Audit, Consulting in Wells, Maine
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The Swanson Group LLC
● ClosedThe Swanson Group LLC is a financial institution located at 838 Main Street, Westbrook, Maine, United States. Specializing in accounting and finance, we offer a range of services to support your business needs. From audits to compilations to reviews, we provide deep analysis and strategic guidance to help you make informed decisions. Interested in becoming a client? Fill out our Prospective Client Questionnaire online. Let us take the stress out of running your business and handle the books while you focus on what matters most. With the right technology and personalized approach, we help reduce the burden of tax season and manage your business debt effectively. Our goal is to help your small business thrive, even in the face of supply chain disruptions. Curate a menu for your holiday feast that caters to all dietary preferences and restrictions. Focus on the wellness of your business, body, and mind with our expert guidance. Let us help you navigate the complexities of business with ease.
838 Main St, Westbrook, ME 04092, United States -
Baker Newman Noyes
● OpenBaker Newman Noyes is a top-100 accounting, finance, and advisory firm located at 280 Fore Street in Portland, Maine, United States. Specializing in assurance, tax, and advisory services, BNN is known for its specialized knowledge, award-winning client service, and collaborative approach. The firm is dedicated to creating opportunities for its clients, employees, and communities. With a focus on providing timely and thorough advice, BNN helps clients make important decisions with confidence. The firm offers flexible career growth opportunities and a supportive network for its employees, along with a full range of financial, family, wellness, and personal benefits. BNN's team of smart, friendly, and hardworking professionals work together to provide exceptional service to clients while also giving back to the communities they serve through various initiatives and partnerships.
280 Fore St, Portland, ME 04101, United States -
Macomber & Palanza
● ClosedMacomber & Palanza is a reputable accounting and finance institution located at 171 Ocean Street in South Portland, Maine, United States. The institution is led by Stew, a highly qualified CPA with over fifteen years of experience, offering top-notch services for small businesses and individuals with complex tax needs. With a team of CPAs and Enrolled Agents boasting over 75 years of combined experience, Macomber & Palanza ensures that only seasoned professionals handle your financial affairs. The institution continuously enhances its education and training to provide clients with the best planning opportunities in a changing legislative environment. Whether you need assistance with estate and gift tax planning, individual tax return preparation, or business advisory services, Macomber & Palanza has the expertise to guide you in making profitable decisions that benefit your financial well-being. From helping you navigate tax penalties to resolving audits efficiently, the institution strives to ensure that your finances are in order and your business is on the right path. With a strong network of professionals in Southern Maine, Macomber & Palanza can connect you with reliable bookkeepers, attorneys, and financial planners to help your business thrive.
171 Ocean St Ste 100, South Portland, ME 04106, United States -
Zachary Burd - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedZachary Burd - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 155 Silver Street in Waterville, Maine, United States. The institution offers a range of certifications and designations to ensure that their advisors are highly trained and qualified to provide expert financial advice to clients. Some of the certifications offered include AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning topics, ensuring that advisors are well-equipped to assist clients with various financial needs. Additionally, the institution offers specialized training for advisors to serve military personnel and veterans through the Certified Military Financial Advisor® (CFMA®) designation. With a focus on ethics and expertise, Zachary Burd - Private Wealth Advisor, Ameriprise Financial Services, LLC is dedicated to providing high-quality financial services to their clients.
155 Silver St, Waterville, ME 04901, United States -
Five County Credit Union
● ClosedFive County Credit Union, located at 30 Landing Road in Windham, Maine, is a trusted institution offering a variety of financial services. From ATM services to finance options, Five County Credit Union is dedicated to meeting the needs of its members. They provide links to third party websites for added convenience, but prioritize the privacy and security of their members. With services such as the Energy Efficiency Loan Program, Real Estate Loans, Commercial and Business Loans, as well as Rewards programs, Five County Credit Union is committed to helping individuals and businesses achieve their financial goals. With over 69 surcharge-free ATMs and access to 30,000 CO-OP ATMs nationwide, members can easily access their funds. Plus, with no application fees and competitive rates, Five County Credit Union strives to make financial services accessible to all. Visit their location at 765 Washington Street in Bath, Maine, or continue to their website for more information on their services and offerings.
