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TOP 30 Financial guidance in Wells, ME
24 results found
Search for local businesses, places and services near you
LTC Financial Partners
LTC Financial Partners is a finance, health, and insurance agency located at 72 Pine Street in Portland, Maine, United States. Specializing in long-term care planning, they offer a range of services to help individuals and families prepare for the future. With a team of experienced professionals, LTC Financial Partners provides personalized guidance and support to ensure clients have the resources they need to protect their financial well-being and health. Whether you are looking for insurance coverage or assistance with financial planning, LTC Financial Partners is dedicated to helping you make informed decisions for a secure future.
Ship Shape Financial
Ship Shape Financial is a reputable finance institution located at 14 Main Street in Brunswick, Maine, United States. Specializing in providing expert financial services, Ship Shape Financial is dedicated to helping individuals and businesses achieve their financial goals. With a team of knowledgeable professionals, they offer a wide range of financial solutions tailored to meet the unique needs of their clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Ship Shape Financial is committed to providing top-notch service and guidance. Visit them today to start on the path towards a more secure financial future.
Wendolyn Clarke - Prudential Financial
Wendolyn Clarke - Prudential Financial is a reputable finance and insurance agency located at 600 Southborough Drive in South Portland, Maine, United States. With a strong focus on providing personalized financial solutions and insurance products to meet the unique needs of their clients, Wendolyn Clarke - Prudential Financial is dedicated to helping individuals and businesses achieve their financial goals. Their team of experienced professionals offers expert advice and guidance to ensure their clients are well-protected and financially secure. Visit their office today to explore their wide range of financial and insurance services.
Alex Mills: Financial Planner
Alex Mills: Financial Planner is a well-established finance institution located at 75 Leighton Road in Falmouth, Maine, United States. Our team of experienced financial planners is dedicated to helping individuals and families achieve their financial goals through personalized and strategic planning. Whether you are looking to invest for the future, save for retirement, or plan for your children's education, we are here to provide expert guidance and support every step of the way. Trust Alex Mills: Financial Planner to help you secure a stable and prosperous financial future.
Michael Alimi - Private Wealth Advisor, Ameriprise Financial Services, LLC
Michael Alimi - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 62 Main Street in Topsham, Maine, offers personalized financial planning services to help clients achieve their financial goals. The initial consultation provides an overview of financial planning concepts, although no written analysis or recommendations will be provided. Ameriprise Financial cannot guarantee future financial results, but strives to help clients make informed decisions about their finances. As a member of FINRA and SIPC, Ameriprise Financial is committed to upholding high standards of professionalism and integrity. Clients can trust in the expertise of Michael Alimi to provide sound financial advice and guidance. Visit the website for more information on privacy and security measures, as well as important disclosures. Feel free to refer friends or family members to Michael Alimi for assistance with their financial planning needs.
Wells Fargo Advisors
Wells Fargo Advisors is a finance institution located at 165 Main Street in Damariscotta, Maine, United States. As a trusted financial services provider, Wells Fargo Advisors offers a wide range of investment and wealth management services to help clients achieve their financial goals. With a team of experienced advisors, they provide personalized guidance and tailored solutions to meet the unique needs of each individual or business. Whether you are planning for retirement, saving for college, or investing for the future, Wells Fargo Advisors is committed to helping you make informed financial decisions and secure your financial future.
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.
Bjorn Hjelmeland, Bankers Life Securities Financial Representative
Bjorn Hjelmeland, Bankers Life Securities Financial Representative is a finance institution located at 360 U.S. 1 in Scarborough, Maine, United States. Specializing in providing financial services and guidance, their experienced team assists clients in managing their investments and planning for their financial future. With a focus on personalized service and tailored solutions, they strive to help individuals achieve their financial goals and secure their financial well-being. Contact Bjorn Hjelmeland, Bankers Life Securities Financial Representative today to learn more about their services and how they can help you navigate the complexities of the financial world.
SCORE
SCORE, located at 22 Rear Free Street in Portland, Maine, is a finance institution that provides clients with access to a wide range of business and financial expertise. Whether you have an existing business or a new business idea, SCORE Southern Maine can help you with assistance tailored to your needs. One of the key aspects of branding your business is creating a logo that represents your brand effectively. In a workshop offered by SCORE, you can learn about the principles of good logo design and explore options for getting a professional-quality logo within your budget.
