TOP 30 Financial advice in Waterville, Maine

14 results found

AAA Waterville Insurance and Member Services is a trusted institution located at 13 Washington Street in Waterville, Maine, United States. As a comprehensive finance, insurance agency, and travel agency, we offer a wide range of services to meet all your needs. Whether you are looking for insurance coverage, planning a trip, or seeking financial advice, our experienced team is here to assist you every step of the way. With a focus on exceptional customer service and personalized solutions, AAA Waterville Insurance and Member Services is your one-stop destination for all your financial and travel needs.

Fischer Financial Services is a reputable finance institution located at 315 Main Street in Waterville, Maine. Specializing in a wide range of financial services, they offer expert advice and personalized solutions to help clients achieve their financial goals. With a team of experienced professionals, Fischer Financial Services is dedicated to providing top-notch financial planning, investment management, and wealth management services to individuals and businesses alike. Whether you are looking to grow your savings, plan for retirement, or secure your financial future, Fischer Financial Services is committed to helping you make sound financial decisions. Contact them today to schedule a consultation and start building a strong financial foundation.

Edward Jones - Financial Advisor: Seth T Carlson is a trusted financial institution located at 22 Common Street in Waterville, Maine. As a seasoned financial advisor, Seth T Carlson provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is dedicated to providing top-notch financial advice and guidance to individuals and families in the Waterville area. Whether you are planning for retirement, saving for college, or investing for the future, Seth T Carlson and Edward Jones are here to help you navigate the complexities of the financial world.

Jason Dalessandro - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 155 Silver Street in Waterville, Maine, offers a wide range of financial services to meet the needs of individuals and businesses. Jason Dalessandro holds several prestigious certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, demonstrating his expertise and commitment to providing top-notch financial advice. Whether you are planning for retirement, managing your investments, or navigating the complexities of estate planning, Jason Dalessandro has the knowledge and experience to help you achieve your financial goals. Contact him today to schedule a consultation and take the first step towards securing your financial future.

Zachary Burd - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 155 Silver Street in Waterville, Maine, United States. The institution offers a range of certifications and designations to ensure that their advisors are highly trained and qualified to provide expert financial advice to clients. Some of the certifications offered include 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®. These certifications cover a wide range of financial planning topics, ensuring that advisors are well-equipped to assist clients with various financial needs. Additionally, the institution offers specialized training for advisors to serve military personnel and veterans through the Certified Military Financial Advisor® (CFMA®) designation. With a focus on ethics and expertise, Zachary Burd - Private Wealth Advisor, Ameriprise Financial Services, LLC is dedicated to providing high-quality financial services to their clients.

Edward Jones - Financial Advisor: Luke C Rodrigue is a reputable finance institution located at 295 Kennedy Memorial Drive in Waterville, Maine, United States. Luke C Rodrigue is a trusted financial advisor who provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Luke C Rodrigue is committed to providing top-notch financial advice and guidance to individuals and families in the Waterville area. Whether you are planning for retirement, saving for college, or investing for the future, Luke C Rodrigue and his team are dedicated to helping you make informed decisions and secure your financial future.

Edward Jones - Financial Advisor: Sasha Fitzpatrick is a trusted financial institution located at 87 Kennedy Memorial Drive in Waterville, Maine. Specializing in finance, Sasha Fitzpatrick offers personalized financial planning and investment services to help clients achieve their financial goals. With a commitment to providing top-notch customer service and expert advice, clients can trust Edward Jones - Financial Advisor: Sasha Fitzpatrick to help them navigate the complexities of the financial world with confidence.

UpRight Law is a finance and lawyer institution located at 1 Center Street in Waterville, Maine, United States. Our team of experienced attorneys specializes in providing legal services related to finance, including bankruptcy, debt relief, and financial planning. We are dedicated to helping our clients navigate the complex legal system with integrity and professionalism. Contact us today for expert advice and representation in your financial matters.

Walmart Money Center at 80 Waterville Commons Drive in Waterville, Maine, is a finance institution that offers a wide range of financial services to customers. From check cashing to money transfers, bill payments, and prepaid card services, the Walmart Money Center provides convenient and affordable solutions for all your financial needs. With friendly and knowledgeable staff ready to assist you, you can trust Walmart Money Center to help you manage your money with ease.

David V Smith - Raymond James is a finance institution located at 10 Water Street in Waterville, Maine, United States. With a focus on providing top-notch financial services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, we are here to assist you every step of the way. Trust in David V Smith - Raymond James for all your financial needs.

Golden Pond Wealth Management is a leading finance institution located at 129 Silver Street in Waterville, Maine, United States. We specialize in providing personalized wealth management services to help our clients achieve their financial goals. Our team of experienced professionals offers expert advice and guidance to help clients navigate the complexities of the financial world. Whether you are planning for retirement, investing for the future, or managing your assets, Golden Pond Wealth Management is dedicated to helping you secure a prosperous financial future.

Lisa L Pomerleau is a reputable financial institution located at 70 Main Street in Waterville, Maine, United States. Specializing in providing top-notch financial services, Lisa L Pomerleau is known for its expertise in helping individuals and businesses achieve their financial goals. With a team of experienced professionals, they offer a wide range of financial solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Lisa L Pomerleau is dedicated to providing exceptional service and guidance to help you secure a stable financial future.

Jackson Hewitt Tax Service is a finance institution located at 80 Waterville Commons Drive in Waterville, Maine, United States. While their tax advance loans have ended for this year, their Tax Pros are still ready to help you get your biggest refund. You can conveniently drop off your tax documents and have a Tax Pro take care of the rest, including a quick call to review your final return and e-signing. This location is situated in Walmart, allowing you to get your taxes done while you shop, with a guaranteed biggest refund. While Refund Advance loans are no longer available this year, they were offered at select locations from December 11, 2023, to January 14, 2023. No Fee Refund Advance was available from January 2, 2024, at most locations until February 11, 2024. Jackson Hewitt offers appointments for in-person tax preparation, drop-off tax preparation, and assistance with IRS letters. It is recommended to book an appointment online or call (207) 844-6155 to reserve time with a Tax Pro. The Tax Pros at this location speak English and are available for one-on-one appointments inside the store. Remember, when every dollar matters, it matters who does your taxes™.

H.E. Murdock is a prestigious jewelry store located at 21 College Avenue in Waterville, Maine, United States. With a reputation for exquisite craftsmanship and exceptional quality, H.E. Murdock offers a wide selection of fine jewelry pieces including rings, necklaces, bracelets, and watches. Whether you're looking for a special gift or a stunning piece to add to your collection, H.E. Murdock provides a luxurious shopping experience with personalized service. Visit us today to explore our beautiful collection and find the perfect piece that suits your style and taste.