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

Last Updated - June 18, 2024

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 33 years of experience.

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List of Qualified Retirement Planning Advisors in Worcester, Massachusetts

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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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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

advisor-photo

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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Ronald Newton
CFP®
Edelman Financial Engines, LLC

Qualifications
CRD# 1276178
Firm CRD# 104510
Series 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

Top 5 Retirement Planning firms in Worcester, Massachusetts (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
OPUS INVESTMENT MANAGEMENT, INC.
440 Lincoln St,
Worcester, MA, 01653-0002
$10,815,802,7964924
A Percentage of AUM, Other (FOR SOME AFFILIATED CLIENTS, SERVICES ARE PROVIDED AT COST)
2
CARR FINANCIAL GROUP
20 Park Avenue, Ste 201
Worcester, MA, 1605
$466,935,78411278
A Percentage of AUM, Fixed Fees
3
NEW HARBOR FINANCIAL GROUP, LLC
146 Main Street, Suite 302
Worcester, MA, 1608
$419,459,87117926
A Percentage of AUM, Hourly charges, Fixed Fees
4
CARL P. SHERR & CO., LLC
446 Main Street,
Worcester, MA, 1608
$351,045,8117455
A Percentage of AUM, Hourly charges
5
CUTLER CAPITAL MANAGEMENT
306 Main St, 2nd Floor
Worcester, MA, 01608-1518
$305,457,1121628
A Percentage of AUM, Fixed Fees, Performance Based

Information on Top Retirement Planning firms in Worcester, Massachusetts

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.

Fee Structure

  • A Percentage of AUM
  • Other (FOR SOME AFFILIATED CLIENTS
  • SERVICES ARE PROVIDED AT COST)

Financial Planning Services

  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

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

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.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Hourly charges

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

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