Financial management in Wells, Maine
38 results found
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OneMain Financial
● ClosedOneMain Financial is a finance institution located at 19 Hannaford Drive in Scarborough, Maine, United States. They offer a variety of financial services including personal loans, debt consolidation, and credit insurance. With a focus on providing personalized solutions to meet individual needs, OneMain Financial strives to help customers achieve their financial goals and improve their overall financial well-being. Whether you need assistance with managing debt or are looking to finance a major purchase, OneMain Financial is dedicated to providing reliable and trustworthy financial solutions.
19 Hannaford Dr, Scarborough, ME 04074, United States -
Sun Life Financial: Center For Healthy Work
● ClosedSun Life Financial: Center for Healthy Work is a state-of-the-art facility located at 6 Ashley Drive in Scarborough, Maine, United States. This institution is dedicated to promoting health and wellness in the workplace, offering a range of programs and services designed to support employees in leading healthy and balanced lives. From fitness classes and wellness workshops to stress management programs and nutritional counseling, the Center for Healthy Work is committed to helping individuals thrive both professionally and personally. With a team of experienced professionals and a focus on holistic well-being, Sun Life Financial: Center for Healthy Work is a valuable resource for businesses and employees looking to prioritize health and wellness in the workplace.
6 Ashley Dr, Scarborough, ME 04074, United States -
Ship Shape Financial
● ClosedShip 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.
14 Main St, Brunswick, ME 04011, United States -
Sage 'N Spice Health And Wellness Center
● OpenSage 'N Spice Health And Wellness Center is a holistic institution located at 79 Main Street in Auburn, Maine, United States. Our center offers a unique blend of financial services and health and wellness programs to help individuals achieve balance in all aspects of their lives. From financial planning and budgeting assistance to yoga classes and nutritional counseling, we provide a comprehensive approach to improving overall well-being. Visit us today to start your journey towards a healthier and more prosperous life.
79 Main St Suite 208, Auburn, ME 04210, United States -
Merrill Lynch Wealth Management
● ClosedMerrill 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.
415 Lisbon St, Lewiston, ME 04240, United States -
Alex Mills: Financial Planner
● ClosedAlex 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.
75 Leighton Rd, Falmouth, ME 04105, United States -
Bogue Asset Management
● OpenBogue Asset Management is a finance institution located at 74 Merriland Ridge Road in Wells, Maine, United States. The primary goal of this institution is to help clients keep the promises they make to themselves by providing them with the information they need to make wise financial choices and take control of their lives. Services are offered to professionals, small business owners, individuals approaching retirement, retirees, and their families, both locally and across the country. With a focus on creating financial plans that provide peace of mind and ensure success, Bogue Asset Management helps clients develop a clear vision of their goals and the most effective course of action to manage wealth. Portfolio management is approached with an investment strategy based on individual goals, allowing clients to focus on what matters to them rather than being dictated by financial markets.
74 Merriland Ridge Rd, Wells, ME 04090, United States -
Wells Fargo Advisors Insurance: Halpin Sarah
● OpenWells Fargo Advisors Insurance: Halpin Sarah is a financial institution located at 2 Portland Square in Portland, Maine, United States. Specializing in insurance services, this branch of Wells Fargo Advisors offers a range of financial products and services to meet the needs of individuals and businesses alike. Whether you are looking for insurance coverage for your home, car, or business, Halpin Sarah and their team of experts are dedicated to providing personalized solutions to help you protect what matters most. With a convenient ATM on-site, customers can easily access their accounts and manage their finances with ease. Visit Wells Fargo Advisors Insurance: Halpin Sarah today to learn more about their insurance options and financial services.
2 Portland Sq, Portland, ME 04101, United States -
Zachary Burd - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedZachary Burd - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 155 Silver Street in Waterville, Maine, United States. The institution offers a range of certifications and designations to ensure that their advisors are highly trained and qualified to provide expert financial advice to clients. Some of the certifications offered include 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 cover a wide range of financial planning topics, ensuring that advisors are well-equipped to assist clients with various financial needs. Additionally, the institution offers specialized training for advisors to serve military personnel and veterans through the Certified Military Financial Advisor® (CFMA®) designation. With a focus on ethics and expertise, Zachary Burd - Private Wealth Advisor, Ameriprise Financial Services, LLC is dedicated to providing high-quality financial services to their clients.
