TOP 10 Financial advisor in Bath, Maine

20 results found

Stephen John St Jean: Primerica - Financial Services is a reputable finance and insurance agency located at 432 Centre Street in Bath, Maine, United States. With a focus on providing top-notch financial services to individuals and families, this institution is dedicated to helping clients achieve their financial goals and secure their futures. Led by Stephen John St Jean, a trusted financial advisor, the team at Primerica offers a wide range of financial products and services to meet the unique needs of each client. Whether you are looking to invest for the future, protect your assets with insurance, or plan for retirement, Stephen John St Jean: Primerica - Financial Services is committed to providing personalized and comprehensive solutions to help you succeed financially.

Bath Savings Institution, located at 424 U.S. 1, Yarmouth, Maine, United States, is a local Maine bank that has been serving the Coastal Maine community since 1852. This institution offers a range of financial services including ATMs, banking, and finance options. Customers with Packard or Senior accounts can receive free standard checks, with the option to select "Bulk Mail" delivery to avoid shipping charges. Bath Savings will reimburse any shipping charges incurred. To activate or PIN your debit card, customers can call 1-800-992-3808 or receive personal assistance during business hours by calling 1-800-447-4559. Travelers are encouraged to notify the bank of upcoming trips to ensure seamless card usage, either by emailing or calling 1-800-447-4559. For after-hours assistance, customers can call 1-844-665-5229. Bath Savings prioritizes the security of customers' information and accounts, providing resources on how to protect oneself from potential threats.

1st Step Financial is a reputable finance institution located at 398 Washington Street in Bath, Maine, United States. Specializing in a wide range of financial services, including loans, investments, and financial planning, our experienced team is dedicated to helping clients take their first step towards a secure financial future. With a commitment to providing personalized and professional service, 1st Step Financial is the trusted partner you need to reach your financial goals.

Bath Savings Trust Co is a local Maine bank located at 105 Front Street in Bath, Maine, United States. Serving the Coastal Maine community since 1852, the institution offers a range of financial services including ATM access, banking, and finance solutions. Customers with Packard or Senior accounts can receive free standard checks, with the option to choose "Bulk Mail" delivery to avoid shipping charges. Bath Savings Trust Co will reimburse any shipping charges incurred.

Casco Bay Wealth Advisors, Inc is a finance institution located at 261 Bath Road in Brunswick, Maine, United States. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their financial future. We offer a range of services including investment management, retirement planning, and wealth preservation strategies. At Casco Bay Wealth Advisors, Inc, we prioritize personalized service and tailor our recommendations to meet the unique needs of each individual client. Contact us today to schedule a consultation and start planning for a secure financial future.

Scott Lemieux is a financial advisor at Ameriprise Financial Services, LLC located at 409 Bath Road in Brunswick, Maine, United States. Scott 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®. Scott is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With expertise in asset management, estate planning, retirement planning, investment strategies, and risk management, Scott is committed to helping clients achieve their financial goals.

Sarah Dunckel is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 2 Front Street in Bath, Maine. With years of experience in the finance industry, Sarah provides personalized financial planning and investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Sarah Dunckel can provide expert guidance and support every step of the way. Contact her today to schedule a consultation and start planning for a secure financial future.

Edward Jones - Financial Advisor: Jeff Guenther is a trusted financial institution located at 101 Centre Street in Bath, Maine, United States. As a dedicated financial advisor, Jeff Guenther provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones offers a wide range of financial services, including retirement planning, education savings, insurance, and more. Whether you are planning for retirement, saving for your child's education, or looking to grow your investment portfolio, Jeff Guenther and the team at Edward Jones are here to help you navigate the complex world of finance with confidence and peace of mind.

Edward Jones - Financial Advisor: Jeffrey D Labbe is a reputable financial institution located at 1 Front Street in Bath, Maine, United States. As a trusted advisor, Jeffrey D Labbe provides expert financial guidance and personalized investment strategies to help clients achieve their financial goals. With a focus on long-term relationships and a commitment to exceptional customer service, Edward Jones - Financial Advisor: Jeffrey D Labbe is dedicated to helping individuals and families secure their financial future.

