Business financial planning in York, Maine
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Seacoast Business Services
Seacoast Business Services is a leading institution located at 5 Pheasant Court in York, Maine, United States. We specialize in providing top-notch business services to help companies thrive and succeed in today's competitive market. Our team of experienced professionals offers a wide range of services including accounting, bookkeeping, tax preparation, and financial consulting. With a strong focus on customer satisfaction and personalized attention, Seacoast Business Services is committed to helping businesses achieve their goals and reach new heights of success. Contact us today to learn more about how we can help your company grow and prosper.
New York Life Insurance Co: Gikas Timothy
New York Life Insurance Co: Gikas Timothy is an insurance agency located at 500 Southborough Drive, South Portland, Maine, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time, customizable long-term coverage, and the ability to invest policy cash value in the market. They provide financial protection for everyday tasks, lost income due to sickness or injury, and assistance in creating investment strategies and estate plans. With a diverse and welcoming workplace, they have been recognized as an industry leader for over 175 years. Their mission is to make the world a better place through responsible investing, community engagement, and charitable giving. Through their New York Life Foundation, they support educational enhancement, childhood bereavement, grassroots community efforts, and workplace initiatives. They also have a $1 billion impact investment initiative to address the racial wealth gap in America. With the highest financial strength ratings and a commitment to their policy owners, New York Life is dedicated to helping individuals, families, and communities thrive.
Edward Jones - Financial Advisor: Brian A Bartlett, AAMS™
Edward Jones - Financial Advisor: Brian A Bartlett, AAMS™ is a reputable finance institution located at 305 U.S. 1 in Yarmouth, Maine, United States. Brian A Bartlett, a certified Accredited Asset Management Specialist, offers personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides comprehensive financial planning, investment strategies, retirement planning, and more. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Brian A Bartlett and the team at Edward Jones are dedicated to helping you secure a stable financial future.
Yorke Associates Corporation
Yorke Associates Corporation is a reputable accounting and finance institution located at 8 Pine Hill Road South in York, Maine, United States. With a team of experienced professionals, Yorke Associates Corporation offers a wide range of financial services including tax preparation, financial planning, and investment management. Clients can trust in the expertise and dedication of the staff at Yorke Associates Corporation to help them achieve their financial goals.
Seacoast Financial Planning - Ameriprise Financial Services, LLC
Seacoast Financial Planning - Ameriprise Financial Services, LLC is a finance institution located at 775 U.S. 1, York, Maine, United States. To make an appointment, please email seacoastfinancialplanning@ampf.com or call one of the provided phone numbers. Office hours may vary. Ameriprise financial advisors are registered to do business in certain U.S. states. The initial consultation provides an overview of financial planning concepts. Ameriprise Financial cannot guarantee future financial results. Users of the site agree to be bound by the Ameriprise Financial Website Rules and Regulations. The institution is a member of FINRA and SIPC. Referrals are appreciated, and the referred individuals will be contacted soon. Feel free to inform them in advance. The institution prioritizes privacy and security, with a focus on online security and protection against email fraud.
Atlantic Coast Financial
Atlantic Coast Financial, located at 69 York Street in Kennebunk, Maine, is a finance institution dedicated to helping individuals achieve their financial goals. With over 20 years of experience, our team specializes in preserving and growing capital, creating income, and controlling taxes. Whether you are planning for college, retirement, or saving for the future, we can help pave the path for a smooth financial journey. At Atlantic Coast Financial, we prioritize personalized financial plans for each client. Our goal is to provide strategies, not sales pitches, to help you pay off debt, control taxes, fund education, retire comfortably, and leave a legacy for future generations. Our commitment to excellence ensures that clients are fully satisfied with our work, as we guide them on the path to success.
Charles M Beynon - Private Wealth Advisor, Ameriprise Financial Services, LLC
Charles M Beynon is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 775 U.S. 1 in York, Maine, United States. Charles holds various prestigious 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®. These certifications demonstrate Charles's expertise in areas such as asset management, retirement planning, estate planning, investment strategies, risk management, and financial planning for individuals, retirees, and small business owners. Charles is committed to upholding a high standard of ethics and professionalism in providing financial advice and services to clients.
Bookkeeping & Business Service
Bookkeeping & Business Service is a trusted accounting and finance institution located at 1 Brickyard Lane in York, Maine, United States. Our team of experienced professionals provides top-notch bookkeeping and financial services to individuals and businesses. Whether you need help with managing your accounts, preparing financial statements, or analyzing your financial data, we are here to assist you every step of the way. At Bookkeeping & Business Service, we prioritize accuracy, efficiency, and confidentiality to ensure the success of our clients. Contact us today to learn more about how we can help you achieve your financial goals.
