TOP 20 Best Investment advice services in Auburn, Maine
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Matt Simard - Financial Advisor, Ameriprise Financial Services, LLC
Matt Simard - Financial Advisor at Ameriprise Financial Services, LLC, located at 2 Great Falls Plaza in Auburn, Maine, United States. Matt Simard 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®. Matt Simard is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products, Matt Simard is committed to helping clients achieve their financial goals.
Atlantic Investment Advisors
Atlantic Investment Advisors is a leading finance institution located at 229 Center Street in Auburn, Maine, United States. With a team of experienced professionals, they offer expert advice and personalized financial solutions to help clients achieve their investment goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Atlantic Investment Advisors is committed to providing top-notch service and guidance every step of the way. Trust in their expertise and dedication to help secure your financial future.
Randy Paul Martin: Primerica - Financial Services
Randy Paul Martin: Primerica - Financial Services is a reputable finance and insurance agency located at 1071 Auburn Road in Turner, Maine, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and families achieve their financial goals. From retirement planning to life insurance, they provide personalized solutions to meet each client's unique needs. With a commitment to excellence and customer satisfaction, Randy Paul Martin: Primerica - Financial Services is dedicated to helping clients secure their financial future.
Auburn Savings Bank
Auburn Savings Bank, located at 256 Court Street in Auburn, Maine, offers a range of financial services including ATM access, banking, and personalized financial solutions. Whether you are looking to start or expand your business, Auburn Savings Bank provides customized products and first-name service to help you achieve your goals. Customers like Heidi and Evan Peer, owners of All in 1 Builders, appreciate the local and accessible nature of the bank, as well as the fast decision-making process. With over a century of experience in the Lewiston-Auburn community, Auburn Savings Bank is committed to supporting individuals, families, and businesses in the area. From streamlined financing to personalized solutions, Auburn Savings Bank is dedicated to helping you succeed. Visit us today to experience the difference of banking with Auburn Savings Bank.
Tara Davis - Ameriprise Financial Services, LLC
Tara Davis - Ameriprise Financial Services, LLC is a finance institution located at 2 Great Falls Plaza in Auburn, Maine, United States. The professionals at this institution hold various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. These certifications demonstrate their expertise in areas such as asset management, investment strategies, estate planning, and retirement planning. The institution offers a range of services to help clients make informed financial decisions and plan for their future. With a focus on ethical practices and continuing education, Tara Davis - Ameriprise Financial Services, LLC aims to provide comprehensive financial planning solutions to individuals and businesses.
Rise Private Wealth Management - Ameriprise Financial Services, LLC
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.
Mailing Center Inc
Mailing Center Inc is a renowned finance institution located at 250 Center Street in Auburn, Maine, United States. With a strong focus on providing top-notch financial services, Mailing Center Inc offers a wide range of solutions to meet the diverse needs of its clients. Whether you are looking for assistance with investments, loans, or other financial matters, the experienced team at Mailing Center Inc is dedicated to helping you achieve your goals and secure your financial future. Visit us today to learn more about how we can assist you in reaching your financial objectives.
James Jackson - Prudential Financial
James 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.
Guild Mortgage - Debbie Bodwell
Guild Mortgage - Debbie Bodwell is a trusted finance institution located at 181 Center Street in Auburn, Maine, United States. With nearly 25 years of experience in the mortgage industry, Debbie Bodwell offers a range of loan options to suit every situation, from first-time homebuyers to military families and high-cost markets. Debbie Bodwell is a graduate of Andover College, with a background in business and computer science, and has completed Dale Carnegie training programs for sales and management. In her spare time, she enjoys traveling, reading, cross-country skiing, and spending time with her grandchildren. Guild Mortgage Company is an Equal Housing Opportunity lender, licensed in various states including California, Massachusetts, Mississippi, New Jersey, Nevada, and Rhode Island. All loans are subject to underwriter approval and terms and conditions may apply. For more information, visit www.guildmortgage.com.
Cornerstone Wealth Planning
Cornerstone Wealth Planning, located at 79 Main Street in Auburn, Maine, offers financial planning and investment management services to successful business owners and professionals. The institution helps clients have more control over their retirement and legacy, providing a process that brings all financial pieces together to strive for flexibility and success. The team at Cornerstone empowers clients to make informed decisions and take practical steps towards their financial goals at every stage of life. Client relationships are seen as lifelong partnerships, with a focus on tailored advice and regular communication. Mindy, Wes, and the entire team are dedicated to inspiring and empowering clients through listening and personalized financial guidance. Schedule a complimentary conversation to explore how Cornerstone can help you achieve your unique financial goals. Securities are offered through LPL Financial, Member FINRA/SIPC, and investment advice is offered through Cornerstone Wealth Planning, a separate entity from LPL Financial. Please consult legal or tax professionals for specific advice regarding your individual situation. The team at Cornerstone is licensed in Maine and serves clients in ME, NC, and FL.
Androscoggin Bank
Androscoggin Bank is a trusted financial institution located at 207 Auburn Road in Turner, Maine. As a full-service bank, Androscoggin Bank offers a wide range of financial products and services to meet the needs of individuals and businesses in the community. Whether you need to deposit funds, withdraw cash, or apply for a loan, Androscoggin Bank is here to help. With a commitment to customer service and community involvement, Androscoggin Bank is a reliable partner for all your banking needs.