First Federal Savings & Loan Association of Bath, located at 41 Townsend Avenue in Boothbay Harbor, Maine, is a trusted institution offering a range of financial services including ATM access, banking, and finance. With over 85 years of experience, First Federal Savings is deeply rooted in the communities of greater Bath, Wiscasset, Boothbay Harbor, and Damarsicotta. Whether you need assistance with initiating a dispute for fraud or non-fraud transactions, our dedicated team is here to help. As your friends and neighbors, we are locally invested in the same way you are. Please note that the information on this website is for informational purposes only and does not create a formal relationship or contract with First Federal Savings. We encourage individuals to seek professional advice before acting on any information provided here. Additionally, any links to other websites are for convenience purposes only and do not constitute a referral or endorsement. First Federal Savings is not responsible for the contents of linked sites or any changes or updates to them. For inquiries within the U.S., please call 1-833-221-8637, and for international inquiries, please call 1-614-564-5105.

Five County Credit Union, located at 171 Bath Road in Brunswick, Maine, is a trusted institution offering a variety of financial services. From ATMs to real estate loans, commercial loans, and equipment loans, Five County Credit Union has you covered. They also offer an Energy Efficiency Loan Program for heating and cooling needs. With over 69 surcharge-free ATMs and access to 30,000 CO-OP ATMs nationwide, convenience is key. Enjoy rewards, no annual fee, and locally serviced accounts. With competitive rates and no application fees, Five County Credit Union is committed to providing excellent service to its members. Visit their branch at 765 Washington Street or PO Box 598 in Bath, Maine for all your financial needs. Please note that Five County Credit Union provides links to third party websites for your convenience, but they do not manage the content of those sites. Your privacy and security are important, so be sure to review the policies of external websites before proceeding.

Five County Credit Union, located at 765 Washington Street in Bath, Maine, is a trusted financial institution offering a variety of services including ATM access and financing options. We provide convenient links to third party websites for additional resources, but prioritize the privacy and security of our members. Our Energy Efficiency Loan Program can help with heating and cooling needs, while our Real Estate Loans and Commercial, Business, and Equipment Loans cater to a range of financing needs. With no annual fees, competitive rates, and over 69 surcharge-free ATMs nationwide, Five County Credit Union is committed to serving our community. Visit us today to learn more about our services and rewards programs.

Five County Credit Union, located at 201 Civic Center Drive in Augusta, Maine, is a trusted financial institution offering a variety of services to meet your needs. Whether you are looking for a real estate loan, commercial loan, or equipment loan for your business, we have you covered. Our Energy Efficiency Loan Program can help with your heating and cooling needs, and we also offer rewards cards with no annual fee. With over 69 surcharge-free ATMs and access to 30,000 CO-OP ATMs nationwide, we make banking convenient for you. Our competitive rates and no application fees make us a top choice for your financial needs. Contact us today at our Bath, Maine location or visit our website for more information. Please note that we provide links to third party websites for your convenience, but we do not manage the content of those sites. Your privacy and security are important to us, and we strive to provide the best service possible.

Five County Credit Union, located at 30 Landing Road in Windham, Maine, is a trusted institution offering a variety of financial services. From ATM services to finance options, Five County Credit Union is dedicated to meeting the needs of its members. They provide links to third party websites for added convenience, but prioritize the privacy and security of their members. With services such as the Energy Efficiency Loan Program, Real Estate Loans, Commercial and Business Loans, as well as Rewards programs, Five County Credit Union is committed to helping individuals and businesses achieve their financial goals. With over 69 surcharge-free ATMs and access to 30,000 CO-OP ATMs nationwide, members can easily access their funds. Plus, with no application fees and competitive rates, Five County Credit Union strives to make financial services accessible to all. Visit their location at 765 Washington Street in Bath, Maine, or continue to their website for more information on their services and offerings.

