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TOP 30 Investment advisory in Maine
64 results found
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Gold Bridge Partners, inc
Gold Bridge Partners, Inc. is a premier financial institution located at 5 Winada Drive in Winthrop, Maine, United States. Specializing in wealth management and investment services, Gold Bridge Partners, Inc. offers expert guidance and personalized solutions to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Gold Bridge Partners, Inc. is dedicated to providing top-tier service and innovative strategies to help clients navigate the complexities of the financial world. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Gold Bridge Partners, Inc. is here to help you build a secure financial future.
RBC Wealth Management
RBC Wealth Management is a leading financial institution located at 179 Main Street in Damariscotta, Maine, United States. As a trusted provider of wealth management services, RBC offers personalized financial planning, investment solutions, and advisory services to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, RBC Wealth Management is dedicated to helping individuals and families build, manage, and protect their wealth for the future.
Lavallee & Associates, LLC
Lavallee & Associates, LLC is a reputable accounting and finance institution located at 26 Union Park Road in Topsham, Maine, United States. Our dedicated team of professionals is committed to providing top-notch financial services to individuals and businesses alike. With convenient operating hours from Monday to Friday, 9am to 4pm, we are here to assist you with all your accounting needs. Additionally, we offer the option to easily send us digital or scanned documents via ShareFile.com for seamless communication and document exchange. Trust Lavallee & Associates, LLC for all your financial needs.
Fiducient Advisors
Fiducient Advisors, located on Depot Street in Kennebunk, Maine, United States, is a trusted finance institution with a disciplined fiduciary investment approach developed and refined over nearly 30 years. Our focus is on helping our clients achieve their goals and telling their unique stories through customized investment strategies and solutions. As fiduciary consultants, we manage retirement plans with a keen eye on reducing costs, mitigating responsibilities, and enhancing employee benefits. For nonprofits, our experienced team of endowment investment advisors collaborates with key stakeholders to tailor investment solutions that align with the organization's objectives and stewardship obligations. The Wealth Office® at Fiducient Advisors partners with clients to protect assets from taxation, inflation, and investment risks, offering personalized wealth management strategies to meet individual financial goals.
Merrill Edge
Merrill Edge is a finance institution located at 37 Gorham Road in Scarborough, Maine, United States. At Merrill, they have the people, tools, and personalized advice to help you turn your ambitions into action. Their advisors can help you pursue your goals and plan for what matters most to you, meeting with you in a way that works best for you. They provide information about products and services, with a focus on relationship-based ads and online behavioral advertising. Investing in securities involves risks, and there is always the potential of losing money. Merrill offers a broad range of brokerage, investment advisory, and other services, with additional information available in their Client Relationship Summary. Banking products are provided by Bank of America, N.A. and affiliated banks. Merrill Lynch Life Agency Inc. is a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.
The Portland Group - Morgan Stanley
The Portland Group - Morgan Stanley is a leading financial institution located at 100 Middle Street in Portland, Maine, United States. As part of the renowned Morgan Stanley brand, this institution offers a wide range of financial services including wealth management, investment banking, and advisory services. With a team of experienced professionals, The Portland Group is dedicated to providing personalized financial solutions to help clients achieve their goals and secure their financial future. Whether you are an individual investor or a corporate client, you can trust The Portland Group - Morgan Stanley to deliver expert guidance and support to help you navigate the complexities of the financial world.
August Wealth Management, LLC
August Wealth Management, LLC is a financial advisory and investment management firm located at 66 Pearl Street in Portland, Maine. Established in 2011, our team of Certified Financial Planners (CFP) and fiduciaries is dedicated to helping Mainers build and maintain long-term wealth. We provide customized financial plans and investment strategies to address our clients' unique financial situations. Our goal is to give our clients peace of mind and help them live their best lives by providing unbiased advice focused on meeting their goals and objectives. Whether you're planning for retirement, saving for a major life event, or simply looking to grow your wealth, we are here to help. Visit us in the Old Port area or contact us to learn more about our services.
The Downeast Group - Morgan Stanley
The Downeast Group - Morgan Stanley is a finance institution located at 100 Middle Street in Portland, Maine, United States. As part of the renowned Morgan Stanley brand, they offer a wide range of financial services including wealth management, investment advice, and retirement planning. With a team of experienced professionals, they strive to help their clients achieve their financial goals and secure their futures. Visit The Downeast Group - Morgan Stanley today to learn more about their personalized financial solutions.
Monument Square Financial Advisors - UBS Financial Services Inc.
Monument Square Financial Advisors - UBS Financial Services Inc. is a renowned financial institution located at 1 City Center in Portland, Maine, United States. Specializing in finance, they offer a wide range of services to help individuals and businesses manage their wealth and achieve their financial goals. With a team of experienced advisors, they provide personalized solutions tailored to each client's unique needs. Whether you are looking for investment advice, retirement planning, or wealth management strategies, Monument Square Financial Advisors - UBS Financial Services Inc. is dedicated to helping you secure a prosperous financial future.
