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TOP 30 Expert financial management in Auburn, ME
3 results found
Search for local businesses, places and services near you
Matt Simard - Financial Advisor, Ameriprise Financial Services, LLC
Matt Simard - Financial Advisor at Ameriprise Financial Services, LLC, located at 2 Great Falls Plaza in Auburn, Maine, United States. Matt Simard holds multiple 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®. Matt Simard is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products, Matt Simard is committed to helping clients achieve their financial goals.
Atlantic Investment Advisors
Atlantic Investment Advisors is a leading finance institution located at 229 Center Street in Auburn, Maine, United States. With a team of experienced professionals, they offer expert advice and personalized financial solutions to help clients achieve their investment goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Atlantic Investment Advisors is committed to providing top-notch service and guidance every step of the way. Trust in their expertise and dedication to help secure your financial future.
Clark Friel & Joyce
Clark Friel & Joyce is a reputable accounting and finance institution located at 128 Auburn Street in Portland, Maine, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. From tax preparation to financial planning, their experts are dedicated to helping clients achieve their financial goals. Whether you need assistance with budgeting, investments, or bookkeeping, Clark Friel & Joyce is committed to providing top-notch service and expertise. Visit them today to see how they can help you manage your finances effectively.
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