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TOP 30 Financial planning in Farmington, ME
10 results found
Search for local businesses, places and services near you
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.
Monica Allen - Financial Advisor, Ameriprise Financial Services, LLC
Monica Allen is a Financial Advisor at Ameriprise Financial Services, LLC located at 454 Fairbanks Road, Farmington, Maine, United States. Monica holds various 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®. Monica is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and seniors. Monica specializes in asset management, investment strategies, estate planning, retirement planning, risk management, and insurance products. Monica is committed to upholding the highest standards of ethics and professionalism in the financial industry. Contact Monica Allen at Ameriprise Financial Services, LLC for expert financial advice and personalized wealth management solutions.
Edward Jones - Financial Advisor: Kirk E Doyle, AAMS™
Edward Jones - Financial Advisor: Kirk E Doyle, AAMS™ is a reputable financial institution located at 145 Pleasant Street in Farmington, Maine, United States. Specializing in personalized financial planning and investment strategies, Kirk E Doyle, AAMS™ provides expert advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can feel confident in their financial decisions with the support of a dedicated advisor. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Kirk E Doyle, AAMS™ is committed to helping you navigate the complexities of the financial world with confidence.
Western Mountain Financial Services
Western Mountain Financial Services is a leading finance institution located in Farmington, Maine, United States. We specialize in providing a wide range of financial services to individuals and businesses in the region. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their future. Whether you need assistance with investments, retirement planning, or insurance, we are here to provide you with expert guidance and personalized solutions. Visit us today to learn more about how we can help you navigate the complexities of the financial world.
UMF Pre-School
UMF Pre-School is a part of the University of Maine System, located at 240 Main Street in Farmington, Maine, United States. Established in 1968, the University of Maine System is the state’s largest educational enterprise, with an annual enrollment of nearly 30,000 students. The System positively impacts the lives of Mainers through its educational and cultural offerings, outreach, and public service. The System has an estimated $1.5 billion total statewide economic impact each year. UMF Pre-School offers a wide range of degrees and certificates, with programs available onsite, online, or both. The institution is committed to providing a high-quality education at an affordable cost, with numerous financial aid options available. The University of Maine System is accredited by the New England Commission of Higher Education and offers a comprehensive and system-wide strategic planning effort to benefit students and the state of Maine. With seven campuses across the state, the University of Maine System provides access to a variety of programs and opportunities for students to advance their careers.
Maine Retirement Annuity Inc
Maine Retirement Annuity Inc is a reputable insurance agency located at 125 Broadway in Farmington, Maine, United States. With a focus on helping individuals plan for their retirement, our experienced team offers a range of annuity products tailored to meet our clients' financial goals and needs. Whether you are looking to secure a steady income stream for your retirement or protect your assets for the future, Maine Retirement Annuity Inc is here to provide expert guidance and personalized solutions. Contact us today to learn more about how we can help you achieve a secure and comfortable retirement.
Weber Insurance Agency: Yeaton Camillia
Weber Insurance Agency: Yeaton Camillia is a family-oriented independent insurance agency located in Farmington, Maine, United States. They offer personal and business insurance services in collaboration with various reputable local companies. With a team of experienced agents who have been licensed for up to 45 years, they provide personalized service and unparalleled in-house support to their clients. Protecting Maine families and businesses, Weber Insurance Agency is dedicated to providing top-notch insurance solutions.
Cynthia Ferguson PC
Cynthia Ferguson PC is a reputable accounting and finance institution located at 155 Main Street in Farmington, Maine, United States. With a team of experienced professionals, they provide a wide range of accounting and financial services to individuals and businesses. From tax preparation to financial planning, Cynthia Ferguson PC is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in financial management.
H&R Block
H&R Block is a renowned accounting and finance institution located at 118 Knowlton Corner Road in Farmington, 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 looking to file your taxes or a business in need of financial guidance, H&R Block is dedicated to providing top-notch services to meet your needs. Trust in H&R Block for all your accounting and finance needs.
Roberto Clemente and Sons
Roberto Clemente and Sons is a reputable accounting and finance institution located at 433 Whittier Road in Farmington, Maine, United States. With a legacy of providing top-notch financial services to individuals and businesses alike, Roberto Clemente and Sons is known for its expertise in tax preparation, bookkeeping, financial planning, and more. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and navigate complex financial matters with ease. Whether you're looking for personal or business financial solutions, Roberto Clemente and Sons is your trusted partner in managing your finances effectively.
List of local businesses, places and services in Maine
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