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TOP 30 Financial planning in Augusta, ME
46 results found
A convenient service for searching for businesses, places and services
AAA Augusta Insurance and Member Services
AAA Augusta Insurance and Member Services is a one-stop shop for all your finance, insurance, and travel needs. Located at 19 Stephen King Drive in Augusta, Maine, United States, our institution offers a wide range of insurance products to protect your assets and loved ones. In addition, we provide expert financial advice and services to help you achieve your financial goals. As a trusted travel agency, we can also help you plan and book your next vacation with ease. Visit us today to experience the convenience and peace of mind that AAA Augusta Insurance and Member Services can provide.
Allstate Personal Financial Representative: Shawn Holt
Allstate Personal Financial Representative Shawn Holt is an insurance agency located at 303 State Street in Augusta, Maine, United States. As a trusted representative of Allstate, Shawn Holt provides personalized financial services to help individuals and families protect their assets and plan for the future. With a focus on building strong relationships with clients, Shawn Holt offers a range of insurance products and financial solutions tailored to meet each individual's unique needs and goals. Whether you are looking for auto, home, life, or retirement planning services, Shawn Holt is committed to providing exceptional customer service and expert guidance to help you achieve financial security and peace of mind.
Northeast Planning Associates
Northeast Planning Associates, located at 295 Water Street in Augusta, Maine, is a leading finance institution with over 75 financial advisors in 45 offices across New England. Specializing in financial planning, investment advice, insurance strategies, and brokerage services, NPA is committed to acting in the best interests of its clients with integrity and longevity. Collaborating with integrated service partners such as CPAs, attorneys, and financial institutions, NPA offers a comprehensive approach to financial planning. As an independent Registered Investment Advisory firm, NPA provides personalized advice tailored to each client's unique needs and objectives.
IIS Financial Services - Financial Advisors
IIS Financial Services is a team of experienced financial advisors located at 45 Memorial Circle in Augusta, Maine. Our institution specializes in providing personalized financial advice and planning services to help individuals and businesses achieve their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, our team is dedicated to helping you make informed decisions to secure your financial future. Contact us today to schedule a consultation and see how we can help you reach your financial goals.
Atlantic Wealth Planning Group - Ameriprise Financial Services, LLC
Atlantic Wealth Planning Group - Ameriprise Financial Services, LLC is a finance institution located at 150 Capitol Street, Augusta, Maine, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Clients can track their progress towards their financial goals securely from any device. The institution provides complimentary initial consultations and regular reviews to update financial strategies as life changes. Ameriprise financial advisors are registered in certain U.S. states and cannot guarantee future financial results. Clients can expect professionalism and expertise in financial planning concepts during consultations. The institution values privacy and security, as well as providing important disclosures to clients. Clients can refer friends or family members to achieve their financial goals with the help of Ameriprise Financial Services, LLC.
Edward Jones - Financial Advisor: Samuel Oppenheim, AAMS™
Edward Jones - Financial Advisor: Samuel Oppenheim, AAMS™ is a trusted financial institution located at 378 Western Avenue in Augusta, Maine, United States. With a focus on personalized service and tailored financial solutions, Samuel Oppenheim, AAMS™ is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your investments, Samuel Oppenheim, AAMS™ is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start planning for a secure financial future.
David J Farago - Financial Advisor, Ameriprise Financial Services, LLC
David J Farago, a financial advisor at Ameriprise Financial Services, LLC located at 60 South Chestnut Street in Augusta, Maine, offers personalized financial advice, investments, and solutions to help you achieve your financial goals. With a focus on tracking your progress, David can assist you in preparing for the unexpected by recommending insurance solutions tailored to your needs. Whether you're saving for a major purchase or planning for retirement, David can help you navigate the complexities of the financial world. Securities offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. Schedule a complimentary initial consultation to start your journey towards a more confident financial future. Please note that investment products involve risks including possible loss of principal. David J Farago is registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website. Contact David today to discuss your financial priorities and start planning for a secure future.
Jason Macdonald - Financial Advisor, Ameriprise Financial Services, LLC
Jason Macdonald is a financial advisor at Ameriprise Financial Services, LLC, located at 150 Capitol Street in Augusta, Maine, United States. With a focus on personalized financial advice, Jason helps clients prepare for their future goals, whether it be saving for college, retirement, or making smart investments. By understanding what is truly important to each individual, Jason aims to help clients feel more confident, connected, and in control of their financial lives. Background and qualification information for Jason Macdonald can be found on FINRA's BrokerCheck website. The institution offers a Client Relationship Summary Disclosure to provide transparency and clarity to clients.
The Mendall Financial Group LLC - Raymond James
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.
