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TOP 30 Customized financial plans in Maine
164 results found
Search for local businesses, places and services near you
Farmers Insurance - Lisa Holt
Farmers Insurance - Lisa Holt is an insurance agency located at 1117 Center Street, Auburn, Maine, United States. As your local Farmers® agent, Lisa Holt helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers® provides a range of insurance products including auto, home, renters, business insurance, and more. Lisa is dedicated to helping customers understand their coverage options and offers personalized service to make sure they are well-informed about their insurance needs. Whether you need comprehensive coverage, collision coverage, medical payments, or any other type of insurance, Lisa Holt can help you navigate the process and find the right policy for your budget. She also offers competitive rates and multi-line insurance discounts to help customers save money.
Karrie Chadbourne, Bankers Life Agent
Karrie Chadbourne, Bankers Life Agent is an insurance agency located at 442 Civic Center Drive in Augusta, Maine, United States. As a Bankers Life Agent, Karrie Chadbourne specializes in providing insurance products and services to individuals and families. With a focus on financial security and peace of mind, Karrie Chadbourne offers personalized insurance solutions tailored to meet the unique needs of each client. Whether you are looking for life insurance, retirement planning, long-term care coverage, or other insurance products, Karrie Chadbourne is dedicated to helping you protect what matters most. Contact Karrie Chadbourne, Bankers Life Agent today to learn more about how they can help you secure your future.
Geoffrey Pritchard, Bankers Life Agent
Geoffrey Pritchard, Bankers Life Agent in Augusta, Maine, offers a wide range of insurance options from top companies such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Our experienced agents can help you navigate through Medicare Advantage plans to find the best coverage for your needs. With options that include prescription drug coverage and low monthly premiums, we are here to help you make the right choices for your future. As the need for long-term care becomes increasingly important, our team is ready to assist you in planning for the future and having important discussions with your loved ones. Visit us at 442 Civic Center Drive in Augusta to start planning your next steps today.
Farmers Insurance - Douglas Gibson
Farmers Insurance - Douglas Gibson is a local insurance agency located at 18 Middle Street, Brunswick, Maine, United States. As a Farmers agent, Douglas Gibson helps customers identify the best insurance coverage tailored to their needs, whether it's auto, home, renters, business insurance, and more. With over 80 years of experience, Farmers Insurance provides comprehensive coverage options and competitive rates with multi-line insurance discounts. Whether you need coverage for your home, life, rental property, small business, condo, or recreational vehicles, Farmers Insurance has you covered. Douglas Gibson can help you create a solid financial plan to secure your future and protect your assets. By bundling policies, you can save money and ensure you have the right coverage for your needs.
Zoe Theriault, Bankers Life Agent
Zoe Theriault, Bankers Life Agent is an insurance agency located at 442 Civic Center Drive in Augusta, Maine. As a trusted Bankers Life agent, Zoe Theriault provides personalized insurance solutions to help individuals and families protect their financial security. With a focus on customer service and a commitment to finding the right coverage for each client's needs, Zoe Theriault is dedicated to helping clients navigate the complexities of insurance and plan for a secure future. Contact Zoe Theriault, Bankers Life Agent today for expert guidance and support in selecting the right insurance options for you and your loved ones.
American Income Life - Laura Fisher
American Income Life - Laura Fisher is an insurance agency located at 12 Atlantic Place in South Portland, Maine, United States. Our dedicated team of professionals is committed to providing high-quality insurance products and services to our clients. With a focus on personalized customer service, we strive to help individuals and families protect their financial future. Whether you are looking for life insurance, supplemental health insurance, or retirement planning, we are here to help you find the right coverage for your needs. Contact us today to learn more about how American Income Life - Laura Fisher can help you secure peace of mind for the future.
Chris Doughty - State Farm Insurance Agent
Chris Doughty - State Farm Insurance Agent is a trusted insurance agency located at 723 Main Street in Westbrook, Maine. With a commitment to providing personalized service and comprehensive coverage options, Chris Doughty and his team strive to help clients protect what matters most. Whether you are in need of auto, home, life, or business insurance, they are dedicated to finding the right policy for your unique needs. With a focus on building long-lasting relationships with clients, Chris Doughty - State Farm Insurance Agent is your go-to source for reliable and affordable insurance solutions in the Westbrook area.
