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TOP 30 Financial advisor recommendations in Maine
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Seacoast Financial Planning
Seacoast Financial Planning, located at 775 U.S. 1 in York, Maine, is a comprehensive financial institution offering accounting, finance, and legal services. Recognized as one of the Forbes Best-in-State Wealth Management Teams for 2024, our team is dedicated to helping clients achieve their financial goals with personalized advice and strategic planning. We prioritize what matters most to you, whether it's retirement planning, education savings, or investing in a second home. Our services include investment recommendations, asset allocation, and regular progress reviews to ensure your financial strategy aligns with your objectives and risk tolerance. With access to your accounts and investments from any device, you can track your progress towards your goals securely and conveniently. Schedule a complimentary initial consultation to learn more about how we can help you navigate the current financial landscape and plan for a secure future. Ameriprise Financial Services, LLC. Member FINRA and SIPC.
Casco Bay Wealth Advisors, Inc
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.
EP Wealth Advisors
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.
EP Wealth Advisors
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.
VAR Capital Advisors
VAR Capital Advisors, located at 100 Commercial Street in Portland, Maine, is a finance institution founded by Renee Lewis. Specializing in high-quality outsourcing solutions for lenders and investors, VARCAP combines the expertise of experienced real estate professionals with strong analytics and systems to provide strategic insights and recommendations. With a focus on clear communication and tailored services, VARCAP has built strong relationships with institutions and investors nationwide. The team of senior real estate practitioners at VARCAP brings a wealth of experience in various aspects of the industry, ensuring top-quality work delivered within tight deadlines.
Merrill Lynch Financial Advisor Marty Madden
specific investment objectives, financial situation or needs" and is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary. At Merrill Lynch Financial Advisor Marty Madden, located at 1 Monument Square, Portland, Maine, United States, we focus on personalized wealth management strategies tailored to your goals and priorities. Our deep understanding of your financial picture allows us to create flexible strategies in today's changing market conditions. With access to the investment insights of Merrill and the banking solutions of Bank of America, we can help you pursue your financial goals with confidence. Our team of dedicated advisors is committed to building a strong relationship with you, ensuring that your financial approach reflects your unique needs and priorities. Contact us today to start planning for a secure financial future.
Martin & Browning Financial Advisors - Ameriprise Financial Services, LLC
Martin & Browning Financial Advisors - Ameriprise Financial Services, LLC is a finance institution located at 11 West Main Street in Fort Kent, Maine, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. The team at Martin & Browning Financial Advisors works closely with clients to document goals, track progress, and adjust strategies as life changes. Clients can access their investments and accounts securely from any device. The institution offers complimentary initial consultations to discuss financial planning concepts. Ameriprise financial advisors are registered to do business in certain U.S. states and cannot guarantee future financial results. The institution values privacy and security, and users of the site agree to abide by the rules and regulations. Referrals are welcomed, and the team at Martin & Browning Financial Advisors will reach out to help friends and family achieve their financial goals.
Michael Lawrence Martin - Financial Advisor, Ameriprise Financial Services, LLC
Michael Lawrence Martin is a financial advisor at Ameriprise Financial Services, LLC located at 11 West Main Street in Fort Kent, Maine, United States. With a focus on individual goals such as retirement planning, education savings, and major purchases, Michael provides personalized investment and asset allocation recommendations based on each client's risk tolerance. Regular meetings and progress reviews ensure that your financial plan is always up-to-date and aligned with your changing life circumstances. Clients can easily access their investment information and track their progress towards their goals securely from any device. To schedule a complimentary initial consultation and learn more about how Michael can help you achieve your financial goals, visit the FINRA's BrokerCheck website for background and qualification information. Please note that securities business can only be conducted with residents of states in which the advisor is properly registered. Ameriprise Financial Services, LLC is a member of FINRA and SIPC.
Hoenig & Hoenig - Ameriprise Financial Services, LLC
Hoenig & Hoenig - Ameriprise Financial Services, LLC is a finance institution located at 300 Portland Road, Bridgton, Maine, United States. Ameriprise financial advisors are registered to do business in certain U.S. states and provide personalized financial planning services. The initial consultation offers an overview of financial planning concepts, although written analysis and recommendations are not provided. Ameriprise Financial cannot guarantee future financial results. The institution is a member of FINRA and SIPC, and users of the website are bound by the Ameriprise Financial Website Rules and Regulations. The institution values referrals and strives to help friends and family achieve their financial goals. The Privacy and Security Center ensures online security and protection against email fraud.
