Financial advisor near me in Lewiston, Maine
36 results found
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Bragg Financial Services
● OpenBragg Financial Services is a reputable finance institution located at 475 Pleasant Street in Lewiston, Maine, United States. Our team of experienced financial advisors is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking to invest, plan for retirement, or manage your wealth, we are here to help. With a focus on transparency and integrity, Bragg Financial Services is committed to helping you navigate the complexities of the financial world with confidence. Contact us today to schedule a consultation and take the first step towards a secure financial future.
475 Pleasant St # 21, Lewiston, ME 04240, United States -
joseph r. poirier, certified financial planner professional
● OpenJoseph 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.
541 Lisbon St, Lewiston, ME 04240, United States -
Twin City Financial Group
● OpenTwin City Financial Group is a leading finance institution located at 1071 Lisbon Street in Lewiston, Maine, United States. Our team of experienced professionals provides a wide range of financial services to help individuals and businesses achieve their financial goals. From investment planning to retirement strategies, we are dedicated to helping our clients secure their financial future. Visit us today to learn more about how Twin City Financial Group can help you reach your financial objectives.
1071 Lisbon St, Lewiston, ME 04240, United States -
Merrill Lynch Financial Advisor Vance M. Johnson
● ClosedMerrill Lynch Financial Advisor Vance M. Johnson is a reputable finance institution located at 415 Lisbon Street in Lewiston, Maine, United States. With years of experience in the financial industry, Vance M. Johnson provides expert advice and guidance to clients seeking to grow and protect their wealth. Specializing in investment strategies, retirement planning, and wealth management, this institution is dedicated to helping individuals and families achieve their financial goals. Contact Merrill Lynch Financial Advisor Vance M. Johnson today to start planning for a secure financial future.
415 Lisbon St, Lewiston, ME 04240, United States -
Merrill Lynch Financial Advisor Carlo M Zanoni
● ClosedMerrill Lynch Financial Advisor Carlo M Zanoni, located at 415 Lisbon Street in Lewiston, Maine, is dedicated to managing your wealth through a personalized approach tailored to your goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Carlo Zanoni can help you navigate today's changing market conditions. Carlo Zanoni follows the Merrill tradition of community involvement, volunteering with local organizations to give back. By utilizing the Merrill Personal Wealth Analysis™, a personalized plan can be created centered on your individual goals and aspirations.
415 Lisbon St, Lewiston, ME 04240, United States -
Labonte Financial Services
● ClosedLabonte Financial Services is a reputable accounting and finance institution located at 185 Webster Street in Lewiston, Maine, United States. With a team of experienced professionals, Labonte Financial Services offers a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, Labonte Financial Services is dedicated to providing personalized and reliable solutions to meet your financial needs. Contact us today to schedule a consultation and take the first step towards securing your financial future.
185 Webster St, Lewiston, ME 04240, United States -
Roger A Auger - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenRoger 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.
1071 Lisbon St Ste 3, Lewiston, ME 04240, United States -
Commonwealth Financial Network
● OpenCommonwealth Financial Network is a leading financial institution located at 475 Pleasant Street in Lewiston, Maine, United States. Specializing in finance, they offer a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Commonwealth Financial Network provides personalized solutions and expert advice to clients. Whether you are looking to plan for retirement, invest in the stock market, or secure a loan, this institution is dedicated to helping you navigate the complexities of the financial world with ease and confidence.
475 Pleasant St, Lewiston, ME 04240, United States -
Kim Pelkey Financial Group
● OpenKim Pelkey Financial Group is a reputable finance institution located at 184 Webster Street in Lewiston, Maine. Our team of experienced financial experts is dedicated to providing personalized financial planning and investment solutions tailored to meet the unique needs and goals of each client. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Kim Pelkey Financial Group is committed to helping you achieve financial success. Contact us today to schedule a consultation and take the first step towards a secure financial future.
184 Webster St, Lewiston, ME 04240, United States -
Everspring Wealth - Ameriprise Financial Services, LLC
● ClosedEverspring Wealth - Ameriprise Financial Services, LLC is a finance institution located at 1071 Lisbon Street, Lewiston, Maine, United States. They provide financial planning services and are closed on Independence and Labor Day in 2023. Hours may vary, so please call for an appointment. Ameriprise financial advisors are registered to do business in certain U.S. states. The initial consultation offers an overview of financial planning concepts, but no written analysis or recommendations. Ameriprise Financial cannot guarantee future financial results. They are a member of FINRA and SIPC. Users of their site agree to their rules and regulations. They appreciate referrals and will be reaching out to assist friends or family members with their financial goals. Visit their website for more information on privacy and security.