Inside Wal-Mart, 30 Landing Rd, Windham, ME 04062, United States -
Edward Jones
● OpenEdward Jones is a well-established financial institution located at 127 Topsham Fair Mall Road in Topsham, Maine. With a strong presence in the United States, Edward Jones offers a wide range of financial services including investment planning, retirement planning, wealth management, and more. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to build wealth, save for retirement, or plan for the future, Edward Jones is committed to providing personalized and comprehensive financial solutions to meet your needs.
127 Topsham Fair Mall Rd, Topsham, ME 04086, United States -
Atlantic Wealth Planning Group - Ameriprise Financial Services, LLC
● OpenAtlantic Wealth Planning Group - Ameriprise Financial Services, LLC is a finance institution located at 150 Capitol Street, Augusta, Maine, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Clients can track their progress towards their financial goals securely from any device. The institution provides complimentary initial consultations and regular reviews to update financial strategies as life changes. Ameriprise financial advisors are registered in certain U.S. states and cannot guarantee future financial results. Clients can expect professionalism and expertise in financial planning concepts during consultations. The institution values privacy and security, as well as providing important disclosures to clients. Clients can refer friends or family members to achieve their financial goals with the help of Ameriprise Financial Services, LLC.
150 Capitol St # 1, Augusta, ME 04330, United States -
Michael Alimi - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedMichael Alimi - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 62 Main Street in Topsham, Maine, offers personalized financial planning services to help clients achieve their financial goals. The initial consultation provides an overview of financial planning concepts, although no written analysis or recommendations will be provided. Ameriprise Financial cannot guarantee future financial results, but strives to help clients make informed decisions about their finances. As a member of FINRA and SIPC, Ameriprise Financial is committed to upholding high standards of professionalism and integrity. Clients can trust in the expertise of Michael Alimi to provide sound financial advice and guidance. Visit the website for more information on privacy and security measures, as well as important disclosures. Feel free to refer friends or family members to Michael Alimi for assistance with their financial planning needs.
62 Main St, Topsham, ME 04086, United States -
Banyan Financial Services
● OpenBanyan Financial Services is a trusted finance institution located at 1662 Post Road in Wells, Maine, United States. Specializing in providing a wide range of financial services, Banyan Financial Services offers expert advice and personalized solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Banyan Financial Services is dedicated to providing top-notch service and building long-lasting relationships with their clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Banyan Financial Services is here to help. Visit their office in Wells or contact them to schedule a consultation and take the first step towards securing your financial future.
1662 Post Rd, Wells, ME 04090, United States -
Bank of America ATM (Drive-thru)
● OpenThe Bank of America ATM (Drive-thru) located at 75 Wells Plaza in Wells, Maine, United States, offers convenient and secure access to your finances without leaving the comfort of your vehicle. Whether you need to withdraw cash, check your balance, or make a deposit, this ATM provides 24/7 access to essential banking services. With Bank of America's trusted name and advanced technology, you can rely on this ATM for all your financial needs.
75 Wells Plaza STE 11, Wells, ME 04090, United States -
Charles M Beynon - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenCharles M Beynon - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 62 Portland Road in Kennebunk, Maine, United States. The institution offers a range of certifications and designations to ensure that their advisors are well-equipped to handle the diverse financial needs of their clients. From the AAMS™ certification, which focuses on asset management for individuals, to the APMA™ designation, which covers client assessment and suitability, the advisors at Charles M Beynon are highly qualified to provide expert financial advice. Additionally, the institution offers certifications such as the Certified Divorce Financial Analyst and the Chartered Financial Consultant, showcasing their commitment to serving clients in various financial situations. With a focus on ethics, education, and expertise, Charles M Beynon - Private Wealth Advisor, Ameriprise Financial Services, LLC is dedicated to helping clients achieve their financial goals.
