Business financial advice in Maine
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Carol A. Jones, CPA
● OpenCarol A. Jones, CPA is a reputable accounting and finance institution located at 7 Deer Run Drive in Gorham, Maine, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and consulting. Clients can expect personalized attention and expert advice to help them achieve their financial goals. Whether you are an individual or a business owner, Carol A. Jones, CPA is dedicated to providing top-notch service to meet your financial needs.
7 Deer Run Dr, Gorham, ME 04038, United States -
H&R Block
● ClosedH&R Block is a trusted accounting and finance institution located at 50 Oxford Avenue in Rumford, Maine, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual or a business owner, H&R Block is dedicated to helping you navigate the complexities of the financial world with ease and confidence. Visit us today to see how we can help you achieve your financial goals.
50 Oxford Ave, Rumford, ME 04276, United States -
H&R Block
● ClosedH&R Block is a trusted accounting and finance institution located at 368 Main Street in Kingfield, Maine, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and small business consulting. Clients can rely on H&R Block for expert advice and personalized solutions to help them achieve their financial goals. Whether you need assistance with tax filing or financial management, H&R Block is here to provide reliable and efficient services.
368 Main St, Kingfield, ME 04947, United States -
Cornerstone Wealth Planning
● ClosedCornerstone Wealth Planning, located at 79 Main Street in Auburn, Maine, offers financial planning and investment management services to successful business owners and professionals. The institution helps clients have more control over their retirement and legacy, providing a process that brings all financial pieces together to strive for flexibility and success. The team at Cornerstone empowers clients to make informed decisions and take practical steps towards their financial goals at every stage of life. Client relationships are seen as lifelong partnerships, with a focus on tailored advice and regular communication. Mindy, Wes, and the entire team are dedicated to inspiring and empowering clients through listening and personalized financial guidance. Schedule a complimentary conversation to explore how Cornerstone can help you achieve your unique financial goals. Securities are offered through LPL Financial, Member FINRA/SIPC, and investment advice is offered through Cornerstone Wealth Planning, a separate entity from LPL Financial. Please consult legal or tax professionals for specific advice regarding your individual situation. The team at Cornerstone is licensed in Maine and serves clients in ME, NC, and FL.
79 Main St, Auburn, ME 04210, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 415 Lisbon Street in Lewiston, Maine, offers a comprehensive range of financial services for individuals, families, business owners, executives, and institutions. With a team of experienced advisors, the institution provides personalized wealth planning strategies to address a variety of financial challenges and opportunities in both stable and volatile markets. Services include retirement income planning, guidance on investments and estate planning through Bank of America, as well as collaboration with outside professionals such as accountants and tax attorneys. The branch is committed to client satisfaction and community involvement, supporting charitable initiatives and fundraising activities. Clients have access to industry-skilled advisors, investing insights, and a wealth planning platform to help achieve their financial and life goals. Merrill Lynch has been training financial advisors since 1946, offering professional development opportunities and technology resources for both new and experienced advisors. Investors should be aware of the risks involved in securities investments and consult with legal and tax advisors before making financial decisions. The institution offers a broad range of brokerage, investment advisory, and other services, with a focus on personalized investment approaches and wealth management advice.
415 Lisbon St, Lewiston, ME 04240, United States -
H&R Block
● ClosedH&R Block is a trusted accounting and finance institution located at 730 Center Street in Auburn, Maine, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual or a business owner, H&R Block is dedicated to providing personalized and reliable financial solutions to help you achieve your goals. Visit us today to experience the expertise and excellence that sets H&R Block apart in the industry.
730 Center St, Auburn, ME 04210, United States -
Wolfgang Stuart
● OpenWolfgang Stuart is a renowned financial institution located at 14 Main Street in Brunswick, Maine, United States. With a strong reputation for providing expert financial services, Wolfgang Stuart offers a wide range of investment and wealth management solutions to individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial futures. Whether you are looking for retirement planning, investment advice, or estate planning services, Wolfgang Stuart is committed to providing personalized and comprehensive financial solutions to meet your needs. Visit their office in Brunswick today to learn more about how they can help you achieve financial success.
