Business financial management in Auburn, ME
10 results found
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Tara Davis - Ameriprise Financial Services, LLC
● OpenTara Davis - Ameriprise Financial Services, LLC is a finance institution located at 2 Great Falls Plaza in Auburn, Maine, United States. The professionals at this institution hold various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. These certifications demonstrate their expertise in areas such as asset management, investment strategies, estate planning, and retirement planning. The institution offers a range of services to help clients make informed financial decisions and plan for their future. With a focus on ethical practices and continuing education, Tara Davis - Ameriprise Financial Services, LLC aims to provide comprehensive financial planning solutions to individuals and businesses.
2 Great Falls Plaza ste 6b-4, Auburn, ME 04210, United States -
Rise Private Wealth Management - Ameriprise Financial Services, LLC
● ClosedRise Private Wealth Management - Ameriprise Financial Services, LLC, located at 2 Great Falls Plaza in Auburn, Maine, is a finance institution that provides personalized financial planning services. Ameriprise financial advisors are registered to do business in specific U.S. states and offer consultations to discuss individual financial goals. While the initial consultation provides an overview of financial planning concepts, written analysis and recommendations are not provided. Ameriprise Financial cannot guarantee future financial results. Users of the website are bound by Ameriprise Financial Website Rules and Regulations. The institution is a member of FINRA and SIPC, ensuring security and privacy for clients. Referrals are appreciated, and friends and family members can expect to hear from Ameriprise Financial soon to discuss their financial goals.
2 Great Falls Plaza ste 6b-4, Auburn, ME 04210, United States -
Matt Simard - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedMatt Simard - Financial Advisor at Ameriprise Financial Services, LLC, located at 2 Great Falls Plaza in Auburn, Maine, United States. Matt Simard holds multiple certifications including 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®. Matt Simard is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products, Matt Simard is committed to helping clients achieve their financial goals.
2 Great Falls Plaza ste 6b-4, Auburn, ME 04210, United States -
Maine Family Federal Credit Union
● ClosedMaine Family Federal Credit Union, located at 831 Minot Avenue in Auburn, Maine, is a finance institution dedicated to providing personalized service, great rates, and community-focused support to help you achieve your financial goals. Whether you're a small business looking to grow, an individual wanting to turn your dreams into reality, or someone in need of a loan for a car, home, or recreational vehicle, Maine Family offers tailored financial solutions with competitive rates and a collaborative approach. With a focus on putting your success first, Maine Family Federal Credit Union is your on-the-go financial companion, offering seamless transactions, real-time account access, and innovative features to manage your finances conveniently. Visit our Lewiston location at 555 Sabattus Street to experience the Maine Family difference today.
831 Minot Ave, Auburn, ME 04210, United States -
RepubliCash, LLC
● ClosedRepubliCash, LLC is a full-service financial institution located at 1124 Brighton Avenue in Portland, Maine, United States. Our services include check cashing, loans, money transfers, tax preparation, mobile phones, and more to meet your personal and business needs. Our mission is to provide the best retail financial services while exceeding customer expectations and making a positive impact on our communities. Our dedicated employees are committed to providing fast, friendly service and ensuring an outstanding customer experience with every visit.
1124 Brighton Ave, Portland, ME 04102, United States -
Guild Mortgage - Debbie Bodwell
● ClosedGuild Mortgage - Debbie Bodwell is a trusted finance institution located at 181 Center Street in Auburn, Maine, United States. With nearly 25 years of experience in the mortgage industry, Debbie Bodwell offers a range of loan options to suit every situation, from first-time homebuyers to military families and high-cost markets. Debbie Bodwell is a graduate of Andover College, with a background in business and computer science, and has completed Dale Carnegie training programs for sales and management. In her spare time, she enjoys traveling, reading, cross-country skiing, and spending time with her grandchildren. Guild Mortgage Company is an Equal Housing Opportunity lender, licensed in various states including California, Massachusetts, Mississippi, New Jersey, Nevada, and Rhode Island. All loans are subject to underwriter approval and terms and conditions may apply. For more information, visit www.guildmortgage.com.
181 Center St, Auburn, ME 04210, 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 -
Woodard & Associates
● OpenWoodard & Associates is a reputable accounting and finance institution located at 43 Manley Road in Auburn, Maine. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the United States. Whether you need help with tax preparation, bookkeeping, or financial planning, Woodard & Associates is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart from other accounting firms. Visit them today to see how they can help you manage your finances effectively.
43 Manley Rd, Auburn, ME 04210, United States -
Advantage Payroll Services Inc
● OpenAdvantage Payroll Services Inc is a reputable accounting and finance institution located at 126 Merrow Road in Auburn, Maine, United States. With a strong focus on providing top-notch payroll services, this institution offers comprehensive financial solutions to businesses of all sizes. Their team of experienced professionals ensures accuracy and efficiency in managing payroll processes, allowing businesses to streamline their operations and focus on growth. Whether you are a small startup or a large corporation, Advantage Payroll Services Inc is committed to delivering personalized and reliable financial services to meet your unique needs.
126 Merrow Rd, Auburn, ME 04210, United States -
Clark Friel & Joyce
● OpenClark Friel & Joyce is a reputable accounting and finance institution located at 128 Auburn Street in Portland, Maine, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. From tax preparation to financial planning, their experts are dedicated to helping clients achieve their financial goals. Whether you need assistance with budgeting, investments, or bookkeeping, Clark Friel & Joyce is committed to providing top-notch service and expertise. Visit them today to see how they can help you manage your finances effectively.
128 Auburn St Unit 3, Portland, ME 04103, United States
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