Investment advisors in Bath, Maine
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Casco Bay Wealth Advisors, Inc
● OpenCasco Bay Wealth Advisors, Inc is a finance institution located at 261 Bath Road in Brunswick, Maine, United States. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their financial future. We offer a range of services including investment management, retirement planning, and wealth preservation strategies. At Casco Bay Wealth Advisors, Inc, we prioritize personalized service and tailor our recommendations to meet the unique needs of each individual client. Contact us today to schedule a consultation and start planning for a secure financial future.
261 Bath Rd, Brunswick, ME 04011, United States -
Scott Lemieux - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedScott Lemieux is a financial advisor at Ameriprise Financial Services, LLC located at 409 Bath Road in Brunswick, Maine, United States. Scott 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®. Scott is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With expertise in asset management, estate planning, retirement planning, investment strategies, and risk management, Scott is committed to helping clients achieve their financial goals.
409 Bath Rd, Brunswick, ME 04011, United States -
Sarah Dunckel - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenSarah Dunckel is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 2 Front Street in Bath, Maine. With years of experience in the finance industry, Sarah provides personalized financial planning and investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Sarah Dunckel can provide expert guidance and support every step of the way. Contact her today to schedule a consultation and start planning for a secure financial future.
2 Front St, Bath, ME 04530, United States -
Edward Jones - Financial Advisor: Jeff Guenther
● ClosedEdward 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 -
Edward Jones - Financial Advisor: Jeffrey D Labbe
● ClosedEdward Jones - Financial Advisor: Jeffrey D Labbe is a reputable financial institution located at 1 Front Street in Bath, Maine, United States. As a trusted advisor, Jeffrey D Labbe provides expert financial guidance and personalized investment strategies to help clients achieve their financial goals. With a focus on long-term relationships and a commitment to exceptional customer service, Edward Jones - Financial Advisor: Jeffrey D Labbe is dedicated to helping individuals and families secure their financial future.
1 Front St, Bath, ME 04530, United States -
Legacy Investments & Wealth Management
● ClosedLegacy Investments & Wealth Management is a leading finance institution located at 2 Front Street in Bath, Maine, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. With a commitment to integrity and excellence, we strive to provide our clients with the highest level of service and expertise in the industry. Whether you are looking to grow your wealth, plan for retirement, or preserve your legacy, Legacy Investments & Wealth Management is here to help you navigate the complexities of the financial world and secure your financial future. Contact us today to schedule a consultation and see how we can help you reach your financial goals.
2 Front St, Bath, ME 04530, United States -
First Federal Savings & Loan Association of Bath
● ClosedFirst Federal Savings & Loan Association of Bath, located at 41 Townsend Avenue in Boothbay Harbor, Maine, is a trusted institution offering a range of financial services including ATM access, banking, and finance. With over 85 years of experience, First Federal Savings is deeply rooted in the communities of greater Bath, Wiscasset, Boothbay Harbor, and Damarsicotta. Whether you need assistance with initiating a dispute for fraud or non-fraud transactions, our dedicated team is here to help. As your friends and neighbors, we are locally invested in the same way you are. Please note that the information on this website is for informational purposes only and does not create a formal relationship or contract with First Federal Savings. We encourage individuals to seek professional advice before acting on any information provided here. Additionally, any links to other websites are for convenience purposes only and do not constitute a referral or endorsement. First Federal Savings is not responsible for the contents of linked sites or any changes or updates to them. For inquiries within the U.S., please call 1-833-221-8637, and for international inquiries, please call 1-614-564-5105.
41 Townsend Ave, Boothbay Harbor, ME 04538, United States -
Stephen John St Jean: Primerica - Financial Services
● OpenStephen John St Jean: Primerica - Financial Services is a reputable finance and insurance agency located at 432 Centre Street in Bath, Maine, United States. With a focus on providing top-notch financial services to individuals and families, this institution is dedicated to helping clients achieve their financial goals and secure their futures. Led by Stephen John St Jean, a trusted financial advisor, the team at Primerica offers a wide range of financial products and services to meet the unique needs of each client. Whether you are looking to invest for the future, protect your assets with insurance, or plan for retirement, Stephen John St Jean: Primerica - Financial Services is committed to providing personalized and comprehensive solutions to help you succeed financially.
432 Centre St, Bath, ME 04530, United States -
1st Step Financial
● Closed1st Step Financial is a reputable finance institution located at 398 Washington Street in Bath, Maine, United States. Specializing in a wide range of financial services, including loans, investments, and financial planning, our experienced team is dedicated to helping clients take their first step towards a secure financial future. With a commitment to providing personalized and professional service, 1st Step Financial is the trusted partner you need to reach your financial goals.
398 Washington St, Bath, ME 04530, United States
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