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TOP 30 Financial planning advice in Wells, ME
21 results found
Search for local businesses, places and services near you
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.
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.
Zachary Burd - Private Wealth Advisor, Ameriprise Financial Services, LLC
Zachary 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.
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.
Banyan Financial Services
Banyan 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.
Gregory Clinard - Financial Advisor, Ameriprise Financial Services, LLC
Gregory 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.
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.
Acadia Federal Credit Union
Acadia 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.
Free Women's Health Clinic
The Free Women's Health Clinic at 87 College Street in Lewiston, Maine, United States, is a vital resource for women in need of affordable and accessible healthcare services. Our dedicated team of healthcare professionals provides a wide range of services including gynecological exams, contraception counseling, STI testing, pregnancy testing, and more. We are committed to promoting the health and well-being of women in our community, regardless of their financial situation. Visit us today to receive compassionate and comprehensive care in a supportive and welcoming environment.
Globe Life American Income Division: Fisher Organization
Globe Life American Income Division: Fisher Organization is an insurance agency located at 12 Atlantic Place in South Portland, Maine, United States. Specializing in providing a wide range of insurance products and services, the institution is dedicated to helping individuals and families protect their financial well-being. With a team of experienced professionals, Globe Life American Income Division: Fisher Organization offers personalized insurance solutions to meet the unique needs of each client. Whether it's life insurance, health insurance, or retirement planning, this institution is committed to providing top-notch customer service and expert advice.
CC: Tax Preparation
CC: 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.
Auburn Savings Bank
Auburn Savings Bank, located at 256 Court Street in Auburn, Maine, offers a range of financial services including ATM access, banking, and personalized financial solutions. Whether you are looking to start or expand your business, Auburn Savings Bank provides customized products and first-name service to help you achieve your goals. Customers like Heidi and Evan Peer, owners of All in 1 Builders, appreciate the local and accessible nature of the bank, as well as the fast decision-making process. With over a century of experience in the Lewiston-Auburn community, Auburn Savings Bank is committed to supporting individuals, families, and businesses in the area. From streamlined financing to personalized solutions, Auburn Savings Bank is dedicated to helping you succeed. Visit us today to experience the difference of banking with Auburn Savings Bank.
Fred E Gignoux Inc
Fred E Gignoux Inc is a well-established institution located at 5 Moulton Street in Portland, Maine, United States. With a commitment to excellence and a strong reputation for providing top-notch services, Fred E Gignoux Inc offers a wide range of financial solutions to meet the needs of its clients. Whether you are looking for investment advice, retirement planning, or estate planning services, the experienced team at Fred E Gignoux Inc is dedicated to helping you achieve your financial goals. Visit their office today to learn more about how they can assist you in securing your financial future.
Troubh Heisler LLC
Troubh Heisler LLC is a full-service law firm located at 200 Professional Drive in Scarborough, Maine. Our team of experienced lawyers offers a wide range of legal services to individuals, businesses, collective bargaining units, financial institutions, and municipalities. We specialize in civil and commercial litigation, providing thorough, efficient, and cost-effective representation at the highest level of expertise. In addition to our statewide practice, Troubh Heisler also represents clients on a national and international level. Our move to Scarborough in 2020 has allowed us to better accommodate the needs of our clients with a more convenient location and on-site parking, which has been well received by our clientele.
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.
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.
Downeast Accounting Services
Downeast Accounting Services is a full-service accounting and finance institution located at 1332 Post Road in Wells, Maine, United States. Committed to providing close, personal attention to clients, the institution offers a wide range of services including tax preparation, accounting, bookkeeping, payroll, and business consulting for individuals, small and large businesses, homeowners associations, condominium associations, and non-profit organizations. With a team of professionals who continually invest in professional education and state-of-the-art technology, Downeast Accounting Services is dedicated to excellence in helping clients minimize their tax liability and make informed financial decisions. The institution provides resources on sustainability, corporate reporting, standards, and audit issues, and offers updates and guides on its blog page.
Macomber & Palanza
Macomber & Palanza is a reputable accounting and finance institution located at 171 Ocean Street in South Portland, Maine, United States. The institution is led by Stew, a highly qualified CPA with over fifteen years of experience, offering top-notch services for small businesses and individuals with complex tax needs. With a team of CPAs and Enrolled Agents boasting over 75 years of combined experience, Macomber & Palanza ensures that only seasoned professionals handle your financial affairs. The institution continuously enhances its education and training to provide clients with the best planning opportunities in a changing legislative environment. Whether you need assistance with estate and gift tax planning, individual tax return preparation, or business advisory services, Macomber & Palanza has the expertise to guide you in making profitable decisions that benefit your financial well-being. From helping you navigate tax penalties to resolving audits efficiently, the institution strives to ensure that your finances are in order and your business is on the right path. With a strong network of professionals in Southern Maine, Macomber & Palanza can connect you with reliable bookkeepers, attorneys, and financial planners to help your business thrive.
H&R Block
H&R Block is a well-known accounting and finance institution located at 438 U.S. 1 in Yarmouth, Maine, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for assistance with your personal taxes or a business in need of expert financial advice, H&R Block is dedicated to providing top-notch services to meet your needs. Visit their office in Yarmouth today to see how they can help you achieve your financial goals.
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