Insurance advisors in Maine
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David J Farago - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDavid 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.
60 S Chestnut St, Augusta, ME 04330, United States -
Jason Macdonald - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJason 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.
150 Capitol St # 1, Augusta, ME 04330, United States -
Edward Jones - Financial Advisor: Jeff Guenther
● OpenEdward Jones - Financial Advisor: Jeff Guenther is a trusted financial institution located at 101 Centre Street in Bath, Maine, United States. As a dedicated financial advisor, Jeff Guenther provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones offers a wide range of financial services, including retirement planning, education savings, insurance, and more. Whether you are planning for retirement, saving for your child's education, or looking to grow your investment portfolio, Jeff Guenther and the team at Edward Jones are here to help you navigate the complex world of finance with confidence and peace of mind.
101 Centre St Suite A, Bath, ME 04530, United States -
Norton Insurance & Financial
● OpenNorton Insurance & Financial is a reputable finance and insurance agency located at 181 Park Row in Brunswick, Maine, United States. With a commitment to providing top-notch financial services and comprehensive insurance solutions, our experienced team is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, Norton Insurance & Financial is here to provide personalized and trustworthy guidance. Visit us today to learn more about how we can assist you in securing your financial future.
181 Park Row, Brunswick, ME 04011, United States -
David J Farago - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDavid 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.
27 Bowdoin St, Manchester, ME 04351, United States -
Edward Jones - Financial Advisor: Stanley W Hultin
● OpenEdward Jones - Financial Advisor: Stanley W Hultin is a trusted financial institution located at 906 Main Street in Sanford, Maine, United States. As a dedicated finance professional, Stanley W Hultin provides personalized financial advice and services to help individuals and families achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can rely on Edward Jones for expert guidance on investments, retirement planning, insurance, and more. Visit us today to start planning for a secure financial future.
906 Main St Suite A, Sanford, ME 04073, United States -
Karrie Shaw - Financial Advisor, Ameriprise Financial Services, LLC
● OpenKarrie Shaw - Financial Advisor, Ameriprise Financial Services, LLC, located at 62 Portland Road in Kennebunk, Maine, offers a wide range of financial services to meet the needs of individuals and small business owners. Karrie Shaw holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating her expertise in asset management, estate planning, retirement planning, and investment strategies. Additionally, Karrie Shaw is a Certified Divorce Financial Analyst and a Certified Estate Planner™, providing specialized services in these areas. Whether you are looking for assistance with retirement planning, investment management, estate planning, or insurance products, Karrie Shaw can help guide you through the complex world of finance with professionalism and expertise. Contact Karrie Shaw - Financial Advisor, Ameriprise Financial Services, LLC, for personalized financial advice tailored to your unique needs.
62 Portland Rd Ste 8, Kennebunk, ME 04043, United States -
James E Lamb - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenJames E Lamb - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 200 U.S. 1, Scarborough, Maine, United States. The institution offers a range of services and expertise to help individuals manage their wealth and plan for their financial future. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, the advisors at James E Lamb are highly trained and knowledgeable in various aspects of financial planning and asset management. Whether you are looking for retirement planning, estate planning, investment strategies, or insurance products, the team at James E Lamb can provide tailored solutions to meet your needs. Additionally, the institution offers specialized certifications for professionals who work with specific demographics, such as seniors, individuals with special needs, and military personnel. With a commitment to ethics and education, James E Lamb - Private Wealth Advisor, Ameriprise Financial Services, LLC is dedicated to helping clients achieve their financial goals and secure their financial future.
200 US-1 Ste 111, Scarborough, ME 04074, United States -
Suzanne Parks - Financial Advisor, Ameriprise Financial Services, LLC
● OpenSuzanne Parks - Financial Advisor, Ameriprise Financial Services, LLC, located at 128 Noyes Street in Portland, Maine, United States, offers a wide range of financial services to meet the needs of individuals and businesses. Suzanne Parks 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, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®, among others. With a commitment to ethical practices and ongoing education, Suzanne Parks is dedicated to providing expert advice on investments, retirement planning, estate planning, insurance products, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Suzanne Parks can help you achieve your financial goals.
