Penobscot Financial Advisors - Portland, Maine
1 Monument Square, Portland, Maine 04101
About the Business
Penobscot Financial Advisors in Portland, Maine is a finance institution located at 1 Monument Square. We are a Fee-Only financial advisory firm, meaning we only receive compensation from our clients, ensuring transparency and a clear understanding of our services. Our team of CERTIFIED FINANCIAL PLANNER™ professionals, including analysts with the Chartered Financial Analyst® designation, are here to simplify financial planning and investing for you.
We prioritize your unique financial journey and aim to help you achieve a secure and stress-free future. Our Wealth Management services offer a holistic approach combining Financial Planning and Asset Management, while our Financial Planning services focus on analyzing your current financial situation, setting goals, and helping you achieve them.
Our talented team is always working on personal and professional endeavors, and we are dedicated to providing video and written responses to frequently asked questions. Let us be your Chief Financial Officer for your household, guiding you every step of the way towards your financial goals. Visit us at Penobscot Financial Advisors and start your path to peace of mind, one smart decision at a time.
Photos
Hours open
Monday:
09:00 - 16:00
Tuesday:
09:00 - 16:00
Wednesday:
09:00 - 16:00
Thursday:
09:00 - 16:00
Friday:
09:00 - 16:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Craig is always a pleasure to work with. He answers all questions patiently and thoroughly! I feel comfortable entrusting him to manage my accounts!"
"My spouse and I have had a great experience working with Penobscot Financial Services. We do not live in Maine but found them on the web when we were looking for a fee-based group in New England. It is not like us to go without a personal recommendation but we liked the clarity of the website and our initial interactions with Jessi and Tyler. From the start, they were extremely professional, organized, and personable. We liked them and trusted them, and that has made every meeting more productive and enjoyable. They have given us sound advice on investments and important nudges to update wills and other legal documents (which Jessi reviewed with a fine-tooth comb). Overall, Penobscot is just what we were looking for--professional without feeling too "corporate.""
"I signed up with Penobscot Financial Advisors last January because I knew I needed to get a better plan in place to save for the future but didn't know how to start doing that with the finniate funds I had. I signed up a year ago and not only do I have a solid financial infrastructure now, I have also amassed knowledge of how to better maximize my dollars today and in the future. I'm saving at a rate I never thought I could without having to sacrifice my short term wants. I'm so happy I made the investment! Jessi Dolmage is my financial advisor and I cannot recommend her enough. She makes finances approachable & fun and is an absolute pleasure to work with. Highly recommend PFA!"
"Jessi has supported us through a lot of changes. She has incredible attention to detail, and a remarkable ability to weave humor into her financial education. She has kept me engaged, and involved my partner in thinking about finances overtime, something neither of us understood prior to meeting. She is easy to connect with, communicative, and responsible. We have started to understand financial decision making, the way choices in the present may effect the future. When we have questions we talk them over and walk away feeling supported in our choices. I love that Jessi stays grounded and empathetic, even in the field of numbers. Thank you, Jessi and PFA."
"My wife and I have worked with Craig Joncas for ten plus years. We have always been impressed by his insights, advice, and professional and friendly approach to financial advising. He has helped us with our retirement planning by applying clear strategic investment approaches. We unreservedly recommend him to anyone who is working on their investment portfolio. We have been well supported by Craig and the team at Penobscot Financial Advisors."
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