155 Silver St, Waterville, ME 04901, United States -
Wells Fargo Advisors
● OpenWells 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.
165 Main St Suite 2A, Damariscotta, ME 04543, United States -
Banyan Financial Services
● OpenBanyan Financial Services is a trusted finance institution located at 1662 Post Road in Wells, Maine, United States. Specializing in providing a wide range of financial services, Banyan Financial Services offers expert advice and personalized solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Banyan Financial Services is dedicated to providing top-notch service and building long-lasting relationships with their clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Banyan Financial Services is here to help. Visit their office in Wells or contact them to schedule a consultation and take the first step towards securing your financial future.
1662 Post Rd, Wells, ME 04090, United States -
Charles M Beynon - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenCharles M Beynon - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 62 Portland Road in Kennebunk, Maine, United States. The institution offers a range of certifications and designations to ensure that their advisors are well-equipped to handle the diverse financial needs of their clients. From the AAMS™ certification, which focuses on asset management for individuals, to the APMA™ designation, which covers client assessment and suitability, the advisors at Charles M Beynon are highly qualified to provide expert financial advice. Additionally, the institution offers certifications such as the Certified Divorce Financial Analyst and the Chartered Financial Consultant, showcasing their commitment to serving clients in various financial situations. With a focus on ethics, education, and expertise, Charles M Beynon - Private Wealth Advisor, Ameriprise Financial Services, LLC is dedicated to helping clients achieve their financial goals.
62 Portland Rd STE 7, Kennebunk, ME 04043, United States -
Gregory Clinard - Financial Advisor, Ameriprise Financial Services, LLC
● OpenGregory Clinard, a Financial Advisor at Ameriprise Financial Services, LLC, located at 5 Ward Street in Scarborough, Maine, offers a wide range of financial services to individuals seeking to secure their financial future. With 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®, 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®, Gregory Clinard is well-equipped to provide expert advice on various financial planning topics. Whether you are looking to plan for retirement, manage your investments, or navigate the complexities of estate planning, Gregory Clinard can help guide you through the process with professionalism and expertise. Contact Gregory Clinard today to schedule a consultation and take the first step towards securing your financial future.
5 Ward St, Scarborough, ME 04074, United States -
Bjorn Hjelmeland, Bankers Life Securities Financial Representative
● ClosedBjorn 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.
360 US-1 Ste 202, Scarborough, ME 04074, United States -
Ameriprise Financial
● ClosedAmeriprise Financial is a finance institution located at 202 U.S. 1, Falmouth, Maine, United States. They offer a range of financial planning services to help clients achieve their financial goals. The institution is registered with FINRA and offers investment products and services through Ameriprise Financial Services, LLC. Clients can schedule a complimentary initial consultation to learn more about financial planning concepts. Please note that investment products involve risks and are not insured by the FDIC or NCUA. Ameriprise Financial cannot guarantee future financial results. The institution values privacy and security, and adheres to strict rules and regulations. Members of Ameriprise Financial Services, LLC are also members of FINRA and SIPC. If you are interested in learning more about their services, feel free to reach out for a consultation.
202 US-1 #4, Falmouth, ME 04105, United States -
David Sullivan - TIAA Wealth Management Advisor
● ClosedDavid Sullivan - TIAA Wealth Management Advisor is a leading financial institution located in the heart of Portland, Maine. As a trusted advisor, David Sullivan provides expert wealth management services to help clients achieve their financial goals. With a focus on personalized strategies and sound investment advice, clients can feel confident in their financial future. Visit us at 4 City Center to learn more about how David Sullivan can help you navigate the complexities of wealth management and secure your financial well-being.