Curtis Fortier, Bankers Life Agent
Curtis Fortier, Bankers Life Agent is an insurance agency located at 360 U.S. 1, Scarborough, Maine, United States. Specializing in providing personalized insurance solutions, Curtis Fortier and his team are dedicated to helping clients protect their financial future. With a focus on Bankers Life products, customers can rely on expert advice and top-notch customer service to meet their insurance needs. Contact Curtis Fortier, Bankers Life Agent today for a comprehensive insurance plan tailored to your individual requirements.
Lindsay Clippinger, Bankers Life Agent
Lindsay Clippinger, Bankers Life Agent is an insurance agency located at 360 U.S. 1 in Scarborough, Maine. As a dedicated Bankers Life agent, Lindsay Clippinger provides personalized insurance solutions to meet the needs of individuals and families in the community. With a focus on offering quality products and exceptional customer service, Lindsay Clippinger helps clients protect their financial future and achieve peace of mind. Whether you are looking for life insurance, retirement planning, long-term care coverage, or other insurance products, Lindsay Clippinger is here to assist you every step of the way. Contact Lindsay Clippinger, Bankers Life Agent today to learn more about how she can help you secure your financial future.
Tyler Lapointe, Bankers Life Agent
Tyler Lapointe, Bankers Life Agent is an insurance agency located at 360 U.S. 1 in Scarborough, Maine, United States. As a Bankers Life Agent, Tyler Lapointe provides personalized insurance solutions to help clients protect their financial future. With a commitment to excellent customer service and a deep understanding of insurance products, Tyler Lapointe helps clients navigate the complexities of insurance to find the best coverage for their needs. Whether you are looking for life insurance, long-term care insurance, or retirement planning services, Tyler Lapointe is dedicated to helping you secure your financial well-being. Visit Tyler Lapointe, Bankers Life Agent today to learn more about how they can help you protect what matters most.
Bath Savings Institution
Bath Savings Institution is a local Maine bank that has been serving the Coastal Maine community since 1852. Located at 225 Ocean Street in South Portland, Maine, this institution offers a range of financial services including ATMs, banking, and finance options. Customers with Packard or Senior accounts can receive free standard checks, but must select "Bulk Mail" delivery to avoid shipping charges. Bath Savings will reimburse any incurred shipping charges.
Bath Savings Institution
Bath Savings Institution is a local Maine bank that has been serving the Coastal Maine community since 1852. Located at 239 U.S. 1, Falmouth, Maine, United States, this institution offers a range of financial services including ATM access, banking, and finance. Customers with Packard or Senior accounts can receive free standard checks, with the option to select "Bulk Mail" delivery to avoid shipping charges. To activate or PIN your debit card, you can call 1-800-992-3808 for automatic assistance or 1-800-447-4559 for personal help during business hours. If you are planning to travel, it is recommended to notify the bank in advance to ensure seamless card usage during your trip. You can do so by emailing or calling 1-800-447-4559, or by contacting 1-844-665-5229 after hours.
Bath Savings Institution
Bath Savings Institution is a local Maine bank that has been serving the Coastal Maine community since 1852. Located at 3 Pleasant Street in Brunswick, Maine, this institution offers a range of financial services including ATM access, banking, and finance options. Customers with Packard or Senior accounts can receive free standard checks, with the option to select "Bulk Mail" delivery to avoid shipping charges. Bath Savings will reimburse any shipping charges that may be incurred.
University Credit Union - Farmington
University Credit Union - Farmington, located at 154 High Street in Farmington, Maine, is a trusted institution offering a range of financial services including ATM access and finance options. Our new Digital Banking platform is set to launch soon, providing enhanced convenience for our members. Despite inclement weather, our branch lobbies may be closed, but our Call Center and Video Teller Drive-Ups remain open as usual. Earn high rewards with our Kasasa Cash program, and don't miss out on the opportunity to apply for our UCU Scholarship Program, offering nine $1,000 scholarships to Maine college students in 2024. Our Kasasa Saver program also provides additional rewards on balances up to $100,000. Take advantage of our Digital Banking features on both desktop and mobile, and refer your friends and family to earn up to $500 per calendar year. For teenagers looking for financial independence, we offer a checking account tailored to their needs. Stay informed about online safety and fraud prevention with our resources, and consider taking our HoMEworks course to learn about the home buying process. UCU also offers education loan options for those in need. If you require assistance with our website, please call our customer service line. We are committed to providing top-notch services and financial literacy resources to our community.
