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Find Retirement Advisors for Retirement Planning in Manchester, 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 Manchester, New Hampshire

Last Updated - March 21, 2024

Manchester 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 Manchester, New Hampshire have an average of 21 years of experience.

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List of Qualified Retirement Planning Advisors in Manchester, New Hampshire

advisor-photo

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

advisor-photo
vector.svg VERIFIED

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

advisor-photo
vector.svg VERIFIED

Joseph 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

advisor-photo
vector.svg VERIFIED

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
vector.svg VERIFIED

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

advisor-photo
vector.svg VERIFIED

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

Top 5 Retirement Planning firms in Manchester, New Hampshire (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
ELDRIDGE INVESTMENT ADVISORS INC
686 Chestnut St,
Manchester, NH, 3104
$585,238,9299108
A Percentage of AUM
2
CURBSTONE FINANCIAL MANAGEMENT CORP.
741 Chestnut Street,
Manchester, NH, 03104-3002
$336,616,0145709
A Percentage of AUM
3
SFM, LLC
575 Front Street,
Manchester, NH, 3102
$239,849,6236005
A Percentage of AUM, Hourly charges, Fixed Fees
4
ARCADIA WEALTH MANAGEMENT, LLC
155 Dow Street, Suite 301
Manchester, NH, 3101
$209,816,668170620
A Percentage of AUM
5
GLENWOOD INVESTMENT GROUP, LLC
814 Elm Street, Suite 503
Manchester, NH, 3101
$131,342,2598855
A Percentage of AUM, Fixed Fees

Information on Top Retirement Planning firms in Manchester, New Hampshire

QualificationsFirm CRD# 106380

Assets Under Management $585,238,929

No. Of Clients910

Clients Per Financial Advisor114

ELDRIDGE INVESTMENT ADVISORS INC is a financial advisory firm situated in Manchester, New Hampshire. With a nearly $585M assets under management, the firm specializes in crafting personalized retirement planning solutions for 910 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

  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 13348

Assets Under Management $336,616,014

No. Of Clients570

Clients Per Financial Advisor63

CURBSTONE FINANCIAL MANAGEMENT CORP. is a financial advisory firm situated in Manchester, New Hampshire. With a nearly $337M assets under management, the firm specializes in crafting personalized retirement planning solutions for 570 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

Financial Planning Services

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

QualificationsFirm CRD# 116564

Assets Under Management $239,849,623

No. Of Clients600

Clients Per Financial Advisor120

SFM, LLC is a financial advisory firm situated in Manchester, New Hampshire. With a nearly $240M assets under management, the firm specializes in crafting personalized retirement planning solutions for 600 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
View Full Profile

QualificationsFirm CRD# 284925

Assets Under Management $209,816,668

No. Of Clients1706

Clients Per Financial Advisor85

ARCADIA WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Manchester, New Hampshire. With a nearly $210M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1706 clients. The team consists of 20 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
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 132950

Assets Under Management $131,342,259

No. Of Clients885

Clients Per Financial Advisor177

GLENWOOD INVESTMENT GROUP, LLC is a financial advisory firm situated in Manchester, New Hampshire. With a nearly $131M assets under management, the firm specializes in crafting personalized retirement planning solutions for 885 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
  • Publication of periodicals or Newsleters
View Full Profile

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