The 30 Best Financial planning in Auburn, Maine

34 results found

AAA Auburn Insurance and Member Services is a one-stop shop for all your finance, insurance, and travel needs. Located at 600 Center Street in Auburn, Maine, this institution offers a wide range of services to help you protect your assets and plan your next adventure. Whether you're looking for auto, home, or life insurance, or need assistance with booking a vacation or planning a road trip, AAA Auburn Insurance and Member Services has you covered. With a team of knowledgeable and friendly professionals, you can trust that your financial and travel needs will be taken care of with the utmost care and attention to detail. Visit us today to see how we can help you navigate life's uncertainties and create unforgettable memories.

Pinetree Retirement Planning is an insurance agency located at 20 Union Street in Auburn, Maine. We specialize in helping individuals plan for their retirement by offering a range of insurance options to protect their financial future. Our team of experienced professionals is dedicated to providing personalized service and tailored solutions to meet each client's unique needs. Whether you are looking to secure your retirement income, protect your assets, or plan for long-term care, Pinetree Retirement Planning is here to help you every step of the way. Contact us today to start planning for a secure and comfortable retirement.

Cornerstone Wealth Planning: Davis Melinda is a reputable financial institution located at 79 Main Street in Auburn, Maine, United States. Led by the experienced and knowledgeable financial advisor, Davis Melinda, the institution specializes in comprehensive wealth planning services tailored to meet the unique needs and goals of each client. With a focus on building long-term relationships and providing personalized financial solutions, Cornerstone Wealth Planning strives to help individuals and families achieve financial security and success. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Davis Melinda and the team at Cornerstone Wealth Planning are dedicated to helping you navigate the complexities of financial planning with confidence and peace of mind.

Randy Paul Martin: Primerica - Financial Services is a reputable finance and insurance agency located at 1071 Auburn Road in Turner, Maine, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and families achieve their financial goals. From retirement planning to life insurance, they provide personalized solutions to meet each client's unique needs. With a commitment to excellence and customer satisfaction, Randy Paul Martin: Primerica - Financial Services is dedicated to helping clients secure their financial future.

James Jackson - Prudential Financial is a reputable finance and insurance agency located at 620 Washington Street North in Auburn, Maine, United States. With a strong focus on providing comprehensive financial planning and insurance services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, we are here to provide personalized solutions tailored to your individual needs. Contact us today to schedule a consultation and take the first step towards securing your financial future.

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.

Cornerstone Wealth Planning, located at 79 Main Street in Auburn, Maine, offers financial planning and investment management services to successful business owners and professionals. The institution helps clients have more control over their retirement and legacy, providing a process that brings all financial pieces together to strive for flexibility and success. The team at Cornerstone empowers clients to make informed decisions and take practical steps towards their financial goals at every stage of life. Client relationships are seen as lifelong partnerships, with a focus on tailored advice and regular communication. Mindy, Wes, and the entire team are dedicated to inspiring and empowering clients through listening and personalized financial guidance. Schedule a complimentary conversation to explore how Cornerstone can help you achieve your unique financial goals. Securities are offered through LPL Financial, Member FINRA/SIPC, and investment advice is offered through Cornerstone Wealth Planning, a separate entity from LPL Financial. Please consult legal or tax professionals for specific advice regarding your individual situation. The team at Cornerstone is licensed in Maine and serves clients in ME, NC, and FL.

Tara Davis - Ameriprise Financial Services, LLC is a finance institution located at 2 Great Falls Plaza in Auburn, Maine, United States. The professionals at this institution hold various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. These certifications demonstrate their expertise in areas such as asset management, investment strategies, estate planning, and retirement planning. The institution offers a range of services to help clients make informed financial decisions and plan for their future. With a focus on ethical practices and continuing education, Tara Davis - Ameriprise Financial Services, LLC aims to provide comprehensive financial planning solutions to individuals and businesses.

Edward Jones - Financial Advisor: Justin K Conant, CFP® is a reputable finance institution located at 411 Center Street in Auburn, Maine, United States. Justin K Conant, a Certified Financial Planner, offers personalized financial advice and services to help clients achieve their financial goals. With a focus on long-term planning and investment strategies, Edward Jones provides a comprehensive approach to wealth management. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Justin K Conant and the team at Edward Jones are dedicated to helping you navigate the complex world of finance with confidence and peace of mind.

