Directory of Professional Retirement Planners
National Coverage
Local Professionals
matched to your specific needs
No obligation to hire
Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
Find Retirement Advisors for Retirement Planning in Bedford, New Hampshire
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 Bedford, New Hampshire
Last Updated - April 19, 2024Bedford has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 14 non-vetted advisors in your local area. These retirement advisors in Bedford, New Hampshire have an average of 21 years of experience.
HELP ME FIND MY PLANNER
List of Qualified Retirement Planning Advisors in Bedford, New Hampshire
VERIFIED Qualifications
CRD# 7509696
Firm CRD# 281036
Minimum Assets Required
$0
Advisory Services:
Financial Planning, 401K Rollovers, Wealth Management, Estate Planning & Trusts.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDAaron 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
VERIFIEDJoseph Skees
CFP®, ChFC®
Granite Bay Wealth Management, LLC
Qualifications
CRD# 2585891
Firm CRD# 35747
Series 7, 24, 66
Minimum Assets Required
$50,000
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
VERIFIEDAllworth 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
VERIFIEDSavant 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
VERIFIEDJonathan 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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 14 Retirement Planning firms in Bedford, New Hampshire (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | THE HARBOR GROUP, INC. 331 South River Road, Bedford, NH, 3110 | $1,325,621,457 | 3307 | 18 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | ALTERNA CAPITAL PARTNERS LLC 10 Corporate Drive, Suite 2204 Bedford, NH, 3110 | $769,514,188 | 4 | 10 | A Percentage of AUM, Performance Based |
| 3 | BROPHY WEALTH MANAGEMENT, LLC 40 South River Road, Bedford Place Unit 15 Bedford, NH, 3110 | $364,401,801 | 1142 | 8 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | MILESTONE FINANCIAL PLANNING, LLC 3 Executive Park Drive, Suite 200 Bedford, NH, 3110 | $353,363,992 | 919 | 13 | A Percentage of AUM, Fixed Fees |
| 5 | BCAS 1 Bedford Farms Dr, Suite 102 Bedford, NH, 3110 | $318,966,578 | 638 | 9 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 6 | THE EIDEARD GROUP, LLC 360 Route 101, Suite 6, Bedford, NH, 3110 | $263,297,550 | 299 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based, Other (% OF ASSETS UNDER ADVISEMENT) |
| 7 | NORTHEAST PLANNING ASSOCIATES, INC. 43 Constitution Drive, Bedford, NH, 3110 | $255,646,737 | 1263 | 126 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 8 | COHEN INVESTMENT ADVISORS, LLC 264 South River Road, Suite 414 Bedford, NH, 3110 | $149,829,866 | 611 | 7 | A Percentage of AUM |
| 9 | ROBBINS FARLEY LLC 6 Bedford Farms Drive, Suite 112 Bedford, NH, 3110 | $136,613,715 | 588 | 5 | A Percentage of AUM, Fixed Fees |
| 10 | APEX WEALTH MANAGEMENT, LLC 1 Hardy Rd, #400 Bedford, NH, 3110 | $122,027,570 | 219 | 3 | A Percentage of AUM, Fixed Fees |
| 11 | BARTLEY FINANCIAL ADVISORS, LLC 169 South River Road, Suite 17 Bedford, NH, 3110 | $116,068,938 | 453 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 12 | AURELIUS FAMILY OFFICE, LLC 264 South River Road, Suite 482 Bedford, NH, 3110 | $113,621,261 | 179 | 6 | A Percentage of AUM, Hourly charges |
| 13 | GRANITE STATE RETIREMENT PLANNING, INC. 360 Route 101, Suite 1301 Bedford, NH, 3110 | $102,157,023 | 485 | 1 | A Percentage of AUM, Fixed Fees |
| 14 | GRODMAN FINANCIAL GROUP, LLC 40 South River Road, Unit 15 Bedford, NH, 3110 | $5,816,394 | 45 | 2 | A Percentage of AUM, Hourly charges |
Information on Top Retirement Planning firms in Bedford, New Hampshire
QualificationsFirm CRD# 105637
Assets Under Management $1,325,621,457
No. Of Clients3307
Clients Per Financial Advisor184
THE HARBOR GROUP, INC. is a financial advisory firm situated in Bedford, New Hampshire. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3307 clients. The team consists of 18 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
- Selection of Other Advisors
QualificationsFirm CRD# 156954
Assets Under Management $769,514,188
No. Of Clients4
Clients Per Financial Advisor0
ALTERNA CAPITAL PARTNERS LLC is a financial advisory firm situated in Bedford, New Hampshire. With a nearly $770M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 169894
Assets Under Management $364,401,801
No. Of Clients1142
Clients Per Financial Advisor143
BROPHY WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Bedford, New Hampshire. With a nearly $364M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1142 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 283439
Assets Under Management $353,363,992
No. Of Clients919
Clients Per Financial Advisor71
