TOP 30 Financial advisor tips in Sanford, Maine

2 results found

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.

Partners Bank is a trusted financial institution located at 484 Main Street in Sanford, Maine, United States. We offer a wide range of banking services including ATM access, personal and business accounts, loans, and financial planning. Our dedicated team of professionals is committed to providing exceptional customer service and helping our clients achieve their financial goals. Visit Partners Bank today to experience the difference of banking with a partner you can trust.