Nicolas Curtis - Financial Advisor, Ameriprise Financial Services, LLC
Nicolas Curtis is a Financial Advisor at Ameriprise Financial Services, LLC located at 775 U.S. 1, York, Maine, United States. He holds various 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®, CFP®, 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 showcase his expertise in asset management, retirement planning, estate planning, investment strategies, and more. Nicolas Curtis is dedicated to providing comprehensive financial planning services to individuals and small business owners, ensuring they make informed decisions to secure their financial future.
Lance R Hoenig - Private Wealth Advisor, Ameriprise Financial Services, LLC
Lance R Hoenig - Private Wealth Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 112 York Street, Kennebunk, Maine, United States. The institution offers a range of certifications and designations to ensure that their advisors are highly qualified and knowledgeable in various aspects of financial planning. These certifications 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®. Clients can trust that advisors at Lance R Hoenig have the expertise and commitment to provide top-notch financial advice and services for a variety of needs, from retirement planning to estate planning and more.
Hoenig & Hoenig - Ameriprise Financial Services, LLC
Hoenig & Hoenig - Ameriprise Financial Services, LLC is a finance institution located at 112 York Street in Kennebunk, Maine, United States. Ameriprise financial advisors are registered to do business in certain U.S. states and provide personalized financial planning services. The initial consultation offers an overview of financial planning concepts, although written analysis and recommendations are not provided. Ameriprise Financial cannot guarantee future financial results. The institution is a member of FINRA and SIPC, ensuring compliance with industry regulations. Clients can expect a high level of privacy and security when working with Ameriprise Financial Services. Referrals are welcomed, and the institution is committed to helping friends and family members achieve their financial goals. Users of the website are bound by the terms of the Ameriprise Financial Website Rules and Regulations.
Nvest Financial Group LLC
Nvest Financial Group LLC, located at 69 York Street in Kennebunk, Maine, is a finance institution dedicated to helping you and your family build financial confidence. With CEFEX-certified investment advisors working for your best interest, the Nvest Group offers a team of financial professionals with decades of practical planning experience. Our personalized, client-centered approach and defined operational procedures ensure that your investment needs are supported for lasting financial benefit. As true money managers, we provide insights earned from experience and accessible approaches to your complex financial needs. Securities are offered through Commonwealth Financial Network®, with advisory services offered through Nvest Financial, LLC. Fixed insurance products and services are separate from Commonwealth Financial Network. Financial Planning services offered through Nvest Financial are separate and unrelated to Commonwealth. Please note that the Financial Advisor(s) associated with this website may only discuss and/or transact business with residents in which they are properly registered or licensed. The information presented on this site is for informational purposes only and does not constitute an offer or solicitation for the sale or purchase of any product or security. The link provided directs you to ROI Cubed, a business consultancy operating as a separate entity under The Nvest Group of companies.
Chalmers Insurance Group
Chalmers Insurance Group is a reputable insurance agency located at 164 York Street in York, Maine, United States. With a strong commitment to providing personalized service and tailored insurance solutions, Chalmers Insurance Group is dedicated to protecting the assets and well-being of its clients. Whether you are in need of home, auto, business, or life insurance, the experienced team at Chalmers Insurance Group is ready to assist you in finding the perfect coverage to suit your unique needs. Trust in Chalmers Insurance Group for all your insurance needs and enjoy peace of mind knowing you are in good hands.
Jacquelynn Lewis Inc
Jacquelynn Lewis Inc is a reputable accounting and finance institution located at 433 U.S. 1 in York, Maine, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, bookkeeping, auditing, and financial planning. Their commitment to providing personalized and efficient solutions has earned them a strong reputation in the industry. Whether you are an individual or a business in need of financial assistance, Jacquelynn Lewis Inc is dedicated to helping you achieve your financial goals.
Oliver Brown CPA
Oliver Brown CPA is a reputable accounting and finance institution located at 775 U.S. 1, York, Maine, United States. We offer a wide range of services for individuals and small businesses, from one-time consultations to ongoing support. Our team is committed to being approachable, flexible, and always available to our clients. Oliver Brown, a certified public accountant with over ten years of experience, specializes in providing tax and assurance services to clients in New England. Visit our website to learn more about how we can help you achieve your financial goals.
KLK Benefits &Insurance
KLK Benefits & Insurance is a reputable health and insurance agency located at 484 U.S. 1 in York, Maine, United States. We specialize in providing comprehensive insurance solutions to meet the unique needs of our clients. Our experienced team is dedicated to helping individuals and businesses find the best coverage options at competitive rates. Whether you are looking for health insurance, life insurance, or any other type of coverage, we are here to assist you every step of the way. Trust KLK Benefits & Insurance to protect what matters most to you.
