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TOP 30 Financial advisor reviews in Maine
46 results found
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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.
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.
Richard Brothers Financial Advisors
Richard Brothers Financial Advisors is a finance institution located at 50 Donald B Dean Drive in South Portland, Maine, United States. Our approach to wealth management focuses on understanding your current financial situation and future goals. We provide comprehensive financial planning that takes into account the practicalities of everyday life while also considering your aspirations for the future. As a client of Richard Brothers, you have access to a password-protected section of our website where you can review investment-related information. Our secure web portal is designed to provide you with personalized account information and updates on market trends.
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.
Tara Davis - Ameriprise Financial Services, LLC
Tara Davis - Ameriprise Financial Services, LLC is a finance institution located at 2 Great Falls Plaza in Auburn, Maine, United States. The professionals at this institution hold various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. These certifications demonstrate their expertise in areas such as asset management, investment strategies, estate planning, and retirement planning. The institution offers a range of services to help clients make informed financial decisions and plan for their future. With a focus on ethical practices and continuing education, Tara Davis - Ameriprise Financial Services, LLC aims to provide comprehensive financial planning solutions to individuals and businesses.
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.
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.
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.
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.
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.
Edward Jones - Financial Advisor: Irina G Hultin
Edward Jones - Financial Advisor: Irina G Hultin is a trusted financial institution located at 11 Sanborn Lane in Eliot, Maine. As a dedicated finance professional, Irina G Hultin offers personalized financial planning services to help clients achieve their financial goals. Whether you are looking to invest, save for retirement, or plan for the future, Irina G Hultin is committed to providing expert advice and guidance. With a focus on building long-term relationships with clients, Edward Jones - Financial Advisor: Irina G Hultin is a reliable partner in navigating the complexities of the financial world.
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.
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.
Kathy Shea - Financial Advisor, Ameriprise Financial Services, LLC
Kathy Shea is a financial advisor at Ameriprise Financial Services, LLC located in Scarborough, Maine, United States. With a focus on retirement planning, Kathy helps clients navigate the complexities of financial markets to for a secure retirement. She encourages clients to use the Retirement InteractiveSM tool to explore potential challenges that may impact their retirement income. Kathy is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC does not guarantee future financial results and clients are urged to review important disclosures and regulations on their website. By referring friends and family to Kathy, you can help them achieve their financial goals with personalized guidance.
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.
LG&H
LG&H is a professional accounting and finance institution located at 12 Stillwater Avenue in Bangor, Maine, United States. In these challenging times, we are dedicated to minimizing the tax filing process for our clients and their families. Our team believes in building strong client relationships by providing advice, consultation, planning, and support at every stage of life. We offer a wide range of accounting and financial services tailored to meet the specific needs of individuals, businesses, nonprofits, and municipalities. Whether you need assistance with tax preparation, bookkeeping, CFO services, audits, financial statements, or retirement planning, LG&H is here to help. Our team of 12 professionals and paraprofessionals work together to ensure accurate and timely information for our clients.
Steele Street Capital
Steele Street Capital, located at 1 Maine 236, Kittery, Maine, United States, is a finance institution founded in 2012 by David Gerasin. The institution provides independent and unbiased wealth management and financial advisory strategies to a select group of clients who have achieved financial success or are working towards it. Steele Street Capital focuses on personalized service and tailors its services to meet the unique needs of each client. Please note that their services are available only to residents of certain states and may not be offered to individuals residing outside of the U.S. Securities-related services are provided through Wells Fargo Advisors Financial Network, LLC, and insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company. It is important to be aware that by clicking on certain links, you will be leaving the Wells Fargo website and entering a third-party website not affiliated with Wells Fargo Advisors. Please review the third-party's policies and terms and conditions before proceeding.
Tax Compliance Division
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.
Farmers Insurance - Vuong Nguyen
Farmers Insurance - Vuong Nguyen is an insurance agency located at 17 Brunswick Avenue in Gardiner, Maine, United States. As your local Farmers® agent, Vuong Nguyen helps customers identify the insurance coverage that best fits their needs. Whether you need auto, home, renters, business insurance, or more, Vuong Nguyen has the knowledge and experience to help you understand your coverage options. By providing personalized and straightforward service, Vuong Nguyen aims to make you smarter about insurance. If you have questions about comprehensive coverage, collision coverage, deductibles, or medical payments, Vuong Nguyen is happy to assist. With over 80 years of experience, Farmers® has been providing insurance products to protect your most valuable possessions. From home insurance to life insurance, renters insurance to business insurance, Farmers Insurance - Vuong Nguyen has you covered.