Rise Private Wealth Management - Ameriprise Financial Services, LLC, located at 2 Great Falls Plaza in Auburn, Maine, is a finance institution that provides personalized financial planning services. Ameriprise financial advisors are registered to do business in specific U.S. states and offer consultations to discuss individual financial goals. While the initial consultation provides an overview of financial planning concepts, written analysis and recommendations are not provided. Ameriprise Financial cannot guarantee future financial results. Users of the website are bound by Ameriprise Financial Website Rules and Regulations. The institution is a member of FINRA and SIPC, ensuring security and privacy for clients. Referrals are appreciated, and friends and family members can expect to hear from Ameriprise Financial soon to discuss their financial goals.

Matt Simard - Financial Advisor at Ameriprise Financial Services, LLC, located at 2 Great Falls Plaza in Auburn, Maine, United States. Matt Simard holds multiple certifications including 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®. Matt Simard is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products, Matt Simard is committed to helping clients achieve their financial goals.

Horace Mann Insurance is a reputable finance and insurance agency located at 909 Minot Avenue in Auburn, Maine. With a commitment to providing quality insurance products and financial services, Horace Mann Insurance is dedicated to helping individuals and families protect their assets and plan for the future. Whether you are looking for auto, home, life, or retirement insurance, their experienced agents are ready to assist you in finding the right coverage to meet your needs. Trust Horace Mann Insurance to provide personalized service and reliable solutions for all your insurance needs.

Located at 1117 Center Street in Auburn, Maine, the MetLife Auto & Home: Lisa Holt Agency is an insurance agency dedicated to helping customers find the best coverage for their needs. As a local Farmers® agent, Lisa Holt is committed to providing personalized service to make sure you understand your insurance options. Whether you need auto, home, renters, or business insurance, Lisa has the knowledge and experience to help you make informed decisions. With over 80 years of experience, Farmers® offers comprehensive coverage for your car, home, and more. By getting a quote online, you can explore insurance discounts that may help you save money. In addition, Farmers® provides competitive rates and multi-line insurance discounts to protect your most valuable possessions.

Farmers Insurance - Lisa Holt is an insurance agency located at 1117 Center Street, Auburn, Maine, United States. As your local Farmers® agent, Lisa Holt helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers® provides a range of insurance products including auto, home, renters, business insurance, and more. Lisa is dedicated to helping customers understand their coverage options and offers personalized service to make sure they are well-informed about their insurance needs. Whether you need comprehensive coverage, collision coverage, medical payments, or any other type of insurance, Lisa Holt can help you navigate the process and find the right policy for your budget. She also offers competitive rates and multi-line insurance discounts to help customers save money.

Farm Credit East is a trusted financial institution located at 615 Minot Avenue in Auburn, Maine. As a leading provider of accounting, banking, and finance services, Farm Credit East is dedicated to supporting the agricultural community in the United States. With a focus on helping farmers and rural businesses thrive, Farm Credit East offers a wide range of financial products and services tailored to meet the unique needs of their customers. Whether you are looking for agricultural loans, insurance, tax planning, or other financial solutions, Farm Credit East is here to help you succeed. Visit us today to learn more about how we can support your financial goals.

Dirigo Federal Credit Union, located at 20 Washington Street North, Auburn, Maine, United States, offers simple commercial solutions for success with flexible terms and no application fees. They make car financing easy and offer a Platinum Credit Card for responsible spending. With over 250 locations, they provide access to the largest surcharge-free ATM network in Maine through the SURF Network. Additionally, their 5,000 shared branches and Co-Op's over 30,000 ATMs give customers more direct, fee-free access to their money than most traditional banks. They also provide information on avoiding imposter scams and fraud activity, such as scammers using Consumer Financial Protection Bureau employees' names. Visit Dirigo Federal Credit Union for all your banking needs and trust in their reliable 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.

Atlantic Investment Advisors is a leading finance institution located at 229 Center Street in Auburn, Maine, United States. With a team of experienced professionals, they offer expert advice and personalized financial solutions to help clients achieve their investment goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Atlantic Investment Advisors is committed to providing top-notch service and guidance every step of the way. Trust in their expertise and dedication to help secure your financial future.

