Investment advisors in Maine

Lance R Hoenig is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 300 Portland Road, Bridgton, Maine, United States. Lance holds various certifications such as 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 Lance's expertise in various financial areas such as asset management, retirement planning, estate planning, investment management, and more. Lance is dedicated to providing comprehensive and personalized financial advice to his clients, with a focus on helping them achieve their financial goals and secure their financial future.

Edward Jones - Financial Advisor: Ronald J Trahan is a trusted financial institution located at 7 Cobblestone Drive in Turner, Maine, United States. As a dedicated finance professional, Ronald J Trahan is committed to helping clients achieve their financial goals through personalized investment strategies and expert advice. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Ronald J Trahan and the team at Edward Jones are here to provide you with the guidance and support you need. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Ronald J Trahan is the go-to destination for all your financial planning needs.

Edward Jones - Financial Advisor: Holly L Benson is a trusted financial institution located at 2 McConkey Road in Gray, Maine, United States. As a dedicated finance professional, Holly L Benson provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Holly L Benson is committed to providing exceptional service and guidance to clients in navigating the complexities of the financial world. Whether you are planning for retirement, saving for college, or investing for the future, Holly L Benson and her team are here to help you every step of the way.

Edward Jones - Financial Advisor: Pete Neelon, CFP®|AAMS™ is a trusted financial institution located at 778 Roosevelt Trail in Windham, Maine, United States. As a Certified Financial Planner and Accredited Asset Management Specialist, Pete Neelon provides expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Pete Neelon and his team at Edward Jones are dedicated to helping individuals and families navigate the complexities of financial planning and investment management. Whether you are planning for retirement, saving for college, or growing your wealth, Edward Jones - Financial Advisor: Pete Neelon, CFP®|AAMS™ is committed to helping you secure your financial future.

Harpswell Capital Advisors, LLC is a finance institution located at 41 Campus Drive in New Gloucester, Maine, United States. Specializing in providing expert financial advice and investment strategies, Harpswell Capital Advisors assists clients in achieving their financial goals and managing their assets. With a team of experienced professionals, the institution offers personalized services tailored to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, Harpswell Capital Advisors is dedicated to helping you succeed.

Edward Jones - Financial Advisor: John R Daniels is a reputable finance institution located at 778 Roosevelt Trail in Windham, Maine, United States. With a focus on providing personalized financial advice and services, John R Daniels and his team are dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Edward Jones is committed to providing expert guidance and support every step of the way. Visit them today to start planning for a secure financial future.

Roger A Auger - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 1071 Lisbon Street in Lewiston, Maine, offers personalized financial planning services. Our team of Ameriprise financial advisors are registered to do business in certain U.S. states and are committed to helping clients achieve their financial goals. Please call for an appointment, as our hours may vary. While we will be closed on Independence and Labor Day in 2023, we are dedicated to providing ongoing support and guidance to our clients. During the initial consultation, we will discuss your financial priorities and provide an overview of financial planning concepts. Please note that you will not receive written analysis or recommendations at this time. Ameriprise Financial cannot guarantee future financial results, but we are here to help you navigate your financial journey. We value your trust and appreciate the opportunity to assist your friends and family members with their financial goals. Rest assured that your referral will hear from us soon. For more information, please visit our website and review our important disclosures, privacy and security policies, and website rules and regulations. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and we are committed to upholding the highest standards of integrity and professionalism in everything we do.

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.

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.

Merrill Lynch Financial Advisor Richard S Clough, located at 415 Lisbon Street, Lewiston, Maine, United States, offers personalized wealth management strategies tailored to your financial goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Richard Clough can help you navigate the complexities of the financial market and create a flexible strategy to adapt to changing conditions. As a Merrill advisor, he is committed to understanding your unique needs and values, and collaborating with you to achieve your most important goals. Through the Merrill Personal Wealth Analysis™, Richard can build a personalized plan focused on what matters most to you and help you make informed financial decisions. With a focus on community involvement and a dedication to serving your best interests, Richard Clough is here to help you live your best financial life. Contact him today to begin your journey towards financial success.

Investment Executives is a reputable finance and insurance agency located at 240 Russell Street in Lewiston, Maine, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to help clients achieve their investment goals. Whether you are looking to grow your wealth through strategic investments or protect your assets with comprehensive insurance coverage, Investment Executives is here to help. Contact us today to schedule a consultation and start building a secure financial future.

Edward Jones - Financial Advisor: Don Duffy is a reputable finance institution located at 5 Depot Street in Freeport, Maine, United States. With a focus on providing personalized financial advice and investment solutions, Don Duffy and his team are dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Edward Jones is committed to providing tailored strategies to meet your individual needs. Contact Don Duffy today to schedule a consultation and take the first step towards securing your financial future.

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.

