Financial management in Wells, Maine

Sun 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.

Edward Jones - Financial Advisor: Tural Nadirli, AAMS™|CRPC™ is a reputable financial institution located at 19 Northbrook Drive in Falmouth, Maine, United States. As a trusted financial advisor, Tural Nadirli offers personalized financial planning services to help clients achieve their financial goals. With expertise in Asset Management and Retirement Planning, Tural Nadirli is dedicated to providing top-notch financial advice and guidance to individuals and families. Whether you are looking to invest, save for retirement, or plan for your future, Edward Jones - Financial Advisor: Tural Nadirli, AAMS™|CRPC™ is committed to helping you make sound financial decisions.

Back River Financial Group, located at 690 Maine Avenue in Farmingdale, Maine, provides full-service tax and financial services to clients throughout the state. With over 25 years of successful service, we are now also located at 331 Commercial Street in Rockport, Maine. Our services include tax planning and year-end consultations, which can be done in person or over the phone. We pause all in-person appointments from January 15th to April 15th. For clients using QuickBooks, we provide a list of reports needed for tax preparation. We offer Tax Organizers to guide you in preparing your information, especially if you are self-employed. Drop off your documents in the secure drop box at our Farmingdale location or fax them to us. Rockport clients can drop off documents at our Commercial Street location or fax them to us as well. No appointment is needed for document drop-off. Once all your documents are submitted, we will complete your taxes based on the information provided. Please ensure you have all necessary documents before dropping them off. Trust Back River Financial Group for all your accounting and financial needs.

Waypoint Financial is a leading finance institution located at 15 Monument Square in Portland, Maine, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking to invest, save for the future, or plan for retirement, we are here to guide you every step of the way. With a focus on transparency, integrity, and superior customer service, Waypoint Financial is committed to helping you navigate the complexities of the financial world with confidence. Contact us today to learn more about how we can help you secure your financial future.

Kim Pelkey Financial Group is a reputable finance institution located at 184 Webster Street in Lewiston, Maine. Our team of experienced financial experts is dedicated to providing personalized financial planning and investment solutions tailored to meet the unique needs and goals of each client. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Kim Pelkey Financial Group is committed to helping you achieve financial success. Contact us today to schedule a consultation and take the first step towards a secure financial future.

Fourteen Forty Financial - Ameriprise Financial Services, LLC is a finance institution located at 27 Bowdoin Street in Manchester, Maine, United States. David Farago, recipient of the Ameriprise Ultimate Digital Excellence Award in 2023, leads a team dedicated to helping clients make the most of their time and money. With 1440 minutes in a day, the team at Fourteen Forty takes the time to understand your financial goals and create personalized strategies to help you achieve them. Working alongside your attorney and CPA, they help manage, grow, protect, and pass on your wealth to future generations. The team at Fourteen Forty provides insight into stock market trends and can guide you through estate planning and wealth transfer. They offer consultations to discuss your financial priorities and provide an overview of financial planning concepts. While they cannot guarantee future financial results, they are committed to helping you navigate complex financial issues with clarity and peace of mind.

Edward Jones - Financial Advisor: April E Caron is a trusted financial institution located at 32 Pleasant Street in Brunswick, Maine. As a dedicated financial advisor, April E Caron provides personalized financial planning services to help clients achieve their financial goals. Whether you are looking to save for retirement, invest for the future, or plan for your children's education, April E Caron can help create a customized financial strategy tailored to your specific needs. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: April E Caron is committed to helping clients secure their financial future.

Edward Jones - Financial Advisor: Sean F Dumont, AAMS™ is a trusted financial institution located at 906 Main Street in Sanford, Maine, United States. As a highly qualified financial advisor, Sean F Dumont, AAMS™ provides personalized financial planning and investment services to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Sean F Dumont, AAMS™ can provide expert guidance and advice to help you make informed financial decisions. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Sean F Dumont, AAMS™ is dedicated to helping clients secure their financial future.

Silver Maple Financial, LLC is a finance institution located at 26 Haley Road, Kittery, Maine, United States. At Silver Maple Financial, LLC, we prioritize providing unbiased financial assistance to our clients. Our team consists of independent fee-only advisors who have a fiduciary responsibility to always put your needs above their own. We value our clients' financial efforts and portfolios, no matter the size. Our goal is to be a trusted ally for our clients, recommending appropriate investments and handling all the paperwork for them. We believe in having open conversations with our clients to truly understand their financial goals and create a comprehensive plan tailored specifically for them. Working with an independent advisor can provide you with peace of mind, motivation, discipline, and high levels of competence. While some individuals may prefer to manage their finances on their own, choosing to work with an advisor can help you get moving towards your goals right away. Ultimately, the decision to work with an advisor is an important one that can lead to better investment performance, more peace of mind, and less stress. Contact us today to start a conversation about your financial future at Silver Maple Financial, LLC.

