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TOP 30 Diverse investment services in Maine
15 results found
Search for local businesses, places and services near you
Diane E Hoenig - Ameriprise Financial Services, LLC
Diane E Hoenig - Ameriprise Financial Services, LLC is a finance institution located at 112 York Street in Kennebunk, Maine, United States. They offer a range of services and certifications to meet the diverse needs of their clients. These certifications include AAMS™ for asset management, ADPA™ for domestic partnership advising, AEP® for estate planning, AIF® for investment fiduciary practices, APMA™ for portfolio management, and AWMA℠ for advanced asset management. They also offer certifications in behavioral financial advising, philanthropy, annuities, senior issues, divorce financial analysis, estate planning, exit planning, financial planning, mutual funds, special needs consulting, investment management, biblical financial advising, long-term care planning, and life insurance planning. The institution is dedicated to providing expert financial advice and services to clients, with a focus on meeting their individual needs and goals.
Anchor Real Estate
Anchor Real Estate is a premier real estate agency located at 646 U.S. 1 in York, Maine, United States. Our mission is to guide clients through the real estate journey with trust and excellence, prioritizing personalized service and transparent communication. Our team is dedicated to the Southern Maine and Seacoast New Hampshire communities, giving back and staying true to our slogan, “Community Born. Community Focused.” Whether you are buying or selling a home, our experienced team, including Becky and Shannon, is here to make the process seamless and stress-free. From hidden gems in Ogunquit Village to luxurious homes in York Harbor, we have a diverse portfolio of properties to suit every lifestyle. Stay up to date on local real estate news and community events with Anchor Real Estate. Trust us to help you achieve your real estate goals and find your perfect home. Visit us today and experience the Anchor Real Estate difference.
Soll's Antiques
Soll's Antiques is a charming home goods store located in Canaan, Maine, United States. With a wide selection of unique and vintage items, this institution is a treasure trove for antique enthusiasts and collectors alike. From furniture and decor to collectibles and kitchenware, Soll's Antiques offers a diverse range of quality items that are sure to add character and charm to any home. Whether you're searching for a one-of-a-kind piece or simply browsing for inspiration, a visit to Soll's Antiques is sure to be a delightful experience.
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.
Northwestern Mutual
Northwestern Mutual, located at 511 Congress Street in Portland, Maine, is a finance institution dedicated to helping individuals protect their families and achieve their financial goals. Their team of financial advisors offers personalized plans that balance current and future priorities, providing a range of options including investments and insurance. With high financial strength ratings and recognition for customer experience, Northwestern Mutual is committed to putting clients first and planning for both today and tomorrow. Their approach combines strategies for growth and protection, tailored to each individual's needs. By working with Northwestern Mutual, clients can access a variety of financial options to help them reach their goals, whether it's saving for college, buying a house, or planning for retirement. The institution is focused on creating a culture of inclusion and respect for employees, advisors, clients, and communities. With a dedication to diversity and inclusion, Northwestern Mutual is committed to supporting their workforce and advancing critical issues in their communities.
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.
York County Trading Co
York County Trading Co is a unique institution located in Sanford, Maine, United States. Specializing in both finance and retail, this establishment offers a wide range of services and products to its customers. From financial advising and investment opportunities to a variety of goods available for purchase, York County Trading Co is dedicated to meeting the diverse needs of its clientele. Conveniently situated at 263 Jagger Mill Road, this institution is a one-stop shop for all your financial and shopping needs.
Factor Fine Art
Factor Fine Art is a contemporary art gallery located in the charming town of Bridgton, Maine. Situated at 67 Main Street, this institution showcases a diverse collection of fine art pieces from both emerging and established artists. Visitors can expect to find a wide range of mediums, styles, and subject matter, making it a must-visit destination for art enthusiasts. Whether you are a seasoned collector or simply appreciate the beauty of art, Factor Fine Art offers a unique and inspiring experience for all.
Mailing Center Inc
Mailing Center Inc is a renowned finance institution located at 250 Center Street in Auburn, Maine, United States. With a strong focus on providing top-notch financial services, Mailing Center Inc offers a wide range of solutions to meet the diverse needs of its clients. Whether you are looking for assistance with investments, loans, or other financial matters, the experienced team at Mailing Center Inc is dedicated to helping you achieve your goals and secure your financial future. Visit us today to learn more about how we can assist you in reaching your financial objectives.
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.
Twin City Gold
Twin City Gold is a unique institution located at 38 Alfred Road in Biddeford, Maine. This versatile establishment offers a wide range of services, including finance, home goods, and jewelry. Whether you are looking to buy or sell precious metals, invest in quality home decor, or shop for stunning jewelry pieces, Twin City Gold has something for everyone. With a reputation for excellent customer service and a diverse selection of products, Twin City Gold is a must-visit destination for those in the area.
Ameriprise Financial: Moorhead Warren
Ameriprise Financial in Moorhead Warren, located at 707 Sable Oaks Drive, South Portland, Maine, is a finance institution offering a range of certifications and designations to its advisors. These include the AAMS™ certification for asset management, ADPA™ for domestic partnership advising, AEP® for estate planning, AIF® for investment fiduciary practices, APMA™ for portfolio management, AWMA℠ for asset management needs, and more. Advisors at Ameriprise Financial also hold certifications in areas such as behavioral finance, philanthropy advising, annuities, senior planning, divorce financial analysis, estate planning, exit planning, and more. The institution prides itself on providing expert financial advice and planning services to a diverse range of clients, including veterans and those with special needs. With a team of highly trained and certified professionals, Ameriprise Financial in Moorhead Warren is committed to helping clients achieve their financial goals and secure their financial future.
RBC Wealth Management
RBC Wealth Management, located on Fore Street in Portland, Maine, is a finance institution that specializes in helping individuals create customized wealth plans to achieve their future goals. As an affiliate of RBC Wealth Management, we offer securities and financial services to assist clients in building and preserving their wealth. We are proud to partner with Major League Soccer to support our communities and provide personalized wealth-building strategies tailored to your needs and aspirations. Our dedicated team of financial consultants, advisors, private bankers, and trust officers are here to guide you through life's changes and challenges, from generation to generation. With a focus on integrity and client dedication, we provide top-tier investment insights and proactive solutions to help you make informed decisions about your wealth. Whether you are saving for the future, planning for life's surprises, or seeking to live life to the fullest, RBC Wealth Management is here to help you reach your financial goals and create a retirement income plan that gives you confidence in your future. Join our team and make a meaningful difference in the lives of our clients, while receiving career-advancing training, flexible benefits, and opportunities for growth in a diverse and inclusive environment. Let us help you grow more than wealth and achieve financial success with purpose and confidence.
FLAGG FINANCIAL
FLAGG FINANCIAL is a leading finance institution located at 6 Central Maine Crossing in Gardiner, Maine, United States. With a strong commitment to providing top-notch financial services, FLAGG FINANCIAL offers a wide range of financial products and solutions to meet the diverse needs of its clients. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, the team at FLAGG FINANCIAL is dedicated to helping you achieve your financial goals. Visit us today and let us help you secure your financial future.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 1 Monument Square in Portland, Maine, United States, is a finance institution that offers comprehensive wealth planning services to individuals, families, business owners, executives, and institutions. The experienced advisors at the branch provide personalized financial strategies tailored to each client's unique goals and needs, drawing on years of combined wealth management knowledge and expertise. In addition to wealth planning advice, the advisors at Merrill Lynch Wealth Management can assist with retirement income planning, concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. They work closely with clients to create financial strategies designed to meet long-term objectives, taking into account lifestyle and multi-generational issues.
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