128 Noyes St Ste 2, Portland, ME 04103, United States -
Lisa Brislin - Financial Advisor, Ameriprise Financial Services, LLC
● OpenLisa Brislin is a financial advisor at Ameriprise Financial Services, LLC located at 5 Ward Street, Scarborough, Maine, United States. Lisa holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, estate planning, retirement planning, and investment strategies. As a Certified Financial Planner™, Lisa is dedicated to providing excellent financial planning services and adheres to a code of ethics. With a focus on client assessment, risk/return, and investment objectives, Lisa helps individuals make informed decisions to meet their financial goals. Whether you are planning for retirement, managing assets, or looking for advice on insurance products, Lisa Brislin is a trusted advisor who can guide you through the complexities of financial planning.
5 Ward St, Scarborough, ME 04074, United States -
Patrick Lawler - Financial Advisor, Ameriprise Financial Services, LLC
● OpenPatrick Lawler is a financial advisor at Ameriprise Financial Services, LLC, located at 10 Plaza Drive in Scarborough, Maine, United States. With a focus on understanding your unique situation, Patrick provides investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. Regular meetings are held to review progress, update strategies as life changes, and track your financial journey. Access your investments and accounts securely from any device. As a financial advisor, Patrick prioritizes ensuring you have the right levels of protection in place, including life insurance and disability coverage. By conducting a thorough insurance review, any gaps in your current plan can be identified and a tailored strategy created to safeguard against unforeseen events.
10 Plaza Dr Ste 105, Scarborough, ME 04074, United States -
First Command Financial Advisor - Kevin Shilling
● OpenFirst Command Financial Advisor - Kevin Shilling is a finance institution located at 306 U.S. 1, Scarborough, Maine, United States. This institution offers financial advisory services to clients, with a focus on helping individuals achieve their financial goals and secure their financial future. The institution operates under the umbrella of First Command Financial Services, Inc. and its affiliated entities. Clients have provided testimonials on a voluntary basis, highlighting their positive experiences with the institution. It is important to note that these testimonials may not be representative of all clients' experiences and are not a guarantee of future performance or success.
306 US-1 Suite D3, Scarborough, ME 04074, United States -
Taylor Markee - Financial Advisor, Ameriprise Financial Services, LLC
● OpenTaylor Markee is a Financial Advisor at Ameriprise Financial Services, LLC located on Fore Street in Portland, Maine, United States. Taylor Markee holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate expertise in asset management, retirement planning, estate planning, investment strategies, and insurance products. Taylor Markee specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Whether you need help with portfolio management, tax planning, or retirement income strategies, Taylor Markee has the knowledge and experience to guide you towards your financial goals. Contact Taylor Markee today to schedule a consultation and take the first step towards securing your financial future.
Two Portland Square, Fore St Ste 700, Portland, ME 04101, United States -
James Jackson - Prudential Financial
● OpenJames Jackson - Prudential Financial is a reputable finance and insurance agency located at 620 Washington Street North in Auburn, Maine, United States. With a strong focus on providing comprehensive financial planning and insurance services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, we are here to provide personalized solutions tailored to your individual needs. Contact us today to schedule a consultation and take the first step towards securing your financial future.
620 Washington St N, Auburn, ME 04210, United States -
Ed Foley - Prudential
● OpenEd Foley - Prudential is a finance institution located at 885 Portland Road in Saco, Maine, United States. With a focus on providing top-notch financial services, Ed Foley - Prudential offers a range of investment and insurance products to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or protect your assets with insurance, the experienced team at Ed Foley - Prudential is dedicated to providing personalized solutions tailored to your individual needs. Visit us today to start planning for a secure financial future.
