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TOP 30 Financial consulting in Augusta, ME
46 results found
A convenient service for searching for businesses, places and services
Allstate Personal Financial Representative: Martin Bailey
Allstate Personal Financial Representative: Martin Bailey is a trusted finance and insurance agency located at 303 State Street in Augusta, Maine. With a focus on providing personalized financial solutions, Martin Bailey helps clients navigate the complexities of managing their finances and protecting their assets. Whether you are looking for insurance coverage or investment advice, Martin Bailey is dedicated to helping you achieve your financial goals. Contact us today to schedule a consultation and see how we can help secure your financial future.
IIS Financial Services - Financial Advisors
IIS Financial Services is a team of experienced financial advisors located at 45 Memorial Circle in Augusta, Maine. Our institution specializes in providing personalized financial advice and planning services to help individuals and businesses achieve their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, our team is dedicated to helping you make informed decisions to secure your financial future. Contact us today to schedule a consultation and see how we can help you reach your financial goals.
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.
Edward Jones - Financial Advisor: Samuel Oppenheim, AAMS™
Edward Jones - Financial Advisor: Samuel Oppenheim, AAMS™ is a trusted financial institution located at 378 Western Avenue in Augusta, Maine, United States. With a focus on personalized service and tailored financial solutions, Samuel Oppenheim, AAMS™ is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your investments, Samuel Oppenheim, AAMS™ is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start planning for a secure financial future.
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.
Jason Macdonald - Financial Advisor, Ameriprise Financial Services, LLC
Jason Macdonald is a financial advisor at Ameriprise Financial Services, LLC, located at 150 Capitol Street in Augusta, Maine, United States. With a focus on personalized financial advice, Jason helps clients prepare for their future goals, whether it be saving for college, retirement, or making smart investments. By understanding what is truly important to each individual, Jason aims to help clients feel more confident, connected, and in control of their financial lives. Background and qualification information for Jason Macdonald can be found on FINRA's BrokerCheck website. The institution offers a Client Relationship Summary Disclosure to provide transparency and clarity to clients.
The Mendall Financial Group LLC - Raymond James
The Mendall Financial Group LLC - Raymond James is a finance institution located at 320 Water Street in Augusta, Maine, United States. Specializing in financial planning and investment services, our experienced team at Raymond James is dedicated to helping clients achieve their financial goals. With a focus on personalized service and comprehensive financial solutions, we strive to provide our clients with the guidance and support they need to navigate the complexities of the financial world. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, The Mendall Financial Group LLC - Raymond James is here to help you every step of the way.
Carol Tondreau - Financial Advisor, Ameriprise Financial Services, LLC
Carol Tondreau - Financial Advisor, Ameriprise Financial Services, LLC, located at 60 South Chestnut Street, Augusta, Maine, United States, offers a wide range of financial services to individuals looking to manage their assets effectively. Carol Tondreau holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, and AWMA℠, showcasing her expertise in asset management, retirement planning, estate planning, and investment strategies. Additionally, Carol Tondreau is a Behavioral Financial Advisor, Chartered Advisor in Philanthropy® (CAP®), and holds certifications in fixed-rate and variable annuities, senior issues, divorce financial analysis, estate planning, and exit planning. With a focus on providing comprehensive financial planning services, Carol Tondreau is committed to helping clients make informed decisions and achieve their financial goals.
Joey Fenderson, Bankers Life Securities Financial Representative
Joey Fenderson, Bankers Life Securities Financial Representative in Augusta, Maine, offers a wide range of insurance options from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage plans, Joey can help you navigate the complexities of healthcare coverage and long-term care planning. Located at 442 Civic Center Drive, Joey Fenderson is dedicated to helping clients make informed decisions about their financial future. Contact us today to start planning for tomorrow.
Robert Harmatys, Bankers Life Securities Financial Representative
Robert Harmatys, Bankers Life Securities Financial Representative in Augusta, Maine, offers a wide range of insurance options from top companies such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage plans, Robert can help you find the right coverage to suit your needs. With the rising costs of healthcare and the necessity of long-term care planning, Robert is here to guide you through the process and ensure you are prepared for the future. Visit us at 442 Civic Center Drive to start planning your financial future today.