Local Infusion
Local Infusion is a health institution located at 34 Atlantic Place in South Portland, Maine, United States. We specialize in infusion therapy and are dedicated to providing a patient-centered care experience that is digitally powered. Our goal is to make the infusion therapy process as simple and stress-free as possible for you and your physician. At Local Infusion, we prioritize financial transparency and offer upfront pricing with no surprise bills or hidden costs. We also provide financial assistance support for every eligible patient to minimize your out-of-pocket expenses. Our modern centers are designed with your comfort in mind, featuring private suites and state-of-the-art facilities.
Reed Family Insurance Advisors
Reed Family Insurance Advisors is a trusted health insurance agency located at 590 Main Street in Damariscotta, Maine. Our team of experienced advisors is dedicated to helping individuals and families find the right insurance coverage to meet their needs. Whether you are looking for health insurance for yourself or your family, our knowledgeable staff is here to provide personalized guidance and support. With a focus on customer service and tailored insurance solutions, Reed Family Insurance Advisors is committed to helping you protect your health and financial well-being. Contact us today to learn more about our services and how we can assist you in finding the right insurance plan.
Bastarache Insurance
Bastarache Insurance is a reputable health insurance agency located at 10 Pomerleau Street in Biddeford, Maine, United States. Our dedicated team of professionals is committed to providing comprehensive insurance solutions tailored to meet the unique needs of our clients. With years of experience in the industry, we offer expert guidance and support to help individuals and families navigate the complex world of health insurance. Trust Bastarache Insurance to protect your health and financial well-being with our reliable and affordable insurance options. Contact us today to learn more about our services and how we can help you secure the coverage you need.
Investment Executives, Inc
Investment Executives, Inc is a reputable insurance agency located at 407 Alfred Road in Biddeford, Maine, United States. Our team of experienced professionals is dedicated to helping clients protect their financial futures through personalized insurance solutions. Whether you are looking for life insurance, health insurance, or retirement planning services, we are here to provide expert guidance and support. Contact us today to schedule a consultation and start securing your financial well-being.
Farmers Insurance - Lisa Holt
Farmers Insurance - Lisa Holt is an insurance agency located at 1117 Center Street, Auburn, Maine, United States. As your local Farmers® agent, Lisa Holt helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers® provides a range of insurance products including auto, home, renters, business insurance, and more. Lisa is dedicated to helping customers understand their coverage options and offers personalized service to make sure they are well-informed about their insurance needs. Whether you need comprehensive coverage, collision coverage, medical payments, or any other type of insurance, Lisa Holt can help you navigate the process and find the right policy for your budget. She also offers competitive rates and multi-line insurance discounts to help customers save money.
Danielle Filoso, Psychologist
At Danielle Filoso, Psychologist, located at 66 Stone Street in Augusta, Maine, our team of mental health specialists has been providing effective and innovative care since 1960. We offer evidence-based programs for youth, adults, and families in central Maine communities. Our clinic and clubhouse sites across the region provide a range of services to promote the well-being of those experiencing mental illness, emotional difficulties, or behavioral challenges. We believe in treating every individual with dignity and respect, and we strive to provide services and interventions that have been proven to be effective. Regardless of ability to pay, we are committed to serving individuals in need to the best of our financial abilities. Our mission is to create a community where everyone can enjoy physical, mental, emotional, and spiritual health.
Hudson Cook LLP
Hudson Cook LLP is a leading law firm based in Portland, Maine, specializing in advising clients on banking, consumer financial services, and privacy law. With a strong emphasis on compliance with both federal and state regulations, as well as government investigations and enforcement, Hudson Cook has been helping clients mitigate risks and achieve their business objectives for over 25 years. Our team of experienced attorneys offer expert guidance and support in navigating the complex legal landscape of the financial industry. From repossessions notices to auto lending regulations, our attorneys stay at the forefront of industry trends to provide the best possible counsel to our clients. Contact Hudson Cook LLP today to learn how we can help you navigate the legal complexities of the financial services industry.
