Assets Under Management $308,705,655

No. Of Clients954

Clients Per Financial Advisor191

ALTA WEALTH ADVISORS LLC is a financial advisory firm situated in Woburn, Massachusetts. With a nearly $309M assets under management, the firm specializes in crafting personalized retirement planning solutions for 954 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

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

QualificationsFirm CRD# 175277

Assets Under Management $252,287,507

No. Of Clients910

Clients Per Financial Advisor228

FLAGSHIP PRIVATE WEALTH is a financial advisory firm situated in Woburn, Massachusetts. With a nearly $252M assets under management, the firm specializes in crafting personalized retirement planning solutions for 910 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 7071

Assets Under Management $83,495,784

No. Of Clients151

Clients Per Financial Advisor38

GARRETT NAGLE & CO., INC. is a financial advisory firm situated in Woburn, Massachusetts. With a nearly $83M assets under management, the firm specializes in crafting personalized retirement planning solutions for 151 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Commission Based

Financial Planning Services

  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 157514

Assets Under Management $44,380,757

No. Of Clients965

Clients Per Financial Advisor107

IQVESTMENT, LLC is a financial advisory firm situated in Woburn, Massachusetts. With a nearly $44M assets under management, the firm specializes in crafting personalized retirement planning solutions for 965 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Portfolio Management for Individuals
View Full Profile

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