Financial services in Yarmouth, Maine
26 results found
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Yarmouth Payroll Plus Inc
● ClosedYarmouth Payroll Plus Inc is a trusted accounting and finance institution located at 781 U.S. 1 in Yarmouth, Maine, United States. Our team of professionals provides comprehensive payroll services, financial planning, and tax preparation assistance to individuals and businesses in the area. With years of experience and a commitment to excellence, we strive to help our clients achieve their financial goals and maintain compliance with all regulations. Visit us today to learn how Yarmouth Payroll Plus Inc can support your financial needs.
781 US-1, Yarmouth, ME 04096, United States -
United States Postal Service
● ClosedThe United States Postal Service is a vital institution located at 36 Forest Falls Drive in Yarmouth, Maine. As a post office and finance center, it provides essential services to the community, including mail delivery, postage sales, and financial transactions. With a commitment to efficiency and reliability, the United States Postal Service plays a crucial role in connecting individuals and businesses across the country.
36 Forest Falls Dr, Yarmouth, ME 04096, United States -
Connolly Fulton Financial Services
● ClosedConnolly Fulton Financial Services is a reputable finance institution located at 50 Forest Falls Drive in Yarmouth, Maine, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or insurance, Connolly Fulton Financial Services is dedicated to providing personalized solutions to meet your needs. Visit their office today to learn more about how they can help you secure your financial future.
50 Forest Falls Dr, Yarmouth, ME 04096, United States -
Thomas Edgar - Financial Advisor, Ameriprise Financial Services, LLC
● OpenThomas 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.
45 Forest Falls Dr STE B1, Yarmouth, ME 04096, United States -
Atlantic Wealth Planning Group - Ameriprise Financial Services, LLC
● ClosedAtlantic Wealth Planning Group - Ameriprise Financial Services, LLC, located at 45 Forest Falls Drive in Yarmouth, Maine, offers personalized financial planning services. Our team of Ameriprise financial advisors are registered to do business in specific U.S. states, ensuring that you receive expert advice tailored to your needs. During the initial consultation, we will discuss your financial goals and provide an overview of financial planning concepts. While we cannot guarantee future financial results, we are dedicated to helping you achieve your goals. Our website provides important disclosures and information on privacy and security. Contact us to schedule a meeting and start planning for your financial future.
45 Forest Falls Dr Suire B1, Yarmouth, ME 04096, United States -
Ameriprise Financial
● ClosedAmeriprise Financial is a finance institution located at 30 Forest Falls Drive in Yarmouth, Maine, United States. They offer a variety of certifications for financial professionals, including the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, 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®. These certifications cover a wide range of topics including asset management, retirement planning, estate planning, investment strategies, and more. Ameriprise Financial is dedicated to providing comprehensive financial planning services to clients in need of expert advice and guidance.
30 Forest Falls Dr, Yarmouth, ME 04096, United States -
David R Gardner - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedDavid R Gardner is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 45 Forest Falls Drive in Yarmouth, Maine, United States. David holds multiple 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®, 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®. These certifications cover a wide range of financial planning topics including asset management, retirement planning, estate planning, investment strategies, risk management, and more. David is committed to providing expert financial advice and guidance to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethical practices and a comprehensive understanding of financial planning principles, David is dedicated to helping clients achieve their financial goals and secure their financial future.
45 Forest Falls Dr STE B1, Yarmouth, ME 04096, United States -
shepard FINANCIAL
● ClosedShepard Financial is a reputable finance institution located at 701 U.S. 1 in Yarmouth, Maine, United States. With a focus on providing top-notch financial services, Shepard Financial offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized and comprehensive financial guidance to individuals and businesses. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Shepard Financial is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
701 US-1 suite 4, Yarmouth, ME 04096, United States -
Edward Jones - Financial Advisor: Brian A Bartlett, AAMS™
● ClosedEdward Jones - Financial Advisor: Brian A Bartlett, AAMS™ is a reputable finance institution located at 305 U.S. 1 in Yarmouth, Maine, United States. Brian A Bartlett, a certified Accredited Asset Management Specialist, offers personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides comprehensive financial planning, investment strategies, retirement planning, and more. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Brian A Bartlett and the team at Edward Jones are dedicated to helping you secure a stable financial future.
305 US-1 Suite 4, Yarmouth, ME 04096, United States -
J Scott Hersey - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJ Scott Hersey is a financial advisor at Ameriprise Financial Services, LLC located at 45 Forest Falls Drive in Yarmouth, Maine, United States. He 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®, 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®. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, investment strategies, and more. Scott Hersey is dedicated to providing comprehensive financial planning services to individuals and small business owners, ensuring that their financial goals and needs are met with professionalism and integrity.
