Financial investment management in Augusta, ME
11 results found
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Asset Management Co
● OpenAsset Management Co is a leading financial institution located at 1 Orchard Street in Augusta, Maine, United States. Our dedicated team of experts specializes in managing and growing assets for individuals, businesses, and organizations. With a focus on personalized service and strategic investment planning, we strive to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about our comprehensive asset management services.
1 Orchard St, Augusta, ME 04330, United States -
Allstate Personal Financial Representative: Martin Bailey
● OpenAllstate 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.
303 State St, Augusta, ME 04330, United States -
Maine Center for Wealth Management, LLC
● OpenMaine 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.
6 E, E Chestnut St Suite L03, Augusta, ME 04330, United States -
Sovereign Wealth Management
● OpenSovereign 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.
295 Water St STE 6, Augusta, ME 04330, United States -
Carol Tondreau - Financial Advisor, Ameriprise Financial Services, LLC
● OpenCarol 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.
60 S Chestnut St, Augusta, ME 04330, United States -
Sarah Dunckel - Financial Advisor, Ameriprise Financial Services, LLC
● OpenSarah 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.
150 Capitol St # 1, Augusta, ME 04330, United States -
Geoffrey Pritchard, Bankers Life Agent
● OpenGeoffrey 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.
442 Civic Center Dr Ste 450, Augusta, ME 04330, United States -
Danielle Valleau - Raymond James
● OpenDanielle 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.
320 Water St 4th Fl, Augusta, ME 04330, United States -
EP Wealth Advisors
● OpenEP 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.
7 N Chestnut St, Augusta, ME 04330, United States -
Kimberley Mondonedo - Raymond James
● OpenKimberley Mondonedo - Raymond James is a reputable finance institution located at 320 Water Street in Augusta, Maine, United States. With a team of experienced professionals, they offer 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, Kimberley Mondonedo - Raymond James is dedicated to providing personalized solutions to meet your needs. Visit them today to learn more about how they can help you secure your financial future.
320 Water St 4th Flr, Augusta, ME 04330, United States -
Williams Group
● OpenThe Williams Group is a reputable accounting and finance institution located at 74 Winthrop Street in Augusta, Maine. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the United States. Their expertise in accounting and finance allows them to offer tailored solutions to meet the unique needs of their clients. Whether you need help with tax preparation, financial planning, or investment management, the Williams Group is dedicated to helping you achieve your financial goals. Visit their office today to learn more about how they can assist you with your financial needs.
74 Winthrop St # 3, Augusta, ME 04330, United States
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