TOP 30 Best Financial advisor near me in Augusta, Maine

Edward Jones - Financial Advisor: Samuel Oppenheim, AAMS™ is a trusted financial institution located at 378 Western Avenue in Augusta, Maine, United States. With a focus on personalized service and tailored financial solutions, Samuel Oppenheim, AAMS™ is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your investments, Samuel Oppenheim, AAMS™ is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start planning for a secure financial future.

David J Farago, a financial advisor at Ameriprise Financial Services, LLC located at 60 South Chestnut Street in Augusta, Maine, offers personalized financial advice, investments, and solutions to help you achieve your financial goals. With a focus on tracking your progress, David can assist you in preparing for the unexpected by recommending insurance solutions tailored to your needs. Whether you're saving for a major purchase or planning for retirement, David can help you navigate the complexities of the financial world. Securities offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. Schedule a complimentary initial consultation to start your journey towards a more confident financial future. Please note that investment products involve risks including possible loss of principal. David J Farago is registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website. Contact David today to discuss your financial priorities and start planning for a secure future.

Jason Macdonald is a financial advisor at Ameriprise Financial Services, LLC, located at 150 Capitol Street in Augusta, Maine, United States. With a focus on personalized financial advice, Jason helps clients prepare for their future goals, whether it be saving for college, retirement, or making smart investments. By understanding what is truly important to each individual, Jason aims to help clients feel more confident, connected, and in control of their financial lives. Background and qualification information for Jason Macdonald can be found on FINRA's BrokerCheck website. The institution offers a Client Relationship Summary Disclosure to provide transparency and clarity to clients.

Robert Harmatys, Bankers Life Securities Financial Representative in Augusta, Maine, offers a wide range of insurance options from top companies such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage plans, Robert can help you find the right coverage to suit your needs. With the rising costs of healthcare and the necessity of long-term care planning, Robert is here to guide you through the process and ensure you are prepared for the future. Visit us at 442 Civic Center Drive to start planning your financial future today.

IIS Financial Services is a team of experienced financial advisors located at 45 Memorial Circle in Augusta, Maine. Our institution specializes in providing personalized financial advice and planning services to help individuals and businesses achieve their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, our team is dedicated to helping you make informed decisions to secure your financial future. Contact us today to schedule a consultation and see how we can help you reach your financial goals.

The Mendall Financial Group LLC - Raymond James is a finance institution located at 320 Water Street in Augusta, Maine, United States. Specializing in financial planning and investment services, our experienced team at Raymond James is dedicated to helping clients achieve their financial goals. With a focus on personalized service and comprehensive financial solutions, we strive to provide our clients with the guidance and support they need to navigate the complexities of the financial world. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, The Mendall Financial Group LLC - Raymond James is here to help you every step of the way.

Sarah Dunckel is a financial advisor at Ameriprise Financial Services, LLC located at 150 Capitol Street in Augusta, Maine, United States. She 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Sarah is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. She specializes in asset management, estate planning, investment strategies, risk management, retirement planning, and tax planning. With her expertise and commitment to excellence, Sarah Dunckel is a trusted advisor for all your financial needs.

Allstate Personal Financial Representative Shawn Holt is an insurance agency located at 303 State Street in Augusta, Maine, United States. As a trusted representative of Allstate, Shawn Holt provides personalized financial services to help individuals and families protect their assets and plan for the future. With a focus on building strong relationships with clients, Shawn Holt offers a range of insurance products and financial solutions tailored to meet each individual's unique needs and goals. Whether you are looking for auto, home, life, or retirement planning services, Shawn Holt is committed to providing exceptional customer service and expert guidance to help you achieve financial security and peace of mind.

Allstate Personal Financial Representative: Martin Bailey is a trusted finance and insurance agency located at 303 State Street in Augusta, Maine. With a focus on providing personalized financial solutions, Martin Bailey helps clients navigate the complexities of managing their finances and protecting their assets. Whether you are looking for insurance coverage or investment advice, Martin Bailey is dedicated to helping you achieve your financial goals. Contact us today to schedule a consultation and see how we can help secure your financial future.

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.

Atlantic Wealth Planning Group - Ameriprise Financial Services, LLC is a finance institution located at 150 Capitol Street, Augusta, Maine, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Clients can track their progress towards their financial goals securely from any device. The institution provides complimentary initial consultations and regular reviews to update financial strategies as life changes. Ameriprise financial advisors are registered in certain U.S. states and cannot guarantee future financial results. Clients can expect professionalism and expertise in financial planning concepts during consultations. The institution values privacy and security, as well as providing important disclosures to clients. Clients can refer friends or family members to achieve their financial goals with the help of Ameriprise Financial Services, LLC.