45 Forest Falls Dr STE B1, Yarmouth, ME 04096, United States -
Jane Rice - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJane Rice is a Financial Advisor at Ameriprise Financial Services, LLC located at 45 Forest Falls Drive, Yarmouth, Maine, United States. Jane holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate her expertise in asset management, estate planning, investment strategies, and retirement planning. Jane is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. She is committed to upholding the highest ethical standards and continuously enhancing her knowledge and skills to better serve her clients. Contact Jane Rice for comprehensive financial planning and investment advice tailored to your specific needs.
45 Forest Falls Dr STE B1, Yarmouth, ME 04096, United States -
Alexander & Schmidt
● ClosedAlexander & Schmidt is a leading institution located at 500 U.S. 1, Yarmouth, Maine, United States. Specializing in risk assessment and maximizing underwriting profitability, we offer in-depth loss control assessments with valuable insights and recommendations. Our team is experienced in serving the Residual Market and works with national carriers to provide high-quality and cost-effective risk assessments for their Assigned Risk accounts. We also collaborate with Program Administrators and Managing General Agents to achieve superior underwriting results on their books. Login to RAMP for more information on our services.
500 US-1 Suite 201, Yarmouth, ME 04096, United States -
Atlantic Trading Center
● ClosedThe Atlantic Trading Center is a versatile institution located at 63 Yarmouth Road in Gray, Maine, United States. This unique establishment serves as a finance center, home goods store, jewelry store, and general retail store all in one. Offering a wide range of products and services, the Atlantic Trading Center is a one-stop shop for all your financial, household, and fashion needs. Visit us today to experience the convenience and variety that we have to offer.
63 Yarmouth Rd, Gray, ME 04039, United States -
Benchmark Maine
● OpenBenchmark Maine is a reputable real estate agency located at 5 Portland Street in Yarmouth, Maine. With a team of experienced and knowledgeable real estate professionals, Benchmark Maine is dedicated to helping clients buy or sell their homes in the vibrant community of Yarmouth and the surrounding areas. Whether you are looking for your dream home or trying to sell your property, Benchmark Maine offers personalized and professional services to meet your real estate needs. Contact Benchmark Maine today to start your journey towards finding the perfect home in Maine.
5 Portland St, Yarmouth, ME 04096, United States -
Currency Camp
● OpenCurrency Camp is a financial institution located at 701 U.S. 1 in Yarmouth, Maine, United States. At Currency Camp, we offer a range of services related to currency exchange, money transfers, and investment opportunities. Our experienced team is dedicated to providing expert advice and excellent customer service to help our clients navigate the world of finance with confidence. Whether you are a seasoned investor or a first-time currency trader, Currency Camp is here to assist you in achieving your financial goals. Visit us today to learn more about our services and how we can help you make the most of your money.
701 US-1, Yarmouth, ME 04096, United States -
Bath Savings Institution
● ClosedBath Savings Institution, located at 424 U.S. 1, Yarmouth, Maine, United States, is a local Maine bank that has been serving the Coastal Maine community since 1852. This institution offers a range of financial services including ATMs, banking, and finance options. Customers with Packard or Senior accounts can receive free standard checks, with the option to select "Bulk Mail" delivery to avoid shipping charges. Bath Savings will reimburse any shipping charges incurred. To activate or PIN your debit card, customers can call 1-800-992-3808 or receive personal assistance during business hours by calling 1-800-447-4559. Travelers are encouraged to notify the bank of upcoming trips to ensure seamless card usage, either by emailing or calling 1-800-447-4559. For after-hours assistance, customers can call 1-844-665-5229. Bath Savings prioritizes the security of customers' information and accounts, providing resources on how to protect oneself from potential threats.
424 US-1, Yarmouth, ME 04096, United States -
Gorham Savings Bank
● ClosedGorham Savings Bank is a trusted financial institution located at 288 Main Street in Yarmouth, Maine, United States. As a full-service bank, Gorham Savings Bank offers a range of financial services including personal and business banking, loans, mortgages, and investment options. With a convenient ATM on site, customers can easily access their accounts and manage their finances. With a commitment to providing exceptional customer service and innovative banking solutions, Gorham Savings Bank is dedicated to helping individuals and businesses achieve their financial goals.
288 Main St, Yarmouth, ME 04096, United States -
Informed Notaries of Maine
● OpenInformed Notaries of Maine is a reputable finance institution located in Yarmouth, Maine, United States. Our team of knowledgeable notaries are dedicated to providing accurate and reliable financial services to our clients. Whether you need assistance with loan signings, real estate transactions, or other financial documents, our experienced staff is here to help. Trust Informed Notaries of Maine for all your notary needs.