4 City Center 2nd Floor, Portland, ME 04101, United States -
LUX Residential, formerly Aquarius Property Management
● ClosedLUX Residential, formerly Aquarius Property Management, is a dedicated institution located at 63 Marginal Way in Portland, Maine, United States. Our team prioritizes open communication with clients, ensuring that all questions and concerns are addressed promptly. We specialize in Maine rental properties, staying up-to-date on laws and regulations to keep your property compliant and protected. Our approach to property management focuses on tenant satisfaction, resolving issues quickly and maintaining low turnover rates. We provide an online portal for easy rent payments and repair requests, as well as direct access to financial statements. Our comprehensive marketing strategies ensure that vacancies are filled quickly with high-quality tenants.
63 Marginal Way, Portland, ME 04101, United States -
Steele Street Capital
● OpenSteele Street Capital, located at 1 Maine 236, Kittery, Maine, United States, is a finance institution founded in 2012 by David Gerasin. The institution provides independent and unbiased wealth management and financial advisory strategies to a select group of clients who have achieved financial success or are working towards it. Steele Street Capital focuses on personalized service and tailors its services to meet the unique needs of each client. Please note that their services are available only to residents of certain states and may not be offered to individuals residing outside of the U.S. Securities-related services are provided through Wells Fargo Advisors Financial Network, LLC, and insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company. It is important to be aware that by clicking on certain links, you will be leaving the Wells Fargo website and entering a third-party website not affiliated with Wells Fargo Advisors. Please review the third-party's policies and terms and conditions before proceeding.
1 ME-236 Suite 2, Kittery, ME 03904, United States -
Acadia Federal Credit Union
● ClosedAcadia Federal Credit Union is a trusted financial institution located at 9 East Main Street in Fort Kent, Maine. As a full-service credit union, we offer a wide range of banking and financial services to our members, including checking and savings accounts, loans, mortgages, and investment options. Our convenient location and friendly staff make managing your finances easy and stress-free. Visit us today to experience the benefits of banking with Acadia Federal Credit Union.
9 E Main St, Fort Kent, ME 04743, United States -
Varney Agency | Fort Kent ME
● ClosedVarney Agency in Fort Kent, Maine is a trusted health insurance agency located at 11 West Main Street. With a commitment to providing personalized service and comprehensive coverage options, Varney Agency helps individuals and families navigate the complex world of health insurance. Whether you are looking for individual or group coverage, their team of experienced agents will work with you to find the best plan to fit your needs and budget. Trust Varney Agency to help you protect your health and financial well-being.
11 W Main St, Fort Kent, ME 04743, United States -
Met Life
● ClosedMetLife is an insurance agency located at 999 Forest Avenue in Portland, Maine, United States. We prioritize the protection of your information and offer a range of services to help you safeguard yourself and your family. Our services include dental networks, Health Savings Accounts, disability insurance, and more. We strive to provide a comprehensive approach to financial health and well-being, offering insights and resources to help you make informed decisions. Join our global community of individuals working towards a more confident future. Visit us online to access and manage your MetLife benefits today.
999 Forest Ave #6, Portland, ME 04103, United States -
Chase & Company
● ClosedChase & Company is a charming home goods store located at 1755 Post Road in Wells, Maine, United States. Offering a wide selection of stylish and functional items for every room in your home, Chase & Company is the perfect destination for those looking to spruce up their living space. From trendy decor pieces to practical kitchen essentials, this store has something for everyone. Visit Chase & Company today and discover the perfect pieces to make your house feel like a home.
1755 Post Rd Unit 9, Wells, ME 04090, United States -
Greater Portland Health at Saccarappa Elementary School
● OpenGreater Portland Health at Saccarappa Elementary School is a community health center located at 110 Huntress Avenue in Westbrook, Maine, United States. Our dedicated team of healthcare professionals provides comprehensive medical services to students, families, and staff of Saccarappa Elementary School and the surrounding community. We offer a range of primary care services, including preventive care, chronic disease management, and behavioral health support. Our goal is to promote health and wellness for all individuals, regardless of their background or financial situation. Visit us today and experience compassionate care in a convenient and welcoming environment.
