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TOP 30 Financial plan development in Maine
34 results found
Search for local businesses, places and services near you
Monument Square Financial Advisors - UBS Financial Services Inc.
Monument Square Financial Advisors - UBS Financial Services Inc. is a renowned financial institution located at 1 City Center in Portland, Maine, United States. Specializing in finance, they offer a wide range of services to help individuals and businesses manage their wealth and achieve their financial goals. With a team of experienced advisors, they provide personalized solutions tailored to each client's unique needs. Whether you are looking for investment advice, retirement planning, or wealth management strategies, Monument Square Financial Advisors - UBS Financial Services Inc. is dedicated to helping you secure a prosperous financial future.
Edward Jones - Financial Advisor: Jessica L Putnam
Edward Jones - Financial Advisor: Jessica L Putnam is a trusted financial institution located at 8 Depot Street in Bridgton, Maine, United States. Specializing in personalized financial planning and investment services, Jessica L Putnam is dedicated to helping clients achieve their financial goals and secure their future. With a focus on building long-term relationships based on trust and integrity, clients can rely on Edward Jones for expert advice and guidance. Whether you are planning for retirement, saving for college, or investing for the future, Jessica L Putnam and her team are here to provide tailored solutions to meet your individual needs. Contact us today to schedule a consultation and take the first step towards financial success.
Ameriprise Financial
Ameriprise 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.
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.
Jacquelynn Lewis Inc
Jacquelynn Lewis Inc is a reputable accounting and finance institution located at 433 U.S. 1 in York, Maine, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, bookkeeping, auditing, and financial planning. Their commitment to providing personalized and efficient solutions has earned them a strong reputation in the industry. Whether you are an individual or a business in need of financial assistance, Jacquelynn Lewis Inc is dedicated to helping you achieve your financial goals.
Drew Barder
Drew Barder is a reputable dentist located at 39 Baribeau Drive in Brunswick, Maine, United States. Offering high-quality dental care and a range of health services, Dr. Barder and his team are dedicated to providing personalized and compassionate care to all patients. With a focus on preventative care and patient education, Drew Barder is committed to helping individuals achieve and maintain optimal oral health. Schedule an appointment today to experience top-notch dental care in a welcoming and comfortable environment.
NFP
NFP is an insurance agency located at 681 Sabattus Street in Lewiston, Maine, United States. We specialize in providing personalized insurance solutions for individuals and businesses, offering a wide range of coverage options to meet our clients' needs. Our team of experienced agents is dedicated to helping you find the right insurance policies to protect what matters most to you. Contact us today to learn more about how we can help you secure your future.
Ford Insurance Agency, Inc.
Ford Insurance Agency, Inc. is located at 2 Dow Highway in Eliot, Maine, United States. As an insurance agency, we pride ourselves on our dedicated staff, attention to detail, and commitment to excellence. With a unique blend of knowledge, service, and technology, we strive to provide the best insurance solutions for businesses and individuals alike. Our century-long reputation as a trusted and reliable insurance provider speaks for itself. We understand the importance of safeguarding your loved ones, property, and financial security. That's why we work closely with you to develop a tailored insurance plan that meets your specific needs and budget. At Ford Insurance, we prioritize our clients and strive to exceed your expectations in terms of service and support.
Chase & Company
Chase & 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.
RLW Management
RLW Management is a leading institution located at 33 Lyndon Street in Caribou, Maine, United States. We specialize in providing top-notch management services to businesses and individuals looking to streamline their operations and achieve their goals. Our team of experienced professionals is dedicated to helping our clients succeed by offering personalized solutions tailored to their specific needs. Whether you are looking for assistance with financial management, project planning, or organizational development, RLW Management is here to help. Contact us today to learn more about how we can support your success.
Benchmark Maine
Benchmark Maine is a reputable real estate agency located at 5 Portland Street in Yarmouth, Maine. With a team of experienced and knowledgeable real estate professionals, Benchmark Maine is dedicated to helping clients buy or sell their homes in the vibrant community of Yarmouth and the surrounding areas. Whether you are looking for your dream home or trying to sell your property, Benchmark Maine offers personalized and professional services to meet your real estate needs. Contact Benchmark Maine today to start your journey towards finding the perfect home in Maine.
New Ventures Maine
New Ventures Maine is an organization dedicated to helping individuals achieve economic security through entrepreneurship and career development. Located at 331 Water Street in Augusta, Maine, this institution provides a wide range of services including business training, financial education, and career planning. Whether you are looking to start a new business or advance in your career, New Ventures Maine offers resources and support to help you reach your goals. Their experienced staff and network of partners are committed to helping you succeed and thrive in the competitive business world. Visit New Ventures Maine today to take the next step towards a brighter future.