Roger A Auger - Private Wealth Advisor, Ameriprise Financial Services, LLC
Roger 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.
Rise Private Wealth Management - Ameriprise Financial Services, LLC
Rise Private Wealth Management - Ameriprise Financial Services, LLC, located at 2 Great Falls Plaza in Auburn, Maine, is a finance institution that provides personalized financial planning services. Ameriprise financial advisors are registered to do business in specific U.S. states and offer consultations to discuss individual financial goals. While the initial consultation provides an overview of financial planning concepts, written analysis and recommendations are not provided. Ameriprise Financial cannot guarantee future financial results. Users of the website are bound by Ameriprise Financial Website Rules and Regulations. The institution is a member of FINRA and SIPC, ensuring security and privacy for clients. Referrals are appreciated, and friends and family members can expect to hear from Ameriprise Financial soon to discuss their financial goals.
Everspring Wealth - Ameriprise Financial Services, LLC
Everspring 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.
Atlantic Wealth Planning Group - Ameriprise Financial Services, LLC
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.
Dean Jackman - Financial Advisor, Ameriprise Financial Services, LLC
Dean Jackman - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 27 Bowdoin Street, Manchester, Maine, United States. Dean Jackman offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular meetings are scheduled to review progress, update strategies, and track financial goals. Clients have access to their investments and accounts from any device, securely sharing information with Dean Jackman. An initial consultation is available to discuss financial planning concepts, with no written analysis or recommendations provided. Dean Jackman can only conduct securities business with residents of registered states. Ameriprise Financial Services, LLC. Member FINRA and SIPC. Please visit FINRA's BrokerCheck website for more information on qualifications and background.
David J Farago - Financial Advisor, Ameriprise Financial Services, LLC
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.
Tracy A Cunning - Financial Advisor, Ameriprise Financial Services, LLC
Tracy A Cunning, a Financial Advisor at Ameriprise Financial Services, LLC, located at 27 Bowdoin Street in Manchester, Maine, United States, offers personalized financial planning services tailored to your individual goals and risk tolerance. With a focus on retirement planning, education funding, and asset allocation, Tracy provides investment recommendations and portfolio analysis to help you achieve your financial objectives. Regular meetings and progress reviews ensure that your financial plan stays on track as life circumstances change. Access your accounts and track your progress securely from any device. Schedule a complimentary initial consultation to learn more about how Tracy can help you reach your financial goals. Tracy A Cunning is registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC, a member of FINRA and SIPC, cannot guarantee future financial results. Refer friends and family to Tracy for expert financial guidance and they will receive a prompt response. Trust in Ameriprise Financial's privacy and security measures to safeguard your information.
Thomas Edgar - Financial Advisor, Ameriprise Financial Services, LLC
Thomas Edgar - Financial Advisor, Ameriprise Financial Services, LLC, located at 45 Forest Falls Drive, Yarmouth, Maine, United States, is a finance institution dedicated to helping clients achieve their financial goals. Specializing in investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance, Thomas Edgar provides personalized financial planning services. Clients can track their progress towards their goals securely from any device and receive regular updates and analysis to adapt to life changes. With a focus on retirement planning, Thomas Edgar offers complimentary initial consultations to address common retirement concerns such as income stability and market fluctuations. Ameriprise Financial Services, LLC is a registered investment adviser offering investment products and services. Securities are offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Thomas Edgar is registered to conduct securities business in select states. For more information and to schedule a consultation, visit the website or contact Thomas Edgar directly.
Seacoast Financial Planning - Ameriprise Financial Services, LLC
Seacoast Financial Planning - Ameriprise Financial Services, LLC is a finance institution located at 15 Sky View Drive in Cumberland, Maine, United States. To make an appointment, you can email seacoastfinancialplanning@ampf.com or call (603) 427-8252. The office hours may vary, so it is recommended to contact them in advance. Ameriprise financial advisors are registered to do business in certain U.S. states, so it is important to check their personal website or FINRA’s BrokerCheck website for more details. The institution offers consultations to discuss your financial goals and provide an overview of financial planning concepts. While Ameriprise Financial cannot guarantee future financial results, they are dedicated to helping you achieve your financial goals. Referrals are welcomed, and the institution will reach out to them soon. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, ensuring privacy and security for their clients.