885 Portland Rd suite 201, Saco, ME 04072, United States -
Simpson Financial Strategies
● OpenSimpson Financial Strategies is an independent financial planning firm located at 433 U.S. 1 in York, Maine, United States. Our mission is to help our clients make informed decisions about their finances, reduce tax burdens, and protect assets from potential risks such as litigation or divorce. We strive to maximize income potential, explore charitable giving opportunities, and ensure that your legacy is preserved or enhanced for future generations. At Simpson Financial Strategies, we understand that each client has unique financial goals, and we are dedicated to providing personalized guidance to help you achieve them. Our team works with Registered Representatives of Cambridge Investment Research, Inc., a reputable broker-dealer, and offers advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Please note that Cambridge does not provide tax or legal advice.
433 US-1 Ste 110, York, ME 03909, United States -
Steele Street Capital
● OpenSteele Street Capital, located at 1 Maine 236, Kittery, Maine, United States, is a finance institution founded in 2012 by David Gerasin. The institution provides independent and unbiased wealth management and financial advisory strategies to a select group of clients who have achieved financial success or are working towards it. Steele Street Capital focuses on personalized service and tailors its services to meet the unique needs of each client. Please note that their services are available only to residents of certain states and may not be offered to individuals residing outside of the U.S. Securities-related services are provided through Wells Fargo Advisors Financial Network, LLC, and insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company. It is important to be aware that by clicking on certain links, you will be leaving the Wells Fargo website and entering a third-party website not affiliated with Wells Fargo Advisors. Please review the third-party's policies and terms and conditions before proceeding.
1 ME-236 Suite 2, Kittery, ME 03904, United States -
Varney Agency | Fort Kent ME
● OpenVarney Agency in Fort Kent, Maine is a trusted health insurance agency located at 11 West Main Street. With a commitment to providing personalized service and comprehensive coverage options, Varney Agency helps individuals and families navigate the complex world of health insurance. Whether you are looking for individual or group coverage, their team of experienced agents will work with you to find the best plan to fit your needs and budget. Trust Varney Agency to help you protect your health and financial well-being.
11 W Main St, Fort Kent, ME 04743, United States -
Varney Agency | South Paris ME
● OpenVarney Agency in South Paris, ME is a trusted health insurance agency located at 8 Charles Street in Paris, Maine. With a commitment to providing personalized and comprehensive insurance solutions, Varney Agency helps individuals and families navigate the complex world of health insurance. Their experienced agents are dedicated to finding the right coverage options to meet the unique needs of each client. Whether you are looking for individual health insurance, group health plans, or Medicare supplements, Varney Agency is here to help you secure the coverage you need for peace of mind. Contact Varney Agency today to discuss your health insurance needs and start protecting your health and financial well-being.
8 Charles St, South Paris, ME 04281, United States -
Poirier Associates, LLC
● OpenPoirier Associates, LLC is a reputable insurance agency located at 1125 Lisbon Street in Lewiston, Maine. With a dedication to providing top-notch insurance services, Poirier Associates, LLC offers a wide range of insurance products to meet the needs of individuals, families, and businesses. Their team of experienced professionals is committed to helping clients find the best insurance coverage at competitive rates. Whether you are looking for auto, home, life, health, or business insurance, Poirier Associates, LLC is here to assist you every step of the way. Contact them today to learn more about their personalized insurance solutions.
1125 Lisbon St, Lewiston, ME 04240, United States -
Global Professional Services, Inc.
● OpenGlobal Professional Services, Inc. is a reputable institution located at 125 Pine Street in Lewiston, Maine, United States. Specializing in accounting, finance, and travel agency services, our team of professionals is dedicated to providing top-notch assistance to individuals and businesses alike. With a commitment to excellence and customer satisfaction, we strive to meet all of our clients' needs and exceed their expectations. Whether you require assistance with financial planning, tax preparation, or booking your next vacation, Global Professional Services, Inc. is here to help. Visit us today to experience the difference our expertise can make in your life.