Merrill Lynch Financial Advisor Jaime Clark
Merrill Lynch Financial Advisor Jaime Clark is a finance institution located at 1 Monument Square, Portland, Maine, United States. Jaime Clark specializes in managing your wealth by creating personalized strategies tailored to your financial goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Jaime Clark and their team are dedicated to building strong client relationships based on trust and personalized service. By utilizing the Merrill Personal Wealth Analysis™, Jaime Clark helps clients build and document personalized plans centered on their goals. As a Wealth Management Client Associate and Resident Director Assistant, Jaime Clark focuses on understanding what matters most to each client, whether it's planning for retirement, saving for a home, or funding a child's education. By conducting an Investment Personality Assessment, Jaime Clark can customize financial approaches to help clients pursue their goals. Regular check-ins and updates ensure that clients' financial approaches reflect any changes in their lives or goals.
Pension Service Inc
Pension Service Inc is a finance institution located at 869 Main Street in Westbrook, Maine, United States. We specialize in helping individuals plan for their retirement by offering a range of pension services. Our team of financial experts is dedicated to providing personalized advice and guidance to help our clients secure a comfortable and stable financial future. Whether you are just starting to save for retirement or are nearing the end of your working years, Pension Service Inc is here to help you navigate the complexities of pension planning. Visit us today to see how we can assist you in reaching your retirement goals.
Fore River Financial
Fore River Financial is a reputable finance institution located at 22 Free Street in the bustling city of Portland, Maine, United States. With a team of experienced financial experts, we provide a wide range of financial services to individuals and businesses. Our services include investment management, retirement planning, estate planning, and more. At Fore River Financial, we are committed to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can help you with your financial needs.
ACA Foreside
ACA Foreside is a leading institution located at 3 Canal Plaza in Portland, Maine, United States. They offer scalable compliance, risk, and technology solutions for financial services firms to ensure peace of mind and confidence in decision-making. Their advisory services cover a range of challenges such as regulatory compliance, cybersecurity, privacy, ESG, investment performance, and financial crimes. ACA Foreside helps streamline and scale compliance programs through their RegTech Solution, ComplianceAlpha. They also offer support in navigating the future of governance, risk, and compliance, fostering innovation, adapting to regulation, and harnessing technology. Their team of compliance professionals and technology experts work together to help firms meet regulatory obligations and protect from reputational and financial risk.
Merrill Lynch Financial Advisor Marty Madden
specific investment objectives, financial situation or needs" and is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary. At Merrill Lynch Financial Advisor Marty Madden, located at 1 Monument Square, Portland, Maine, United States, we focus on personalized wealth management strategies tailored to your goals and priorities. Our deep understanding of your financial picture allows us to create flexible strategies in today's changing market conditions. With access to the investment insights of Merrill and the banking solutions of Bank of America, we can help you pursue your financial goals with confidence. Our team of dedicated advisors is committed to building a strong relationship with you, ensuring that your financial approach reflects your unique needs and priorities. Contact us today to start planning for a secure financial future.
Michelle Maki - Private Wealth Advisor, Ameriprise Financial Services, LLC
Michelle Maki is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 2 Skyline Drive, Jay, Maine, United States. Michelle 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and CFMA®. These certifications demonstrate her expertise in areas such as asset management, estate planning, retirement planning, investment management, and financial planning for various client needs. Michelle is dedicated to providing comprehensive and personalized financial advice to her clients, ensuring they achieve their financial goals and aspirations.
Bangor Savings Bank
Bangor Savings Bank is a trusted financial institution located at 56 Main Street in Madison, Maine, United States. As a full-service bank, we offer a wide range of financial services to meet the needs of our customers, including personal and business banking, mortgage loans, investment services, and more. Our convenient ATM services provide easy access to cash for our customers on the go. With a commitment to excellent customer service and community involvement, Bangor Savings Bank is dedicated to helping our customers achieve their financial goals.
Harpswell Capital Advisors, LLC
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.
Commonwealth Financial Network
Commonwealth Financial Network is a leading financial institution located at 475 Pleasant Street in Lewiston, Maine, United States. Specializing in finance, they offer a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Commonwealth Financial Network provides personalized solutions and expert advice to clients. Whether you are looking to plan for retirement, invest in the stock market, or secure a loan, this institution is dedicated to helping you navigate the complexities of the financial world with ease and confidence.