Lynch & Newman LLC
Lynch & Newman LLC is a law firm located at 19 Vine Street in Damariscotta, Maine, United States. Our primary focus is on estate planning, gift planning, and the transfer of family-owned property and businesses. We also serve as trustees for client estates and trusts in probate, working closely with investment advisors and CPAs to ensure proper tax returns are prepared. In addition to estate planning, we help clients anticipate future needs by providing necessary documents such as powers of attorney, health care directives, and financial products like reverse mortgages, long-term care insurance, and annuities. Through our Coastal Title Company, we offer comprehensive legal services for real estate issues including title examination, title insurance, and closing services.
H&R Block
H&R Block is a well-known accounting and finance institution located at 769 Main Street in Presque Isle, Maine, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and consulting. Whether you are an individual looking for assistance with your personal taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert advice and efficient solutions. Visit us today to see how we can help you achieve your financial goals.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 415 Lisbon Street in Lewiston, Maine, offers a comprehensive range of financial services for individuals, families, business owners, executives, and institutions. With a team of experienced advisors, the institution provides personalized wealth planning strategies to address a variety of financial challenges and opportunities in both stable and volatile markets. Services include retirement income planning, guidance on investments and estate planning through Bank of America, as well as collaboration with outside professionals such as accountants and tax attorneys. The branch is committed to client satisfaction and community involvement, supporting charitable initiatives and fundraising activities. Clients have access to industry-skilled advisors, investing insights, and a wealth planning platform to help achieve their financial and life goals. Merrill Lynch has been training financial advisors since 1946, offering professional development opportunities and technology resources for both new and experienced advisors. Investors should be aware of the risks involved in securities investments and consult with legal and tax advisors before making financial decisions. The institution offers a broad range of brokerage, investment advisory, and other services, with a focus on personalized investment approaches and wealth management advice.
Mangum & Associates, LLC
Mangum & Associates, LLC is a professional accounting and finance institution located at 74 Neptune Drive in Brunswick, Maine, United States. Our mission is to help build a strong business community one business at a time by providing deep analysis and strategic guidance to make sound business decisions. We specialize in optimizing the use of QuickBooks® in organizations and offer practical insight to keep businesses financially strong. Our team is committed to helping professional service providers succeed and reducing the burden of tax season. We also offer guidance on managing business debt effectively and utilizing technology to impact small businesses. At Mangum & Associates, LLC, we focus on the wellness of your business, body, and mind, and provide strategies to survive supply chain disruptions and curate holiday feasts for all dietary preferences. Visit us online to access a variety of helpful apps for conducting business with us.
Salem Advisory Group, LLC.
Salem Advisory Group, LLC. is a finance institution located at 1332 Post Road in Wells, Maine, United States. With a team of experienced financial advisors, Salem Advisory Group provides personalized financial planning and investment management services to help individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Salem Advisory Group is dedicated to providing expert guidance and support every step of the way. Contact us today to schedule a consultation and take control of your financial future.
Yellis & Foley LLC
Yellis & Foley LLC is a reputable accounting and finance institution located at 1226 Post Road in Wells, Maine, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, and financial consulting. Clients can expect personalized and reliable services to help them achieve their financial goals. Contact Yellis & Foley LLC today for expert financial guidance and support.
The Swanson Group LLC
The Swanson Group LLC is a financial institution located at 838 Main Street, Westbrook, Maine, United States. Specializing in accounting and finance, we offer a range of services to support your business needs. From audits to compilations to reviews, we provide deep analysis and strategic guidance to help you make informed decisions. Interested in becoming a client? Fill out our Prospective Client Questionnaire online. Let us take the stress out of running your business and handle the books while you focus on what matters most. With the right technology and personalized approach, we help reduce the burden of tax season and manage your business debt effectively. Our goal is to help your small business thrive, even in the face of supply chain disruptions. Curate a menu for your holiday feast that caters to all dietary preferences and restrictions. Focus on the wellness of your business, body, and mind with our expert guidance. Let us help you navigate the complexities of business with ease.
H&R Block
H&R Block is a well-known accounting and finance institution located at 1073 West Main Street in Dover-Foxcroft, Maine. With a reputation for providing expert tax preparation services and financial guidance, H&R Block is a trusted resource for individuals and businesses alike. Their team of professionals is dedicated to helping clients navigate the complexities of tax laws and maximize their financial well-being. Whether you need assistance with tax planning, bookkeeping, or investment strategies, H&R Block is committed to delivering personalized solutions to meet your specific needs. Visit their office in Dover-Foxcroft to experience their exceptional service firsthand.
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