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TOP 30 Business financial advisory in Wells, ME
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Salem Advisory Group, LLC.
Salem Advisory Group, LLC. is a finance institution located at 1332 Post Road in Wells, Maine, United States. With a team of experienced financial advisors, Salem Advisory Group provides personalized financial planning and investment management services to help individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Salem Advisory Group is dedicated to providing expert guidance and support every step of the way. Contact us today to schedule a consultation and take control of your financial future.
SCORE
SCORE, located at 22 Rear Free Street in Portland, Maine, is a finance institution that provides clients with access to a wide range of business and financial expertise. Whether you have an existing business or a new business idea, SCORE Southern Maine can help you with assistance tailored to your needs. One of the key aspects of branding your business is creating a logo that represents your brand effectively. In a workshop offered by SCORE, you can learn about the principles of good logo design and explore options for getting a professional-quality logo within your budget.
Merrill Lynch Wealth Management
Merrill 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.
Macomber & Palanza
Macomber & 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.
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