Carol Tondreau - Financial Advisor, Ameriprise Financial Services, LLC
Carol Tondreau - Financial Advisor, Ameriprise Financial Services, LLC, located at 60 South Chestnut Street, Augusta, Maine, United States, offers a wide range of financial services to individuals looking to manage their assets effectively. Carol Tondreau holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, and AWMA℠, showcasing her expertise in asset management, retirement planning, estate planning, and investment strategies. Additionally, Carol Tondreau is a Behavioral Financial Advisor, Chartered Advisor in Philanthropy® (CAP®), and holds certifications in fixed-rate and variable annuities, senior issues, divorce financial analysis, estate planning, and exit planning. With a focus on providing comprehensive financial planning services, Carol Tondreau is committed to helping clients make informed decisions and achieve their financial goals.
Joey Fenderson, Bankers Life Securities Financial Representative
Joey Fenderson, Bankers Life Securities Financial Representative in Augusta, Maine, offers a wide range of insurance options from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage plans, Joey can help you navigate the complexities of healthcare coverage and long-term care planning. Located at 442 Civic Center Drive, Joey Fenderson is dedicated to helping clients make informed decisions about their financial future. Contact us today to start planning for tomorrow.
Robert Harmatys, Bankers Life Securities Financial Representative
Robert Harmatys, Bankers Life Securities Financial Representative in Augusta, Maine, offers a wide range of insurance options from top companies such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage plans, Robert can help you find the right coverage to suit your needs. With the rising costs of healthcare and the necessity of long-term care planning, Robert is here to guide you through the process and ensure you are prepared for the future. Visit us at 442 Civic Center Drive to start planning your financial future today.
Sarah Dunckel - Financial Advisor, Ameriprise Financial Services, LLC
Sarah Dunckel is a financial advisor at Ameriprise Financial Services, LLC located at 150 Capitol Street in Augusta, Maine, United States. She holds various 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Sarah is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. She specializes in asset management, estate planning, investment strategies, risk management, retirement planning, and tax planning. With her expertise and commitment to excellence, Sarah Dunckel is a trusted advisor for all your financial needs.
Tax Compliance Division
The Tax Compliance Division in Augusta, Maine, United States is a crucial institution specializing in accounting and finance. This division ensures that individuals and businesses comply with tax laws and regulations set by the government. With a team of skilled professionals, the Tax Compliance Division provides guidance, support, and enforcement to ensure accurate and timely tax filing. Whether you need assistance with tax planning, audits, or resolving tax disputes, this institution is dedicated to helping you navigate the complex world of taxation. Trust the Tax Compliance Division to keep you in compliance and on track with your financial obligations.
MetLife Auto & Home
MetLife Auto & Home, located at 74 Winthrop Street in Augusta, Maine, is an insurance agency dedicated to providing comprehensive protection for you and your family. With a focus on safeguarding your information, MetLife offers a range of insurance options including accident and health, legal, pet, dental, and vision coverage. From routine cleanings to unexpected illnesses, MetLife has you covered with plans that cater to your needs. Additionally, they provide financial protection in the event of unexpected accidents, illnesses, or injuries, ensuring that you and your loved ones are taken care of during difficult times. With 24/7 claim service for auto and home insurance through Farmers GroupSelectSM, MetLife is committed to providing you with peace of mind and security. Whether you're a federal employee, member of the military, or simply looking to enhance your current coverage, MetLife Auto & Home is your one-stop destination for all your insurance needs. Visit them today to learn more about how they can help protect you and your family.
Gateway Retirement Solutions
Gateway Retirement Solutions is a leading finance and insurance agency located at 6 East Chestnut Street in Augusta, Maine. Our dedicated team of experts is committed to helping individuals plan for a secure and comfortable retirement. We offer a wide range of services including retirement planning, investment strategies, and insurance solutions tailored to meet the unique needs of each client. With a focus on personalized attention and professional guidance, Gateway Retirement Solutions is the trusted partner you can rely on for a successful financial future.
Eaton Peabody
Eaton Peabody is a renowned institution located at 150 Capitol Street in Augusta, Maine, United States. Specializing in accounting, finance, and legal services, Eaton Peabody offers top-notch expertise and guidance to clients in need of professional assistance. With a team of experienced professionals, they are dedicated to providing high-quality services and innovative solutions to help individuals and businesses achieve their financial and legal goals. Whether you need help with tax planning, financial analysis, or legal representation, Eaton Peabody is the go-to institution for all your accounting, finance, and legal needs.
Asset Management Co
Asset Management Co is a leading financial institution located at 1 Orchard Street in Augusta, Maine, United States. Our dedicated team of experts specializes in managing and growing assets for individuals, businesses, and organizations. With a focus on personalized service and strategic investment planning, we strive to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about our comprehensive asset management services.
Bankers Life
Bankers Life is a renowned finance, health, and insurance agency located at 442 Civic Center Drive in Augusta, Maine, United States. With a strong commitment to providing top-notch financial and insurance services, Bankers Life is dedicated to helping individuals and families secure their financial future and protect their health. Whether you are looking for retirement planning, life insurance, long-term care insurance, or other financial products, Bankers Life is here to assist you every step of the way. Visit us today to learn more about our comprehensive range of services and start planning for a secure future.
