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

  • Raymond Denton

  • Firm: Veteran Friendly Realtor
  • Serves: CA
  • I'm a Navy Veteran (Hospital Corpsman) and help other Veteran's buy a home with the "VA no-no" loan. The first "no" means no down payment, and the... (more)
  • Offers a free retirement consultation
  • Specializes in Estate Planning
  • Jason Escamilla

  • Advisor Type: CFA, Financial Advisor, RIA
  • Firm: ImpactAdvisor LLC
  • Serves: CA
  • We specialize in the wealth management needs of California professionals. As a fiduciary, our offering is designed around your best interests. We... (more)
  • Fee Only Planning
  • Offers a free retirement consultation
  • Specializes in Estate Planning, Investment Advice and 6 more
  • Scott Guild

  • Advisor Type: RFP
  • Firm: Resolute Federal Savings Bank
  • Serves: CA
  • I enjoy working with families and individuals to plan for retirement.
  • Fee and Commission Based Planning
  • Offers a free retirement consultation
  • Specializes in Holistic Financial Planning, Investment Advice and 3 more
  • Lynn Henley

  • Advisor Type: CPA
  • Firm: Tandem LLP
  • Serves: AZ, CA, DE, HI (see all)
  • Extensive experience providing tax compliance and consulting to high-net worth individuals, small businesses and tax-exempt organizations.... (more)
  • Fee Only Planning
  • Offers a free retirement consultation
  • Specializes in IRAs/401k, Small Business Planning and 1 more
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