14 Main St, Brunswick, ME 04011, United States -
Beacon Tax & Accounting, P.C.
● ClosedBeacon Tax & Accounting, P.C. is a trusted institution located at 960 Western Avenue in Manchester, Maine, United States. Specializing in accounting and finance, we offer quality and reliable services for both personal and business needs. Our licensed professionals provide expert assistance with tax return filing, consulting engagements, and special projects. We believe that everyone should have access to the skills of a licensed professional without the high costs of a large CPA firm. From simple tax advice to complex financial record preparation, we are here to remove the stress and uncertainty from your hands. Contact us today to see how we can help you benefit from our professional knowledge and service.
960 Western Ave, Manchester, ME 04351, United States -
Danielle Valleau - Raymond James
● OpenDanielle Valleau - Raymond James is a finance institution located at 320 Water Street in Augusta, Maine, United States. Our experienced team offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, we are here to provide personalized solutions tailored to your specific needs. Trust us to help you navigate the complexities of the financial world and secure your financial future.
320 Water St 4th Fl, Augusta, ME 04330, United States -
HUB International
● ClosedHUB International is a leading finance and insurance agency located at 275 U.S. 1 in Cumberland, Maine, United States. With a strong reputation for providing top-notch financial and insurance services, HUB International offers a wide range of products to meet the diverse needs of individuals and businesses. Their team of experts is dedicated to helping clients navigate the complexities of the financial and insurance industries, ensuring they receive the best possible coverage and advice. Whether you are looking for personal insurance solutions or comprehensive financial planning, HUB International is committed to delivering exceptional service and peace of mind to their valued clients.
275 US-1, Cumberland, ME 04110, United States -
Accounting Insights LLC
● ClosedAccounting Insights LLC, located at 106 Echo Road in Brunswick, Maine, is a trusted accounting and finance institution that provides services to business owners in Maine and virtually. Founded by Tony Lindsey, who has a strong background in accounting, the institution offers QuickBooks accounting advice and service to help small businesses improve efficiency and increase profit. With a focus on process improvements, Expense Management Software (Ramp) integration with QuickBooks, and accurate tracking of finances, Accounting Insights LLC assists businesses in making informed financial decisions. Tony Lindsey, driven by a passion to help business owners understand their finances, works closely with clients to act in their best interest and provide valuable advice.
106 Echo Rd, Brunswick, ME 04011, United States -
H M Payson & Co
● OpenH M Payson & Co is a prominent finance institution located at 10 Bristol Road in Damariscotta, Maine, United States. With a strong reputation for providing top-notch financial services, H M Payson & Co offers a wide range of investment solutions tailored to meet the unique needs of their clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through sound investment strategies and personalized advice. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, H M Payson & Co is committed to delivering exceptional service and expertise to help you succeed in reaching your financial objectives.
10 Bristol Rd, Damariscotta, ME 04543, United States -
Lavallee & Associates, LLC
● ClosedLavallee & Associates, LLC is a reputable accounting and finance institution located at 26 Union Park Road in Topsham, Maine, United States. Our dedicated team of professionals is committed to providing top-notch financial services to individuals and businesses alike. With convenient operating hours from Monday to Friday, 9am to 4pm, we are here to assist you with all your accounting needs. Additionally, we offer the option to easily send us digital or scanned documents via ShareFile.com for seamless communication and document exchange. Trust Lavallee & Associates, LLC for all your financial needs.
26 Union Park Road, Topsham, ME 04086, United States -
H&R Block
● ClosedH&R Block is a trusted accounting and finance institution located at 185 Townsend Avenue in Boothbay Harbor, Maine. With a reputation for providing expert tax preparation services and financial advice, H&R Block is dedicated to helping individuals and businesses navigate complex financial matters with ease. Their team of professionals is committed to delivering personalized solutions and ensuring their clients achieve their financial goals. Whether you need assistance with tax planning, bookkeeping, or investment strategies, H&R Block is here to help you every step of the way. Visit their office today to experience their exceptional services firsthand.