Chris Doughty - State Farm Insurance Agent
Chris Doughty - State Farm Insurance Agent is a trusted insurance agency located at 723 Main Street in Westbrook, Maine. With a commitment to providing personalized service and comprehensive coverage options, Chris Doughty and his team strive to help clients protect what matters most. Whether you are in need of auto, home, life, or business insurance, they are dedicated to finding the right policy for your unique needs. With a focus on building long-lasting relationships with clients, Chris Doughty - State Farm Insurance Agent is your go-to source for reliable and affordable insurance solutions in the Westbrook area.
University Credit Union - Farmington
University Credit Union - Farmington, located at 154 High Street in Farmington, Maine, is a trusted institution offering a range of financial services including ATM access and finance options. Our new Digital Banking platform is set to launch soon, providing enhanced convenience for our members. Despite inclement weather, our branch lobbies may be closed, but our Call Center and Video Teller Drive-Ups remain open as usual. Earn high rewards with our Kasasa Cash program, and don't miss out on the opportunity to apply for our UCU Scholarship Program, offering nine $1,000 scholarships to Maine college students in 2024. Our Kasasa Saver program also provides additional rewards on balances up to $100,000. Take advantage of our Digital Banking features on both desktop and mobile, and refer your friends and family to earn up to $500 per calendar year. For teenagers looking for financial independence, we offer a checking account tailored to their needs. Stay informed about online safety and fraud prevention with our resources, and consider taking our HoMEworks course to learn about the home buying process. UCU also offers education loan options for those in need. If you require assistance with our website, please call our customer service line. We are committed to providing top-notch services and financial literacy resources to our community.
Five County Credit Union
Five County Credit Union, located at 171 Bath Road in Brunswick, Maine, is a trusted institution offering a variety of financial services. From ATMs to real estate loans, commercial loans, and equipment loans, Five County Credit Union has you covered. They also offer an Energy Efficiency Loan Program for heating and cooling needs. With over 69 surcharge-free ATMs and access to 30,000 CO-OP ATMs nationwide, convenience is key. Enjoy rewards, no annual fee, and locally serviced accounts. With competitive rates and no application fees, Five County Credit Union is committed to providing excellent service to its members. Visit their branch at 765 Washington Street or PO Box 598 in Bath, Maine for all your financial needs. Please note that Five County Credit Union provides links to third party websites for your convenience, but they do not manage the content of those sites. Your privacy and security are important, so be sure to review the policies of external websites before proceeding.
Camden National Bank
Camden National Bank is a trusted financial institution located at 2 Canal Plaza in Portland, Maine, United States. As a full-service bank, Camden National offers a wide range of financial services to meet the needs of individuals, businesses, and communities. With a commitment to providing personalized and innovative banking solutions, customers can count on Camden National for all their banking and finance needs. Whether you are looking for checking and savings accounts, loans, investment services, or business banking solutions, Camden National Bank is dedicated to helping you achieve your financial goals. Visit us today at our convenient location in Portland to experience the exceptional service and expertise that sets us apart.
Franklin Savings Bank
Franklin Savings Bank, located at 9 Main Street in Jay, Maine, is a full-service financial institution offering a wide range of banking services. Whether you're looking for an ATM, checking account, savings account, or mortgage, Franklin Savings Bank has you covered. Applying for an account is easy and convenient, with the option to do so online from the comfort of your home. There are no monthly maintenance fees or transaction fees, and online and mobile access make managing your finances a breeze.
One River CPAs
One River CPAs is a renowned accounting and finance institution located at 46 First Park Drive in Oakland, Maine, United States. We are dedicated to hiring the best and brightest individuals who are passionate about their careers and eager to excel in their profession. As a member of the American Institute of Certified Public Accountants, we undergo a thorough peer review every three years to ensure the highest standards of excellence. Our most recent review in October 2021 resulted in an unmodified opinion, demonstrating our unwavering commitment to quality control.
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