62 Portland Rd STE 7, Kennebunk, ME 04043, United States -
Gregory Clinard - Financial Advisor, Ameriprise Financial Services, LLC
● OpenGregory Clinard, a Financial Advisor at Ameriprise Financial Services, LLC, located at 5 Ward Street in Scarborough, Maine, offers a wide range of financial services to individuals seeking to secure their financial future. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®, Gregory Clinard is well-equipped to provide expert advice on various financial planning topics. Whether you are looking to plan for retirement, manage your investments, or navigate the complexities of estate planning, Gregory Clinard can help guide you through the process with professionalism and expertise. Contact Gregory Clinard today to schedule a consultation and take the first step towards securing your financial future.
5 Ward St, Scarborough, ME 04074, United States -
Everspring Wealth - Ameriprise Financial Services, LLC
● ClosedEverspring Wealth - Ameriprise Financial Services, LLC is a trusted finance institution located in Scarborough, Maine, United States. Recognized as one of the Most Trustworthy Companies in America by Newsweek, we offer personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. Our team documents your goals, regularly reviews your progress, and adjusts your approach as needed to help you achieve financial success. With a focus on retirement planning, education funding, major purchases, and more, we provide a comprehensive range of financial services to meet your needs. Our multi-generational approach ensures that every member of your family has a voice in their financial future, with a special emphasis on financial literacy and education.
Centervale Farm, Ste 110, Scarborough, ME 04074, United States -
Bjorn Hjelmeland, Bankers Life Securities Financial Representative
● ClosedBjorn Hjelmeland, Bankers Life Securities Financial Representative is a finance institution located at 360 U.S. 1 in Scarborough, Maine, United States. Specializing in providing financial services and guidance, their experienced team assists clients in managing their investments and planning for their financial future. With a focus on personalized service and tailored solutions, they strive to help individuals achieve their financial goals and secure their financial well-being. Contact Bjorn Hjelmeland, Bankers Life Securities Financial Representative today to learn more about their services and how they can help you navigate the complexities of the financial world.
360 US-1 Ste 202, Scarborough, ME 04074, United States -
Ameriprise Financial
● ClosedAmeriprise Financial is a finance institution located at 202 U.S. 1, Falmouth, Maine, United States. They offer a range of financial planning services to help clients achieve their financial goals. The institution is registered with FINRA and offers investment products and services through Ameriprise Financial Services, LLC. Clients can schedule a complimentary initial consultation to learn more about financial planning concepts. Please note that investment products involve risks and are not insured by the FDIC or NCUA. Ameriprise Financial cannot guarantee future financial results. The institution values privacy and security, and adheres to strict rules and regulations. Members of Ameriprise Financial Services, LLC are also members of FINRA and SIPC. If you are interested in learning more about their services, feel free to reach out for a consultation.
202 US-1 #4, Falmouth, ME 04105, United States -
Evergreen Credit Union
● ClosedEvergreen Credit Union is a trusted financial institution located at 799 Broadway in South Portland, Maine. As a full-service credit union, we offer a range of financial products and services to meet our members' needs. Whether you're looking for a convenient ATM, a reliable bank for your everyday transactions, or expert financial advice, Evergreen Credit Union is here to help. Join us today and experience the benefits of banking with a community-focused institution dedicated to your financial well-being.
799 Broadway, South Portland, ME 04106, United States -
Atlantic Federal Credit Union
● ClosedAtlantic Federal Credit Union is a trusted financial institution located at 41 Mallett Drive in Freeport, Maine, United States. As a credit union, we prioritize the financial well-being of our members by offering a wide range of financial services, including ATM access and personalized finance solutions. Our dedicated team is committed to providing excellent customer service and helping our members achieve their financial goals. Join us today and experience the benefits of being a part of the Atlantic Federal Credit Union community.
41 Mallett Dr, Freeport, ME 04032, United States -
H&R Block
● ClosedH&R Block is a well-known accounting and finance institution located at 1073 West Main Street in Dover-Foxcroft, Maine. With a reputation for providing expert tax preparation services and financial guidance, H&R Block is a trusted resource for individuals and businesses alike. Their team of professionals is dedicated to helping clients navigate the complexities of tax laws and maximize their financial well-being. Whether you need assistance with tax planning, bookkeeping, or investment strategies, H&R Block is committed to delivering personalized solutions to meet your specific needs. Visit their office in Dover-Foxcroft to experience their exceptional service firsthand.