MILESTONE FINANCIAL PLANNING, LLC is a financial advisory firm situated in Bedford, New Hampshire. With a nearly $353M assets under management, the firm specializes in crafting personalized retirement planning solutions for 919 clients. The team consists of 13 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
QualificationsFirm CRD# 105666
Assets Under Management $318,966,578
No. Of Clients638
Clients Per Financial Advisor71
BCAS is a financial advisory firm situated in Bedford, New Hampshire. With a nearly $319M assets under management, the firm specializes in crafting personalized retirement planning solutions for 638 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 139834
Assets Under Management $263,297,550
No. Of Clients299
Clients Per Financial Advisor50
THE EIDEARD GROUP, LLC is a financial advisory firm situated in Bedford, New Hampshire. With a nearly $263M assets under management, the firm specializes in crafting personalized retirement planning solutions for 299 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
- Performance Based
- Other (% OF ASSETS UNDER ADVISEMENT)
Financial Planning Services
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 131406
Assets Under Management $255,646,737
No. Of Clients1263
Clients Per Financial Advisor10
NORTHEAST PLANNING ASSOCIATES, INC. is a financial advisory firm situated in Bedford, New Hampshire. With a nearly $256M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1263 clients. The team consists of 126 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
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 168595
Assets Under Management $149,829,866
No. Of Clients611
Clients Per Financial Advisor87
COHEN INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Bedford, New Hampshire. With a nearly $150M assets under management, the firm specializes in crafting personalized retirement planning solutions for 611 clients. The team consists of 7 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
- Portfolio Management for pooled Investment
- Selection of Other Advisors
QualificationsFirm CRD# 286581
Assets Under Management $136,613,715
No. Of Clients588
Clients Per Financial Advisor118
ROBBINS FARLEY LLC is a financial advisory firm situated in Bedford, New Hampshire. With a nearly $137M assets under management, the firm specializes in crafting personalized retirement planning solutions for 588 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
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 317091
Assets Under Management $122,027,570
No. Of Clients219
Clients Per Financial Advisor73
APEX WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Bedford, New Hampshire. With a nearly $122M assets under management, the firm specializes in crafting personalized retirement planning solutions for 219 clients. The team consists of 3 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
QualificationsFirm CRD# 124293
Assets Under Management $116,068,938
No. Of Clients453
Clients Per Financial Advisor151
BARTLEY FINANCIAL ADVISORS, LLC is a financial advisory firm situated in Bedford, New Hampshire. With a nearly $116M assets under management, the firm specializes in crafting personalized retirement planning solutions for 453 clients. The team consists of 3 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
QualificationsFirm CRD# 323016
Assets Under Management $113,621,261
No. Of Clients179
Clients Per Financial Advisor30
AURELIUS FAMILY OFFICE, LLC is a financial advisory firm situated in Bedford, New Hampshire. With a nearly $114M assets under management, the firm specializes in crafting personalized retirement planning solutions for 179 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
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 141899
Assets Under Management $102,157,023
No. Of Clients485
Clients Per Financial Advisor485
GRANITE STATE RETIREMENT PLANNING, INC. is a financial advisory firm situated in Bedford, New Hampshire. With a nearly $102M assets under management, the firm specializes in crafting personalized retirement planning solutions for 485 clients. The team consists of 1 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
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 116867
Assets Under Management $5,816,394
No. Of Clients45
Clients Per Financial Advisor23
GRODMAN FINANCIAL GROUP, LLC is a financial advisory firm situated in Bedford, New Hampshire. With a nearly $6M assets under management, the firm specializes in crafting personalized retirement planning solutions for 45 clients. The team consists of 2 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
- Portfolio Management for Business
- Pension Consulting Services
- Publication of periodicals or Newsleters
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Dover, New Hampshire
- Retirement Planners in Nashua, New Hampshire
- Retirement Planners in Peterborough, New Hampshire
- Retirement Planners in Portsmouth, New Hampshire
Looking for more choices? Use our free match service to compare retirement planners serving your area.