Find a qualified advisor that matches your needs.

Below are some of the prescreened retirement professionals that offer a free retirement consultation. Walk through your situation with one of these advisors and ask the questions you have about your retirement finances.

Select a specific advisor below or let NewRetirement match you to the advisor we think will best suit your needs.


Not sure who to choose? Let NewRetirement match you to an Advisor based on our professional experience.

Get Matched

  • William Smith

  • Advisor Type: CFA, CFP
  • Firm: NewRetirement Advisors
  • Serves: CA
  • I provide holistic financial planning and investment advice, always acting as a fiduciary, meaning the advice you receive will serve your best... (more)
  • Fee Only Planning
  • Offers a free retirement consultation
  • Specializes in Holistic Financial Planning, Investment Advice and 1 more
  • Steven Van Metre

  • Advisor Type: Financial Advisor, Insurance, Retirement Advisor, RIA
  • Firm: Steven Van Metre Financial and Insurance Services
  • Serves: CA
  • Steven Van Metre, is a financial planner, Certified Estate Planner and president of Steven Van Metre Financial. He designed the ‚ÄúRetirement Planning... (more)
  • Fee Only Planning
  • Offers a free retirement consultation
  • Specializes in Estate Planning, Holistic Financial Planning and 3 more
  • Larry Weiss

  • Advisor Type: CFP, CPA
  • Firm: NEXT Financial Group
  • Serves: CA, GA, OR
  • We believe good financial planning can benefit everyone. We want to provide you with an education in the process of financial planning. By working... (more)
  • Fee and Commission Based Planning
  • Offers a free retirement consultation
  • Specializes in Estate Planning, Holistic Financial Planning and 2 more
  • Pete Woodring

  • Advisor Type: RIA
  • Firm: Cypress Partners
  • Serves: CA
  • At Cypress Partners, we measure wealth differently .Traditional wealth is based on net worth. We measure wealth based on happiness, health, peace of... (more)
  • Fee Only Planning
  • Offers a free retirement consultation
  • Specializes in Cashflow Management, Holistic Financial Planning and 4 more
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