125 Pine St, Lewiston, ME 04240, United States -
Gateway Retirement Solutions
● OpenGateway 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.
6 E Chestnut St Suite 204, Augusta, ME 04330, United States -
Thompson & Bowie
● OpenThompson & Bowie is a reputable law firm located at 60 Pineland Drive in New Gloucester, Maine. With a team of experienced and dedicated lawyers, we provide a wide range of legal services to our clients. From personal injury cases to business law and estate planning, we are committed to providing top-notch legal representation. Contact us today for expert advice and guidance on your legal matters.
Yarmouth Hall, 60 Pineland Dr # 230, New Gloucester, ME 04260, United States -
Maine Retirement Annuity Inc
● OpenMaine Retirement Annuity Inc is a reputable insurance agency located at 125 Broadway in Farmington, Maine, United States. With a focus on helping individuals plan for their retirement, our experienced team offers a range of annuity products tailored to meet our clients' financial goals and needs. Whether you are looking to secure a steady income stream for your retirement or protect your assets for the future, Maine Retirement Annuity Inc is here to provide expert guidance and personalized solutions. Contact us today to learn more about how we can help you achieve a secure and comfortable retirement.
125 Broadway, Farmington, ME 04938, United States -
Northeast Planning Associates, Inc.
● OpenNortheast Planning Associates, Inc. is a reputable insurance agency located at 59 Main Street in Madison, Maine, United States. With a focus on providing personalized insurance solutions to individuals and businesses, Northeast Planning Associates, Inc. offers a wide range of insurance products to meet the diverse needs of their clients. Their experienced team of professionals is dedicated to helping clients navigate the complexities of insurance and find the coverage that best fits their specific requirements. Whether you are looking for auto, home, life, or business insurance, Northeast Planning Associates, Inc. is committed to delivering exceptional service and tailored insurance solutions to protect what matters most to you.
59 Main St, Madison, ME 04950, United States -
Bankers Life
● OpenBankers 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.
442 Civic Center Dr Ste 450, Augusta, ME 04330, United States -
MEA Benefits Trust
● OpenMEA 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.
35 Community Dr, Augusta, ME 04330, United States -
Cornerstone Wealth Planning: Davis Melinda
● OpenCornerstone Wealth Planning: Davis Melinda is a reputable financial institution located at 79 Main Street in Auburn, Maine, United States. Led by the experienced and knowledgeable financial advisor, Davis Melinda, the institution specializes in comprehensive wealth planning services tailored to meet the unique needs and goals of each client. With a focus on building long-term relationships and providing personalized financial solutions, Cornerstone Wealth Planning strives to help individuals and families achieve financial security and success. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Davis Melinda and the team at Cornerstone Wealth Planning are dedicated to helping you navigate the complexities of financial planning with confidence and peace of mind.
79 Main St, Auburn, ME 04210, United States -
Cornerstone Financial Services
● OpenCornerstone Financial Services is a trusted finance and insurance agency located at 816 Atlantic Highway in Waldoboro, Maine. With a commitment to providing personalized financial solutions to meet the unique needs of each client, our experienced team of professionals offers a wide range of services including investment planning, retirement planning, insurance coverage, and more. Whether you are looking to secure your financial future or protect your assets, Cornerstone Financial Services is dedicated to helping you achieve your goals. Contact us today to schedule a consultation and take the first step towards financial peace of mind.
816 Atlantic Hwy, Waldoboro, ME 04572, United States -
Barnard Financial
● OpenBarnard Financial is a reputable finance and insurance agency located at 14 High Street in Lisbon, Maine, United States. With a commitment to providing top-notch financial services and insurance solutions, Barnard Financial is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Our team of experienced professionals is here to offer personalized advice and guidance to meet the unique needs of each client. Whether you are looking to invest, plan for retirement, or secure insurance coverage, Barnard Financial is your trusted partner in financial success.
14 High St, Lisbon, ME 04252, United States
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