Sarah Dunckel - Financial Advisor, Ameriprise Financial Services, LLC
Sarah Dunckel is a financial advisor at Ameriprise Financial Services, LLC located at 150 Capitol Street in Augusta, Maine, United States. She holds various 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Sarah is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. She specializes in asset management, estate planning, investment strategies, risk management, retirement planning, and tax planning. With her expertise and commitment to excellence, Sarah Dunckel is a trusted advisor for all your financial needs.
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.
Gateway Retirement Solutions
Gateway Retirement Solutions is a leading finance and insurance agency located at 6 East Chestnut Street in Augusta, Maine. Our dedicated team of experts is committed to helping individuals plan for a secure and comfortable retirement. We offer a wide range of services including retirement planning, investment strategies, and insurance solutions tailored to meet the unique needs of each client. With a focus on personalized attention and professional guidance, Gateway Retirement Solutions is the trusted partner you can rely on for a successful financial future.
Eaton Peabody
Eaton Peabody is a renowned institution located at 150 Capitol Street in Augusta, Maine, United States. Specializing in accounting, finance, and legal services, Eaton Peabody offers top-notch expertise and guidance to clients in need of professional assistance. With a team of experienced professionals, they are dedicated to providing high-quality services and innovative solutions to help individuals and businesses achieve their financial and legal goals. Whether you need help with tax planning, financial analysis, or legal representation, Eaton Peabody is the go-to institution for all your accounting, finance, and legal needs.
Bankers Life
Bankers Life is a renowned finance, health, and insurance agency located at 442 Civic Center Drive in Augusta, Maine, United States. With a strong commitment to providing top-notch financial and insurance services, Bankers Life is dedicated to helping individuals and families secure their financial future and protect their health. Whether you are looking for retirement planning, life insurance, long-term care insurance, or other financial products, Bankers Life is here to assist you every step of the way. Visit us today to learn more about our comprehensive range of services and start planning for a secure future.
MEA Benefits Trust
MEA Benefits Trust is an insurance agency located at 35 Community Drive in Augusta, Maine, United States. We specialize in providing a wide range of benefits and insurance options for our clients. Our experienced team is dedicated to helping individuals and businesses find the right coverage to meet their needs. Whether you are looking for health insurance, life insurance, or retirement planning services, we are here to help you navigate the complex world of insurance. Contact us today to learn more about how we can help you protect what matters most.
Jonathan Morse at Comparion Insurance Agency
Jonathan Morse at Comparion Insurance Agency is a trusted insurance agency located at 45 Memorial Circle in Augusta, Maine. With a commitment to providing personalized and comprehensive insurance solutions, our experienced team is dedicated to helping clients protect what matters most. Whether you are looking for auto, home, life, or business insurance, we are here to help you find the coverage that suits your needs. Contact us today to learn more about our services and how we can assist you in securing the right insurance plan for you and your family.
Geoffrey Pritchard, Bankers Life Agent
Geoffrey Pritchard, Bankers Life Agent in Augusta, Maine, offers a wide range of insurance options from top companies such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Our experienced agents can help you navigate through Medicare Advantage plans to find the best coverage for your needs. With options that include prescription drug coverage and low monthly premiums, we are here to help you make the right choices for your future. As the need for long-term care becomes increasingly important, our team is ready to assist you in planning for the future and having important discussions with your loved ones. Visit us at 442 Civic Center Drive in Augusta to start planning your next steps today.
Five County Credit Union
Five County Credit Union, located at 201 Civic Center Drive in Augusta, Maine, is a trusted financial institution offering a variety of services to meet your needs. Whether you are looking for a real estate loan, commercial loan, or equipment loan for your business, we have you covered. Our Energy Efficiency Loan Program can help with your heating and cooling needs, and we also offer rewards cards with no annual fee. With over 69 surcharge-free ATMs and access to 30,000 CO-OP ATMs nationwide, we make banking convenient for you. Our competitive rates and no application fees make us a top choice for your financial needs. Contact us today at our Bath, Maine location or visit our website for more information. Please note that we provide links to third party websites for your convenience, but we do not manage the content of those sites. Your privacy and security are important to us, and we strive to provide the best service possible.