Daggett & Associates - Ameriprise Financial Services, LLC
Daggett & Associates - Ameriprise Financial Services, LLC is a finance institution located at 15 Sky View Drive in Cumberland, Maine, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. The institution emphasizes on understanding and meeting the unique financial goals of each generation within a family, providing tailored financial strategies for both younger and older family members. They also promote financial literacy across generations to empower informed decision-making for the future. Clients can access their investments and accounts securely from any device and track their progress towards their goals. The institution offers complimentary initial consultations to discuss financial planning concepts and does not guarantee future financial results. Ameriprise Financial Services, LLC is a member of FINRA and SIPC.
Michael Alimi - Private Wealth Advisor, Ameriprise Financial Services, LLC
Michael Alimi - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 62 Main Street in Topsham, Maine, offers personalized financial planning services to help clients achieve their financial goals. The initial consultation provides an overview of financial planning concepts, although no written analysis or recommendations will be provided. Ameriprise Financial cannot guarantee future financial results, but strives to help clients make informed decisions about their finances. As a member of FINRA and SIPC, Ameriprise Financial is committed to upholding high standards of professionalism and integrity. Clients can trust in the expertise of Michael Alimi to provide sound financial advice and guidance. Visit the website for more information on privacy and security measures, as well as important disclosures. Feel free to refer friends or family members to Michael Alimi for assistance with their financial planning needs.
David J Farago - Financial Advisor, Ameriprise Financial Services, LLC
David J Farago - Financial Advisor, Ameriprise Financial Services, LLC, located at 27 Bowdoin Street in Manchester, Maine, offers personalized financial advice, investment recommendations, and solutions to help clients achieve their financial goals. With a focus on tracking progress and adjusting strategies as needed, clients can feel confident in their financial future. The institution also provides insurance solutions to prepare for the unexpected and protect assets. Potential clients can schedule a complimentary initial consultation to learn more about financial planning concepts. Ameriprise Financial Services, LLC is a registered investment adviser, offering investment products and services through proper registration. Securities are offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. David J Farago is registered to conduct securities business in specific states listed on FINRA's BrokerCheck website. The institution emphasizes the importance of meeting to discuss individual financial needs and goals. Users of the website are bound by the terms and regulations outlined by Ameriprise Financial. Privacy and security measures are also highlighted to ensure the protection of client information. Clients can refer friends and family members to the institution for assistance in achieving their financial goals.
Lucas Jordan - Financial Advisor, Ameriprise Financial Services, LLC
Lucas Jordan, a financial advisor at Ameriprise Financial Services, LLC, located at 27 Bowdoin Street in Manchester, Maine, United States, is dedicated to helping clients achieve their financial goals. With a focus on retirement, education, major purchases, and more, Lucas provides personalized investment recommendations based on individual goals and risk tolerance. Regular meetings and progress reviews ensure that strategies are updated as life changes. Clients have secure access to their investments and accounts from any device. Lucas is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. Schedule a complimentary initial consultation to learn how Lucas can help you reach your financial goals. Remember, Ameriprise Financial cannot guarantee future financial results.
Lev Davis Jr - Financial Advisor, Ameriprise Financial Services, LLC
Lev Davis Jr - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 165 Main Street, Damariscotta, Maine, United States. If you or someone you know has financial questions, consider introducing them to this practice. They offer complimentary initial consultations to help individuals with their financial goals, whether it's planning for retirement, education, or a major purchase. The institution provides investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track goals. Clients can access their investments and accounts securely from any device. If you're interested in learning more about their services, schedule a complimentary initial consultation. Ameriprise Financial Services, LLC is a registered investment adviser, offering investment products and services through FINRA and SIPC. Lev Davis Jr is registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website. The institution cannot guarantee future financial results, but strives to help clients achieve their financial goals.
Diane E Hoenig - Financial Advisor, Ameriprise Financial Services, LLC
Diane E Hoenig is a financial advisor at Ameriprise Financial Services, LLC located at 5 Bradeen Street in Sanford, Maine, United States. She holds multiple 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®. These certifications demonstrate her expertise in asset management, retirement planning, estate planning, investment strategies, and more. She is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those with special needs. Diane is committed to upholding the highest ethical standards and continues to enhance her knowledge and skills through ongoing education and training.