185 Townsend Ave, Boothbay Harbor, ME 04538, United States -
Tax Preparation
● OpenTax Preparation is a professional accounting and finance institution located at 14 Perry's Way in South Berwick, Maine, United States. Our team of experienced tax professionals is dedicated to helping individuals and businesses navigate the complexities of tax preparation. Whether you need assistance with filing your personal taxes or require expert advice on tax planning for your business, we are here to provide reliable and efficient services. Trust Tax Preparation to ensure that your tax returns are accurate, compliant, and optimized for maximum savings. Contact us today to schedule a consultation and take the stress out of tax season.
14 Perry's Way, South Berwick, ME 03908, United States -
Downeast Accounting Services
● ClosedDowneast Accounting Services is a full-service accounting and finance institution located at 1332 Post Road in Wells, Maine, United States. Committed to providing close, personal attention to clients, the institution offers a wide range of services including tax preparation, accounting, bookkeeping, payroll, and business consulting for individuals, small and large businesses, homeowners associations, condominium associations, and non-profit organizations. With a team of professionals who continually invest in professional education and state-of-the-art technology, Downeast Accounting Services is dedicated to excellence in helping clients minimize their tax liability and make informed financial decisions. The institution provides resources on sustainability, corporate reporting, standards, and audit issues, and offers updates and guides on its blog page.
1332 Post Rd #5A, Wells, ME 04090, United States -
Mclaughlin Susan E
● ClosedMcLaughlin Susan E is a reputable accounting and finance institution located at 2 Granite Drive in Standish, Maine, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Clients can expect personalized attention and expert advice to help them achieve their financial goals. Whether you are an individual or a business owner, McLaughlin Susan E is committed to providing top-notch financial services to meet your needs.
2 Granite Dr, Standish, ME 04084, United States -
Fiducient Advisors
● ClosedFiducient Advisors, located on Depot Street in Kennebunk, Maine, United States, is a trusted finance institution with a disciplined fiduciary investment approach developed and refined over nearly 30 years. Our focus is on helping our clients achieve their goals and telling their unique stories through customized investment strategies and solutions. As fiduciary consultants, we manage retirement plans with a keen eye on reducing costs, mitigating responsibilities, and enhancing employee benefits. For nonprofits, our experienced team of endowment investment advisors collaborates with key stakeholders to tailor investment solutions that align with the organization's objectives and stewardship obligations. The Wealth Office® at Fiducient Advisors partners with clients to protect assets from taxation, inflation, and investment risks, offering personalized wealth management strategies to meet individual financial goals.
Depot St, Kennebunk, ME 04043, United States -
Prudential
● ClosedPrudential is a leading financial institution located at 885 Portland Road in Saco, Maine, United States. With a focus on providing a wide range of financial services, Prudential offers expert advice and solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment opportunities, retirement planning, insurance coverage, or wealth management services, Prudential has the expertise and resources to assist you. Visit Prudential today to learn more about how they can help you secure your financial future.
885 Portland Rd suite 201, Saco, ME 04072, United States -
Hooper Tax & Accounting
● ClosedHooper Tax & Accounting is a reputable institution located at 110 Main Street in Saco, Maine, United States. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch financial solutions for individuals and businesses alike. With a commitment to excellence and professionalism, we strive to help our clients navigate the complexities of tax laws and financial regulations. Trust Hooper Tax & Accounting for all your accounting and financial needs.
110 Main St, Saco, ME 04072, United States -
The Saltwater Group - Morgan Stanley
● OpenThe Saltwater Group at Morgan Stanley is a finance institution located at 100 Middle Street in Portland, Maine, United States. We provide comprehensive financial services and investment solutions to individuals, families, and businesses. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and expert advice, The Saltwater Group at Morgan Stanley is committed to delivering exceptional results for our clients.
100 Middle St 3rd Fl, Portland, ME 04101, United States -
Apex Group (Portland)
● ClosedApex Group in Portland is a leading financial institution located at 3 Canal Plaza in the heart of Portland, Maine. With a strong presence in the United States, Apex Group offers a wide range of financial services to individuals and businesses. Their team of experienced professionals provides expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking for investment management, wealth planning, or retirement services, Apex Group is dedicated to delivering top-notch service and results. Visit their office in Portland to learn more about how they can help you secure your financial future.
