Financial Advisors for Pre-Retirees (5-10 years out)
Finding the right financial advisor matters when you're among people within a decade of retirement fine-tuning the transition. The Financial Advisors listed here build long-term financial and investment plans for these clients, and you can compare their reviews, pricing, and focus side by side on Sam's List.
26 financial advisors. 79 client reviews. Used by 200,000+ business owners and high net worth individuals.
Browse related profiles
- Chris Gure — 17 reviews
- Arynton Hardy — 10 reviews
- Pillar Wealth — 10 reviews
- Michael Taylor - The Financial Rules Consulting — 8 reviews
- VDB Wealth — 8 reviews
- Anthony Syracuse, CFP® — 5 reviews
- Steven Evensen - Gerber Kawasaki Wealth & Investment Management — 3 reviews
- Steward — 3 reviews
- Timeless Wealth — 3 reviews
- Capital Area Planning Group — 2 reviews
- Manetta Wealth Management — 2 reviews
- 5T Wealth Management — 1 review
- Calculated Wealth — 1 review
- CAPTRUST — 1 review
- Carman Kubanda — 1 review
- Ian Weiner, CFP®, CEPA® — 1 review
- Matt-Magee, CFP® — 1 review
- Montebello Avenue — 1 review
- Thomas-Kopelman — 1 review
- Bull Oak
- CMH Advisors
- Concert Financial Planning
- Fortress Financial Partners
- HB Wealth
- Inflection Point Wealth Management
- Tomkiewicz Wealth Management
What clients are saying
"Stellar. Team was great, delivered my plan a week ahead of schedule."
— Matthew Powers, 0.0 stars, for Steward"@TKopelman. I am a new client, but I decided to work with him because he was the first person to answer my questions with real knowledge, is not AUM b…"
— Mike O'Malley, 0.0 stars, for Thomas-Kopelman"I like my guy! Chris Roth with 5T Wealth Management. Based out of Napa, California. I use 'em for portfolio management and planning. I chose 'em becau…"
— Yev, 0.0 stars, for 5T Wealth Management
Frequently asked questions
- Do pre-retirees need a financial advisor?
- Pre-Retirees are people within a decade of retirement fine-tuning the transition, so working with a financial advisor who understands that situation can save money and prevent costly mistakes. On Sam's List you can compare Financial Advisors by verified client reviews and reach out directly.
- How do I choose a financial advisor for pre-retirees on Sam's List?
- Filter to Financial Advisors who work with pre-retirees, read real client reviews, compare pricing, and contact them directly. There are no referral fees or commissions.