Financial services for members in Maine

Fourteen Forty Financial - Ameriprise Financial Services, LLC is a finance institution located at 27 Bowdoin Street in Manchester, Maine, United States. David Farago, recipient of the Ameriprise Ultimate Digital Excellence Award in 2023, leads a team dedicated to helping clients make the most of their time and money. With 1440 minutes in a day, the team at Fourteen Forty takes the time to understand your financial goals and create personalized strategies to help you achieve them. Working alongside your attorney and CPA, they help manage, grow, protect, and pass on your wealth to future generations. The team at Fourteen Forty provides insight into stock market trends and can guide you through estate planning and wealth transfer. They offer consultations to discuss your financial priorities and provide an overview of financial planning concepts. While they cannot guarantee future financial results, they are committed to helping you navigate complex financial issues with clarity and peace of mind.

AAA Waterville Insurance and Member Services is a trusted institution located at 13 Washington Street in Waterville, Maine, United States. As a comprehensive finance, insurance agency, and travel agency, we offer a wide range of services to meet all your needs. Whether you are looking for insurance coverage, planning a trip, or seeking financial advice, our experienced team is here to assist you every step of the way. With a focus on exceptional customer service and personalized solutions, AAA Waterville Insurance and Member Services is your one-stop destination for all your financial and travel needs.

AAA Biddeford Insurance and Member Services is a one-stop destination for all your insurance, finance, and travel needs. Located at 472 Alfred Road in Biddeford, Maine, this institution offers a wide range of insurance products to protect you and your assets. In addition, their finance services can help you plan for a secure financial future. As a trusted travel agency, they can assist you in planning your next vacation or business trip. With a commitment to excellent customer service, AAA Biddeford Insurance and Member Services is dedicated to providing personalized solutions to meet your individual needs.

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.

AAA South Portland Insurance and Member Services is a comprehensive institution offering a range of financial, insurance, and travel services. Located at 401 Western Avenue in South Portland, Maine, this establishment is dedicated to providing top-notch customer service and support to its members. Whether you are looking for insurance coverage, financial planning assistance, or help with planning your next vacation, AAA South Portland Insurance and Member Services has you covered. With a team of knowledgeable professionals ready to assist you, this institution is a one-stop shop for all your financial and travel needs.

Seacoast Financial Planning - Ameriprise Financial Services, LLC is a finance institution located at 775 U.S. 1, York, Maine, United States. To make an appointment, please email seacoastfinancialplanning@ampf.com or call one of the provided phone numbers. Office hours may vary. Ameriprise financial advisors are registered to do business in certain U.S. states. The initial consultation provides an overview of financial planning concepts. Ameriprise Financial cannot guarantee future financial results. Users of the site agree to be bound by the Ameriprise Financial Website Rules and Regulations. The institution is a member of FINRA and SIPC. Referrals are appreciated, and the referred individuals will be contacted soon. Feel free to inform them in advance. The institution prioritizes privacy and security, with a focus on online security and protection against email fraud.

Seacoast Financial Planning - Ameriprise Financial Services, LLC is a finance institution located at 15 Sky View Drive in Cumberland, Maine, United States. To make an appointment, you can email seacoastfinancialplanning@ampf.com or call (603) 427-8252. The office hours may vary, so it is recommended to contact them in advance. Ameriprise financial advisors are registered to do business in certain U.S. states, so it is important to check their personal website or FINRA’s BrokerCheck website for more details. The institution offers consultations to discuss your financial goals and provide an overview of financial planning concepts. While Ameriprise Financial cannot guarantee future financial results, they are dedicated to helping you achieve your financial goals. Referrals are welcomed, and the institution will reach out to them soon. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, ensuring privacy and security for their clients.