Edward Jones - Financial Advisor: Jim Flagg is a reputable finance institution located at 28 State Street in Gorham, Maine, United States. Specializing in providing personalized financial planning and investment services, Jim Flagg and his team are dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Jim Flagg is committed to providing top-notch financial advice and guidance to individuals and businesses in the Gorham community. Whether you are looking to save for retirement, plan for your child's education, or grow your wealth, Jim Flagg is here to help you navigate the complexities of the financial world and secure your financial future.

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.

Matthew Brown - Financial Advisor at Ameriprise Financial Services, LLC is a trusted financial institution located on Fore Street in Portland, Maine, United States. With years of experience and expertise in finance, Matthew Brown provides personalized financial planning and investment services to help clients achieve their financial goals. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Matthew Brown is dedicated to providing tailored solutions to meet your individual needs. Trust in Matthew Brown and Ameriprise Financial Services, LLC for expert financial advice and guidance.

BellPort Property Management is a trusted and reliable property management company located at 536 Washington Avenue in Portland, Maine, United States. Specializing in residential and commercial property management, BellPort offers a wide range of services to help property owners maximize their investments. With a team of experienced professionals, BellPort provides top-notch customer service and strives to ensure that all properties are well-maintained and profitable. Whether you are looking for someone to manage your rental property or need assistance with leasing and maintenance, BellPort Property Management is here to help. Contact us today to learn more about our services and how we can help you with your property management needs.

OneMain 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.

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.

Edward Jones - Financial Advisor: Jason A Seymour is a trusted financial institution located at 138 Ocean Street in South Portland, Maine. As a dedicated financial advisor, Jason A Seymour provides personalized financial planning services to help clients achieve their investment goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Jason A Seymour is committed to providing expert guidance and support to individuals and families looking to grow and protect their wealth. Whether you are planning for retirement, saving for your child's education, or simply looking to invest wisely, Jason A Seymour is here to help you navigate the complex world of finance with confidence. Contact us today to schedule a consultation and take the first step towards a brighter financial future.

LUX 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.

R C Management is a local government office located at 62 West Kingfield Road in Kingfield, Maine, United States. This institution is dedicated to providing efficient and effective management services for the community. From overseeing public works projects to ensuring compliance with local regulations, R C Management plays a vital role in maintaining the smooth operation of the town. With a team of dedicated professionals, this office is committed to serving the residents of Kingfield and promoting the overall well-being of the community.

Principal Financial Group is an insurance agency located at 100 Commercial Street in Portland, Maine, United States. Our mission is to help you protect what matters most in life through insurance. As the presenting sponsor of prestigious sports awards, we celebrate expertise, excellence, and equality in sports. We offer a range of services to help you secure your life, wages, and financial future. Dedicate a portion of your paycheck towards big goals like retirement or education, and feel confident about investing for the long term. Our firm is affiliated with FINRA's BrokerCheck for your research. Please refer to our disclosures and agreements for important information about our services. Remember, all investments come with inherent risks. Plan for your retirement with our Retirement Wellness Planner, but remember that individual results may vary. Trust Principal Financial Group to help you achieve your financial goals and protect your future.

Wells 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.

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.

Kelly Martin - Prudential Financial is a leading finance and insurance agency located at 286 West Main Street in Fort Kent, Maine, United States. With a solid reputation for providing top-notch financial services and insurance solutions, Kelly Martin - Prudential Financial is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, their team of experienced professionals is ready to assist you every step of the way. Visit Kelly Martin - Prudential Financial today and secure your financial future with confidence.

Stephen John St Jean: Primerica - Financial Services is a reputable finance and insurance agency located at 432 Centre Street in Bath, Maine, United States. With a focus on providing top-notch financial services to individuals and families, this institution is dedicated to helping clients achieve their financial goals and secure their futures. Led by Stephen John St Jean, a trusted financial advisor, the team at Primerica offers a wide range of financial products and services to meet the unique needs of each client. Whether you are looking to invest for the future, protect your assets with insurance, or plan for retirement, Stephen John St Jean: Primerica - Financial Services is committed to providing personalized and comprehensive solutions to help you succeed financially.

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 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.

Sage '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.

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.

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.

Bogue 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.

Fiduciary Financial Services, LLC is a finance institution located at 190 Main Street in Saco, Maine, United States. As a trusted fiduciary, we provide personalized financial services to help our clients achieve their financial goals and secure their financial future. Our team of experienced professionals offers expert advice and guidance on investments, retirement planning, estate planning, and more. With a commitment to transparency and putting our clients' best interests first, Fiduciary Financial Services, LLC is dedicated to providing top-quality financial services with integrity and professionalism.