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TOP 30 Financial advisor for estate planning in Maine
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Simpson Financial Strategies
Simpson 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.
Raymond James Financial Services
Raymond 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.
Accolade Financial
Accolade 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.
Eric Bonnette - TD Wealth Financial Advisor
Eric 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.
Edward Jones - Financial Advisor: Fred W Diehl, CFP®
Edward 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.
Edward Jones - Financial Advisor: Susan Heckaman, AAMS™
Edward 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.
Seacoast Financial Planning
Seacoast 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.
Thompson Financial Group
Thompson 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.
Donna Brown - Prudential Financial
Donna 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.
Ship Shape Financial
Ship 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.
Charles M Beynon - Private Wealth Advisor, Ameriprise Financial Services, LLC
Charles M Beynon is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 775 U.S. 1 in York, Maine, United States. Charles holds various prestigious certifications such as 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 demonstrate Charles's expertise in areas such as asset management, retirement planning, estate planning, investment strategies, risk management, and financial planning for individuals, retirees, and small business owners. Charles is committed to upholding a high standard of ethics and professionalism in providing financial advice and services to clients.
Prime Financial Inc Investors
Prime Financial Inc Investors is a reputable finance institution located at 753 West River Road in Waterville, Maine, United States. With a focus on providing top-notch financial services to clients, Prime Financial Inc Investors is dedicated to helping individuals and businesses achieve their investment goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, the experienced team at Prime Financial Inc Investors is here to help. With a commitment to excellence and personalized service, Prime Financial Inc Investors is the ideal partner for all your financial needs.
Allen Financial Group
Allen Financial Group is a leading finance institution located at 51 Main Street in Waterville, Maine, United States. With a team of experienced financial advisors, they provide a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with retirement planning, investment management, or estate planning, Allen Financial Group is dedicated to providing personalized solutions tailored to your specific needs. Trust in their expertise and commitment to excellence for all your financial needs.
joseph r. poirier, certified financial planner professional
Joseph R. Poirier, Certified Financial Planner Professional is a reputable finance institution located at 541 Lisbon Street in Lewiston, Maine, United States. With years of experience and expertise in financial planning, they offer a wide range of services to help individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, investment advice, or estate planning, Joseph R. Poirier and his team are dedicated to providing personalized solutions tailored to your specific needs. Trustworthy, reliable, and committed to excellence, they are the go-to choice for all your financial planning needs.
EP Wealth Advisors
EP Wealth Advisors, located at 7 North Chestnut Street in Augusta, Maine, is a finance institution dedicated to helping clients achieve their financial goals. As an independent financial advisor, they offer a planning-based approach to address each client's unique needs. Their fee-only approach ensures objective investment recommendations. With a personalized touch and deep expertise, clients can focus on what truly matters to them. EP Wealth Advisors offers a wide range of wealth management services, including financial planning, investment management, tax and estate planning, and more. Clients work closely with a team of Certified Financial Planners, tax professionals, and portfolio managers to create a customized financial plan. Regular portfolio reviews and updates ensure that the plan remains aligned with the client's goals and life changes.
EP Wealth Advisors
EP Wealth Advisors, located at 155 Park Row in Brunswick, Maine, is a finance institution dedicated to helping clients achieve their financial goals. As an independent financial advisor, they offer a planning-based approach tailored to each client's unique needs. With a fee-only structure, they provide objective investment recommendations. Their team of CFPs, tax and estate professionals, and portfolio managers work together to create personalized financial plans, manage investment portfolios, and implement estate, tax, and giving plans. Regular portfolio reviews and updates ensure clients are informed of their progress and any necessary adjustments. EP Wealth Advisors is committed to providing personalized service and expertise to help clients focus on what matters most. They offer a wide range of wealth management services and have been recognized as one of the fastest-growing private companies in America and a top workplace by the Los Angeles Business Journal. Visit their website for market insights and resources to help you achieve your financial goals.
Alex Mills: Financial Planner
Alex Mills: Financial Planner is a well-established finance institution located at 75 Leighton Road in Falmouth, Maine, United States. Our team of experienced financial planners is dedicated to helping individuals and families achieve their financial goals through personalized and strategic planning. Whether you are looking to invest for the future, save for retirement, or plan for your children's education, we are here to provide expert guidance and support every step of the way. Trust Alex Mills: Financial Planner to help you secure a stable and prosperous financial future.
Three Pillars Financial : Richard A Alafat
Three Pillars Financial, led by Richard A Alafat, is a reputable finance institution located at 75 Leighton Road in Falmouth, Maine, United States. With a strong focus on providing top-notch financial services, Three Pillars Financial is dedicated to helping clients achieve their financial goals through expert advice and personalized solutions. Whether you are looking to invest, plan for retirement, or secure your financial future, Three Pillars Financial is committed to guiding you every step of the way. Trust in their expertise and experience to help you build a solid financial foundation for a secure future.
Gosline Retirement Planning
Gosline 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.
Jennifer Goff - Private Wealth Advisor, Ameriprise Financial Services, LLC
Jennifer Goff is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 5 Ward Street in Scarborough, Maine, United States. Jennifer Goff 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®. These certifications demonstrate Jennifer Goff's expertise in various aspects of finance including asset management, retirement planning, estate planning, investment management, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Jennifer Goff can provide personalized financial advice tailored to your specific needs.