Edward Jones - Financial Advisor: Justin K Conant, CFP®
Edward Jones - Financial Advisor: Justin K Conant, CFP® is a reputable finance institution located at 411 Center Street in Auburn, Maine, United States. Justin K Conant, a Certified Financial Planner, offers personalized financial advice and services to help clients achieve their financial goals. With a focus on long-term planning and investment strategies, Edward Jones provides a comprehensive approach to wealth management. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Justin K Conant and the team at Edward Jones are dedicated to helping you navigate the complex world of finance with confidence and peace of mind.
Bangor Savings Bank
Bangor Savings Bank is a trusted financial institution located at 170 Turner Street in Auburn, Maine, United States. As a full-service bank, we offer a wide range of financial services including personal and business banking, loans, investment services, and more. Our convenient ATM services are available 24/7 for your banking needs. With a commitment to providing exceptional customer service and innovative financial solutions, Bangor Savings Bank is your go-to destination for all your banking needs.
Androscoggin Bank
Androscoggin Bank is a trusted financial institution located at 683 Minot Avenue in Auburn, Maine, United States. As a full-service bank, Androscoggin Bank offers a wide range of banking and financial services to meet the needs of individuals, businesses, and communities. Whether you're looking to open a checking or savings account, apply for a loan, or utilize their convenient ATMs, Androscoggin Bank is committed to providing exceptional customer service and personalized financial solutions. Visit Androscoggin Bank today to experience the difference of banking with a community-focused institution.
Bank of America (with Drive-thru ATM)
Bank of America is a reputable financial institution located at 39 Auburn Street in Portland, Maine. This branch offers a convenient drive-thru ATM service for customers on the go. With a wide range of financial products and services, Bank of America is committed to providing top-notch banking solutions to meet the needs of individuals and businesses alike. Whether you need assistance with checking accounts, loans, investments, or more, the friendly and knowledgeable staff at Bank of America are here to help. Visit us today for all your banking needs.
RepubliCash, LLC
RepubliCash, LLC is a full-service financial institution located at 364 Elm Street in Biddeford, Maine, United States. We offer a wide range of services including check cashing, loans, money transfers, mobile phones, tax preparation, and more to meet both personal and business needs. Our mission is to exceed our customer's expectations and make a positive impact on the communities we serve. Our dedicated employees are committed to providing fast, friendly, and professional service to ensure an outstanding customer experience with every visit.
Downeast Private Wealth
Downeast Private Wealth, located at 31 Court Street in Auburn, Maine, offers personalized wealth management services to support smart financial planning for every life chapter. President Lena-Jo takes a candid, creative, and compassionate approach to help clients establish a more secure financial future. With a background in finance and extensive experience in the industry, Lena-Jo works with clients to define practical goals and creative solutions. Services include retirement planning, asset distribution, investment strategy, insurance planning, and tax efficiency. Clients can trust Downeast Private Wealth to provide honest, transparent, and fun financial guidance to help achieve their goals. Securities offered through Arkadios Capital, Member FINRA/SIPC, and advisory services offered through Arkadios Wealth. Contact info@downeastprivatewealth.com for more information.
Cornerstone Wealth Planning: Davis Melinda
Cornerstone 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.
Androscoggin Bank
Androscoggin Bank is a trusted financial institution located at 12 Subaru Drive in Auburn, Maine, United States. Offering a range of banking services including ATMs, loans, and financial planning, Androscoggin Bank is committed to providing personalized solutions to help customers achieve their financial goals. With a focus on customer satisfaction and community involvement, Androscoggin Bank is a reliable choice for all your banking needs.
H&R Block
H&R Block is a reputable accounting and finance institution located at 100 Mount Auburn Avenue in Lewiston, 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 assistance with your personal finances or a business in need of accounting support, H&R Block is dedicated to providing expert guidance and solutions tailored to your specific needs. Trust H&R Block to help you navigate the complexities of the financial world with confidence and ease.
Clark Friel & Joyce
Clark Friel & Joyce is a reputable accounting and finance institution located at 128 Auburn Street in Portland, Maine, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. From tax preparation to financial planning, their experts are dedicated to helping clients achieve their financial goals. Whether you need assistance with budgeting, investments, or bookkeeping, Clark Friel & Joyce is committed to providing top-notch service and expertise. Visit them today to see how they can help you manage your finances effectively.
Nearby cities:
- Portland
- Augusta
- Lewiston
- South Portland
- Brunswick
- Scarborough
- Waterville
- Biddeford
- Sanford
- York
- Saco
- Windham
- Kennebunk
- Westbrook
- Falmouth
- Farmington
- Presque Isle
- Skowhegan
- Wells
- Freeport
- Bath
- Yarmouth
- Caribou
- Kittery
- Gorham
- Topsham
- Old Orchard Beach
- Bridgton
- Norway
- Damariscotta
- Bethel
- Boothbay Harbor
- Fort Kent
- Winthrop
- Ogunquit
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List of local businesses, places and services in Maine
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