Top annuities financial advisors
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might consider an annuities advisor if you're looking to secure a steady income stream for retirement or want to protect your savings from market downturns. Without focused knowledge, it's easy to pick an annuity product that doesn't align with your long-term financial goals or has hidden fees.
- Product variety understanding. Check if the advisor explains different annuity types, like fixed, variable, or indexed, and how each fits your income needs.
- Fee transparency. Ask how they disclose costs and surrender charges, so you know what you’re paying over time.
- Income planning integration. See if they connect annuity payouts with your overall retirement income strategy, not just selling a product.
- Risk assessment. Confirm they evaluate how an annuity fits your risk tolerance and other investments to avoid overexposure.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Craig M
Series 63, Series 65
Columbia, SC
Capital Investment Advisory Services, LLC
Craig Mcdaniel Jr. specializes in annuities and has 13 years of experience, making him well-equipped to help clients secure steady retirement income and protect savings. Operating independently in Columbia, SC, he offers hourly financial planning fees capped at $250 and provides customized investment management through discretionary mandates and third-party managers, distinguishing him with a comprehensive approach beyond just annuity products.
Experience: 13 years
Avg account: $373,429
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Elanna G
CFP®, Series 66
Cleveland, OH
Cambridge Investment Research Advisors
Elanna Gould specializes in annuities and retirement income strategies, making her well-suited to help clients secure steady retirement income and integrate annuity payouts into broader financial plans. Based in Cleveland, OH, she is CFP®-certified, works with a large firm, and offers flat-fee financial planning, distinguishing her from advisors who may charge solely based on assets under management or lack her combined expertise in retirement plans and annuities.
Experience: 6 years
Avg account: $378,281
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Cassandra S
Series 63, Series 65
Plano, TX
Financial & Tax Architects, LLC
Cassandra Sanchez specializes in annuities and retirement income strategy, making her well-suited to help clients secure steady income streams and integrate annuity payouts into broader retirement plans. Based in Plano, TX, she offers flat-fee services through Financial & Tax Architects, LLC, which focuses on high-net-worth clients nearing retirement and employs proprietary strategies using ETFs and individual securities, distinguishing her from advisors with purely commission-based models.
Experience: 7 years
Avg account: $239,584
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Marshall B
Series 66
Cabot, AR
Paladin Investment Advisors
Marshall Butler specializes in annuities and has eight years of experience, making him capable of guiding clients seeking steady retirement income or protection from market downturns. Operating from Cabot, AR, he is an independent advisor at Paladin Investment Advisors, a firm managing $49.5 million with a holistic wealth management approach that blends active and passive strategies, and charges a 2% annual fee on assets under management.
Experience: 9 years
Avg account: $107,593
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Isaiah E
Series 63, Series 66
Tulsa, OK
Eagle Strategies (NY Life)
Isaiah Edison specializes in annuities and retirement income strategies, making him well-suited to help clients secure steady retirement income and integrate annuity payouts into broader financial plans. Based in Tulsa, OK, he brings 16 years of experience and works with Eagle Strategies, a large firm affiliated with New York Life, offering tiered asset-based fees and flexible hourly or subscription planning options, which may appeal to clients seeking diverse fee structures and comprehensive retirement solutions.
Experience: 16 years
Avg account: $235,446
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