Ameriprise Financial: Moorhead Warren
Ameriprise Financial in Moorhead Warren, located at 707 Sable Oaks Drive, South Portland, Maine, is a finance institution offering a range of certifications and designations to its advisors. These include the AAMS™ certification for asset management, ADPA™ for domestic partnership advising, AEP® for estate planning, AIF® for investment fiduciary practices, APMA™ for portfolio management, AWMA℠ for asset management needs, and more. Advisors at Ameriprise Financial also hold certifications in areas such as behavioral finance, philanthropy advising, annuities, senior planning, divorce financial analysis, estate planning, exit planning, and more. The institution prides itself on providing expert financial advice and planning services to a diverse range of clients, including veterans and those with special needs. With a team of highly trained and certified professionals, Ameriprise Financial in Moorhead Warren is committed to helping clients achieve their financial goals and secure their financial future.
Monument Square Financial Advisors - UBS Financial Services Inc.
Monument Square Financial Advisors - UBS Financial Services Inc. is a renowned financial institution located at 1 City Center in Portland, Maine, United States. Specializing in finance, they offer a wide range of services to help individuals and businesses manage their wealth and achieve their financial goals. With a team of experienced advisors, they provide personalized solutions tailored to each client's unique needs. Whether you are looking for investment advice, retirement planning, or wealth management strategies, Monument Square Financial Advisors - UBS Financial Services Inc. is dedicated to helping you secure a prosperous financial future.
Navigate Wealth Planning Group
Navigate Wealth Planning Group is a leading finance institution located at 7 Portland Farms Road in Scarborough, Maine, United States. Our team of experienced financial advisors is dedicated to helping individuals and families navigate their financial goals and plan for a secure future. We offer personalized financial planning services, investment management, retirement planning, estate planning, and more. With a focus on integrity, transparency, and client-centered approach, Navigate Wealth Planning Group is committed to helping you achieve financial success and peace of mind. Contact us today to schedule a consultation and start planning for your financial future.
Michelle Maki - Private Wealth Advisor, Ameriprise Financial Services, LLC
Michelle Maki is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 2 Skyline Drive, Jay, Maine, United States. Michelle holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and CFMA®. These certifications demonstrate her expertise in areas such as asset management, estate planning, retirement planning, investment management, and financial planning for various client needs. Michelle is dedicated to providing comprehensive and personalized financial advice to her clients, ensuring they achieve their financial goals and aspirations.
Monica Allen - Financial Advisor, Ameriprise Financial Services, LLC
Monica Allen is a Financial Advisor at Ameriprise Financial Services, LLC located at 454 Fairbanks Road, Farmington, Maine, United States. Monica holds various certifications such as 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®. Monica is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and seniors. Monica specializes in asset management, investment strategies, estate planning, retirement planning, risk management, and insurance products. Monica is committed to upholding the highest standards of ethics and professionalism in the financial industry. Contact Monica Allen at Ameriprise Financial Services, LLC for expert financial advice and personalized wealth management solutions.
Jason Dalessandro - Private Wealth Advisor, Ameriprise Financial Services, LLC
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
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.
Harpswell Capital Advisors, LLC
Harpswell Capital Advisors, LLC is a finance institution located at 41 Campus Drive in New Gloucester, Maine, United States. Specializing in providing expert financial advice and investment strategies, Harpswell Capital Advisors assists clients in achieving their financial goals and managing their assets. With a team of experienced professionals, the institution offers personalized services tailored to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, Harpswell Capital Advisors is dedicated to helping you succeed.
Tara Davis - Ameriprise Financial Services, LLC
Tara Davis - Ameriprise Financial Services, LLC is a finance institution located at 2 Great Falls Plaza in Auburn, Maine, United States. The professionals at this institution hold various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. These certifications demonstrate their expertise in areas such as asset management, investment strategies, estate planning, and retirement planning. The institution offers a range of services to help clients make informed financial decisions and plan for their future. With a focus on ethical practices and continuing education, Tara Davis - Ameriprise Financial Services, LLC aims to provide comprehensive financial planning solutions to individuals and businesses.
Roger A Auger - Private Wealth Advisor, Ameriprise Financial Services, LLC
Roger A Auger - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 1071 Lisbon Street in Lewiston, Maine, offers personalized financial planning services. Our team of Ameriprise financial advisors are registered to do business in certain U.S. states and are committed to helping clients achieve their financial goals. Please call for an appointment, as our hours may vary. While we will be closed on Independence and Labor Day in 2023, we are dedicated to providing ongoing support and guidance to our clients. During the initial consultation, we will discuss your financial priorities and provide an overview of financial planning concepts. Please note that you will not receive written analysis or recommendations at this time. Ameriprise Financial cannot guarantee future financial results, but we are here to help you navigate your financial journey. We value your trust and appreciate the opportunity to assist your friends and family members with their financial goals. Rest assured that your referral will hear from us soon. For more information, please visit our website and review our important disclosures, privacy and security policies, and website rules and regulations. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and we are committed to upholding the highest standards of integrity and professionalism in everything we do.
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