3 Canal Plaza, Portland, ME 04101, United States -
The Prichard Weston Group - Morgan Stanley
● OpenThe Prichard Weston Group at Morgan Stanley is a leading financial institution located at 100 Middle Street in Portland, Maine, United States. With a strong reputation for excellence in financial services, the institution offers a wide range of investment and wealth management solutions for individuals, families, and businesses. The experienced team at The Prichard Weston Group is dedicated to providing personalized advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, managing your investments, or seeking advice on estate planning, The Prichard Weston Group at Morgan Stanley is committed to delivering top-notch service and expertise.
100 Middle St 3rd Fl, Portland, ME 04101, United States -
Maine Street Capital
● ClosedMaine Street Capital is a leading finance institution located at 10 Moulton Street in the vibrant city of Portland, Maine. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you are looking for investment advice, wealth management, or assistance with financial planning, Maine Street Capital has the expertise and resources to help you achieve your financial goals. Contact us today to learn more about how we can assist you in navigating the complex world of finance.
10 Moulton St Suite 1022, Portland, ME 04101, United States -
Leonardo & Co
● ClosedLeonardo & Co is a reputable accounting and finance institution located at 758 Main Street in South Portland, Maine, United States. With a team of experienced professionals, we offer a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment advice. Our commitment to excellence and personalized service sets us apart from other firms, making us a trusted partner for individuals and businesses alike. Contact us today to see how we can help you achieve your financial goals.
758 Main St Ste 3, South Portland, ME 04106, United States -
Antaeus Wealth Advisors, LLC
● ClosedAntaeus Wealth Advisors, LLC is a finance institution located at 254 Commercial Street in Portland, Maine, United States. Specializing in wealth management and financial planning, Antaeus Wealth Advisors offers personalized services to help clients achieve their financial goals. With a team of experienced professionals, they provide expert advice and guidance to individuals and businesses looking to grow and protect their assets. Whether you are planning for retirement, investing for the future, or seeking to optimize your financial portfolio, Antaeus Wealth Advisors is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
254 Commercial St Suite 245, Portland, ME 04101, United States -
Altus Exit Strategies
● OpenAltus Exit Strategies is a leading institution located at 130 Middle Street in Portland, Maine, United States. Specializing in helping businesses navigate the complex process of exiting or selling their company, Altus Exit Strategies provides expert guidance and support to ensure a smooth transition. With a team of experienced professionals, Altus Exit Strategies offers tailored solutions to meet the unique needs of each client, helping them achieve their financial goals and maximize the value of their business. Whether you are looking to sell your company, merge with another business, or explore other exit options, Altus Exit Strategies is dedicated to providing top-notch service and strategic advice every step of the way.
130 Middle St, Portland, ME 04101, United States -
Opus Consulting
● ClosedOpus Consulting is a finance institution located at 770 Congress Street in Portland, Maine, United States. We specialize in improving business performance through a cross-functional approach to performance management at the intersection of finance, strategy, and operations. Our team of finance and accounting professionals provide customized financial performance consulting for businesses of all sizes, offering clear guidance for long-term growth. We go above and beyond to help our clients grow their businesses through productivity advisory, sales and marketing improvements, and asset recovery and deployment. In challenging times, we act swiftly and efficiently as interim management or long-term advisors to solve and execute on complex business turnaround situations.
770 Congress St, Portland, ME 04102, 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 -
Lennox Capital Management
● ClosedLennox Capital Management is a reputable finance institution located at 75 Congress Street in Rumford, Maine, United States. Specializing in investment management and financial planning services, Lennox Capital Management is dedicated to helping clients achieve their financial goals through personalized strategies tailored to their individual needs and circumstances. With a team of experienced professionals and a commitment to excellence, Lennox Capital Management is a trusted partner for individuals and businesses seeking sound financial advice and guidance.
75 Congress St, Rumford, ME 04276, United States
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