1073 W Main St Ste 3, Dover-Foxcroft, ME 04426, United States -
H&R Block
● OpenH&R Block is a well-known accounting and finance institution located at 438 U.S. 1 in Yarmouth, Maine, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for assistance with your personal taxes or a business in need of expert financial advice, H&R Block is dedicated to providing top-notch services to meet your needs. Visit their office in Yarmouth today to see how they can help you achieve your financial goals.
438 US-1, Yarmouth, ME 04096, United States -
David Sullivan - TIAA Wealth Management Advisor
● ClosedDavid Sullivan - TIAA Wealth Management Advisor is a leading financial institution located in the heart of Portland, Maine. As a trusted advisor, David Sullivan provides expert wealth management services to help clients achieve their financial goals. With a focus on personalized strategies and sound investment advice, clients can feel confident in their financial future. Visit us at 4 City Center to learn more about how David Sullivan can help you navigate the complexities of wealth management and secure your financial well-being.
4 City Center 2nd Floor, Portland, ME 04101, United States -
Matthews Merton Income Tax Services
● ClosedMatthews Merton Income Tax Services is a trusted accounting and finance institution located at 11 Wells Street in North Berwick, Maine, United States. With a team of experienced professionals, they provide expert income tax services to individuals and businesses. Whether you need help with tax preparation, planning, or filing, Matthews Merton is dedicated to helping you navigate the complex world of taxes with ease and accuracy. Trust Matthews Merton Income Tax Services to handle all of your financial needs with professionalism and care.
11 Wells St, North Berwick, ME 03906, United States -
Yellis & Foley
● ClosedYellis & Foley is a reputable accounting and finance institution located at 1662 Post Road in Wells, Maine, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, auditing, and consulting. Their commitment to providing high-quality services and personalized solutions sets them apart in the industry. Whether you are an individual or a business owner, Yellis & Foley is dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation and see how they can assist you with your accounting and finance needs.
1662 Post Rd, Wells, ME 04090, United States -
Kyle P. Currier
● OpenKyle P. Currier is an accounting and finance institution located at 36 Main Street in Gorham, Maine, United States. The institution offers professional tax services with a personal approach, with a focus on helping individuals and businesses save money on taxes and make sound financial decisions. Kyle Currier, an independent CPA with over 20 years of experience, works closely with clients to explore all options and ensure cost-saving measures are taken. Clients can securely upload tax documents and retrieve copies of tax returns and filings through the Client Portal, making it convenient to have taxes prepared from the comfort of their home or office. A handy checklist of necessary items and information for tax preparation is provided to help clients prepare for their tax appointments.
36 Main St, Gorham, ME 04038, United States -
Kenney F Fletcher, Certified Public Accountant
● ClosedKenney F Fletcher, Certified Public Accountant, is a well-established accounting and finance institution located at 8 Oakcrest Drive in Old Orchard Beach, Maine, United States. With years of experience and expertise in the field, they offer a wide range of services to individuals and businesses alike. From tax preparation to financial planning, their team of professionals is dedicated to providing top-notch services and helping their clients achieve their financial goals. Whether you need assistance with bookkeeping, auditing, or any other financial matter, Kenney F Fletcher, Certified Public Accountant is the go-to institution for all your accounting needs.
8 Oakcrest Dr #1516, Old Orchard Beach, ME 04064, United States -
Hopkins Tax Service, LLC
● ClosedHopkins Tax Service, LLC is a finance institution located at 101 Middle Street in Lewiston, Maine, United States. We specialize in providing expert tax services to individuals and businesses in the local community. Our team of experienced professionals is dedicated to helping our clients navigate the complexities of the tax system and maximize their financial well-being. Whether you need assistance with tax preparation, planning, or consulting, Hopkins Tax Service, LLC is here to help you achieve your financial goals. Contact us today to schedule an appointment and experience the difference our personalized approach can make for your financial success.
101 Middle St, Lewiston, ME 04240, United States
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