1071 Lisbon St Ste 3, Lewiston, ME 04240, United States -
Merrill Lynch Financial Advisor Richard S Clough
● ClosedMerrill Lynch Financial Advisor Richard S Clough, located at 415 Lisbon Street, Lewiston, Maine, United States, offers personalized wealth management strategies tailored to your financial goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Richard Clough can help you navigate the complexities of the financial market and create a flexible strategy to adapt to changing conditions. As a Merrill advisor, he is committed to understanding your unique needs and values, and collaborating with you to achieve your most important goals. Through the Merrill Personal Wealth Analysis™, Richard can build a personalized plan focused on what matters most to you and help you make informed financial decisions. With a focus on community involvement and a dedication to serving your best interests, Richard Clough is here to help you live your best financial life. Contact him today to begin your journey towards financial success.
415 Lisbon St, Lewiston, ME 04240, United States -
Harlow Financial Services Inc
● ClosedHarlow Financial Services Inc is a reputable accounting and finance institution located at 134 Main Street in Lewiston, Maine, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment management. Whether you are an individual looking for personal financial advice or a business in need of accounting services, Harlow Financial Services Inc is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized approach sets them apart as a trusted partner in your financial journey.
134 Main St 4th fl, Lewiston, ME 04240, United States -
Deanna Lynn - State Farm Insurance Agent
● ClosedDeanna Lynn - State Farm Insurance Agent is a trusted insurance agency located at 155 Lisbon Street in Lewiston, Maine. As a State Farm agent, Deanna Lynn and her team provide a wide range of insurance products and services to help individuals and families protect what matters most. Whether you're looking for auto, home, life, or business insurance, Deanna Lynn is dedicated to helping you find the right coverage to fit your needs and budget. With a focus on personalized service and expert advice, Deanna Lynn - State Farm Insurance Agent is committed to providing peace of mind and financial security to their valued clients in the Lewiston community.
155 Lisbon St Suite 2, Lewiston, ME 04240, United States -
Poirier Associates, LLC
● ClosedPoirier Associates, LLC is a reputable insurance agency located at 1125 Lisbon Street in Lewiston, Maine. With a dedication to providing top-notch insurance services, Poirier Associates, LLC offers a wide range of insurance products to meet the needs of individuals, families, and businesses. Their team of experienced professionals is committed to helping clients find the best insurance coverage at competitive rates. Whether you are looking for auto, home, life, health, or business insurance, Poirier Associates, LLC is here to assist you every step of the way. Contact them today to learn more about their personalized insurance solutions.
1125 Lisbon St, Lewiston, ME 04240, United States -
Global Professional Services, Inc.
● ClosedGlobal Professional Services, Inc. is a reputable institution located at 125 Pine Street in Lewiston, Maine, United States. Specializing in accounting, finance, and travel agency services, our team of professionals is dedicated to providing top-notch assistance to individuals and businesses alike. With a commitment to excellence and customer satisfaction, we strive to meet all of our clients' needs and exceed their expectations. Whether you require assistance with financial planning, tax preparation, or booking your next vacation, Global Professional Services, Inc. is here to help. Visit us today to experience the difference our expertise can make in your life.
125 Pine St, Lewiston, ME 04240, United States -
Modern Woodmen of America
● OpenModern Woodmen of America, located at 184 Webster Street in Lewiston, Maine, is a finance and insurance agency that has been serving families and communities since 1883. As a member of Modern Woodmen, you can access a range of high-quality financial products to meet your current needs and plan for the future. Our dedicated representatives are here to help you make the right financial decisions and achieve your goals. Join us in making a positive impact in your community and supporting causes that are important to you. Whether you're a modern man or woman, we are here to help you navigate life's challenges and opportunities. Visit us today and see how Modern Woodmen can work for you.
