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Find Retirement Advisors for Retirement Planning in Linwood, New Jersey

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.

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Finding the Best Retirement Planners in Linwood, New Jersey

Last Updated - April 25, 2025

Linwood has 7 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 1 non-vetted advisors in your local area. These retirement advisors in Linwood, New Jersey have an average of 23 years of experience.

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List of Qualified Retirement Planning Advisors in Linwood, New Jersey

advisor
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Eric Nelson
CEPA®, CFP®
Independence Wealth

Qualifications
CRD# 5885266
Firm CRD# 297032
Series 66

Minimum Assets Required
$500,000

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, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
vector.svg VERIFIED

Diversified, LLC
CFP®

Qualifications
Firm CRD# 331709
Series 65

Minimum Assets Required
$250,000

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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

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advisor

Qualifications
Firm CRD# 106715

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Education Funding and Planning

Compensation/Fee

Fee-Based

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advisor
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Smallwood Wealth
CFP®, AIF®

Qualifications
Firm CRD# 288663
Series 7, 66

Minimum Assets Required
$150,000

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

Fee-Based, Commissions, Flat Fee, Based on Assets

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Top 1 Retirement Planning firms in Linwood, New Jersey (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

650 New Road, Suite B
Linwood, NJ, 08221
$242,145,8633135
A percentage of AUM, Fixed fees, Other (BILL PAYMENT SERVICE AND TAX SERVICE COORDINATION)

Information on Top Retirement Planning firms in Linwood, New Jersey

QualificationsFirm CRD# 296314

Assets Under Management $242,145,863

No. Of Clients313

Clients Per Financial Advisor63

MASTERS LEGACY PLANNING is a financial advisory firm situated in Linwood, New Jersey. With a nearly $242M assets under management, the firm specializes in crafting personalized retirement planning solutions for 313 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
  • Other (BILL PAYMENT SERVICE AND TAX SERVICE COORDINATION)

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other (BILL PAYMENT SERVICES AND TAX SERVICE COORDINATION)
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