Michelle Raber - State Farm Insurance Agent
Michelle Raber - State Farm Insurance Agent is a reputable insurance agency located at 3 Oak Hill Terrace in Scarborough, Maine. Specializing in providing free Auto insurance and Homeowners insurance quotes, the agency serves clients throughout the state of Maine, with a focus on Cumberland and York Counties. With 30 years of State Farm Insurance experience, Michelle Raber has been a State Farm Agent since 2003 and holds various insurance designations to ensure up-to-date knowledge of the industry. The agency's two offices in Scarborough are dog-friendly and wheelchair accessible, offering appointments at the office, at clients' homes, over the phone, or virtually. In addition to car and home insurance, the agency also assists with Renters insurance, Condo insurance, Homeowners insurance, Life insurance, Business insurance, and pet health insurance through Trupanion.
Weinstein, Lovell & Ordway, P.A.
Weinstein, Lovell & Ordway, P.A. is a reputable law firm located at 431 Main Street in Saco, Maine. Specializing in real estate law, business law, and estate planning services, our experienced attorneys have over 80 years of combined experience to assist you with your legal needs in York & Cumberland County. Our team is dedicated to providing practical solutions to legal issues, whether routine or complex, with a focus on the individual needs of each client. As a locally owned and operated firm, we understand the challenges facing Mainers and are committed to helping businesses, entrepreneurs, families, and individuals achieve their legal goals. Our goal is to offer direct, clear advice and guidance without overcomplicating matters, all while maintaining financial transparency. Whether you are buying or selling commercial property, need assistance with condominium or homeowners association issues, or require estate planning services, we are here to help. Our mission is to support our clients in a personal, professional, and effective manner, driven by our core values of experience, honesty, transparency, dedication, and commitment to the local community. Contact us at info@sacolaw.com or (207) 283-4546 to learn more about how we can assist you.
Nichols Management Group
Nichols Management Group is a reputable institution located at 28 Long Sands Road in York, Maine, United States. Specializing in providing top-notch management services, the institution offers a wide range of solutions to help businesses achieve their goals and maximize their potential. With a team of experienced professionals, Nichols Management Group is dedicated to delivering personalized and effective strategies tailored to meet the unique needs of each client. Whether you are looking to improve efficiency, increase profitability, or streamline operations, Nichols Management Group is committed to helping you succeed. Contact them today to learn more about how they can support your business growth and development.
Tapley Insurance Agency, Inc.
Tapley Insurance Agency, Inc. is a full-service independent insurance agency located at 300 York Street in York, Maine, United States. Our mission is to serve as a trusted advisor to our policyholders while providing exceptional customer service. As a full-service agency, we serve clients in Maine and New Hampshire, offering a range of insurance products to meet your needs. We are free to shop multiple providers on your behalf, giving you more options and potential savings.
Partners Bank
Partners Bank is a trusted financial institution located at 408 U.S. 1 in York, Maine, United States. As a full-service bank, Partners Bank offers a wide range of financial services including personal and business banking, loans, mortgages, and investment options. With convenient ATM services available, customers can easily access their accounts and manage their finances. Partners Bank is committed to providing excellent customer service and helping individuals and businesses achieve their financial goals.
Bangor Savings Bank
Bangor Savings Bank is a trusted financial institution located at 460 U.S. 1 in York, Maine. As a full-service bank, we offer a wide range of financial services including checking and savings accounts, loans, mortgages, and investment options. Our convenient ATM services are available for your banking needs 24/7. With a commitment to personalized service and community involvement, Bangor Savings Bank is dedicated to helping our customers achieve their financial goals.
Isaacs & Associates, LLC Certified Public Accountant
Isaacs & Associates, LLC Certified Public Accountant is a reputable accounting and finance institution located at 519 U.S. 1 in York, Maine, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, auditing, financial planning, and more. Clients can trust Isaacs & Associates for their expertise and dedication to providing top-notch financial solutions.
Schoff & Associates · Certified Public Accountants, PA
Schoff & Associates is a reputable accounting firm located in York, Maine, United States. As certified public accountants, we provide a wide range of financial services to individuals and businesses in the area. Our team of experienced professionals is dedicated to delivering high-quality accounting solutions tailored to meet the unique needs of our clients. Whether you need help with tax preparation, bookkeeping, or financial planning, Schoff & Associates is here to assist you every step of the way. Visit us at 28 Long Sands Road to learn more about how we can help you achieve your financial goals.
Assurance Accounting & Tax Services
Assurance Accounting & Tax Services is a professional accounting and finance institution located at 86 York Street in Kennebunk, Maine, United States. Our team of experienced accountants and tax experts are dedicated to providing top-notch services to individuals and businesses in need of financial guidance. From tax preparation to financial planning, we offer a wide range of services to help our clients achieve their financial goals. Trust Assurance Accounting & Tax Services for all your accounting and tax needs.
Cass & Co LLC
Cass & Co LLC is a reputable institution located at 1 Jewel Lane in York, Maine, United States. We specialize in providing top-notch financial services to our clients, including tax preparation, accounting, and financial planning. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. With a commitment to excellence and personalized service, Cass & Co LLC is your trusted partner for all your financial needs. Contact us today to learn more about how we can assist you in achieving financial success.
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