Five County Credit Union, located at 218 Lisbon Street in Lisbon, Maine, is a trusted financial institution offering a variety of services to meet your needs. Whether you are looking for a Real Estate Loan, Commercial Loan, or Energy Efficiency Loan Program for your heating and cooling needs, Five County Credit Union has you covered. With no application fees and competitive rates, you can trust Five County Credit Union to provide the financial solutions you need. Additionally, with over 69 surcharge-free ATMs and access to 30,000 CO-OP ATMs nationwide, convenience is always at your fingertips. Earn rewards, enjoy no annual fees, and experience local service with Five County Credit Union. Visit us at 765 Washington Street or PO BOX 598 in Bath, Maine, and let us help you achieve your financial goals. *APR = Annual Percentage Rate. Rate based on creditworthiness and term of loan. Please note that we provide links to third-party websites for your convenience, but we do not manage the content of those sites. The privacy and security policies of external websites may differ from those of Five County Credit Union. Click CONTINUE to proceed or click the "X" to stay on this site.

Five County Credit Union is a financial institution located at 35 Ash Street in Lewiston, Maine, United States. We offer a variety of services including ATM access and finance options. Our Energy Efficiency Loan Program can help with your heating and cooling needs, while our Real Estate Loans and Programs are available to meet your financing needs. We also offer Commercial, Business, and Equipment Loans to support your business requirements. Earn rewards with no annual fee and enjoy locally serviced accounts. With over 69 surcharge-free ATMs and access to 30,000 CO-OP ATMs nationwide, banking with us is convenient and hassle-free. We have competitive rates and no application fees. Visit us at 765 Washington Street PO BOX 598 in Bath, Maine 04530. Please note that we provide links to third-party websites for your convenience, but we do not manage the content of those sites. Your privacy and security are important to us, and we encourage you to review the policies of external websites.

Legacy Investments & Wealth Management is a leading finance institution located at 2 Front Street in Bath, Maine, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. With a commitment to integrity and excellence, we strive to provide our clients with the highest level of service and expertise in the industry. Whether you are looking to grow your wealth, plan for retirement, or preserve your legacy, Legacy Investments & Wealth Management is here to help you navigate the complexities of the financial world and secure your financial future. Contact us today to schedule a consultation and see how we can help you reach your financial goals.

Five County Credit Union, located at 3 Hamilton Court in Topsham, Maine, is a trusted institution offering a variety of financial services. As an ATM and finance provider, we strive to meet the needs of our members with programs such as the Energy Efficiency Loan Program for heating and cooling needs, Real Estate Loans, Commercial and Business Loans, and Equipment Loans. Our institution also offers rewards, no annual fees, and locally serviced accounts. With over 69 surcharge-free ATMs and access to 30,000 CO-OP ATMs nationwide, we make banking convenient for our members. We pride ourselves on providing competitive rates and no application fees. Visit us at 765 Washington Street or PO BOX 598 in Bath, Maine to learn more about our services. Please note that we provide links to third party websites as a convenience, and the privacy and security policies of external sites may differ from those of Five County Credit Union.

Five County Credit Union is a financial institution located at 219 U.S. 1, Yarmouth, Maine, United States. We offer a variety of services including ATM access and finance options. Our Energy Efficiency Loan Program can help with your heating and cooling needs, while our Real Estate Loans and Programs can assist with financing. We also offer Commercial, Business, and Equipment Loans to meet your business needs. With our Rewards program, No Annual Fee, and local service, we strive to provide excellent customer service. We have over 69 surcharge-free ATMs and access to 30,000 CO-OP ATMs nationwide. There are no application fees and we offer competitive rates. Visit us at 765 Washington Street PO BOX 598 Bath, Maine 04530. Please note that we provide links to third party websites, but we do not manage the content of those sites. Your privacy and security are important to us.

H&R Block in Brunswick, Maine is a trusted institution specializing in accounting and finance services. Located at 275 Bath Road, their team of experts provides a wide range of tax preparation, bookkeeping, and financial planning services to individuals and businesses. With a commitment to accuracy and professionalism, H&R Block is dedicated to helping their clients navigate the complexities of the financial world with ease. Whether you need help with tax filing or financial advice, H&R Block is here to assist you every step of the way.