Seacoast Financial Planning - Ameriprise Financial Services, LLC, located at 62 Portland Road in Kennebunk, Maine, United States, is a finance institution dedicated to helping individuals achieve their financial goals. To make an appointment, please contact them via email at seacoastfinancialplanning@ampf.com or by phone at various numbers listed on their website. Office hours may vary, so it is best to schedule an appointment in advance. Ameriprise financial advisors are registered to do business in certain U.S. states, so it is important to refer to their personal website or FINRA’s BrokerCheck website for additional details. The institution offers initial consultations to provide an overview of financial planning concepts, although written analysis and/or recommendations are not provided. Ameriprise Financial cannot guarantee future financial results.

Lennox Insurance and Financial is a reputable insurance agency located at 75 Congress Street in Rumford, Maine, United States. Specializing in investments, Medicare, and individual or group health insurance, Lennox Insurance and Financial has been serving clients throughout New England, down to Florida, and the west coasts for over 17 years. The principal member and owner, David, holds a Bachelor of Science degree in Marketing and is a registered branch manager, representative, and investment advisory representative affiliated with Lincoln Financial Securities Corporation. Tammi, the Office Manager and Senior Insurance Representative, provides various insurance services and resides in Peru, Maine with her husband.

The United States Postal Service is a vital institution located at 383 Pritham Avenue in Greenville, Maine. As a post office, it provides essential mail and package delivery services to residents and businesses in the area. Additionally, it serves as a local government office, handling various financial transactions and offering resources for community members. Whether you need to send a letter, pay a bill, or access government services, the United States Postal Service is here to help.

Michael Lawrence Martin is a financial advisor at Ameriprise Financial Services, LLC located at 11 West Main Street in Fort Kent, Maine, United States. With a focus on individual goals such as retirement planning, education savings, and major purchases, Michael provides personalized investment and asset allocation recommendations based on each client's risk tolerance. Regular meetings and progress reviews ensure that your financial plan is always up-to-date and aligned with your changing life circumstances. Clients can easily access their investment information and track their progress towards their goals securely from any device. To schedule a complimentary initial consultation and learn more about how Michael can help you achieve your financial goals, visit the FINRA's BrokerCheck website for background and qualification information. Please note that securities business can only be conducted with residents of states in which the advisor is properly registered. Ameriprise Financial Services, LLC is a member of FINRA and SIPC.

Roger A Auger - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 1071 Lisbon Street in Lewiston, Maine, offers personalized financial planning services. Our team of Ameriprise financial advisors are registered to do business in certain U.S. states and are committed to helping clients achieve their financial goals. Please call for an appointment, as our hours may vary. While we will be closed on Independence and Labor Day in 2023, we are dedicated to providing ongoing support and guidance to our clients. During the initial consultation, we will discuss your financial priorities and provide an overview of financial planning concepts. Please note that you will not receive written analysis or recommendations at this time. Ameriprise Financial cannot guarantee future financial results, but we are here to help you navigate your financial journey. We value your trust and appreciate the opportunity to assist your friends and family members with their financial goals. Rest assured that your referral will hear from us soon. For more information, please visit our website and review our important disclosures, privacy and security policies, and website rules and regulations. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and we are committed to upholding the highest standards of integrity and professionalism in everything we do.

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.

AAA Brunswick Insurance and Member Services is a reputable institution located at 147 Bath Road in Brunswick, Maine, United States. As a finance, insurance, and travel agency, we provide a wide range of services to meet the needs of our valued customers. Whether you are looking for insurance coverage, financial advice, or assistance with planning your next vacation, our knowledgeable staff is here to help. Trust AAA Brunswick Insurance and Member Services for all your insurance and travel needs.

AAA Portland Insurance and Member Services is a one-stop destination for all your financial, insurance, and travel needs. Conveniently located at 68 Marginal Way in Portland, Maine, our experienced team is dedicated to providing top-notch customer service and tailored solutions to meet your individual needs. Whether you're looking for insurance coverage, planning a trip, or seeking financial advice, we are here to help. Trust AAA Portland Insurance and Member Services to be your trusted partner in navigating the world of finance, insurance, and travel.