Downeast Private Wealth, located at 31 Court Street in Auburn, Maine, offers personalized wealth management services to support smart financial planning for every life chapter. President Lena-Jo takes a candid, creative, and compassionate approach to help clients establish a more secure financial future. With a background in finance and extensive experience in the industry, Lena-Jo works with clients to define practical goals and creative solutions. Services include retirement planning, asset distribution, investment strategy, insurance planning, and tax efficiency. Clients can trust Downeast Private Wealth to provide honest, transparent, and fun financial guidance to help achieve their goals. Securities offered through Arkadios Capital, Member FINRA/SIPC, and advisory services offered through Arkadios Wealth. Contact info@downeastprivatewealth.com for more information.

Chasse & Company, located at 31 Court Street in Auburn, Maine, is a trusted institution specializing in accounting and finance services. Our team of experienced CPAs works closely with Maine business owners to provide smart solutions for financial challenges, ensuring sustainable growth for the long term. With over 70 years of combined experience, we have the knowledge and insight to handle any financial obstacle that may arise. Our proactive approach to strategic financial planning and accounting sets us apart from the rest, preparing you for whatever lies ahead. We understand the importance of being on the other side of the table, having valuable experience in the private sector. Let Chasse & Company equip your business with the tools needed for success. Contact us today to discuss the possibilities and see how we can help you thrive.

Austin Associates, P.A. is a leading accounting and finance institution located at 2 Great Falls Plaza in Auburn, Maine, United States. With a team of experienced professionals, we offer a wide range of services including tax preparation, financial planning, auditing, and consulting. Our commitment to excellence and personalized service sets us apart from the rest, making us the go-to firm for all your financial needs. Whether you are an individual, small business, or large corporation, Austin Associates, P.A. is here to help you achieve your financial goals.

H&R Block is a trusted accounting and finance institution located at 730 Center Street in Auburn, Maine, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual or a business owner, H&R Block is dedicated to providing personalized and reliable financial solutions to help you achieve your goals. Visit us today to experience the expertise and excellence that sets H&R Block apart in the industry.

Garant Consulting LLC is a reputable institution located in Portland, Maine, United States. We specialize in providing top-notch consulting services to businesses in various industries. Our team of experienced consultants offers tailored solutions to help companies achieve their goals and overcome challenges. Whether you need assistance with strategic planning, financial analysis, or operational improvements, we are here to support you every step of the way. Trust Garant Consulting LLC to provide you with expert guidance and innovative strategies to drive your business forward.

Androscoggin Bank is a trusted financial institution located at 12 Subaru Drive in Auburn, Maine, United States. Offering a range of banking services including ATMs, loans, and financial planning, Androscoggin Bank is committed to providing personalized solutions to help customers achieve their financial goals. With a focus on customer satisfaction and community involvement, Androscoggin Bank is a reliable choice for all your banking needs.

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.

H&R Block is a reputable accounting and finance institution located at 100 Mount Auburn Avenue in Lewiston, Maine, United States. With a team of skilled professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for assistance with your personal finances or a business in need of accounting support, H&R Block is dedicated to providing expert guidance and solutions tailored to your specific needs. Trust H&R Block to help you navigate the complexities of the financial world with confidence and ease.

H&R Block is a renowned accounting and finance institution located at 125 Auburn Street in Portland, Maine, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking to file your taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert advice and personalized solutions to help you achieve your financial goals. Visit us today to see how we can help you navigate the complexities of accounting and finance with ease.

Woodard & Associates is a reputable accounting and finance institution located at 43 Manley Road in Auburn, Maine. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the United States. Whether you need help with tax preparation, bookkeeping, or financial planning, Woodard & Associates is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart from other accounting firms. Visit them today to see how they can help you manage your finances effectively.

US Tax Centers is a leading accounting and finance institution located at 250 Center Street in Auburn, Maine, United States. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses alike. Whether you need help with tax preparation, planning, or filing, we are here to assist you every step of the way. With our expertise and personalized approach, we strive to ensure our clients receive the best possible outcome when it comes to their financial needs. Trust US Tax Centers to handle all your tax-related matters with precision and care.

Grieshaber Robert C CPA is a trusted accounting and finance institution located at 217 Main Street in Auburn, Maine. With years of experience and expertise, they provide top-notch financial services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, the team at Grieshaber Robert C CPA is dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation and see how they can assist you with your accounting and finance needs.