Dean Jackman - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 27 Bowdoin Street, Manchester, Maine, United States. Dean Jackman offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular meetings are scheduled to review progress, update strategies, and track financial goals. Clients have access to their investments and accounts from any device, securely sharing information with Dean Jackman. An initial consultation is available to discuss financial planning concepts, with no written analysis or recommendations provided. Dean Jackman can only conduct securities business with residents of registered states. Ameriprise Financial Services, LLC. Member FINRA and SIPC. Please visit FINRA's BrokerCheck website for more information on qualifications and background.

David 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.

Tracy A Cunning, a Financial Advisor at Ameriprise Financial Services, LLC, located at 27 Bowdoin Street in Manchester, Maine, United States, offers personalized financial planning services tailored to your individual goals and risk tolerance. With a focus on retirement planning, education funding, and asset allocation, Tracy provides investment recommendations and portfolio analysis to help you achieve your financial objectives. Regular meetings and progress reviews ensure that your financial plan stays on track as life circumstances change. Access your accounts and track your progress securely from any device. Schedule a complimentary initial consultation to learn more about how Tracy can help you reach your financial goals. Tracy A Cunning is registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC, a member of FINRA and SIPC, cannot guarantee future financial results. Refer friends and family to Tracy for expert financial guidance and they will receive a prompt response. Trust in Ameriprise Financial's privacy and security measures to safeguard your information.

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.

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.

Edward Jones - Financial Advisor: Blaine J Guido is a trusted financial institution located at 11 Violette Way in Manchester, Maine, United States. Blaine J Guido is a knowledgeable and experienced financial advisor who is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, save for your child's education, or invest for the future, Blaine J Guido can provide personalized guidance and support. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Blaine J Guido is committed to helping clients secure their financial future.

Edward Jones - Financial Advisor: Julie Barter Lucas, CFP®|AAMS™ is a reputable financial institution located at 1 Beech Street in Hallowell, Maine, United States. With a focus on providing personalized financial planning services, Julie Barter Lucas is a Certified Financial Planner and Accredited Asset Management Specialist who is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, save for your child's education, or invest for the future, Julie Barter Lucas can provide expert guidance and advice to help you make informed decisions. Visit Edward Jones today to start planning for a secure financial future.

Thomas 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.

David 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.

Edward 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.

Charles M Beynon is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 15 Sky View Drive in Cumberland, Maine, United States. Charles holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on providing personalized financial advice, Charles is dedicated to helping individuals and small business owners achieve their financial goals. Whether you are looking for guidance on wealth transfers, retirement planning, or investment opportunities, Charles M Beynon is equipped to provide comprehensive financial solutions tailored to your specific needs.

J 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.

Jane 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.

Leigh Daggett is a Financial Advisor at Ameriprise Financial Services, LLC, located at 15 Sky View Drive in Cumberland, Maine, United States. Leigh 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, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Leigh is dedicated to providing expert financial advice and planning services tailored to the individual needs of clients, with a focus on asset management, retirement planning, estate planning, investment opportunities, risk management, and more. Leigh's extensive knowledge and commitment to ethical practices make her a trusted partner in helping clients achieve their financial goals. Contact Leigh Daggett today for personalized financial guidance and support.

Edward Jones - Financial Advisor: Pim Kulsudja is a trusted financial institution located at 19 Northbrook Drive in Falmouth, Maine. As a finance institution, they provide expert advice and personalized financial solutions to help clients achieve their investment goals. With a focus on building long-term relationships and understanding each client's unique financial needs, Edward Jones - Financial Advisor: Pim Kulsudja is dedicated to providing top-notch service and guidance. Whether you are planning for retirement, saving for education, or investing for the future, their team of professionals is committed to helping you navigate the complexities of the financial world with confidence.

Bob Daggett is a financial advisor at Ameriprise Financial Services, LLC located at 15 Sky View Drive in Cumberland, Maine, United States. Bob holds several 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®. These certifications demonstrate Bob's expertise in various financial planning areas such as asset management, estate planning, retirement planning, investment strategies, and more. With a commitment to ethical standards and continued education, Bob Daggett is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients.

Sean Patrick Riley, a financial advisor at Ameriprise Financial Services, LLC, located at 215 Foreside Road in Falmouth, Maine, offers personalized financial planning services to help clients achieve their goals. With a background and qualifications that can be verified on FINRA's BrokerCheck website, Sean Patrick Riley provides expert guidance on navigating the current stock market trends and potential opportunities for growth. By setting up a complimentary initial consultation, individuals can gain insight into financial planning concepts and take steps towards a more secure financial future. Investment products and services offered through Ameriprise Financial Services, LLC come with the necessary disclosures and risk factors, ensuring transparency and informed decision-making. Sean Patrick Riley is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. Clients can rest assured that their financial goals will be prioritized and addressed with professionalism and expertise. Contact Sean Patrick Riley today to start a conversation about your financial priorities and objectives.