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TOP 30 Financial planning for families in Maine
152 results found
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Kiara Swiatek, Bankers Life Agent
Kiara Swiatek, Bankers Life Agent is an insurance agency located at 360 U.S. 1 in Scarborough, Maine, United States. As a representative of Bankers Life, Kiara Swiatek specializes in providing insurance products and services to help individuals and families protect their financial future. With a focus on personalized service and tailored solutions, Kiara Swiatek is dedicated to helping clients navigate the complexities of insurance and make informed decisions to secure their assets and loved ones. Whether you are looking for life insurance, long-term care insurance, or retirement planning, Kiara Swiatek, Bankers Life Agent is committed to providing expert guidance and support every step of the way.
Metlife: Troscianiec Edward
MetLife: Troscianiec Edward is an insurance agency located at 62 U.S. 1, Cumberland, Maine, United States. At MetLife, protecting your information is a top priority. They offer everything you need to know to protect you and your family, all in one place. The institution provides a range of insurance services including Health Savings Accounts (HSAs) and dental insurance programs. They also emphasize the importance of disability insurance and paid leave in demonstrating employee care. MetLife is committed to helping individuals build a more confident future and offers valuable insights on retirement savings and longevity risk. The institution also provides access to legal plans and services for policyholders. Register online today to access and manage your MetLife benefits and join a global community dedicated to helping individuals achieve financial security.
Devron Wilkinson, Bankers Life Agent
Devron Wilkinson, Bankers Life Agent is an insurance agency located at 360 U.S. 1 in Scarborough, Maine, United States. Specializing in providing life insurance and financial planning services, Devron Wilkinson is dedicated to helping individuals and families protect their future and achieve their financial goals. With a commitment to personalized service and expert guidance, clients can trust Devron Wilkinson to provide comprehensive insurance solutions tailored to their specific needs. Whether you are looking to secure your family's financial stability or plan for retirement, Devron Wilkinson, Bankers Life Agent is here to help you every step of the way.
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.
University Credit Union - Farmington
University Credit Union - Farmington, located at 154 High Street in Farmington, Maine, is a trusted institution offering a range of financial services including ATM access and finance options. Our new Digital Banking platform is set to launch soon, providing enhanced convenience for our members. Despite inclement weather, our branch lobbies may be closed, but our Call Center and Video Teller Drive-Ups remain open as usual. Earn high rewards with our Kasasa Cash program, and don't miss out on the opportunity to apply for our UCU Scholarship Program, offering nine $1,000 scholarships to Maine college students in 2024. Our Kasasa Saver program also provides additional rewards on balances up to $100,000. Take advantage of our Digital Banking features on both desktop and mobile, and refer your friends and family to earn up to $500 per calendar year. For teenagers looking for financial independence, we offer a checking account tailored to their needs. Stay informed about online safety and fraud prevention with our resources, and consider taking our HoMEworks course to learn about the home buying process. UCU also offers education loan options for those in need. If you require assistance with our website, please call our customer service line. We are committed to providing top-notch services and financial literacy resources to our community.
University Credit Union - Bangor
University Credit Union - Bangor is a financial institution located at 977 Union Street, Bangor, Maine, United States. Offering a range of services including ATM access and finance options, UCU is dedicated to providing convenient and reliable banking solutions to its members. Stay connected with UCU through their new Digital Banking platform, launching soon! Enjoy the ease of managing your finances online and stay up to date on the latest upgrades by registering today.
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.
The Maine Loan
The Maine Loan is a finance institution located at 5 Community Drive in Augusta, Maine, United States. We provide a variety of loan options to help individuals and families achieve their financial goals. Our experienced team is dedicated to providing personalized service and expert guidance to ensure our customers find the best loan solution for their needs. Whether you are looking to finance a new home, car, or education, The Maine Loan is here to help you every step of the way. Contact us today to learn more about our competitive loan options and flexible repayment plans.
Oceanair, Inc
Oceanair, Inc is a finance institution located at 202 U.S. 1 in Falmouth, Maine, United States. Specializing in financial services, Oceanair, Inc offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. With a team of experienced professionals, Oceanair, Inc provides personalized and tailored financial advice to individuals, families, and businesses. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Oceanair, Inc is dedicated to helping you navigate the complex world of finance with confidence and peace of mind.