Mountain View Consulting
Mountain View Consulting is a leading health institution located in Fryeburg, Maine, United States. Our team of experienced consultants offers expert advice and guidance in various aspects of healthcare management, including strategic planning, financial analysis, and operational efficiency. With a focus on improving patient outcomes and optimizing healthcare delivery, Mountain View Consulting is dedicated to helping healthcare organizations achieve their goals and thrive in today's complex healthcare landscape. Contact us today to learn more about how we can support your institution.
Counseling ONFIRE LLC
Counseling ONFIRE LLC is a health institution located at 19 Commons Avenue in Windham, Maine, United States. Our experienced team offers effective treatment for individuals from all walks of life in a confidential, respectful, and caring environment. We are committed to supporting our clients every step of their journey as they overcome struggles, heal from pain, and move forward in life. At Counseling ONFIRE LLC, we focus on each client's unique needs and resources to develop personalized action plans that support their goals. Using a strength-based approach, we help clients develop the knowledge and skills needed to cope with everyday stressors, financial concerns, family issues, and unmet substance use or mental health needs.
Maine SBDC / CEI - Waterville
Maine SBDC / CEI - Waterville is a business development center located at 50 Elm Street in Waterville, Maine. This institution provides a wide range of resources and support services for small businesses and entrepreneurs in the area. From business planning and financial management to marketing and networking opportunities, Maine SBDC / CEI - Waterville is dedicated to helping local businesses thrive and succeed. With expert advisors and a strong network of partners, this institution is a valuable asset for anyone looking to start or grow a business in the Waterville area.
ISC Group LLC
ISC Group LLC is a leading institution located in Portland, Maine, United States. We specialize in providing top-notch consulting services to businesses looking to enhance their operations and achieve their goals. Our team of experienced professionals offers expert guidance in areas such as strategic planning, financial management, and organizational development. With a proven track record of success, ISC Group LLC is dedicated to helping our clients thrive in today's competitive market. Contact us today to see how we can help your business reach new heights.
Goodman Jonathan M
Goodman Jonathan M is a reputable lawyer based at 511 Congress Street in Portland, Maine, United States. As part of the Troubh Heisler law firm, Goodman Jonathan M offers a wide range of legal services to individuals, businesses, collective bargaining units, financial institutions, and municipalities. With a focus on civil and commercial litigation, the firm provides thorough, efficient, and cost-effective legal advice and representation at the highest level of expertise. In addition to serving clients locally in Scarborough, Maine, Goodman Jonathan M also represents clients nationally and internationally. The firm's new location in Scarborough offers on-site parking for added convenience, which has been well-received by clients.
The Savoie Group, LLC
The Savoie Group, LLC is an accounting and finance institution located at 160 Main Street, Madawaska, Maine, United States. We specialize in income tax preparation services and are dedicated to helping taxpayers ensure they have the correct amount of tax withholding following recent tax law changes. Our services are especially beneficial for those in households with multiple jobs, with children or dependents, who itemize their taxes, or have high incomes or complex tax situations. When you visit us, be sure to have your most recent pay stub(s) handy. Our team invests in top software and research material to provide you with the best tax planning, compliance, and preparation services. Don't pay more in taxes than necessary - let us help you take advantage of every deduction and credit available to you.
Milliken Perkins & Brunelle
Milliken Perkins & Brunelle is an accounting and finance institution located at 452 Roosevelt Trail in Windham, Maine, United States. We are dedicated to helping our clients save money, grow their businesses, and plan for the future. Our team is always learning and staying up-to-date on the latest tax developments and accounting programs. We offer a range of services including tax preparation, business improvement strategies, entity selection, and growth planning. Our goal is to find ways to permanently lower taxes and increase wealth for our clients. Whether you are just starting out or looking to sell your business, we can help you every step of the way.
True North Consulting, Inc.
True North Consulting, Inc. is a leading consulting firm located in Standish, Maine. Our team of experienced consultants provides expert guidance and strategic solutions to help businesses reach their true potential. With a focus on leadership development, organizational effectiveness, and strategic planning, we work closely with our clients to identify opportunities for growth and success. At True North Consulting, Inc., we are committed to guiding businesses in the right direction towards achieving their goals and objectives. Visit us at 33 Hearthside Road to learn more about how we can help your business thrive.
