Estate tax planning in Maine
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Seacoast Financial Planning
● ClosedSeacoast Financial Planning, located at 775 U.S. 1 in York, Maine, is a comprehensive financial institution offering accounting, finance, and legal services. Recognized as one of the Forbes Best-in-State Wealth Management Teams for 2024, our team is dedicated to helping clients achieve their financial goals with personalized advice and strategic planning. We prioritize what matters most to you, whether it's retirement planning, education savings, or investing in a second home. Our services include investment recommendations, asset allocation, and regular progress reviews to ensure your financial strategy aligns with your objectives and risk tolerance. With access to your accounts and investments from any device, you can track your progress towards your goals securely and conveniently. Schedule a complimentary initial consultation to learn more about how we can help you navigate the current financial landscape and plan for a secure future. Ameriprise Financial Services, LLC. Member FINRA and SIPC.
775 US-1 Ste 2, York, ME 03909, United States -
Gosline Retirement Planning
● ClosedGosline Retirement Planning, located at 633 Maine Avenue in Farmingdale, Maine, is a comprehensive financial services firm dedicated to helping soon-to-be-retired and retired residents of Maine effectively plan for life's greatest journey. With a focus on making investments to ensure financial security in retirement, our experienced team helps clients navigate important decisions such as managing income, understanding taxation, and preparing for rising healthcare costs. By offering services such as income planning, wealth management, Medicare and long-term care guidance, and legacy and estate planning, we provide the necessary help and insight for a secure financial future. Fill out the form on our website to schedule your complimentary financial review and receive a free guide on managing healthcare costs in retirement. Let us help you plan for a comfortable and worry-free retirement.
633 Maine Ave, Farmingdale, ME 04344, United States -
Elder Planning Advisors of Maine, Inc.
● ClosedElder Planning Advisors of Maine, Inc. is a finance institution located at 1006 Broadway in South Portland, Maine. Our team of experienced advisors specializes in providing financial planning services tailored to the unique needs of seniors and retirees. From retirement planning to estate planning, we are dedicated to helping our clients navigate the complexities of financial decision-making in their later years. Trust Elder Planning Advisors of Maine, Inc. to provide you with expert guidance and peace of mind for your financial future.
1006 Broadway, South Portland, ME 04106, United States -
Simpson Financial Strategies
● ClosedSimpson Financial Strategies is an independent financial planning firm located at 433 U.S. 1 in York, Maine, United States. Our mission is to help our clients make informed decisions about their finances, reduce tax burdens, and protect assets from potential risks such as litigation or divorce. We strive to maximize income potential, explore charitable giving opportunities, and ensure that your legacy is preserved or enhanced for future generations. At Simpson Financial Strategies, we understand that each client has unique financial goals, and we are dedicated to providing personalized guidance to help you achieve them. Our team works with Registered Representatives of Cambridge Investment Research, Inc., a reputable broker-dealer, and offers advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Please note that Cambridge does not provide tax or legal advice.
433 US-1 Ste 110, York, ME 03909, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a finance institution located at 276 U.S. 1 in York, Maine, United States. They provide a wide range of financial services, including investment advice, wealth management, retirement planning, and more. With a team of experienced professionals, Raymond James Financial Services is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Raymond James Financial Services can provide personalized solutions to meet your needs.
276 US-1, York, ME 03909, United States -
Accolade Financial
● OpenAccolade Financial is a reputable finance institution located at 226 York Street in York, Maine, United States. With a strong commitment to providing top-notch financial services, Accolade Financial offers a wide range of solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, the experienced professionals at Accolade Financial are dedicated to delivering personalized and comprehensive financial guidance. Trust in Accolade Financial to help you navigate the complexities of the financial world and secure a prosperous future.
226 York St, York, ME 03909, United States -
Eric Bonnette - TD Wealth Financial Advisor
● ClosedEric Bonnette - TD Wealth Financial Advisor is a trusted financial institution located in Kittery, Maine. As a part of TD Wealth, Eric Bonnette offers expert financial advice and personalized wealth management services to help clients achieve their financial goals. With a focus on building strong relationships and providing top-notch customer service, Eric Bonnette is dedicated to helping individuals and families navigate the complexities of financial planning. Whether you are looking to invest, save for retirement, or plan for the future, Eric Bonnette - TD Wealth Financial Advisor is committed to helping you make informed decisions and secure your financial future.