Bergen & Parkinson LLC
Bergen & Parkinson LLC is a reputable law firm located at 144 Main Street in Saco, Maine, United States. With a team of experienced attorneys, they provide legal services in various practice areas including personal injury, family law, real estate, estate planning, and more. Clients can expect personalized attention and expert legal representation at Bergen & Parkinson LLC.
Elder Law Office of Kienitz and Pross, P.A.
The Elder Law Office of Kienitz and Pross, P.A. is a reputable law firm specializing in elder law located at 443 Main Street in Lewiston, Maine. With a focus on providing legal advice and services tailored to the unique needs of seniors, their practice areas include estate planning, long-term care planning, Medicaid planning, guardianship, and more. The experienced attorneys at this institution are dedicated to helping elderly clients and their families navigate the complexities of aging with compassion and expertise.
Lynch & Newman LLC
Lynch & Newman LLC is a law firm located at 19 Vine Street in Damariscotta, Maine, United States. Our primary focus is on estate planning, gift planning, and the transfer of family-owned property and businesses. We also serve as trustees for client estates and trusts in probate, working closely with investment advisors and CPAs to ensure proper tax returns are prepared. In addition to estate planning, we help clients anticipate future needs by providing necessary documents such as powers of attorney, health care directives, and financial products like reverse mortgages, long-term care insurance, and annuities. Through our Coastal Title Company, we offer comprehensive legal services for real estate issues including title examination, title insurance, and closing services.
Murray Plumb & Murray
Murray Plumb & Murray is a prestigious institution located at 75 Pearl Street in Portland, Maine, United States. Specializing in accounting, finance, and legal services, the firm is known for its expertise and dedication to providing top-notch professional advice and solutions to clients. With a team of experienced professionals, Murray Plumb & Murray is committed to delivering exceptional service and helping clients navigate complex financial and legal matters with confidence and success.
Shaheen & Gordon, P.A.
ovides strategic legal counsel and representation to businesses in a variety of industries. With a focus on business law, Ben helps clients navigate complex legal issues and achieve their goals. Ben is also a member of the firm's Management Committee and plays a key role in shaping the overall strategy and direction of Shaheen & Gordon, P.A. Shaheen & Gordon, P.A. is dedicated to providing top-tier legal services to clients in Maine and beyond. With a team of experienced attorneys covering a wide range of practice areas, we are equipped to handle any legal matter with skill, dedication, and personalized attention. Contact us today to learn more about how we can help you achieve the best possible outcome for your case."
Toole Carlin & Powers
Toole Carlin & Powers is a reputable law firm located at 194 Main Street in Freeport, Maine. Specializing in various areas of law, including personal injury, family law, and estate planning, the team at Toole Carlin & Powers is dedicated to providing high-quality legal services to clients in the United States. With a focus on professionalism, expertise, and personalized attention, this institution is committed to achieving the best possible outcomes for their clients. Whether you are facing a legal dispute or seeking legal advice, Toole Carlin & Powers is here to help.
Plourde Morneault & Dubay
Plourde Morneault & Dubay is a reputable accounting and finance institution located at 286 West Main Street in Fort Kent, Maine, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual or a business owner, they provide personalized solutions to help you achieve your financial goals. Trust Plourde Morneault & Dubay for all your accounting and finance needs.
Maine Advisory Associates
Maine Advisory Associates is a reputable financial advisory firm located at 50 5 Corners Road in New Sharon, Maine. Our team of experienced professionals is dedicated to providing personalized financial planning and investment management services to individuals, families, and businesses. With a focus on building long-term relationships based on trust and integrity, we strive to help our clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Maine Advisory Associates is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and see how we can help you reach your financial objectives.
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.
Casco Bay Advisors, LLC
Casco Bay Advisors, LLC is a financial institution located at 2 Streamside Lane in Gardiner, Maine. We specialize in providing personalized financial planning and investment management services to individuals and families. Our experienced team of advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Casco Bay Advisors, LLC is here to help. Contact us today to schedule a consultation and start planning for a brighter financial future.
