TOP 10 Financial advisor in Freeport, Maine

8 results found

Atlantic Financial Services is a reputable financial institution located at 41 Mallett Drive in Freeport, Maine, United States. Specializing in finance, they provide a wide range of services to help individuals and businesses manage their money effectively. With a team of experienced professionals, Atlantic Financial Services offers personalized solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or assistance with loans and mortgages, this institution is dedicated to helping you achieve your financial goals. Trust Atlantic Financial Services to provide expert guidance and support in all your financial endeavors.

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.

Edward Jones - Financial Advisor: Don Duffy is a reputable finance institution located at 5 Depot Street in Freeport, Maine, United States. With a focus on providing personalized financial advice and investment solutions, Don Duffy and his team are dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Edward Jones is committed to providing tailored strategies to meet your individual needs. Contact Don Duffy today to schedule a consultation and take the first step towards securing your financial future.

Jones Accounting & Bookkeeping is a reputable institution located on Valley Brook Drive in Freeport, Maine, United States. Specializing in accounting and finance services, our experienced team is dedicated to providing top-notch financial solutions for individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, our skilled professionals are here to assist you every step of the way. Trust Jones Accounting & Bookkeeping for all your financial needs.

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.

Atlantic Federal Credit Union is a trusted financial institution located at 41 Mallett Drive in Freeport, Maine, United States. As a credit union, we prioritize the financial well-being of our members by offering a wide range of financial services, including ATM access and personalized finance solutions. Our dedicated team is committed to providing excellent customer service and helping our members achieve their financial goals. Join us today and experience the benefits of being a part of the Atlantic Federal Credit Union community.

Joanne R Runyon CPA is a reputable accounting and finance institution located at 42 Mallett Drive in Freeport, Maine, United States. With years of experience in the industry, Joanne R Runyon CPA offers a wide range of professional services to individuals and businesses, including tax preparation, financial planning, and consulting. Their team of certified public accountants is dedicated to providing personalized and efficient solutions to help clients achieve their financial goals. Whether you need help with tax compliance or strategic financial planning, Joanne R Runyon CPA is committed to delivering top-notch services with integrity and expertise.

Stress Free Business Solutions, LLC, located at 15 Prout Road in Freeport, Maine, is your go-to institution for all your accounting and finance needs. If you find yourself feeling anxious about your numbers, struggling to increase profits, or in need of assistance with setting up your QuickBooks, we are here to help. With 15 years of experience in bookkeeping and accounting, our team is dedicated to getting your finances back on track. We start by creating a strategy tailored to your specific goals, fine-tuning your QuickBooks files, and providing training for you and your staff on bookkeeping best practices.