110 Huntress Ave, Westbrook, ME 04092, United States -
Maine Benefits Group
● ClosedMaine Benefits Group is a health insurance agency located at 505 Main Street in Presque Isle, Maine, United States. We are dedicated to providing individuals and families with comprehensive insurance coverage to protect their health and well-being. Our experienced agents work closely with clients to find the best insurance plans that meet their specific needs and budget. Whether you are looking for medical, dental, vision, or life insurance, Maine Benefits Group is here to help you navigate the complex world of insurance and find the right coverage for you. Contact us today to schedule a consultation and start securing your future.
505 Main St, Presque Isle, ME 04769, United States -
MEA Benefits Trust
● ClosedMEA 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.
35 Community Dr, Augusta, ME 04330, United States -
Bankers Life
● ClosedBankers Life, located at 360 U.S. 1 in Scarborough, Maine, is a finance, health, and insurance agency offering a wide range of insurance options. Our agents provide core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, Washington National Insurance Company, as well as options from partner carriers such as Aetna, Anthem, Humana, UnitedHealthcare, and Wellcare. At Bankers Life, we specialize in helping individuals compare Medicare Advantage plans to find the right coverage for their needs. With the rising cost of healthcare and the necessity of long-term care planning, our agents are here to guide you through important discussions with your loved ones and help you prepare for the future.
360 US-1 Ste 202, Scarborough, ME 04074, United States -
Northwestern Mutual
● ClosedNorthwestern Mutual, located at 511 Congress Street in Portland, Maine, is a finance institution dedicated to helping individuals protect their families and achieve their financial goals. Their team of financial advisors offers personalized plans that balance current and future priorities, providing a range of options including investments and insurance. With high financial strength ratings and recognition for customer experience, Northwestern Mutual is committed to putting clients first and planning for both today and tomorrow. Their approach combines strategies for growth and protection, tailored to each individual's needs. By working with Northwestern Mutual, clients can access a variety of financial options to help them reach their goals, whether it's saving for college, buying a house, or planning for retirement. The institution is focused on creating a culture of inclusion and respect for employees, advisors, clients, and communities. With a dedication to diversity and inclusion, Northwestern Mutual is committed to supporting their workforce and advancing critical issues in their communities.
511 Congress St #601, Portland, ME 04101, United States -
John Fortier - State Farm Insurance Agent
● ClosedJohn Fortier - State Farm Insurance Agent is a reputable insurance agency located at 305 Kennedy Memorial Drive in Waterville, Maine. The team at this agency, including Anne, Kristal, Alek, Jake & John, is dedicated to providing superior customer service and access to insurance and financial products. With a combined experience of 132 years, they are well-equipped to help you with all your insurance needs. The agency offers a range of insurance products, including auto, home, life, umbrella, boat, business, jewelry, and more. They are committed to helping you manage the risks of everyday life, recover from unexpected events, and achieve your dreams. Whether you need a quote, have a question, or need assistance with a claim, the team at John Fortier State Farm Insurance is here to help.
305 Kennedy Memorial Dr, Waterville, ME 04901, United States -
CC: Tax Preparation
● OpenCC: Tax Preparation is a trusted accounting and finance institution located at 73 Main Street in Madison, Maine, United States. Our team of experienced professionals is dedicated to providing top-notch tax preparation services to individuals and businesses. With a focus on accuracy and efficiency, we strive to help our clients navigate the complexities of tax laws and maximize their financial well-being. Whether you need assistance with filing your taxes or require expert advice on financial planning, CC: Tax Preparation is here to assist you every step of the way. Visit us today to experience the difference our personalized approach can make in managing your finances.
73 Main St, Madison, ME 04950, United States -
United States Postal Service
● ClosedThe United States Postal Service (USPS) located at 14 Sheridan Road in Ashland, Maine is a vital institution that provides essential postal and financial services to the community. As a post office, USPS offers a wide range of mailing and shipping options, as well as postal supplies and services. Additionally, as a financial institution, USPS offers money orders, bill payment services, and other financial products to help customers manage their finances. With a commitment to serving the public, the USPS in Ashland is dedicated to providing reliable and efficient postal and financial services to residents and businesses in the area.
14 Sheridan Rd, Ashland, ME 04732, United States
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