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TOP 30 Financial advisor recommendations in Maine
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Lamb, Petersen & Mann Advisory Group - Ameriprise Financial Services, LLC
Lamb, Petersen & Mann Advisory Group - Ameriprise Financial Services, LLC is a finance institution located at 200 U.S. 1, Scarborough, Maine, United States. Ameriprise financial advisors are registered to do business in certain U.S. states. The institution offers consultations on financial planning concepts, with no written analysis or recommendations provided during the initial meeting. While Ameriprise Financial cannot guarantee future results, they are committed to helping clients achieve their financial goals. Users of the website are bound by Ameriprise Financial Website Rules and Regulations. The institution is a member of FINRA and SIPC, providing privacy and security measures for clients. Referrals are welcomed, and the institution will reach out to them promptly.
Patrick Lawler - Financial Advisor, Ameriprise Financial Services, LLC
Patrick Lawler is a financial advisor at Ameriprise Financial Services, LLC, located at 10 Plaza Drive in Scarborough, Maine, United States. With a focus on understanding your unique situation, Patrick provides investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. Regular meetings are held to review progress, update strategies as life changes, and track your financial journey. Access your investments and accounts securely from any device. As a financial advisor, Patrick prioritizes ensuring you have the right levels of protection in place, including life insurance and disability coverage. By conducting a thorough insurance review, any gaps in your current plan can be identified and a tailored strategy created to safeguard against unforeseen events.
Atlantic Wealth Planning Group - Ameriprise Financial Services, LLC
Atlantic Wealth Planning Group - Ameriprise Financial Services, LLC is a finance institution located at 10 Plaza Drive in Scarborough, Maine, United States. Our team of Ameriprise financial advisors are registered to do business in certain U.S. states and are committed to helping you achieve your financial goals. During the initial consultation, we will discuss what is most important to you and provide an overview of financial planning concepts. Please note that you will not receive written analysis or recommendations during this meeting. While we cannot guarantee future financial results, we are dedicated to helping you plan for a secure financial future. Users of our site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations. We appreciate the opportunity to assist your friends or family members with their financial goals, and we will be reaching out to them soon. Thank you for considering Atlantic Wealth Planning Group - Ameriprise Financial Services, LLC for your financial planning needs.
Sophie Hughes - Associate Financial Advisor, Ameriprise Financial Services, LLC
Sophie Hughes - Associate Financial Advisor at Ameriprise Financial Services, LLC is located at 200 U.S. 1, Scarborough, Maine, United States. Sophie specializes in providing investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. She works closely with clients to document their goals, regularly review progress, and adjust strategies as needed. Clients can access their investments and accounts securely from any device. Sophie offers complimentary initial consultations to discuss financial planning concepts and help clients track progress towards their goals. She is registered to conduct securities business in certain states and adheres to FINRA's guidelines. Ameriprise Financial Services, LLC cannot guarantee future financial results. Clients can refer friends and family members to Sophie for personalized financial guidance.
Everspring Wealth - Ameriprise Financial Services, LLC
Everspring Wealth - Ameriprise Financial Services, LLC is a trusted finance institution located in Scarborough, Maine, United States. Recognized as one of the Most Trustworthy Companies in America by Newsweek, we offer personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. Our team documents your goals, regularly reviews your progress, and adjusts your approach as needed to help you achieve financial success. With a focus on retirement planning, education funding, major purchases, and more, we provide a comprehensive range of financial services to meet your needs. Our multi-generational approach ensures that every member of your family has a voice in their financial future, with a special emphasis on financial literacy and education.
Christopher Robinson - Financial Advisor, Ameriprise Financial Services, LLC
Christopher Robinson is a Financial Advisor at Ameriprise Financial Services, LLC located on Fore Street in Portland, Maine, United States. Ameriprise Financial has been recognized as one of Investor’s Business Daily’s Most Trusted Wealth Managers. Christopher Robinson provides personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Regular meetings are scheduled to review progress, update strategies, and track goals. Clients have access to their investments and accounts from any device securely. Initial consultations are complimentary for those interested in learning more about financial planning concepts. Ameriprise Financial cannot guarantee future financial results, but aims to help clients achieve their financial goals. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. Christopher Robinson can only conduct securities business in states where properly registered. Feel free to refer friends or family members to Christopher Robinson to help them achieve their financial goals.
Dow & Associates - Ameriprise Financial Services, LLC
Dow & Associates - Ameriprise Financial Services, LLC is a finance institution located on Fore Street in Portland, 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 a complimentary initial consultation to discuss financial planning concepts. Ameriprise financial advisors are registered in certain U.S. states and adhere to strict regulations. They emphasize the importance of risk tolerance in determining an appropriate investment strategy. The institution cannot guarantee future financial results but is dedicated to helping clients achieve their financial goals. The team at Dow & Associates is committed to providing excellent service and helping clients navigate the complexities of the financial world.
L A Professional Bookkeeping
L 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.
Northeast Planning Associates
Northeast Planning Associates, located at 295 Water Street in Augusta, Maine, is a leading finance institution with over 75 financial advisors in 45 offices across New England. Specializing in financial planning, investment advice, insurance strategies, and brokerage services, NPA is committed to acting in the best interests of its clients with integrity and longevity. Collaborating with integrated service partners such as CPAs, attorneys, and financial institutions, NPA offers a comprehensive approach to financial planning. As an independent Registered Investment Advisory firm, NPA provides personalized advice tailored to each client's unique needs and objectives.
Jackson Hewitt Tax Service
Jackson Hewitt Tax Service is a finance institution located at 80 Waterville Commons Drive in Waterville, Maine, United States. While their tax advance loans have ended for this year, their Tax Pros are still ready to help you get your biggest refund. You can conveniently drop off your tax documents and have a Tax Pro take care of the rest, including a quick call to review your final return and e-signing. This location is situated in Walmart, allowing you to get your taxes done while you shop, with a guaranteed biggest refund. While Refund Advance loans are no longer available this year, they were offered at select locations from December 11, 2023, to January 14, 2023. No Fee Refund Advance was available from January 2, 2024, at most locations until February 11, 2024. Jackson Hewitt offers appointments for in-person tax preparation, drop-off tax preparation, and assistance with IRS letters. It is recommended to book an appointment online or call (207) 844-6155 to reserve time with a Tax Pro. The Tax Pros at this location speak English and are available for one-on-one appointments inside the store. Remember, when every dollar matters, it matters who does your taxes™.
Jackson Hewitt Tax Service
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.
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