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.
Worcester has 6 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 Worcester, Massachusetts have an average of 30 years of experience.
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
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
Brian Davies
MBA, CFA®
Shepherd Financial Partners
Qualifications
CRD# 6957563
Firm CRD# 169093
Series 7, 63
Minimum Assets Required
$0
Financial Planning, Portfolio Management, 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
Fee-Only, Based on Assets
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 | 440 Lincoln St, Worcester, MA, 01653-0002 | $10,815,802,796 | 49 | 24 | A Percentage of AUM, Other (FOR SOME AFFILIATED CLIENTS, SERVICES ARE PROVIDED AT COST) |
2 | 20 Park Avenue, Ste 201 Worcester, MA, 1605 | $466,935,784 | 1127 | 8 | A Percentage of AUM, Fixed Fees |
3 | 146 Main Street, Suite 302 Worcester, MA, 1608 | $419,459,871 | 1792 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
4 | 446 Main Street, Worcester, MA, 1608 | $351,045,811 | 745 | 5 | A Percentage of AUM, Hourly charges |
5 | 306 Main St, 2nd Floor Worcester, MA, 01608-1518 | $305,457,112 | 162 | 8 | A Percentage of AUM, Fixed Fees, Performance Based |
QualificationsFirm CRD# 107569
Assets Under Management $10,815,802,796
No. Of Clients49
Clients Per Financial Advisor2
OPUS INVESTMENT MANAGEMENT, INC. is a financial advisory firm situated in Worcester, Massachusetts. With a nearly $11B assets under management, the firm specializes in crafting personalized retirement planning solutions for 49 clients. The team consists of 24 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 317321
Assets Under Management $466,935,784
No. Of Clients1127
Clients Per Financial Advisor141
CARR FINANCIAL GROUP is a financial advisory firm situated in Worcester, Massachusetts. With a nearly $467M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1127 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 155528
Assets Under Management $419,459,871
No. Of Clients1792
Clients Per Financial Advisor299
NEW HARBOR FINANCIAL GROUP, LLC is a financial advisory firm situated in Worcester, Massachusetts. With a nearly $419M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1792 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 3394
Assets Under Management $351,045,811
No. Of Clients745
Clients Per Financial Advisor149
CARL P. SHERR & CO., LLC is a financial advisory firm situated in Worcester, Massachusetts. With a nearly $351M assets under management, the firm specializes in crafting personalized retirement planning solutions for 745 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 107463
Assets Under Management $305,457,112
No. Of Clients162
Clients Per Financial Advisor20
CUTLER CAPITAL MANAGEMENT is a financial advisory firm situated in Worcester, Massachusetts. With a nearly $305M assets under management, the firm specializes in crafting personalized retirement planning solutions for 162 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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