Carol Tondreau - Financial Advisor, Ameriprise Financial Services, LLC, located at 60 South Chestnut Street, Augusta, Maine, United States, offers a wide range of financial services to individuals looking to manage their assets effectively. Carol Tondreau holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, and AWMA℠, showcasing her expertise in asset management, retirement planning, estate planning, and investment strategies. Additionally, Carol Tondreau is a Behavioral Financial Advisor, Chartered Advisor in Philanthropy® (CAP®), and holds certifications in fixed-rate and variable annuities, senior issues, divorce financial analysis, estate planning, and exit planning. With a focus on providing comprehensive financial planning services, Carol Tondreau is committed to helping clients make informed decisions and achieve their financial goals.

Joey Fenderson, Bankers Life Securities Financial Representative in Augusta, Maine, offers a wide range of insurance options from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage plans, Joey can help you navigate the complexities of healthcare coverage and long-term care planning. Located at 442 Civic Center Drive, Joey Fenderson is dedicated to helping clients make informed decisions about their financial future. Contact us today to start planning for tomorrow.

Sovereign Wealth Management is a prestigious finance institution located at 295 Water Street in Augusta, Maine, United States. With a strong reputation for providing top-notch wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. We offer personalized investment strategies tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, preserve your assets, or plan for retirement, Sovereign Wealth Management is committed to providing you with expert guidance and support every step of the way. Contact us today to learn more about how we can help you achieve financial success.

Jackson Hewitt Tax Service is a finance institution located at 201 Civic Center Drive in Augusta, Maine, United States. They specialize in providing tax services to individuals and businesses, helping them navigate the complexities of the tax system and maximize their refunds. With a team of experienced tax professionals, Jackson Hewitt Tax Service offers personalized and reliable assistance to ensure their clients are in compliance with tax laws and regulations. Whether you need help with filing your taxes, resolving tax issues, or planning for the future, Jackson Hewitt Tax Service is dedicated to providing quality service and expertise.

Jackson Hewitt Tax Service is a finance institution located at 152 Western Avenue in Augusta, Maine, United States. While our tax advance loans have ended this year, our dedicated Tax Pros are still here to help you maximize your refund. Whether you prefer to drop off your tax documents for a Tax Pro to handle or schedule an in-person appointment for personalized assistance, we have options to fit your busy schedule. While Refund Advance loans are no longer available this year, we offer a range of services including tax preparation, help with IRS letters, and more. To ensure personalized attention, we recommend booking an appointment online or calling (207) 480-3262. Walk-ins are also welcome at our office on Western Avenue. Trust the English-speaking Tax Pros at Jackson Hewitt to make every dollar count when it comes to your taxes.

H&R Block is a leading accounting and finance institution located at 198 Western Avenue in Augusta, Maine, United States. With a team of skilled professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for help with your taxes or a business in need of financial guidance, H&R Block is here to provide expert assistance and personalized solutions to meet your needs. Visit us today to experience top-notch financial services in a welcoming and professional environment.

H&R Block is a renowned accounting and finance institution located at 84 Bangor Street in Augusta, Maine, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual looking for assistance with your personal taxes or a business in need of comprehensive financial guidance, H&R Block is dedicated to providing top-notch services tailored to meet your specific needs. Visit us today to experience the expertise and reliability that have made H&R Block a trusted name in the industry.

MEA Benefits Trust is an insurance agency located at 35 Community Drive in Augusta, Maine, United States. We specialize in providing a wide range of benefits and insurance options for our clients. Our experienced team is dedicated to helping individuals and businesses find the right coverage to meet their needs. Whether you are looking for health insurance, life insurance, or retirement planning services, we are here to help you navigate the complex world of insurance. Contact us today to learn more about how we can help you protect what matters most.

Palmer Accounting LLC is a reputable accounting and finance institution located at 74 Winthrop Street in Augusta, Maine, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, bookkeeping, financial planning, and consulting. Whether you are an individual or a business owner, Palmer Accounting LLC is dedicated to providing personalized and reliable financial solutions to help you achieve your goals. Contact them today to schedule a consultation and take control of your finances.