University Credit Union - Bangor
University Credit Union - Bangor is a financial institution located at 977 Union Street, Bangor, Maine, United States. Offering a range of services including ATM access and finance options, UCU is dedicated to providing convenient and reliable banking solutions to its members. Stay connected with UCU through their new Digital Banking platform, launching soon! Enjoy the ease of managing your finances online and stay up to date on the latest upgrades by registering today.
First National Bank
First National Bank is a trusted financial institution located at 39 Gardiner Road in Wiscasset, Maine, United States. As a full-service bank, we offer a wide range of banking and financial services to meet the needs of our customers. With a commitment to providing personalized and professional service, we strive to help individuals and businesses achieve their financial goals. Whether you need assistance with managing your accounts, securing a loan, or planning for the future, our knowledgeable staff is here to assist you every step of the way. Visit us today to experience the convenience and reliability of banking with First National Bank.
New Dimensions Federal Credit Union
New Dimensions Federal Credit Union is a trusted financial institution located at 94 Silver Street in Waterville, Maine. As a member-owned credit union, we offer a wide range of financial services including savings accounts, loans, and ATM access. Our dedicated team is committed to providing personalized service and helping our members achieve their financial goals. Visit us today to experience the difference of banking with a credit union that puts your needs first.
Farm Credit East
Farm Credit East is a trusted financial institution located at 615 Minot Avenue in Auburn, Maine. As a leading provider of accounting, banking, and finance services, Farm Credit East is dedicated to supporting the agricultural community in the United States. With a focus on helping farmers and rural businesses thrive, Farm Credit East offers a wide range of financial products and services tailored to meet the unique needs of their customers. Whether you are looking for agricultural loans, insurance, tax planning, or other financial solutions, Farm Credit East is here to help you succeed. Visit us today to learn more about how we can support your financial goals.
Auburn Savings Bank
Auburn Savings Bank, located at 256 Court Street in Auburn, Maine, offers a range of financial services including ATM access, banking, and personalized financial solutions. Whether you are looking to start or expand your business, Auburn Savings Bank provides customized products and first-name service to help you achieve your goals. Customers like Heidi and Evan Peer, owners of All in 1 Builders, appreciate the local and accessible nature of the bank, as well as the fast decision-making process. With over a century of experience in the Lewiston-Auburn community, Auburn Savings Bank is committed to supporting individuals, families, and businesses in the area. From streamlined financing to personalized solutions, Auburn Savings Bank is dedicated to helping you succeed. Visit us today to experience the difference of banking with Auburn Savings Bank.
Dirigo Federal Credit Union
Dirigo Federal Credit Union, located at 20 Washington Street North, Auburn, Maine, United States, offers simple commercial solutions for success with flexible terms and no application fees. They make car financing easy and offer a Platinum Credit Card for responsible spending. With over 250 locations, they provide access to the largest surcharge-free ATM network in Maine through the SURF Network. Additionally, their 5,000 shared branches and Co-Op's over 30,000 ATMs give customers more direct, fee-free access to their money than most traditional banks. They also provide information on avoiding imposter scams and fraud activity, such as scammers using Consumer Financial Protection Bureau employees' names. Visit Dirigo Federal Credit Union for all your banking needs and trust in their reliable services.
Lisbon Community Federal Credit Union
Lisbon Community Federal Credit Union is a trusted financial institution located at 325 Lisbon Street in Lisbon, Maine, United States. As a member-owned credit union, we are committed to providing personalized financial services to our community. Our mission is to offer competitive rates and convenient banking solutions to help our members achieve their financial goals. Join us today and experience the difference of banking with a local, member-focused institution.
Gorham Savings Bank
Gorham Savings Bank is a trusted financial institution located at 288 Main Street in Yarmouth, Maine, United States. As a full-service bank, Gorham Savings Bank offers a range of financial services including personal and business banking, loans, mortgages, and investment options. With a convenient ATM on site, customers can easily access their accounts and manage their finances. With a commitment to providing exceptional customer service and innovative banking solutions, Gorham Savings Bank is dedicated to helping individuals and businesses achieve their financial goals.