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.
stockbridge associates
Stockbridge Associates is a leading consulting firm located at 67 Birch Point in Freeport, Maine, United States. With a focus on providing strategic guidance and innovative solutions to businesses in the retail and consumer goods industries, Stockbridge Associates has a proven track record of helping companies achieve their goals and drive growth. Their team of experienced professionals offers a range of services, including market research, brand development, and strategic planning, to help clients navigate the ever-changing marketplace and stay ahead of the competition. Whether you're a small start-up or a large corporation, Stockbridge Associates can tailor their services to meet your specific needs and help you succeed in today's fast-paced business environment.
Gold Bridge Partners, inc
Gold Bridge Partners, Inc. is a premier financial institution located at 5 Winada Drive in Winthrop, Maine, United States. Specializing in wealth management and investment services, Gold Bridge Partners, Inc. offers expert guidance and personalized solutions to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Gold Bridge Partners, Inc. is dedicated to providing top-tier service and innovative strategies to help clients navigate the complexities of the financial world. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Gold Bridge Partners, Inc. is here to help you build a secure financial future.
Lavallee & Associates, LLC
Lavallee & Associates, LLC is a reputable accounting and finance institution located at 26 Union Park Road in Topsham, Maine, United States. Our dedicated team of professionals is committed to providing top-notch financial services to individuals and businesses alike. With convenient operating hours from Monday to Friday, 9am to 4pm, we are here to assist you with all your accounting needs. Additionally, we offer the option to easily send us digital or scanned documents via ShareFile.com for seamless communication and document exchange. Trust Lavallee & Associates, LLC for all your financial needs.
Bogue Asset Management
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.
Fiducient Advisors
Fiducient Advisors, located on Depot Street in Kennebunk, Maine, United States, is a trusted finance institution with a disciplined fiduciary investment approach developed and refined over nearly 30 years. Our focus is on helping our clients achieve their goals and telling their unique stories through customized investment strategies and solutions. As fiduciary consultants, we manage retirement plans with a keen eye on reducing costs, mitigating responsibilities, and enhancing employee benefits. For nonprofits, our experienced team of endowment investment advisors collaborates with key stakeholders to tailor investment solutions that align with the organization's objectives and stewardship obligations. The Wealth Office® at Fiducient Advisors partners with clients to protect assets from taxation, inflation, and investment risks, offering personalized wealth management strategies to meet individual financial goals.
H&R Block
H&R Block in Scarborough, Maine is a leading accounting and finance institution that provides tax preparation services, financial planning, and consulting. With a team of experienced professionals, H&R Block helps individuals and businesses navigate the complexities of tax laws and maximize their financial well-being. Located at 426 U.S. 1, this institution offers personalized services to meet the unique needs of each client. Whether you need assistance with filing your taxes or developing a comprehensive financial strategy, H&R Block is dedicated to helping you achieve your financial goals.
Bogue Asset Management LLC
Bogue Asset Management LLC, located at 48 Union Wharf in Portland, Maine, is a finance institution dedicated to helping clients make wise financial choices and take control of their lives. Specializing in serving professionals, small business owners, individuals approaching retirement, and retirees, the institution offers personalized financial planning services both locally and nationally. With a focus on helping clients keep the promises they make to themselves, Bogue Asset Management LLC works to develop clear visions and effective strategies to manage wealth and achieve financial goals. By creating investment strategies based on individual goals and priorities, the institution aims to provide peace of mind and ensure a higher rate of success for clients.
K&A Engineering Consulting P.C.
K&A Engineering Consulting P.C. is a full-service engineering firm located at 1 Runway Road, South Portland, Maine, United States. Specializing in electric power delivery and energy engineering services, including project management and construction management support, K&A is dedicated to transforming the power industry. As a minority-owned enterprise, K&A is known for employing passionate individuals with extensive experience, delivering customizable solutions, and providing superior service to clients. Our team at K&A has successfully managed large Distributed Energy Resources (DER) interconnections, running simulations, recommending system upgrades, and providing cost estimates in detailed reports. With a commitment to meeting tight deadlines and effective communication, K&A has the ability to adapt and scale resources as needed to meet the demands of various projects.
Opus Consulting
Opus Consulting is a finance institution located at 770 Congress Street in Portland, Maine, United States. We specialize in improving business performance through a cross-functional approach to performance management at the intersection of finance, strategy, and operations. Our team of finance and accounting professionals provide customized financial performance consulting for businesses of all sizes, offering clear guidance for long-term growth. We go above and beyond to help our clients grow their businesses through productivity advisory, sales and marketing improvements, and asset recovery and deployment. In challenging times, we act swiftly and efficiently as interim management or long-term advisors to solve and execute on complex business turnaround situations.
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List of local businesses, places and services in Maine
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