30 State Rd Suite 10, Kittery, ME 03904, United States -
Edward Jones - Financial Advisor: Fred W Diehl, CFP®
● ClosedEdward Jones - Financial Advisor: Fred W Diehl, CFP® is a trusted financial institution located at 15 Woodbridge Road in York, Maine, United States. Fred W Diehl, a Certified Financial Planner, offers personalized financial advice and services to help clients achieve their financial goals. With a commitment to integrity and professionalism, Edward Jones provides comprehensive financial planning, investment management, and retirement planning services to individuals and families. Whether you are looking to grow your wealth, plan for your future, or secure your retirement, Fred W Diehl and the team at Edward Jones are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
15 Woodbridge Rd Suite 1, York, ME 03909, United States -
Edward Jones - Financial Advisor: Susan Heckaman, AAMS™
● ClosedEdward Jones - Financial Advisor: Susan Heckaman, AAMS™ is a trusted financial institution located at 469 U.S. 1 in York, Maine, United States. Susan Heckaman, an 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, Susan helps clients navigate the complexities of investing and financial planning. Whether you are planning for retirement, saving for a child's education, or building wealth for the future, Susan Heckaman and Edward Jones are here to provide expert guidance and support every step of the way.
469 US-1, York, ME 03909, United States -
Lavertu Law Offices
● OpenLavertu Law Offices is a reputable law firm located at 292 East Main Street in Madawaska, Maine. Specializing in a variety of legal services, their team of experienced lawyers is dedicated to providing top-notch representation and personalized solutions for their clients. Whether you are in need of assistance with family law, criminal defense, estate planning, or any other legal matter, Lavertu Law Offices is committed to helping you navigate the complexities of the legal system with skill and expertise. Contact them today to schedule a consultation and see how they can assist you with your legal needs.
292 E Main St, Madawaska, ME 04756, United States -
Thompson Financial Group
● ClosedThompson Financial Group, located at 99 Fort Fairfield Road in Presque Isle, Maine, is a finance and insurance agency founded in 1962 by Arthur Thompson. Committed to maintaining strong family values, a dependable work ethic, and providing the best in customer service, we strive to help individuals and business owners protect and build wealth for themselves and their loved ones. Our mission is to build trusted relationships with our clients to design a brighter financial future. We offer services such as estate planning, investment portfolio management, pension plan management, benefits package design, and workforce management solutions. Recently named one of the 2022 Best Places to Work in Maine, we are dedicated to helping our clients navigate the uncertainties of life and maximize their financial potential. It's never too late to start working towards a better future with Thompson Financial Group.
99 Fort Fairfield Rd UNIT 3, Presque Isle, ME 04769, United States -
Donna Brown - Prudential Financial
● OpenDonna Brown - Prudential Financial is a reputable finance and insurance agency located at 141 Water Street in Skowhegan, Maine, United States. With a strong focus on financial planning and insurance solutions, the institution offers a wide range of services to help individuals and businesses secure their financial future. The team at Donna Brown - Prudential Financial is dedicated to providing personalized and professional guidance to clients, ensuring they make informed decisions about their finances. Whether you are looking for retirement planning, investment advice, or insurance coverage, Donna Brown - Prudential Financial is committed to helping you achieve your financial goals.
141 Water St, Skowhegan, ME 04976, United States -
Ship Shape Financial
● ClosedShip Shape Financial is a reputable finance institution located at 14 Main Street in Brunswick, Maine, United States. Specializing in providing expert financial services, Ship Shape Financial is dedicated to helping individuals and businesses achieve their financial goals. With a team of knowledgeable professionals, they offer a wide range of financial solutions tailored to meet the unique needs of their clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Ship Shape Financial is committed to providing top-notch service and guidance. Visit them today to start on the path towards a more secure financial future.
14 Main St, Brunswick, ME 04011, United States -
Basile & Basile
● OpenBasile & Basile is a renowned health institution located in Brunswick, Maine. With a prime location at 8 Cumberland Street, this institution offers top-notch healthcare services to patients of all ages. The skilled team of professionals at Basile & Basile is dedicated to providing personalized care and treatment options to ensure the well-being and health of their patients. From routine check-ups to specialized medical procedures, Basile & Basile is committed to delivering high-quality healthcare services in a welcoming and compassionate environment. Visit Basile & Basile for all your health needs in Brunswick, Maine.
8 Cumberland St, Brunswick, ME 04011, United States -
Treehouse Legal Maine
● OpenTreehouse Legal Maine is a reputable law firm located in Kennebunk, Maine. Our experienced team of lawyers is dedicated to providing top-notch legal services to our clients. Whether you are in need of representation for a personal injury case, family law matter, or estate planning, we are here to help. At Treehouse Legal Maine, we prioritize our clients' needs and work diligently to achieve the best possible outcome for their cases. Visit us at 153 Port Road in Kennebunk to discuss your legal needs with our knowledgeable team.