Lebel & Harriman, LLP
Lebel & Harriman, LLP is a finance and insurance agency located at 366 U.S. 1 in Falmouth, Maine, United States. Whether you are planning for retirement, managing wealth, or overseeing a corporate retirement plan, we are here to provide guidance and counsel for your financial journey. With over thirty years of experience, we offer expertise in retirement planning, insurance planning, portfolio management, business succession, and retirement plan management. Our services are customized to meet the unique needs of each client, helping business owners create a legacy and set their workforce up for success. We combine math and psychology to prepare your financial future, providing personal financial planning, asset management, income replacement projections, distribution, and estate planning. We take pride in using creative ideas and experience to ensure that your family legacy continues uninterrupted in case of unforeseen events. Stay updated on industry news and events with our monthly highlights and expectations for the upcoming year. Securities are offered through ValMark Securities, Inc. and investment advisory services are offered through ValMark Advisers, Inc. Lebel & Harriman, LLP and Lebel & Harriman Retirement Advisors are separate entities from ValMark Securities, Inc. and ValMark Advisers, Inc.
RBC Wealth Management
RBC Wealth Management is a leading financial institution located at 179 Main Street in Damariscotta, Maine, United States. As a trusted provider of wealth management services, RBC offers personalized financial planning, investment solutions, and advisory services to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, RBC Wealth Management is dedicated to helping individuals and families build, manage, and protect their wealth for the future.
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.
First Command
First Command is a trusted institution located in Scarborough, Maine, United States. As a bank, finance, and insurance agency, we offer a wide range of financial services to help our clients achieve their goals and secure their financial future. Our experienced team is dedicated to providing personalized solutions and expert guidance to help individuals and families make sound financial decisions. Visit us at 306 U.S. 1 to learn more about how First Command can help you plan for a secure financial future.
The Prichard Weston Group - Morgan Stanley
The Prichard Weston Group at Morgan Stanley is a leading financial institution located at 100 Middle Street in Portland, Maine, United States. With a strong reputation for excellence in financial services, the institution offers a wide range of investment and wealth management solutions for individuals, families, and businesses. The experienced team at The Prichard Weston Group is dedicated to providing personalized advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, managing your investments, or seeking advice on estate planning, The Prichard Weston Group at Morgan Stanley is committed to delivering top-notch service and expertise.
Baird Private Wealth Management
Baird Private Wealth Management is a prestigious finance institution located at 129 Middle Street in Portland, Maine, United States. With a focus on personalized wealth management services, Baird offers tailored financial solutions to help individuals and families achieve their financial goals. The experienced team of advisors at Baird provides expert guidance and strategic planning to help clients grow and protect their wealth for the long term. With a commitment to excellence and a dedication to client satisfaction, Baird Private Wealth Management is a trusted partner in financial success.
Northeast Retirement Solutions
Northeast Retirement Solutions is a premier retirement planning institution located at 2 Great Falls Plaza in Auburn, Maine, United States. Our team of experienced financial advisors is dedicated to helping individuals and families achieve their retirement goals through personalized investment strategies, comprehensive financial planning, and expert guidance. Whether you are nearing retirement or just starting to plan for the future, Northeast Retirement Solutions is here to provide you with the tools and resources you need to secure a comfortable and worry-free retirement. Contact us today to schedule a consultation and take the first step towards a brighter financial future.
First National Wealth Management
First National Wealth Management is a leading financial institution located at 9 Bristol Road in Damariscotta, Maine. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management solutions. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, we are here to provide expert guidance and support every step of the way. Trust First National Wealth Management to help you secure a prosperous financial future.
LTC Partners, LLC
LTC Partners, LLC is a finance institution located at 84 Wolcott Street in Portland, Maine, United States. Specializing in long-term care insurance and financial planning, LTC Partners provides expert guidance and solutions to help individuals and families prepare for the costs associated with long-term care. With a team of experienced professionals, LTC Partners is dedicated to helping clients navigate the complexities of long-term care planning and achieve financial security for the future.
Gail Frongillo - Morgan Stanley
Gail Frongillo - Morgan Stanley is a reputable finance institution located at 100 Middle Street in Portland, Maine, United States. With a strong focus on providing personalized financial services, Gail Frongillo - Morgan Stanley offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to delivering top-notch financial advice and support to individuals, families, and businesses. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Gail Frongillo - Morgan Stanley is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
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