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.
Browse related profiles
- Chris Gure — 17 reviews
- Arynton Hardy — 10 reviews
- Pillar Wealth — 10 reviews
- Michael Taylor - The Financial Rules Consulting — 8 reviews
- Thomas-Kopelman — 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
- 5T Wealth Management — 2 reviews
- Capital Area Planning Group — 2 reviews
- Manetta Wealth Management — 2 reviews
- Montebello Avenue — 2 reviews
- Austin Wealth Management — 1 review
- Calculated Wealth — 1 review
- CAPTRUST — 1 review
- Carman Kubanda — 1 review
- Civic Financial — 1 review
- Ian Weiner, CFP®, CEPA® — 1 review
- Larry Sprung, CFP®, CEPA®▪️ Mitlin Financial, Inc® — 1 review
- Matt-Magee, CFP® — 1 review
- Womack Financial — 1 review
- Bull Oak
- CMH Advisors
- Concert Financial Planning
- HB Wealth
- Inflection Point Wealth Management
- Tomkiewicz 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.