184 Webster St # 102, Lewiston, ME 04240, United States -
Community Credit Union
● ClosedCommunity Credit Union, located at 144 Pine Street in Lewiston, Maine, is a financial institution offering ATM services and various finance options. Please note that by clicking on any external links, you will be directed to a third-party website not operated by Community Credit Union. The credit union offers Kasasa® checking accounts with cash rewards and no monthly maintenance fees to help you take control of your auto buying experience. Rates for loans and savings accounts may vary based on individual credit history and approval. If you encounter any issues with accessibility on our website, please contact us for assistance. Membership is open to individuals living, working, or studying in Androscoggin County, or those with a family member who does. Let us help you with your financial needs at Community Credit Union.
144 Pine St, Lewiston, ME 04240, United States -
T&M Commercial Funding
● ClosedT&M Commercial Funding is a finance institution located at 134 Main Street in Lewiston, Maine, United States. Specializing in equity based lending on all property types, we cater to investors, brokers, corporations, and sub-prime money borrowers who may not meet the strict criteria of traditional lenders. As a direct hard money lender, we have earned a stellar reputation for providing fast and creative financing solutions to those facing financial challenges. Our services include funding for property improvements, purchases, and more. From Detroit, MI to Bay City, MI, and locations in between such as Standish, Canterbury, Eastford, and Hampden, our clients have used our loans to enhance and acquire properties. With competitive interest rates and a commitment to meeting the unique needs of each borrower, T&M Commercial Funding is ready to help you with your next project. Contact us today to learn more or to start the application process.
134 Main St 5th Floor, Lewiston, ME 04240, United States -
Liberty Tax
● OpenLiberty Tax is a finance institution located at 272 Main Street in Lewiston, Maine, United States. Our team of experienced professionals is dedicated to providing top-notch tax preparation services and financial advice to individuals and businesses in the local community. With a focus on accuracy and efficiency, we strive to help our clients maximize their returns and minimize their tax liabilities. Whether you need assistance with filing your taxes, planning for the future, or navigating complex financial matters, Liberty Tax is here to help. Visit us today to experience the Liberty Tax difference.
272 Main St, Lewiston, ME 04240, United States -
Elder Law Office of Kienitz and Pross, P.A.
● ClosedThe Elder Law Office of Kienitz and Pross, P.A. is a reputable law firm specializing in elder law located at 443 Main Street in Lewiston, Maine. With a focus on providing legal advice and services tailored to the unique needs of seniors, their practice areas include estate planning, long-term care planning, Medicaid planning, guardianship, and more. The experienced attorneys at this institution are dedicated to helping elderly clients and their families navigate the complexities of aging with compassion and expertise.
443 Main St, Lewiston, ME 04240, United States -
Steven English - Raymond James
● OpenSteven English - Raymond James is a finance institution located at 30 Lisbon Street in Lewiston, Maine. Specializing in financial services, investment advice, and wealth management, our experienced team is dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored solutions, we strive to provide our clients with the guidance and support they need to navigate the complex world of finance. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, Steven English - Raymond James is here to help you every step of the way. Contact us today to schedule a consultation and start planning for a more secure financial future.
30 Lisbon St, Lewiston, ME 04243, United States -
Investment Concepts
● OpenInvestment Concepts is a leading finance institution located at 475 Pleasant Street in Lewiston, Maine. Our team of experienced professionals specializes in providing expert advice and guidance on a wide range of investment concepts to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, our dedicated team is here to assist you every step of the way. Trust Investment Concepts to provide you with the knowledge and tools needed to make informed investment decisions and secure your financial future. Contact us today to schedule a consultation.
475 Pleasant St, Lewiston, ME 04240, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 415 Lisbon Street in Lewiston, Maine, offers a comprehensive range of financial services for individuals, families, business owners, executives, and institutions. With a team of experienced advisors, the institution provides personalized wealth planning strategies to address a variety of financial challenges and opportunities in both stable and volatile markets. Services include retirement income planning, guidance on investments and estate planning through Bank of America, as well as collaboration with outside professionals such as accountants and tax attorneys. The branch is committed to client satisfaction and community involvement, supporting charitable initiatives and fundraising activities. Clients have access to industry-skilled advisors, investing insights, and a wealth planning platform to help achieve their financial and life goals. Merrill Lynch has been training financial advisors since 1946, offering professional development opportunities and technology resources for both new and experienced advisors. Investors should be aware of the risks involved in securities investments and consult with legal and tax advisors before making financial decisions. The institution offers a broad range of brokerage, investment advisory, and other services, with a focus on personalized investment approaches and wealth management advice.
