Merrill Lynch Financial Advisor Teena M Bourque
1 Monument Square, Portland, ME 04101
Hours open
Monday:
9:00 AM - 4:00 PM
Tuesday:
9:00 AM - 4:00 PM
Wednesday:
9:00 AM - 4:00 PM
Thursday:
9:00 AM - 4:00 PM
Friday:
9:00 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
About the Business
roducing Teena M Bourque, a Merrill Lynch Financial Advisor located at 1 Monument Square, Portland, Maine, United States. Teena specializes in managing wealth by understanding your unique financial situation and goals. She offers personalized wealth management strategies that adapt to changing market conditions, drawing on the investment insights of Merrill and the banking solutions of Bank of America.
Teena is deeply involved in the community, volunteering with local organizations and building strong client relationships based on trust and personalized service. She offers Merrill Personal Wealth Analysis™ to create a personalized plan centered on your goals. Teena believes in helping clients pursue their financial aspirations through thoughtful planning and risk management.
As a Wealth Management Client Associate and Resident Director Assistant, Teena focuses on what matters most to you - family, goals, and priorities. She listens carefully to understand your current financial standing and future aspirations, designing a personalized plan to help you achieve your objectives. Teena encourages open dialogue about important financial decisions, such as managing healthcare expenses, education funding, or wealth transfer.
Teena utilizes the Investment Personality Assessment to gain insight into your investing preferences and customize a financial approach tailored to your goals. She believes in staying connected with clients to track changes in their lives and financial needs, ensuring their financial approach remains aligned with their evolving circumstances.
With Teena as your advisor, you can expect personalized investment strategies, comprehensive financial solutions, and dedicated guidance to help you reach your financial goals. She is registered to do business in multiple states and holds the Chartered SRI Counselor™ certification.
Investing involves risk, and past performance does not guarantee future results. Teena and her team do not provide legal, tax, or accounting advice, but they can offer guidance on a broad range of financial services. Contact Teena Bourque to start a conversation about building a customized investment approach that reflects your unique needs and priorities.
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