The Maine Loan
The Maine Loan is a finance institution located at 5 Community Drive in Augusta, Maine, United States. We provide a variety of loan options to help individuals and families achieve their financial goals. Our experienced team is dedicated to providing personalized service and expert guidance to ensure our customers find the best loan solution for their needs. Whether you are looking to finance a new home, car, or education, The Maine Loan is here to help you every step of the way. Contact us today to learn more about our competitive loan options and flexible repayment plans.
Yarmouth Payroll Plus Inc
Yarmouth Payroll Plus Inc is a trusted accounting and finance institution located at 781 U.S. 1 in Yarmouth, Maine, United States. Our team of professionals provides comprehensive payroll services, financial planning, and tax preparation assistance to individuals and businesses in the area. With years of experience and a commitment to excellence, we strive to help our clients achieve their financial goals and maintain compliance with all regulations. Visit us today to learn how Yarmouth Payroll Plus Inc can support your financial needs.
Evergreen Credit Union
Evergreen Credit Union is a trusted financial institution located at 225 Riverside Street in Portland, Maine, United States. As a full-service credit union, we offer a wide range of banking and financial services to our members. Whether you need to deposit funds, withdraw cash, apply for a loan, or manage your finances, our friendly and knowledgeable staff are here to help. With convenient ATM access, online banking, and personalized customer service, Evergreen Credit Union is dedicated to helping our members achieve their financial goals.
Saco & Biddeford Savings Institution
Saco & Biddeford Savings Institution is a trusted bank and financial institution located at 601 Broadway in South Portland, Maine, United States. With a long history of serving the community, they offer a wide range of banking services including savings accounts, checking accounts, loans, mortgages, and investment options. Their experienced team is dedicated to providing personalized and reliable financial solutions to help individuals and businesses achieve their goals. Visit Saco & Biddeford Savings Institution for all your banking needs.
Camden National Bank
Camden National Bank is a trusted financial institution located at 2 Canal Plaza in Portland, Maine, United States. As a full-service bank, Camden National offers a wide range of financial services to meet the needs of individuals, businesses, and communities. With a commitment to providing personalized and innovative banking solutions, customers can count on Camden National for all their banking and finance needs. Whether you are looking for checking and savings accounts, loans, investment services, or business banking solutions, Camden National Bank is dedicated to helping you achieve your financial goals. Visit us today at our convenient location in Portland to experience the exceptional service and expertise that sets us apart.
Bergen & Parkinson LLC
Bergen & Parkinson LLC is a reputable law firm located at 144 Main Street in Saco, Maine, United States. With a team of experienced attorneys, they provide legal services in various practice areas including personal injury, family law, real estate, estate planning, and more. Clients can expect personalized attention and expert legal representation at Bergen & Parkinson LLC.
TD Bank
TD Bank, located at 9 Market Street in South Portland, Maine, is a full-service financial institution offering a range of services including banking, ATM access, and finance options. At TD Bank, customers can work with a dedicated Relationship Manager and a team of wealth professionals who can provide advice on private banking, credit, investments, and financial planning. Additionally, customers can schedule time with a local mortgage loan officer to explore the mortgage process for buying a home, building, renovating, or refinancing. TD Bank is open early, late, and on weekends, providing convenient access for all banking needs. Services include 24/7 ATMs, foreign currency exchange, notary services, safe deposit boxes, and more. Whether you're saving for a rainy day or have a specific financial goal in mind, TD Bank has the right solutions for you. Stop by 9 Market Street in South Portland to meet the team and explore the services available.
Cumler & Lynch
Cumler & Lynch is a reputable institution located at 21 Friendship Road in Waldoboro, Maine, United States. Known for its commitment to excellence, Cumler & Lynch offers a wide range of services to meet the needs of its clients. Whether you are looking for legal advice, financial planning, or business consulting, the experienced professionals at Cumler & Lynch are here to help. With a strong reputation for integrity and customer satisfaction, Cumler & Lynch is a trusted partner for individuals and businesses alike. Visit us today to see how we can assist you in achieving your goals.
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