415 Lisbon St, Lewiston, ME 04240, United States -
L A Professional Bookkeeping
● ClosedL A Professional Bookkeeping is a trusted institution located at 1180 Lisbon Street in Lewiston, Maine, United States. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch bookkeeping solutions for businesses of all sizes. With years of experience and a commitment to accuracy and efficiency, we strive to help our clients manage their finances effectively. Whether you need help with payroll, taxes, or general financial reporting, L A Professional Bookkeeping is here to support your business needs. Contact us today to learn more about how we can assist you in achieving your financial goals.
1180 Lisbon St Suite 3 Box 3, Lewiston, ME 04240, United States -
Investment Executives
● ClosedInvestment Executives is a reputable finance and insurance agency located at 240 Russell Street in Lewiston, Maine, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to help clients achieve their investment goals. Whether you are looking to grow your wealth through strategic investments or protect your assets with comprehensive insurance coverage, Investment Executives is here to help. Contact us today to schedule a consultation and start building a secure financial future.
240 Russell St, Lewiston, ME 04240, United States -
Jen Boucher
● ClosedJen Boucher is a finance institution located at 140 Lisbon Street, Lewiston, Maine, United States. With TD Bank Merchant Solutions, they offer more than just payment processing. Their apps are designed to engage customers with loyalty rewards, manage employees and payroll, and provide real-time inventory, order tracking, and reporting. Customize your solution with tools like BusinessTrack to track sales, identify trends, report on customer segments, spending patterns, and more. Enjoy fully encrypted transactions, software and hardware monitoring with TransArmorSM, and added security with PCI compliant solutions and Data Breach Protection. Forbes BrandVoice with TD Bank explores digital payment trends and how they will continue to evolve as consumers demand faster, safer options. As online shopping grows, it's crucial for small businesses to improve e-commerce security controls and prevent e-commerce and credit card fraud. Compliance with Payment Card Industry Data Security Standards (PCI DSS) is essential for businesses processing customer data from credit or other payment cards.
140 Lisbon St, Lewiston, ME 04240, United States -
O'Malley Associates Inc
● OpenO'Malley Associates Inc is a reputable accounting and finance institution located at 467 Sabattus Street in Lewiston, Maine, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses alike. From tax preparation to financial planning, our experts are dedicated to helping our clients achieve their financial goals. Visit us today to see how we can assist you with your accounting and finance needs.
467 Sabattus St, Lewiston, ME 04240, United States -
Androscoggin Bank
● ClosedAndroscoggin Bank is a trusted financial institution located at 505 Sabattus Street in Lewiston, Maine, United States. As a full-service bank, Androscoggin Bank offers a wide range of financial services including checking and savings accounts, loans, mortgages, and investment options. Additionally, the bank provides convenient ATM services for easy access to cash. With a commitment to personalized customer service and community involvement, Androscoggin Bank is dedicated to helping individuals and businesses achieve their financial goals.
505 Sabattus St, Lewiston, ME 04240, United States -
Bangor Savings Bank
● ClosedBangor Savings Bank is a trusted financial institution located at 882 Lisbon Street in Lewiston, Maine. As a full-service bank, we offer a wide range of banking and financial services to meet the needs of our customers. Our convenient ATM services provide easy access to cash withdrawals and deposits. Whether you are looking to open a checking or savings account, apply for a loan, or seek financial advice, our team of friendly and knowledgeable professionals is here to assist you. Visit Bangor Savings Bank today and experience personalized banking solutions tailored to your financial goals.
882 Lisbon St, Lewiston, ME 04240, United States -
Androscoggin Bank
● ClosedAndroscoggin Bank is a trusted financial institution located at 30 Lisbon Street in Lewiston, Maine, United States. As a full-service bank, Androscoggin Bank offers a wide range of financial products and services to meet the needs of individuals, businesses, and communities. With a commitment to providing personalized, attentive service, Androscoggin Bank is dedicated to helping customers achieve their financial goals. Whether you are looking for a checking or savings account, a mortgage or loan, or investment and wealth management services, Androscoggin Bank is here to help. Visit us today to experience the difference of banking with a local, community-focused institution.
30 Lisbon St, Lewiston, ME 04240, United States
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