Yarmouth, ME 04096, United States -
Soft Trac, LLC
● ClosedSoft Trac, LLC is a leading software consulting firm located at 14 Homestead Road in North Yarmouth, Maine, United States. With a team of experienced professionals, Soft Trac specializes in providing innovative solutions and services to help businesses streamline their operations and maximize efficiency. Whether you need assistance with software implementation, training, or support, Soft Trac has the expertise to meet your needs. Contact us today to learn more about how we can help your organization succeed.
14 Homestead Rd, North Yarmouth, ME 04097, United States -
Smith & Associates
● ClosedSmith & Associates is a reputable Certified Public Accounting Firm located at 500 U.S. 1, Yarmouth, Maine. Specializing in accounting and finance services, we cater to individuals, corporations, partnerships, and non-profits. As of January 1, 2024, we will also assist businesses in complying with the Corporate Transparency Act (CTA). Our team of experienced CPAs is dedicated to providing personalized and professional accounting solutions to meet your specific requirements. Contact us today for more information on how we can help you with your financial needs.
500 US-1 Suite 102, Yarmouth, ME 04096, United States -
Hoyle, Tanner & Assocites, Inc.
● ClosedHoyle, Tanner & Associates, Inc. is a leading engineering consulting firm located at 106 Lafayette Street in Yarmouth, Maine, United States. With a strong reputation for providing innovative and sustainable solutions, they offer a wide range of services including civil engineering, environmental engineering, transportation engineering, and aviation engineering. Their team of highly skilled professionals is dedicated to delivering high-quality projects that meet the needs of their clients. Whether you are looking for infrastructure design, planning, or construction management services, Hoyle, Tanner & Associates, Inc. has the expertise to help you achieve your goals.
106 Lafayette St #2d, Yarmouth, ME 04096, United States -
Gilbert Capital Group Inc
● OpenGilbert Capital Group Inc is a reputable finance institution located at 42 Town Farm Road in North Yarmouth, Maine, United States. With a strong focus on providing comprehensive financial solutions and investment services, Gilbert Capital Group Inc is dedicated to helping clients achieve their financial goals. Their team of experienced professionals offers personalized advice and expertise to assist individuals and businesses in managing their wealth effectively. Whether you are looking for investment opportunities, retirement planning, or estate management, Gilbert Capital Group Inc is committed to delivering top-notch financial services tailored to your specific needs.
42 Town Farm Rd, North Yarmouth, ME 04097, United States -
Five County Credit Union
● ClosedFive County Credit Union is a financial institution located at 219 U.S. 1, Yarmouth, Maine, United States. We offer a variety of services including ATM access and finance options. Our Energy Efficiency Loan Program can help with your heating and cooling needs, while our Real Estate Loans and Programs can assist with financing. We also offer Commercial, Business, and Equipment Loans to meet your business needs. With our Rewards program, No Annual Fee, and local service, we strive to provide excellent customer service. We have over 69 surcharge-free ATMs and access to 30,000 CO-OP ATMs nationwide. There are no application fees and we offer competitive rates. Visit us at 765 Washington Street PO BOX 598 Bath, Maine 04530. Please note that we provide links to third party websites, but we do not manage the content of those sites. Your privacy and security are important to us.
219 US-1, Yarmouth, ME 04096, United States -
Harney Tax Planning LLC
● ClosedHarney Tax Planning LLC is a reputable accounting and finance institution located at 30 Forest Falls Drive in Yarmouth, Maine, United States. With a team of experienced professionals, they specialize in providing expert tax planning and financial services to individuals and businesses. Whether you need assistance with tax preparation, retirement planning, or investment strategies, Harney Tax Planning LLC is committed to helping you achieve your financial goals. Trustworthy and reliable, they are dedicated to providing personalized solutions tailored to meet your specific needs. Contact them today to schedule a consultation and take control of your financial future.
30 Forest Falls Dr Suite 3, Yarmouth, ME 04096, United States -
H&R Block
● ClosedH&R Block is a well-known accounting and finance institution located at 438 U.S. 1 in Yarmouth, Maine, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for assistance with your personal taxes or a business in need of expert financial advice, H&R Block is dedicated to providing top-notch services to meet your needs. Visit their office in Yarmouth today to see how they can help you achieve your financial goals.
438 US-1, Yarmouth, ME 04096, United States -
La Salle Brian CPA
● OpenLa Salle Brian CPA is a reputable accounting and finance institution located at 80 Oakwood Drive in Yarmouth, Maine, United States. With a team of experienced and knowledgeable Certified Public Accountants, we offer a wide range of services to meet the financial needs of individuals and businesses. Whether you require tax preparation, auditing, financial planning, or consulting services, our dedicated professionals are here to assist you every step of the way. Trust La Salle Brian CPA to provide you with the expertise and personalized attention you deserve for all your accounting and financial needs.
80 Oakwood Dr, Yarmouth, ME 04096, United States
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