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TOP 30 Financial portfolio in Brunswick, ME
3 results found
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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.
CEI Ventures Inc.
CEI Ventures Inc. is a finance institution located at 30 Federal Street in Brunswick, Maine, United States. For nearly 30 years, we have focused on identifying and supporting growth-oriented businesses that create good jobs in underserved areas. We provide financing and guidance to businesses that offer fair wages, benefits, and a supportive work environment with opportunities for advancement. Our approach to investment is collaborative, and we actively engage with our portfolio companies to promote socially responsible management practices. Recently, we announced the final closing of our fifth fund, the "Good Jobs Fund," at $21.5 million. We are dedicated to fostering positive impact and growth in the businesses we support. Contact us to learn more about how CEI Ventures can help you achieve your investment goals or support your company's growth.
EP Wealth Advisors
EP Wealth Advisors, located at 155 Park Row in Brunswick, Maine, is a finance institution dedicated to helping clients achieve their financial goals. As an independent financial advisor, they offer a planning-based approach tailored to each client's unique needs. With a fee-only structure, they provide objective investment recommendations. Their team of CFPs, tax and estate professionals, and portfolio managers work together to create personalized financial plans, manage investment portfolios, and implement estate, tax, and giving plans. Regular portfolio reviews and updates ensure clients are informed of their progress and any necessary adjustments. EP Wealth Advisors is committed to providing personalized service and expertise to help clients focus on what matters most. They offer a wide range of wealth management services and have been recognized as one of the fastest-growing private companies in America and a top workplace by the Los Angeles Business Journal. Visit their website for market insights and resources to help you achieve your financial goals.
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