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.

Maine Mortgage Specialist - Kristeen Smith is a finance institution located at 10 Donald B Dean Drive in South Portland, Maine, United States. With 25 years of experience in mortgage processing, closing, and loan origination, Kristeen Smith has the expertise to help homebuyers navigate the homebuying process. As a top local mortgage professional, she provides quick and accurate financial information to ensure informed decisions are made. The institution has received awards such as the "Top 1% UWM Certified Partner Award" in 2022 and has been recognized as one of the "Top 20 Purchase Loan Officers in Maine" from 2018 to 2023. Whether you are purchasing a new home or refinancing, Maine Mortgage Specialist offers low rates and closing costs and can often beat online competitors. Mortgage rates change daily, so contact Kristeen Smith for a free customized quote.

Seacoast Financial Planning, located at 775 U.S. 1 in York, Maine, is a comprehensive financial institution offering accounting, finance, and legal services. Recognized as one of the Forbes Best-in-State Wealth Management Teams for 2024, our team is dedicated to helping clients achieve their financial goals with personalized advice and strategic planning. We prioritize what matters most to you, whether it's retirement planning, education savings, or investing in a second home. Our services include investment recommendations, asset allocation, and regular progress reviews to ensure your financial strategy aligns with your objectives and risk tolerance. With access to your accounts and investments from any device, you can track your progress towards your goals securely and conveniently. Schedule a complimentary initial consultation to learn more about how we can help you navigate the current financial landscape and plan for a secure future. Ameriprise Financial Services, LLC. Member FINRA and SIPC.

Burd & Dalessandro Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 155 Silver Street, Waterville, Maine, United States. Our Ameriprise financial advisors are registered to do business in certain U.S. states and provide personalized financial planning services. We offer initial consultations to discuss your financial goals and provide an overview of financial planning concepts. Please note that we cannot guarantee future financial results. Users of our website are bound by our rules and regulations. As a member of FINRA and SIPC, we prioritize privacy and security for our clients. We appreciate the opportunity to help your friends and family members achieve their financial goals and will reach out to them soon. Feel free to refer them to us for personalized financial planning services.

Gateway Financial Partners is a trusted institution located at 46 B First Park Drive in Oakland, Maine, United States. Specializing in accounting and finance, we are dedicated to helping our clients prepare financially for all of life's transitions. Since 1994, we have been the lead financial advisor for many clients, providing honesty, integrity, and deep professional knowledge. Our goal is to build trust and confidence with our clients throughout their Bench of Life™. As an independent firm, we do not focus on specific products or platforms, ensuring that our clients receive personalized and unbiased financial advice. Our team of advisors are registered representatives with LPL Financial, a member of FINRA/SIPC, and are dedicated to providing top-notch investment advice through Gateway Wealth Partners, a registered investment advisor.

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.

Everspring Wealth - Ameriprise Financial Services, LLC is a finance institution located at 1071 Lisbon Street, Lewiston, Maine, United States. They provide financial planning services and are closed on Independence and Labor Day in 2023. Hours may vary, so please call for an appointment. Ameriprise financial advisors are registered to do business in certain U.S. states. The initial consultation offers an overview of financial planning concepts, but no written analysis or recommendations. Ameriprise Financial cannot guarantee future financial results. They are a member of FINRA and SIPC. Users of their site agree to their rules and regulations. They appreciate referrals and will be reaching out to assist friends or family members with their financial goals. Visit their website for more information on privacy and security.

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.

Dean Jackman - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 27 Bowdoin Street, Manchester, Maine, United States. Dean Jackman offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular meetings are scheduled to review progress, update strategies, and track financial goals. Clients have access to their investments and accounts from any device, securely sharing information with Dean Jackman. An initial consultation is available to discuss financial planning concepts, with no written analysis or recommendations provided. Dean Jackman can only conduct securities business with residents of registered states. Ameriprise Financial Services, LLC. Member FINRA and SIPC. Please visit FINRA's BrokerCheck website for more information on qualifications and background.

