Financial decision making in York, Maine
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Simpson Financial Strategies
● ClosedSimpson Financial Strategies is an independent financial planning firm located at 433 U.S. 1 in York, Maine, United States. Our mission is to help our clients make informed decisions about their finances, reduce tax burdens, and protect assets from potential risks such as litigation or divorce. We strive to maximize income potential, explore charitable giving opportunities, and ensure that your legacy is preserved or enhanced for future generations. At Simpson Financial Strategies, we understand that each client has unique financial goals, and we are dedicated to providing personalized guidance to help you achieve them. Our team works with Registered Representatives of Cambridge Investment Research, Inc., a reputable broker-dealer, and offers advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Please note that Cambridge does not provide tax or legal advice.
433 US-1 Ste 110, York, ME 03909, United States -
Nicolas Curtis - Financial Advisor, Ameriprise Financial Services, LLC
● OpenNicolas Curtis is a Financial Advisor at Ameriprise Financial Services, LLC located at 775 U.S. 1, York, Maine, United States. He holds various certifications such as 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, 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 showcase his expertise in asset management, retirement planning, estate planning, investment strategies, and more. Nicolas Curtis is dedicated to providing comprehensive financial planning services to individuals and small business owners, ensuring they make informed decisions to secure their financial future.
775 US-1 Ste 2, York, ME 03909, United States -
Edward Jones - Financial Advisor: Paul E Toole
● ClosedEdward 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.
11 York St 1st Floor, Kennebunk, ME 04043, United States
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