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TOP 30 Fiduciary financial advisor in Freeport, ME
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James Financial Group
James Financial Group is a leading finance institution located at 5 Depot Street in Freeport, Maine, United States. With a team of experienced financial experts, we provide a wide range of services including investment management, financial planning, retirement planning, estate planning, and more. Our mission is to help our clients achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and see how we can help you reach your financial aspirations.
Dave Spellman
Dave Spellman is a finance institution located at 20 Independence Drive in Freeport, Maine, United States. The institution offers insurance products, life insurance, annuities, securities, and advisory services through Principal Securities, Inc. David Spellman is licensed in multiple states including CT, FL, IL, MA, ME, NC, NH, RI, and VT. The institution is not soliciting interest in these products in any other state. Insurance products are issued by Principal National Life Insurance Company, Principal Life Insurance Company, and companies available through the Preferred Product Network, Inc. Securities and advisory products are offered through Principal Securities, Inc., Member SIPC. Dave Spellman is not affiliated with any company of the Principal Financial Group. The institution's financial representative, registered representative, and financial advisor, David Spellman, holds the Accredited Investment Fiduciary (AIF) designation. Principal Life maintains certificates of authority to transact insurance in all 50 states. Customers can check the background of the investment professional on the website. The data on this form is submitted via a secure connection. The institution is easily accessible by following I-295 to Desert Road in Freeport and is located next to State Farm at 20 Independence Drive Ste 1A.
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