Board of Overseers of the Bar
The Board of Overseers of the Bar is a regulatory institution located at 97 Winthrop Street in Augusta, Maine, United States. This institution serves as a governing body for lawyers in the state, ensuring that they adhere to ethical standards and maintain professional conduct in their practice. The Board of Overseers of the Bar plays a crucial role in upholding the integrity of the legal profession and protecting the rights of clients.
SMART Business Specialists, LLC
SMART Business Specialists, LLC is a leading business consulting firm located at 8 Parkview Terrace in Augusta, Maine. Our team of experienced professionals are dedicated to helping businesses achieve their goals and maximize their potential. We offer a wide range of services including financial analysis, strategic planning, marketing strategies, and more. With our expertise and personalized approach, we provide tailored solutions to drive success and growth for our clients. Contact us today to see how we can help your business thrive.
Maine Center for Wealth Management, LLC
Maine Center for Wealth Management, LLC is a finance institution located on East Chestnut Street in Augusta, Maine, United States. Our team of experienced financial advisors is dedicated to helping individuals and families achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, our experts are here to provide guidance and support every step of the way. Trust Maine Center for Wealth Management, LLC to help you secure a stable financial future.
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.
Danielle Valleau - Raymond James
Danielle Valleau - Raymond James is a finance institution located at 320 Water Street in Augusta, Maine, United States. Our experienced team offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, we are here to provide personalized solutions tailored to your specific needs. Trust us to help you navigate the complexities of the financial world and secure your 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.
Sovereign Wealth Management
Sovereign Wealth Management is a prestigious finance institution located at 295 Water Street in Augusta, Maine, United States. With a strong reputation for providing top-notch wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. We offer personalized investment strategies tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, preserve your assets, or plan for retirement, Sovereign Wealth Management is committed to providing you with expert guidance and support every step of the way. Contact us today to learn more about how we can help you achieve financial success.
Wipfli
Wipfli, located at 1 Market Square in Augusta, Maine, is a top 20 national firm specializing in accounting and finance services. With a wide array of resources, Wipfli offers clients customized assurance, accounting, tax, and consulting services to help them overcome challenges, achieve goals, and plan for future success. The firm's associates focus on specific industries such as construction, dealerships, government, healthcare, manufacturing and distribution, nonprofits, and financial services including banks and credit unions. In addition, Wipfli's Augusta office provides specialized business consulting services in cybersecurity, IT audits, and employee benefit plan audits.
Maine Tax Slayer
Maine Tax Slayer is a finance institution located at 11 Melville Street in Augusta, Maine, United States. Our expert team of tax professionals is dedicated to helping individuals and businesses navigate the complexities of tax laws and maximize their refunds. With personalized service and attention to detail, we strive to provide our clients with the best possible tax preparation experience. Whether you need assistance with filing your personal taxes or require guidance on corporate tax planning, Maine Tax Slayer is here to help you achieve financial success.
GDS Associates, Inc.
GDS Associates, Inc. is a multi-service consulting and engineering firm located at 337 State Street, Augusta, Maine, United States. Established in 1986, we have grown to employ over 175 staff members in seven locations across the U.S. Our team of experts specializes in electric, gas, water, and wastewater utilities, providing a wide range of energy consulting services, information technology, market research, and statistical services. At GDS Associates, we prioritize understanding and anticipating the needs of our clients to deliver quality services efficiently and with integrity. Our consultants are industry leaders with years of technical knowledge and cutting-edge technology to solve complex industry challenges. We are proud to partner with ENERGY STAR to promote energy-efficient products and practices that save money and protect the environment.
Gibson LeClair, LLC
Gibson LeClair, LLC is a prestigious accounting and finance institution located at 150 Capitol Street in Augusta, Maine, United States. As a part of One River CPAs, the firm is dedicated to recruiting the brightest and most talented individuals who are passionate about their careers and strive for excellence in their profession. One River CPAs undergoes a thorough peer review every three years through the American Institute of Certified Public Accountants to ensure quality and unbiased evaluations. In the latest review conducted in October 2021, the firm received an unmodified opinion, showcasing their commitment to excellence and quality control.
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