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Find Retirement Advisors for Retirement Planning in Wakefield, Rhode Island

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 Wakefield, Rhode Island

Last Updated - February 19, 2024

Wakefield has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Wakefield, Rhode Island have an average of 22 years of experience.

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List of Qualified Retirement Planning Advisors in Wakefield, Rhode Island

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John Finn
Chartered Financial Consultant (ChFC®), CLU®, ChFC®
Finn and Meehan Wealth Management

Qualifications
CRD# 1505858
Firm CRD# 6413
Series 6, 7, 22, 24, 63, 65

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Hourly, Flat Fee, Based on Assets

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Robert Henderson
CFP®
Lansdowne Wealth Management, LLC

Qualifications
CRD# 5089860
Firm CRD# 155422
Series 63, 66

Minimum Assets Required
$100,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management.

Compensation/Fee

Fee-Only, Hourly, Flat Fee, Based on Assets

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Northeast Investment Services

Qualifications
CRD# 7556128
Firm CRD# 172011

Minimum Assets Required
$50,000

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

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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

Top 2 Retirement Planning firms in Wakefield, Rhode Island (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
MCGUIRE WEALTH MANAGEMENT
105 Main Street,
Wakefield, RI, 2879
$558,229,0797433
A Percentage of AUM
2
D & P INVESTMENT ADVISORS, LTD.
10 High Street, Suite B
Wakefield, RI, 2879
$132,532,3545931
A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Wakefield, Rhode Island

QualificationsFirm CRD# 296271

Assets Under Management $558,229,079

No. Of Clients743

Clients Per Financial Advisor248

MCGUIRE WEALTH MANAGEMENT is a financial advisory firm situated in Wakefield, Rhode Island. With a nearly $558M assets under management, the firm specializes in crafting personalized retirement planning solutions for 743 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

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 119631

Assets Under Management $132,532,354

No. Of Clients593

Clients Per Financial Advisor593

D & P INVESTMENT ADVISORS, LTD. is a financial advisory firm situated in Wakefield, Rhode Island. With a nearly $133M assets under management, the firm specializes in crafting personalized retirement planning solutions for 593 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
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
View Full Profile

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