Silver Maple Financial, LLC
Silver Maple Financial, LLC is a finance institution located at 26 Haley Road, Kittery, Maine, United States. At Silver Maple Financial, LLC, we prioritize providing unbiased financial assistance to our clients. Our team consists of independent fee-only advisors who have a fiduciary responsibility to always put your needs above their own. We value our clients' financial efforts and portfolios, no matter the size. Our goal is to be a trusted ally for our clients, recommending appropriate investments and handling all the paperwork for them. We believe in having open conversations with our clients to truly understand their financial goals and create a comprehensive plan tailored specifically for them. Working with an independent advisor can provide you with peace of mind, motivation, discipline, and high levels of competence. While some individuals may prefer to manage their finances on their own, choosing to work with an advisor can help you get moving towards your goals right away. Ultimately, the decision to work with an advisor is an important one that can lead to better investment performance, more peace of mind, and less stress. Contact us today to start a conversation about your financial future at Silver Maple Financial, LLC.
Hoenig & Hoenig - Ameriprise Financial Services, LLC
Hoenig & Hoenig - Ameriprise Financial Services, LLC is a finance institution located at 112 York Street in Kennebunk, Maine, United States. Ameriprise financial advisors are registered to do business in certain U.S. states and provide personalized financial planning services. The initial consultation offers an overview of financial planning concepts, although written analysis and recommendations are not provided. Ameriprise Financial cannot guarantee future financial results. The institution is a member of FINRA and SIPC, ensuring compliance with industry regulations. Clients can expect a high level of privacy and security when working with Ameriprise Financial Services. Referrals are welcomed, and the institution is committed to helping friends and family members achieve their financial goals. Users of the website are bound by the terms of the Ameriprise Financial Website Rules and Regulations.
Edward Jones - Financial Advisor: Paul E Toole
Edward Jones - Financial Advisor: Paul E Toole is a trusted financial institution located at 11 York Street in Kennebunk, Maine. As a dedicated financial advisor, Paul E Toole provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Paul E Toole is committed to providing expert financial guidance and support to individuals and families in the Kennebunk area. Whether you are planning for retirement, saving for college, or investing for the future, Paul E Toole is here to help you navigate the complexities of the financial world and make informed decisions that align with your unique financial objectives. Visit us today to learn more about how we can help you secure a brighter financial future.
Seacoast Financial Planning - Ameriprise Financial Services, LLC
Seacoast Financial Planning - Ameriprise Financial Services, LLC, located at 62 Portland Road in Kennebunk, Maine, United States, is a finance institution dedicated to helping individuals achieve their financial goals. To make an appointment, please contact them via email at seacoastfinancialplanning@ampf.com or by phone at various numbers listed on their website. Office hours may vary, so it is best to schedule an appointment in advance. Ameriprise financial advisors are registered to do business in certain U.S. states, so it is important to refer to their personal website or FINRA’s BrokerCheck website for additional details. The institution offers initial consultations to provide an overview of financial planning concepts, although written analysis and/or recommendations are not provided. Ameriprise Financial cannot guarantee future financial results.
Edward Jones - Financial Advisor: Jason B Shinn
Edward Jones - Financial Advisor: Jason B Shinn is a finance institution located at 5 Stewart Drive in Scarborough, Maine, United States. Jason B Shinn is a trusted financial advisor who provides personalized financial planning services to help clients achieve their long-term financial goals. With a commitment to excellence and a focus on building strong relationships with clients, Edward Jones - Financial Advisor: Jason B Shinn is dedicated to providing top-notch financial advice and guidance. Whether you are planning for retirement, saving for your child's education, or investing for the future, Jason B Shinn will work with you to create a customized financial plan tailored to your individual needs. Trust Edward Jones - Financial Advisor: Jason B Shinn to help you navigate the complexities of the financial world and secure your financial future.
Warren Charles Spencer - Financial Advisor, Ameriprise Financial Services, LLC
Warren Charles Spencer, a financial advisor at Ameriprise Financial Services, LLC, located at 10 Plaza Drive in Scarborough, Maine, offers personalized investment and portfolio recommendations tailored to individual goals and risk tolerance. With a focus on retirement, education, and major purchases, Warren helps clients track their progress, adjust their approach as life changes, and stay informed about their investments through secure online access. By scheduling a complimentary initial consultation, clients can learn more about Warren's services and discuss their financial priorities. Warren is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. While Ameriprise Financial cannot guarantee future financial results, Warren is dedicated to helping clients achieve their financial goals and welcomes referrals from satisfied clients. Clients can expect to hear from Warren soon after a referral is made, and can feel confident in the privacy and security measures in place at Ameriprise Financial Services, LLC.
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