153 Port Rd, Kennebunk, ME 04043, United States -
Phillips, Olore, Dunlavey & York, P.A.
● ClosedPhillips, Olore, Dunlavey & York, P.A. is a reputable law firm located at 754 Main Street in Presque Isle, Maine. With a team of skilled and experienced lawyers, they offer a wide range of legal services to clients in the United States. Whether you are in need of representation for a personal injury case, family law matter, or business dispute, the professionals at Phillips, Olore, Dunlavey & York, P.A. are dedicated to providing quality legal assistance and achieving the best possible outcomes for their clients. Contact them today to schedule a consultation and discuss your legal needs.
754 Main St STE C, Presque Isle, ME 04769, United States -
Kreckel Law, P.A.
● ClosedKreckel Law, P.A. is a reputable law firm based in Rumford, Maine, United States. Our dedicated team of experienced attorneys specializes in a wide range of legal services, including personal injury, family law, estate planning, and more. We pride ourselves on providing personalized attention and top-notch legal representation to each and every client. Located at 95 Congress Street, Kreckel Law, P.A. is committed to serving the legal needs of the community with integrity and professionalism. Contact us today to schedule a consultation.
95 Congress St, Rumford, ME 04276, United States -
Law Office of Karen JM Mitchell
● OpenThe Law Office of Karen JM Mitchell is a reputable legal practice located at 733 Roosevelt Trail in Windham, Maine. Specializing in various areas of law, including family law, estate planning, and real estate transactions, Karen JM Mitchell provides expert legal counsel and representation to clients in the United States. With a dedication to professionalism and personalized service, the firm aims to achieve the best possible outcomes for their clients in a timely and efficient manner. Contact the Law Office of Karen JM Mitchell for all your legal needs.
733 Roosevelt Trail, Windham, ME 04062, United States -
Linnell Choate & Webber, LLP
● ClosedLinnell, Choate, & Webber, LLP is a reputable law firm located at 83 Pleasant Street in Auburn, Maine, United States. Our team of experienced attorneys provide legal services in various practice areas. Please note that the information provided on our website is for general purposes only and should not be considered as legal advice or advertising. Our attorneys are licensed to practice in specific states and jurisdictions. Please refrain from sending any confidential information through our website or email correspondence, as it does not establish an attorney-client relationship. Your information will not be considered privileged unless we have agreed to represent you. Contact us for more information on how we can assist you with your legal needs.
83 Pleasant St, Auburn, ME 04210, United States -
Lake and Denison Attorneys
● OpenLake and Denison Attorneys is a reputable law firm located at 258 Main Street in Winthrop, Maine, United States. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing high-quality legal representation and personalized service to our clients. Whether you are facing a criminal charge, dealing with a family law issue, or in need of estate planning services, Lake and Denison Attorneys is here to help. Contact us today to schedule a consultation and let us assist you with your legal needs.
258 Main St, Winthrop, ME 04364, United States -
Levey & Wagley
● ClosedLevey & Wagley is a reputable law firm located at 161 Main Street in Winthrop, Maine, United States. Specializing in various areas of law, their team of experienced lawyers provide expert legal advice and representation to clients in need. With a commitment to professionalism and client satisfaction, Levey & Wagley is dedicated to serving the legal needs of individuals and businesses in the community. Contact them today for reliable and trustworthy legal services.
161 Main St #1A, Winthrop, ME 04364, United States -
Condon Brian - Law Office of Brian D Condon Jr
● ClosedCondon Brian - Law Office of Brian D Condon Jr is a reputable law firm located at 126 Main Street in Winthrop, Maine. Led by experienced attorney Brian D Condon Jr, the firm specializes in providing legal services in various areas of law. With a strong commitment to advocating for their clients' rights and providing personalized legal solutions, the firm has established a solid reputation for delivering quality legal representation. Whether you are facing a criminal charge, need assistance with a family law matter, or require guidance in estate planning, Condon Brian - Law Office of Brian D Condon Jr is dedicated to helping you navigate the legal process with professionalism and expertise.
126 Main St, Winthrop, ME 04364, United States -
Farris Law
● ClosedFarris Law, located at 6 Central Maine Crossing in Gardiner, Maine, is a full-service law firm dedicated to providing high-quality legal representation to its clients. With over 50 years of experience, the attorneys at Farris Law are committed to offering clear and practical advice while being accessible and responsive to client needs. The firm covers a wide range of legal areas including real estate, family law, corporate law, probate, and estate planning. If a client's needs fall outside of their expertise, Farris Law will work to refer them to a specialist. The team at Farris Law is made up of skilled and dedicated professionals who are ready to advocate for their clients with excellence and compassion. With a focus on building lasting relationships within the community, Farris Law strives to provide the best possible representation to its clients.