Tracy A Cunning, a Financial Advisor at Ameriprise Financial Services, LLC, located at 27 Bowdoin Street in Manchester, Maine, United States, offers personalized financial planning services tailored to your individual goals and risk tolerance. With a focus on retirement planning, education funding, and asset allocation, Tracy provides investment recommendations and portfolio analysis to help you achieve your financial objectives. Regular meetings and progress reviews ensure that your financial plan stays on track as life circumstances change. Access your accounts and track your progress securely from any device. Schedule a complimentary initial consultation to learn more about how Tracy can help you reach your financial goals. Tracy A Cunning is registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC, a member of FINRA and SIPC, cannot guarantee future financial results. Refer friends and family to Tracy for expert financial guidance and they will receive a prompt response. Trust in Ameriprise Financial's privacy and security measures to safeguard your information.

Thomas Edgar - Financial Advisor, Ameriprise Financial Services, LLC, located at 45 Forest Falls Drive, Yarmouth, Maine, United States, is a finance institution dedicated to helping clients achieve their financial goals. Specializing in investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance, Thomas Edgar provides personalized financial planning services. Clients can track their progress towards their goals securely from any device and receive regular updates and analysis to adapt to life changes. With a focus on retirement planning, Thomas Edgar offers complimentary initial consultations to address common retirement concerns such as income stability and market fluctuations. Ameriprise Financial Services, LLC is a registered investment adviser offering investment products and services. Securities are offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Thomas Edgar is registered to conduct securities business in select states. For more information and to schedule a consultation, visit the website or contact Thomas Edgar directly.

Daggett & Associates - Ameriprise Financial Services, LLC is a finance institution located at 15 Sky View Drive in Cumberland, Maine, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. The institution emphasizes on understanding and meeting the unique financial goals of each generation within a family, providing tailored financial strategies for both younger and older family members. They also promote financial literacy across generations to empower informed decision-making for the future. Clients can access their investments and accounts securely from any device and track their progress towards their goals. The institution offers complimentary initial consultations to discuss financial planning concepts and does not guarantee future financial results. Ameriprise Financial Services, LLC is a member of FINRA and SIPC.

Michael Alimi - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 62 Main Street in Topsham, Maine, offers personalized financial planning services to help clients achieve their financial goals. The initial consultation provides an overview of financial planning concepts, although no written analysis or recommendations will be provided. Ameriprise Financial cannot guarantee future financial results, but strives to help clients make informed decisions about their finances. As a member of FINRA and SIPC, Ameriprise Financial is committed to upholding high standards of professionalism and integrity. Clients can trust in the expertise of Michael Alimi to provide sound financial advice and guidance. Visit the website for more information on privacy and security measures, as well as important disclosures. Feel free to refer friends or family members to Michael Alimi for assistance with their financial planning needs.

David J Farago - Financial Advisor, Ameriprise Financial Services, LLC, located at 27 Bowdoin Street in Manchester, Maine, offers personalized financial advice, investment recommendations, and solutions to help clients achieve their financial goals. With a focus on tracking progress and adjusting strategies as needed, clients can feel confident in their financial future. The institution also provides insurance solutions to prepare for the unexpected and protect assets. Potential clients can schedule a complimentary initial consultation to learn more about financial planning concepts. Ameriprise Financial Services, LLC is a registered investment adviser, offering investment products and services through proper registration. Securities are offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. David J Farago is registered to conduct securities business in specific states listed on FINRA's BrokerCheck website. The institution emphasizes the importance of meeting to discuss individual financial needs and goals. Users of the website are bound by the terms and regulations outlined by Ameriprise Financial. Privacy and security measures are also highlighted to ensure the protection of client information. Clients can refer friends and family members to the institution for assistance in achieving their financial goals.