TOP 10 Financial advisor in Brunswick, Maine

19 results found

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.

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.

Regent Financial Services is a finance institution located at 18 Pleasant Street in Brunswick, Maine, United States. We offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our experienced team of professionals is dedicated to providing personalized solutions and expert advice to help our clients make informed financial decisions. Whether you are looking to invest, plan for retirement, or secure a loan, Regent Financial Services is here to help. Contact us today to learn more about how we can assist you in achieving financial success.

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.

Edward Jones - Financial Advisor: Tom Carr, CFP® is a reputable finance institution located at 15 Jordan Avenue in Brunswick, Maine, United States. As a Certified Financial Planner, Tom Carr provides expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Tom Carr, CFP® is dedicated to helping individuals and families secure their financial future.

Edward Jones - Financial Advisor: April E Caron is a trusted financial institution located at 32 Pleasant Street in Brunswick, Maine. As a dedicated financial advisor, April E Caron provides personalized financial planning services to help clients achieve their financial goals. Whether you are looking to save for retirement, invest for the future, or plan for your children's education, April E Caron can help create a customized financial strategy tailored to your specific needs. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: April E Caron is committed to helping clients secure their 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.

Norton Insurance & Financial is a reputable finance and insurance agency located at 181 Park Row in Brunswick, Maine, United States. With a commitment to providing top-notch financial services and comprehensive insurance solutions, our experienced team is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, Norton Insurance & Financial is here to provide personalized and trustworthy guidance. Visit us today to learn more about how we can assist you in securing your financial future.

Farmers Insurance - Vuong Nguyen is an insurance agency located at 17 Brunswick Avenue in Gardiner, Maine, United States. As your local Farmers® agent, Vuong Nguyen helps customers identify the insurance coverage that best fits their needs. Whether you need auto, home, renters, business insurance, or more, Vuong Nguyen has the knowledge and experience to help you understand your coverage options. By providing personalized and straightforward service, Vuong Nguyen aims to make you smarter about insurance. If you have questions about comprehensive coverage, collision coverage, deductibles, or medical payments, Vuong Nguyen is happy to assist. With over 80 years of experience, Farmers® has been providing insurance products to protect your most valuable possessions. From home insurance to life insurance, renters insurance to business insurance, Farmers Insurance - Vuong Nguyen has you covered.

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.

Androscoggin Bank is a trusted financial institution located at 208 1/2 Main Street in Brunswick, Maine, United States. Offering a range of banking services, including ATM access, Androscoggin Bank is committed to providing personalized and convenient financial solutions to meet the needs of its customers. With a strong focus on community involvement and customer service, Androscoggin Bank strives to be a reliable and supportive partner for individuals and businesses looking to achieve their financial goals.

Bangor Savings Bank is a trusted financial institution located at 45 Maine Street in Brunswick, Maine, United States. As a full-service bank, we offer a wide range of financial services to meet the needs of our customers, including checking and savings accounts, loans, mortgages, and investment options. Our convenient ATM services make it easy for customers to access their funds 24/7. With a commitment to providing exceptional customer service and personalized financial solutions, Bangor Savings Bank is dedicated to helping our customers achieve their financial goals.

Bank of America in Brunswick, Maine is conveniently located at 110 Maine Street, offering a range of banking and financial services to meet the needs of its customers. In addition to traditional in-branch services, this institution also offers a drive-thru ATM for added convenience. Whether you need to deposit a check, withdraw cash, or speak with a financial advisor, Bank of America is here to assist you with all of your banking needs.

Strategic Talent Management, Inc. is a leading institution located at 18 Pleasant Street in Brunswick, Maine, United States. Our mission is to help organizations optimize their workforce by providing strategic talent management solutions. We offer a range of services including talent acquisition, development, and retention strategies tailored to meet the unique needs of each client. With our expertise and innovative approach, we help businesses attract, develop, and retain top talent to drive success and achieve their goals. Contact us today to learn more about how we can help your organization thrive.

RG Tax Accounting & Resolution LLC is a finance institution located at 56 Maine Street in Brunswick, Maine, United States. Specializing in tax accounting and resolution services, our team of experts is dedicated to helping individuals and businesses navigate the complexities of tax laws and regulations. With a commitment to providing personalized and professional service, we strive to ensure our clients receive the best possible outcomes when it comes to their financial needs. Contact us today to learn more about how we can assist you with your tax and accounting needs.

The Bank of America ATM (Drive-thru) located at 110 Maine Street in Brunswick, Maine, United States, offers convenient access to banking services from the comfort of your vehicle. This ATM is part of the Bank of America network, providing secure and reliable transactions for customers in need of quick cash withdrawals, deposits, and account inquiries. With its drive-thru feature, customers can easily access their funds without leaving their car, making it a convenient option for busy individuals on the go.

Jackson Hewitt Tax Service is a finance institution located at 15 Tibbetts Drive in Brunswick, Maine, United States. While our tax advance loans have ended this year, our Tax Pros are still ready to help you get your biggest refund! Conveniently drop off your tax documents and let a Tax Pro take care of the rest, including a quick call to review your final return and easy e-signing. Located inside Walmart, you can get your taxes done while you shop and still receive our guaranteed biggest refund. Although Refund Advance loans are no longer available this year, we offer appointments for in-person tax preparation, drop-off tax preparation, and assistance with IRS letters. Book an appointment online or call us at (207) 844-6153 to reserve time with a Tax Pro. Our expert Tax Pros at 15 Tibbetts Drive Jackson Hewitt speak English and are here to help you maximize your refund. Remember, when every dollar matters, it matters who does your taxes™.

Mitchell K Black, CPA is a reputable accounting and finance institution located at 5 Bank Street in Brunswick, Maine, United States. Our team of experienced Certified Public Accountants provides a wide range of financial services to individuals and businesses, including tax preparation, auditing, bookkeeping, and financial planning. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and navigate the complexities of the financial world. Contact us today to schedule a consultation and learn how we can assist you with your accounting and finance needs.

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.