TOP 30 Best Individual financial 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.

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.

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.

Sarah Dunckel is a financial advisor at Ameriprise Financial Services, LLC located at 150 Capitol Street in Augusta, Maine, United States. She 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Sarah is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. She specializes in asset management, estate planning, investment strategies, risk management, retirement planning, and tax planning. With her expertise and commitment to excellence, Sarah Dunckel is a trusted advisor for all your financial needs.

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.

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.

Carol Tondreau - Financial Advisor, Ameriprise Financial Services, LLC, located at 60 South Chestnut Street, Augusta, Maine, United States, offers a wide range of financial services to individuals looking to manage their assets effectively. Carol Tondreau holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, and AWMA℠, showcasing her expertise in asset management, retirement planning, estate planning, and investment strategies. Additionally, Carol Tondreau is a Behavioral Financial Advisor, Chartered Advisor in Philanthropy® (CAP®), and holds certifications in fixed-rate and variable annuities, senior issues, divorce financial analysis, estate planning, and exit planning. With a focus on providing comprehensive financial planning services, Carol Tondreau is committed to helping clients make informed decisions and achieve their financial goals.

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.

Matthew Maloney - State Farm Insurance Agent is an insurance agency located at 37 Sewall Street, Augusta, Maine, United States. Led by Matt Maloney, who transitioned from a successful coaching career to State Farm in 2013, the agency focuses on a holistic approach to insurance. The team is dedicated to providing engagement, education, and support to both staff members and customers, ensuring that each individual's needs are met. Matt is actively involved in the community and leads various training programs within State Farm. The agency offers a range of insurance products, including term life insurance and estate planning services. If you are looking for a rewarding career in a fun and challenging environment, consider joining the team at Matthew Maloney - State Farm Insurance Agent. Please note that sensitive personal information should not be shared on the website, and if you require assistance, you can contact the agency directly.

Jackson Hewitt Tax Service is a finance institution located at 201 Civic Center Drive in Augusta, Maine, United States. They specialize in providing tax services to individuals and businesses, helping them navigate the complexities of the tax system and maximize their refunds. With a team of experienced tax professionals, Jackson Hewitt Tax Service offers personalized and reliable assistance to ensure their clients are in compliance with tax laws and regulations. Whether you need help with filing your taxes, resolving tax issues, or planning for the future, Jackson Hewitt Tax Service is dedicated to providing quality service and expertise.

Jackson Hewitt Tax Service is a finance institution located at 152 Western Avenue in Augusta, Maine, United States. While our tax advance loans have ended this year, our dedicated Tax Pros are still here to help you maximize your refund. Whether you prefer to drop off your tax documents for a Tax Pro to handle or schedule an in-person appointment for personalized assistance, we have options to fit your busy schedule. While Refund Advance loans are no longer available this year, we offer a range of services including tax preparation, help with IRS letters, and more. To ensure personalized attention, we recommend booking an appointment online or calling (207) 480-3262. Walk-ins are also welcome at our office on Western Avenue. Trust the English-speaking Tax Pros at Jackson Hewitt to make every dollar count when it comes to your taxes.

H&R Block is a leading accounting and finance institution located at 198 Western Avenue in Augusta, Maine, United States. With a team of skilled professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for help with your taxes or a business in need of financial guidance, H&R Block is here to provide expert assistance and personalized solutions to meet your needs. Visit us today to experience top-notch financial services in a welcoming and professional environment.

The Salvation Army Capital Region Corps is a church and place of worship located at 36 Eastern Avenue in Augusta, Maine. This institution offers a welcoming and inclusive community for individuals seeking spiritual guidance and support. Through various programs and services, The Salvation Army Capital Region Corps strives to meet the needs of the local community and provide a place for individuals to come together in faith and fellowship. Whether you are looking for a place to worship, receive assistance, or volunteer your time, The Salvation Army Capital Region Corps is dedicated to serving the community and spreading the message of hope and love.

H&R Block is a renowned accounting and finance institution located at 84 Bangor Street in Augusta, 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 for assistance with your personal taxes or a business in need of comprehensive financial guidance, H&R Block is dedicated to providing top-notch services tailored to meet your specific needs. Visit us today to experience the expertise and reliability that have made H&R Block a trusted name in the industry.

MEA Benefits Trust is an insurance agency located at 35 Community Drive in Augusta, Maine, United States. We specialize in providing a wide range of benefits and insurance options for our clients. Our experienced team is dedicated to helping individuals and businesses find the right coverage to meet their needs. Whether you are looking for health insurance, life insurance, or retirement planning services, we are here to help you navigate the complex world of insurance. Contact us today to learn more about how we can help you protect what matters most.

Kennebec Savings Bank is a trusted financial institution located at 150 State Street in Augusta, Maine. As a full-service bank, we offer a wide range of financial services including checking and savings accounts, loans, mortgages, and investment options. Our convenient ATM services provide easy access to cash for our customers. With a commitment to excellent customer service and community involvement, Kennebec Savings Bank is dedicated to helping individuals and businesses achieve their financial goals. Visit us today to experience the difference of banking with a local, community-focused institution.

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.

Palmer Accounting LLC is a reputable accounting and finance institution located at 74 Winthrop Street in Augusta, Maine, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, bookkeeping, financial planning, and consulting. Whether you are an individual or a business owner, Palmer Accounting LLC is dedicated to providing personalized and reliable financial solutions to help you achieve your goals. Contact them today to schedule a consultation and take control of your finances.

A Plus Accounting is a reputable financial institution located at 845 Augusta Road in Winslow, Maine, United States. Specializing in accounting and finance services, our team of professionals is dedicated to providing top-notch financial solutions to individuals and businesses alike. With a commitment to accuracy, integrity, and personalized service, A Plus Accounting is your trusted partner in navigating the complexities of financial management. Contact us today to learn more about how we can help you achieve your financial goals.

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.

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.

TAAH Insurance Agency is a trusted health insurance agency located at 6 East Chestnut Street in Augusta, Maine, United States. Our dedicated team of professionals is committed to helping individuals and families find the best health insurance coverage to meet their specific needs. With a focus on personalized service and comprehensive coverage options, TAAH Insurance Agency is your go-to source for all your health insurance needs. Contact us today to learn more about how we can help you protect your health and financial well-being.

The Tax Compliance Division in Augusta, Maine, United States is a crucial institution specializing in accounting and finance. This division ensures that individuals and businesses comply with tax laws and regulations set by the government. With a team of skilled professionals, the Tax Compliance Division provides guidance, support, and enforcement to ensure accurate and timely tax filing. Whether you need assistance with tax planning, audits, or resolving tax disputes, this institution is dedicated to helping you navigate the complex world of taxation. Trust the Tax Compliance Division to keep you in compliance and on track with your financial obligations.

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.

Eaton Peabody is a renowned institution located at 150 Capitol Street in Augusta, Maine, United States. Specializing in accounting, finance, and legal services, Eaton Peabody offers top-notch expertise and guidance to clients in need of professional assistance. With a team of experienced professionals, they are dedicated to providing high-quality services and innovative solutions to help individuals and businesses achieve their financial and legal goals. Whether you need help with tax planning, financial analysis, or legal representation, Eaton Peabody is the go-to institution for all your accounting, finance, and legal needs.

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.