TOP 10 Best Estate planning strategy in Bath, Maine

H&R Block in Brunswick, Maine is a trusted institution specializing in accounting and finance services. Located at 275 Bath Road, their team of experts provides a wide range of tax preparation, bookkeeping, and financial planning services to individuals and businesses. With a commitment to accuracy and professionalism, H&R Block is dedicated to helping their clients navigate the complexities of the financial world with ease. Whether you need help with tax filing or financial advice, H&R Block is here to assist you every step of the way.

Casco Bay Wealth Advisors, Inc is a finance institution located at 261 Bath Road in Brunswick, Maine, United States. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their financial future. We offer a range of services including investment management, retirement planning, and wealth preservation strategies. At Casco Bay Wealth Advisors, Inc, we prioritize personalized service and tailor our recommendations to meet the unique needs of each individual client. Contact us today to schedule a consultation and start planning for a secure financial future.

Hopkinson & Abbondanza PA is a boutique, specialty law firm located at 746 High Street, Bath, Maine, United States. With over 30 years of experience, our attorneys produce work of the highest caliber in the areas of estate planning, administration, real estate, and corporate law. We collaborate with other professionals to address all aspects of our clients' needs and stay at the forefront of legal updates and policy changes. Our reputation for excellence and personalized service has earned us the trust of our loyal clients over the years. We offer a wide range of services, from advanced estate planning to establishing complex corporate structures. Our team of seasoned professionals is dedicated to helping clients prepare for their future and structure their lives through thoughtful legal advice. Whether you are planning for your estate, buying or selling real estate, or making business decisions, we are here to provide timely and cost-effective legal services that support your goals.

Legacy Investments & Wealth Management is a leading finance institution located at 2 Front Street in Bath, Maine, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. With a commitment to integrity and excellence, we strive to provide our clients with the highest level of service and expertise in the industry. Whether you are looking to grow your wealth, plan for retirement, or preserve your legacy, Legacy Investments & Wealth Management is here to help you navigate the complexities of the financial world and secure your financial future. Contact us today to schedule a consultation and see how we can help you reach your financial goals.

Tax Wise Financial Services, LLC is a reputable accounting and finance institution located at 3 Old Brunswick Road in Bath, Maine, United States. Their team is dedicated to helping clients with their tax needs and assisting them in reaching their financial goals. Amy LaCavera, a Registered Representative and Advisory Representative, is licensed to conduct securities business with clients in Florida, Maine, Massachusetts, and North Carolina. It is important to note that investment-related information on their site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet. Securities are offered through Avantax Investment Services℠, while investment advisory services are provided through Avantax Advisory Services℠, and insurance services are offered through an Avantax affiliated insurance agency. Tax Wise Financial Services LLC is not a registered broker/dealer or registered investment advisory firm. Their services include investments and insurance products that are not insured by the FDIC or any federal government agency, are not deposits of or guaranteed by the bank or any bank affiliate, and may lose value. For more information, individuals can check the background of this investment professional.

Avery & Lawson-Stopps is a reputable law firm located at 7 Park Street in Bath, Maine, United States. Specializing in a wide range of legal services, our team of experienced lawyers is dedicated to providing top-notch representation and personalized solutions for our clients. With a commitment to excellence and a track record of success, Avery & Lawson-Stopps is the go-to institution for all your legal needs. Contact us today to schedule a consultation and see how we can help you.

Conley & Wirick, P.A. is a reputable law firm located at 31 Union Street in Bath, Maine, United States. Specializing in various areas of law, the experienced team at Conley & Wirick, P.A. provides expert legal services to clients in need of professional representation. With a commitment to excellence and a dedication to achieving favorable outcomes for their clients, this institution is known for their integrity, reliability, and personalized approach to each case. Whether you are facing a legal dispute, need assistance with estate planning, or require guidance with business law matters, Conley & Wirick, P.A. is here to help. Contact them today to schedule a consultation and discuss your legal needs.

Personalized Property Management is a reputable institution located at 5 Page Street in Bath, Maine, United States. Our team of dedicated professionals offers tailored property management services to meet the unique needs of each client. From rental property maintenance to tenant screening and lease agreements, we strive to provide top-notch service and maximize the value of your investment. With a focus on personalized attention and efficient communication, Personalized Property Management is your trusted partner in managing your real estate assets. Contact us today to learn more about how we can help you achieve your property management goals.

Stephen John St Jean: Primerica - Financial Services is a reputable finance and insurance agency located at 432 Centre Street in Bath, Maine, United States. With a focus on providing top-notch financial services to individuals and families, this institution is dedicated to helping clients achieve their financial goals and secure their futures. Led by Stephen John St Jean, a trusted financial advisor, the team at Primerica offers a wide range of financial products and services to meet the unique needs of each client. Whether you are looking to invest for the future, protect your assets with insurance, or plan for retirement, Stephen John St Jean: Primerica - Financial Services is committed to providing personalized and comprehensive solutions to help you succeed financially.

Scott Lemieux is a financial advisor at Ameriprise Financial Services, LLC located at 409 Bath Road in Brunswick, Maine, United States. Scott holds various 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®. Scott is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With expertise in asset management, estate planning, retirement planning, investment strategies, and risk management, Scott is committed to helping clients achieve their financial goals.

Sarah Dunckel is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 2 Front Street in Bath, Maine. With years of experience in the finance industry, Sarah provides personalized financial planning and investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Sarah Dunckel can provide expert guidance and support every step of the way. Contact her today to schedule a consultation and start planning for a secure financial future.

Edward Jones - Financial Advisor: Jeff Guenther is a trusted financial institution located at 101 Centre Street in Bath, Maine, United States. As a dedicated financial advisor, Jeff Guenther provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones offers a wide range of financial services, including retirement planning, education savings, insurance, and more. Whether you are planning for retirement, saving for your child's education, or looking to grow your investment portfolio, Jeff Guenther and the team at Edward Jones are here to help you navigate the complex world of finance with confidence and peace of mind.

Edward Jones - Financial Advisor: Jeffrey D Labbe is a reputable financial institution located at 1 Front Street in Bath, Maine, United States. As a trusted advisor, Jeffrey D Labbe provides expert financial guidance and personalized investment strategies to help clients achieve their financial goals. With a focus on long-term relationships and a commitment to exceptional customer service, Edward Jones - Financial Advisor: Jeffrey D Labbe is dedicated to helping individuals and families secure their financial future.