MEA Benefits Trust
MEA Benefits Trust is an insurance agency located at 35 Community Drive in Augusta, Maine, United States. We specialize in providing a wide range of benefits and insurance options for our clients. Our experienced team is dedicated to helping individuals and businesses find the right coverage to meet their needs. Whether you are looking for health insurance, life insurance, or retirement planning services, we are here to help you navigate the complex world of insurance. Contact us today to learn more about how we can help you protect what matters most.
Karrie Chadbourne, Bankers Life Agent
Karrie Chadbourne, Bankers Life Agent is an insurance agency located at 442 Civic Center Drive in Augusta, Maine, United States. As a Bankers Life Agent, Karrie Chadbourne specializes in providing insurance products and services to individuals and families. With a focus on financial security and peace of mind, Karrie Chadbourne offers personalized insurance solutions tailored to meet the unique needs of each client. Whether you are looking for life insurance, retirement planning, long-term care coverage, or other insurance products, Karrie Chadbourne is dedicated to helping you protect what matters most. Contact Karrie Chadbourne, Bankers Life Agent today to learn more about how they can help you secure your future.
Jonathan Morse at Comparion Insurance Agency
Jonathan Morse at Comparion Insurance Agency is a trusted insurance agency located at 45 Memorial Circle in Augusta, Maine. With a commitment to providing personalized and comprehensive insurance solutions, our experienced team is dedicated to helping clients protect what matters most. Whether you are looking for auto, home, life, or business insurance, we are here to help you find the coverage that suits your needs. Contact us today to learn more about our services and how we can assist you in securing the right insurance plan for you and your family.
Emily Howe, Bankers Life Agent
Emily Howe, Bankers Life Agent is an insurance agency located at 442 Civic Center Drive in Augusta, Maine, United States. Our team of agents offers a wide range of insurance options, including core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. As an insurance sales representative, Emily Howe can help you navigate the complex world of Medicare Advantage plans to find the coverage that best suits your needs. With the rising cost of healthcare and the increasing need for long-term care, it is crucial to be prepared and have important discussions with your loved ones.
Geoffrey Pritchard, Bankers Life Agent
Geoffrey Pritchard, Bankers Life Agent in Augusta, Maine, offers a wide range of insurance options from top companies such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Our experienced agents can help you navigate through Medicare Advantage plans to find the best coverage for your needs. With options that include prescription drug coverage and low monthly premiums, we are here to help you make the right choices for your future. As the need for long-term care becomes increasingly important, our team is ready to assist you in planning for the future and having important discussions with your loved ones. Visit us at 442 Civic Center Drive in Augusta to start planning your next steps today.
Gabrielle Beck, Bankers Life Agent
Gabrielle Beck, Bankers Life Agent is an insurance agency located at 442 Civic Center Drive in Augusta, Maine, United States. Our team of agents offer a wide range of insurance options, including core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. One of our specialties is helping clients navigate their Medicare options. We can assist you in comparing Medicare Advantage plans to find the coverage that best suits your needs. Medicare Advantage (Part C) is a comprehensive alternative to Original Medicare Parts A and B, offering similar coverage with the added option of prescription drug coverage (Part D). These plans also include an annual maximum out-of-pocket limit, and some plans have premiums as low as $0 per month.
Zoe Theriault, Bankers Life Agent
Zoe Theriault, Bankers Life Agent is an insurance agency located at 442 Civic Center Drive in Augusta, Maine. As a trusted Bankers Life agent, Zoe Theriault provides personalized insurance solutions to help individuals and families protect their financial security. With a focus on customer service and a commitment to finding the right coverage for each client's needs, Zoe Theriault is dedicated to helping clients navigate the complexities of insurance and plan for a secure future. Contact Zoe Theriault, Bankers Life Agent today for expert guidance and support in selecting the right insurance options for you and your loved ones.
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.
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.
US Small Business Administration
The US Small Business Administration (SBA) is a government agency dedicated to providing support and resources to small businesses across the United States. Located at 68 Sewall Street in Augusta, Maine, the SBA offers assistance with business planning, financing, and other essential services to help entrepreneurs start, grow, and succeed. Whether you are looking to launch a new venture or expand an existing one, the SBA is here to help you navigate the complexities of running a small business and achieve your goals.
Bourassa & Petersen
Bourassa & Petersen is a reputable institution located at 116 State Street in Augusta, Maine, United States. Specializing in financial services, they offer a wide range of solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Bourassa & Petersen provides personalized advice and tailored strategies to meet the unique needs of each client. Whether you are looking for investment guidance, retirement planning, or estate planning, you can trust Bourassa & Petersen to provide expert guidance and exceptional service. Visit their office today to learn more about how they can help you secure your financial future.
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