6 Central Maine crossing, Gardiner, ME 04345, United States -
Susan Farnsworth, Attorney at Law
● ClosedSusan Farnsworth, Attorney at Law is a reputable legal institution located at 2 Beech Street in Hallowell, Maine, United States. Specializing in various areas of law, Susan Farnsworth provides expert legal advice and representation to clients in need. With a strong commitment to professionalism and integrity, clients can trust Susan Farnsworth to handle their legal matters with care and diligence. Whether you are in need of legal assistance for personal or business matters, Susan Farnsworth, Attorney at Law is dedicated to providing top-notch legal services tailored to meet your specific needs.
2 Beech St, Hallowell, ME 04347, United States -
Potter Deborah
● OpenPotter Deborah is a reputable law firm located on Bristol Road in Damariscotta, Maine. Specializing in various legal services, Potter Deborah is known for their expertise and dedication to their clients. With a team of skilled lawyers, they provide top-notch legal representation and guidance in a wide range of practice areas. Whether you are in need of assistance with family law, real estate transactions, or estate planning, Potter Deborah is committed to helping you navigate the legal process with professionalism and care. Trust Potter Deborah for all your legal needs in Damariscotta, Maine.
Bristol Rd, Damariscotta, ME 04543, United States -
Powers & French Pa
● OpenPowers & French Pa is a reputable institution located at 192 Mill Road in Edgecomb, Maine. Specializing in legal services, this establishment is known for their expertise and dedication to serving their clients with professionalism and integrity. With a focus on providing top-notch legal advice and representation, Powers & French Pa strives to deliver exceptional results for their clients. Whether you are in need of assistance with estate planning, real estate transactions, or business law, you can trust Powers & French Pa to provide you with the expert guidance and support you need. Contact them today to learn more about how they can help you with your legal needs.
192 Mill Rd, Edgecomb, ME 04556, United States -
Lynch & Newman LLC
● ClosedLynch & Newman LLC is a law firm located at 19 Vine Street in Damariscotta, Maine, United States. Our primary focus is on estate planning, gift planning, and the transfer of family-owned property and businesses. We also serve as trustees for client estates and trusts in probate, working closely with investment advisors and CPAs to ensure proper tax returns are prepared. In addition to estate planning, we help clients anticipate future needs by providing necessary documents such as powers of attorney, health care directives, and financial products like reverse mortgages, long-term care insurance, and annuities. Through our Coastal Title Company, we offer comprehensive legal services for real estate issues including title examination, title insurance, and closing services.
19 Vine St, Damariscotta, ME 04543, United States -
Ferguson & Johnson PA
● ClosedFerguson & Johnson PA is a well-established law firm located at 506 Main Street in Sanford, Maine, United States. The firm, originally founded by Robert Ferguson in 1963, has been providing legal services to the community for over five decades. In 1995, Robert was joined by his daughter Donna, and later by his son David in 2002, forming Ferguson & Johnson, P.A. With Robert's retirement, the firm was renamed Ferguson & Nichols, and continues to offer general legal services in Sanford. The firm specializes in various areas of law, including real estate transactions, estate planning, family law, tax planning, probate administration, and corporate governance. Whether you are buying or selling a property, planning your estate, going through a divorce, or starting a business, Ferguson & Nichols has experienced attorneys who can provide the necessary legal assistance.
506 Main St, Springvale, ME 04083, United States -
Ferguson & Johnson Pa: Johnson Donna
● OpenFerguson & Johnson Pa: Johnson Donna is a reputable law firm located at 506 Main Street in Sanford, Maine, United States. Specializing in various areas of law, attorney Donna Johnson provides expert legal representation and guidance to clients in need. With a strong commitment to serving the community and achieving favorable outcomes for her clients, Donna Johnson and the team at Ferguson & Johnson Pa are dedicated to providing top-notch legal services. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a criminal matter, Ferguson & Johnson Pa: Johnson Donna is here to help. Contact them today to schedule a consultation and discuss your legal needs.
506 Main St, Springvale, ME 04083, United States -
Brennan and Rogers, PLLC
● ClosedBrennan and Rogers, PLLC is a reputable law firm located in Kennebunk, Maine. Specializing in various areas of law, including personal injury, family law, and estate planning, the experienced attorneys at Brennan and Rogers provide top-notch legal services to their clients. With a commitment to excellence and a track record of success, this firm is dedicated to advocating for their clients' best interests. Located at 2 Storer Street, Brennan and Rogers, PLLC is a trusted resource for individuals seeking professional legal representation in the Kennebunk area.
2 Storer St Ste 111, Kennebunk, ME 04043, United States
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