TOP 30 Best Financial security planning in Augusta, Maine

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, 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 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.

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.

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.

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.

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.

Allstate Personal Financial Representative: Martin Bailey is a trusted finance and insurance agency located at 303 State Street in Augusta, Maine. With a focus on providing personalized financial solutions, Martin Bailey helps clients navigate the complexities of managing their finances and protecting their assets. Whether you are looking for insurance coverage or investment advice, Martin Bailey is dedicated to helping you achieve your financial goals. Contact us today to schedule a consultation and see how we can help secure your financial future.

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.

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.

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.

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.

Sovereign Wealth Management is a prestigious finance institution located at 295 Water Street in Augusta, Maine, United States. With a strong reputation for providing top-notch wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. We offer personalized investment strategies tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, preserve your assets, or plan for retirement, Sovereign Wealth Management is committed to providing you with expert guidance and support every step of the way. Contact us today to learn more about how we can help you achieve financial success.

12 Green Street is a renowned institution located in Augusta, Maine, United States. This institution is dedicated to providing top-quality education and resources to its students. With a focus on excellence and innovation, 12 Green Street offers a wide range of programs and services to help students achieve their academic and professional goals. The institution's welcoming atmosphere and experienced faculty create a supportive learning environment where students can thrive. Whether you are looking to further your education or enhance your skills, 12 Green Street is the perfect place to start your journey towards success.

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.

The Foster Agency is a reputable insurance agency located at 20 Bangor Street in Augusta, Maine, serving the Central Maine region. Whether you need coverage for your home, vehicle, farm, or life insurance, we are here to help. Our experienced team provides financial coverage for families, business owners, farmers, and more. With over 40 years of experience, we understand the unique risks and challenges our clients face. From protecting your assets to securing your family's future, we offer a wide range of insurance services through The American National Insurance Company. Contact us today for all your insurance needs.

Legal Services for the Elderly is a dedicated institution located at 5 Wabon Street in Augusta, Maine, United States. Our team of experienced lawyers specializes in providing legal assistance and representation to elderly individuals in need. Whether it's estate planning, healthcare directives, or social security benefits, we are here to ensure that the rights and interests of our elderly clients are protected. Our mission is to advocate for the elderly community and provide them with the support they need to navigate the legal system with confidence. Contact us today to learn more about our services and how we can assist you or your loved ones.

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.

Pine Tree Legal Assistance Inc. is a non-profit organization located at 39 Green Street in Augusta, Maine. As a legal aid service, they provide free legal assistance to low-income individuals and families in need. Their team of dedicated lawyers and staff work tirelessly to ensure that all members of the community have access to justice and representation. Whether it's navigating the complexities of housing law, family law, or consumer rights, Pine Tree Legal Assistance is there to advocate for those who need it most. Trustworthy and compassionate, they are committed to upholding the rights of all individuals, regardless of their financial situation.

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.

KV Federal Credit Union is a trusted financial institution located at 316 West River Road in Augusta, Maine, United States. As a full-service credit union, we offer a wide range of financial products and services to meet the needs of our members. Whether you're looking for a convenient ATM location or seeking assistance with your finances, our dedicated team is here to help. Join us today and experience the benefits of being a member of KV Federal Credit Union.

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.

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.

John Gallagher, Bankers Life Agent is an insurance agency located at 442 Civic Center Drive in Augusta, Maine, United States. Specializing in providing financial security and peace of mind to individuals and families, John Gallagher offers a range of insurance products and services through Bankers Life. With a dedication to helping clients protect their futures and achieve their financial goals, John Gallagher is committed to providing personalized and professional service to each and every customer. Contact John Gallagher, Bankers Life Agent today to learn more about how they can help you secure your financial future.

Amanda Allen, Bankers Life Agent is an insurance agency located at 442 Civic Center Drive in Augusta, Maine, United States. Specializing in providing insurance services through Bankers Life, Amanda Allen offers a range of insurance products to meet the needs of individuals and families. With a commitment to personalized service and a focus on helping clients protect their financial future, Amanda Allen, Bankers Life Agent is dedicated to providing expert guidance and support in navigating the complexities of insurance. Contact them today to learn more about their offerings and how they can help you secure your peace of mind.

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.

Liam Tomasulo-Pinson, Bankers Life Agent is an insurance agency located at 442 Civic Center Drive in Augusta, Maine, United States. As a dedicated agent for Bankers Life, Liam Tomasulo-Pinson offers a wide range of insurance products and services to help individuals and families protect their financial future. With a commitment to providing personalized and professional service, clients can trust Liam Tomasulo-Pinson to help them find the right insurance solutions to meet their needs. Visit their office today to learn more about their offerings and how they can help you secure your financial well-being.

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 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 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.