Bangor Savings Bank is a trusted financial institution located at 5 Senator Way in Augusta, Maine, United States. As a full-service bank, we offer a wide range of financial services including checking and savings accounts, loans, mortgages, and investment options. Our convenient ATM services make accessing your funds easy and convenient. With a commitment to personalized customer service and community involvement, Bangor Savings Bank is dedicated to helping our customers achieve their financial goals.

Bangor Savings Bank is a trusted financial institution located at 127 Community Drive in Augusta, Maine, United States. As a full-service bank, we offer a wide range of financial products and services to meet the needs of our customers. Whether you're looking for a convenient ATM location, a reliable bank for your everyday banking needs, or expert financial advice, Bangor Savings Bank is here to help. Our friendly staff is dedicated to providing top-notch customer service and helping you achieve your financial goals. Visit us today to experience the difference at Bangor Savings Bank.

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.

Bankers Life is a renowned finance, health, and insurance agency located at 442 Civic Center Drive in Augusta, Maine, United States. With a strong commitment to providing top-notch financial and insurance services, Bankers Life is dedicated to helping individuals and families secure their financial future and protect their health. Whether you are looking for retirement planning, life insurance, long-term care insurance, or other financial products, Bankers Life is here to assist you every step of the way. Visit us today to learn more about our comprehensive range of services and start planning for a secure future.

The Tax Compliance Division in Augusta, Maine, United States is a crucial institution specializing in accounting and finance. This division ensures that individuals and businesses comply with tax laws and regulations set by the government. With a team of skilled professionals, the Tax Compliance Division provides guidance, support, and enforcement to ensure accurate and timely tax filing. Whether you need assistance with tax planning, audits, or resolving tax disputes, this institution is dedicated to helping you navigate the complex world of taxation. Trust the Tax Compliance Division to keep you in compliance and on track with your financial obligations.

Gateway Retirement Solutions is a leading finance and insurance agency located at 6 East Chestnut Street in Augusta, Maine. Our dedicated team of experts is committed to helping individuals plan for a secure and comfortable retirement. We offer a wide range of services including retirement planning, investment strategies, and insurance solutions tailored to meet the unique needs of each client. With a focus on personalized attention and professional guidance, Gateway Retirement Solutions is the trusted partner you can rely on for a successful financial future.

Eaton Peabody is a renowned institution located at 150 Capitol Street in Augusta, Maine, United States. Specializing in accounting, finance, and legal services, Eaton Peabody offers top-notch expertise and guidance to clients in need of professional assistance. With a team of experienced professionals, they are dedicated to providing high-quality services and innovative solutions to help individuals and businesses achieve their financial and legal goals. Whether you need help with tax planning, financial analysis, or legal representation, Eaton Peabody is the go-to institution for all your accounting, finance, and legal needs.

Karrie Chadbourne, Bankers Life Agent is an insurance agency located at 442 Civic Center Drive in Augusta, Maine, United States. As a Bankers Life Agent, Karrie Chadbourne specializes in providing insurance products and services to individuals and families. With a focus on financial security and peace of mind, Karrie Chadbourne offers personalized insurance solutions tailored to meet the unique needs of each client. Whether you are looking for life insurance, retirement planning, long-term care coverage, or other insurance products, Karrie Chadbourne is dedicated to helping you protect what matters most. Contact Karrie Chadbourne, Bankers Life Agent today to learn more about how they can help you secure your future.

Liam Tomasulo-Pinson, Bankers Life Agent is an insurance agency located at 442 Civic Center Drive in Augusta, Maine, United States. As a dedicated agent for Bankers Life, Liam Tomasulo-Pinson offers a wide range of insurance products and services to help individuals and families protect their financial future. With a commitment to providing personalized and professional service, clients can trust Liam Tomasulo-Pinson to help them find the right insurance solutions to meet their needs. Visit their office today to learn more about their offerings and how they can help you secure your financial well-being.

Geoffrey Pritchard, Bankers Life Agent in Augusta, Maine, offers a wide range of insurance options from top companies such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Our experienced agents can help you navigate through Medicare Advantage plans to find the best coverage for your needs. With options that include prescription drug coverage and low monthly premiums, we are here to help you make the right choices for your future. As the need for long-term care becomes increasingly important, our team is ready to assist you in planning for the future and having important discussions with your loved ones. Visit us at 442 Civic Center Drive in Augusta to start planning your next steps today.