Dave Spellman
Dave Spellman is a finance institution located at 20 Independence Drive in Freeport, Maine, United States. The institution offers insurance products, life insurance, annuities, securities, and advisory services through Principal Securities, Inc. David Spellman is licensed in multiple states including CT, FL, IL, MA, ME, NC, NH, RI, and VT. The institution is not soliciting interest in these products in any other state. Insurance products are issued by Principal National Life Insurance Company, Principal Life Insurance Company, and companies available through the Preferred Product Network, Inc. Securities and advisory products are offered through Principal Securities, Inc., Member SIPC. Dave Spellman is not affiliated with any company of the Principal Financial Group. The institution's financial representative, registered representative, and financial advisor, David Spellman, holds the Accredited Investment Fiduciary (AIF) designation. Principal Life maintains certificates of authority to transact insurance in all 50 states. Customers can check the background of the investment professional on the website. The data on this form is submitted via a secure connection. The institution is easily accessible by following I-295 to Desert Road in Freeport and is located next to State Farm at 20 Independence Drive Ste 1A.
Berry Financial Services LLC
Berry Financial Services LLC is a leading finance institution located at 78 Main Street in Winthrop, Maine, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with investments, retirement planning, or estate planning, we have the expertise to guide you towards your financial goals. Trust Berry Financial Services LLC to help you secure your financial future.
Raymond James Financial Services
Raymond James Financial Services is a finance institution located at 157 Townsend Avenue in Boothbay Harbor, Maine, United States. With a focus on providing personalized financial services to individuals and businesses, Raymond James offers a wide range of investment and wealth management solutions. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest for retirement, save for a major purchase, or plan for the future, Raymond James Financial Services is committed to providing expert guidance and support every step of the way.
First National Wealth Management
First National Wealth Management is a leading financial institution located at 9 Bristol Road in Damariscotta, Maine. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management solutions. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, we are here to provide expert guidance and support every step of the way. Trust First National Wealth Management to help you secure a prosperous financial future.
Partners Bank
Partners Bank is a trusted financial institution located at 484 Main Street in Sanford, Maine, United States. We offer a wide range of banking services including ATM access, personal and business accounts, loans, and financial planning. Our dedicated team of professionals is committed to providing exceptional customer service and helping our clients achieve their financial goals. Visit Partners Bank today to experience the difference of banking with a partner you can trust.
Nvest Financial Group LLC
Nvest Financial Group LLC, located at 69 York Street in Kennebunk, Maine, is a finance institution dedicated to helping you and your family build financial confidence. With CEFEX-certified investment advisors working for your best interest, the Nvest Group offers a team of financial professionals with decades of practical planning experience. Our personalized, client-centered approach and defined operational procedures ensure that your investment needs are supported for lasting financial benefit. As true money managers, we provide insights earned from experience and accessible approaches to your complex financial needs. Securities are offered through Commonwealth Financial Network®, with advisory services offered through Nvest Financial, LLC. Fixed insurance products and services are separate from Commonwealth Financial Network. Financial Planning services offered through Nvest Financial are separate and unrelated to Commonwealth. Please note that the Financial Advisor(s) associated with this website may only discuss and/or transact business with residents in which they are properly registered or licensed. The information presented on this site is for informational purposes only and does not constitute an offer or solicitation for the sale or purchase of any product or security. The link provided directs you to ROI Cubed, a business consultancy operating as a separate entity under The Nvest Group of companies.
Edward Jones - Financial Advisor: Irina G Hultin
Edward Jones - Financial Advisor: Irina G Hultin is a trusted financial institution located at 11 Sanborn Lane in Eliot, Maine. As a dedicated finance professional, Irina G Hultin offers personalized financial planning services to help clients achieve their financial goals. Whether you are looking to invest, save for retirement, or plan for the future, Irina G Hultin is committed to providing expert advice and guidance. With a focus on building long-term relationships with clients, Edward Jones - Financial Advisor: Irina G Hultin is a reliable partner in navigating the complexities of the financial world.
Merrill Edge Financial Solutions Advisor
Merrill Edge Financial Solutions Advisor, located at 425 Philbrook Avenue in South Portland, Maine, offers personalized advice and guidance to help individuals achieve their financial goals. Whether you are looking to invest, plan for the future, or simply need assistance with your finances, a Merrill Advisor is there to help. By providing tools and expertise, they can help you turn your ambitions into action. With a focus on building relationships and understanding your unique needs, Merrill Edge Financial Solutions Advisor is committed to helping you succeed. Additionally, they offer a wide range of financial services, including brokerage, investment advisory, and financial planning. For more information, you can visit their website or contact them directly.
Penobscot Financial Advisors - Portland, Maine
Penobscot Financial Advisors in Portland, Maine is a finance institution located at 1 Monument Square. We are a Fee-Only financial advisory firm, meaning we only receive compensation from our clients, ensuring transparency and a clear understanding of our services. Our team of CERTIFIED FINANCIAL PLANNER™ professionals, including analysts with the Chartered Financial Analyst® designation, are here to simplify financial planning and investing for you. We prioritize your unique financial journey and aim to help you achieve a secure and stress-free future. Our Wealth Management services offer a holistic approach combining Financial Planning and Asset Management, while our Financial Planning services focus on analyzing your current financial situation, setting goals, and helping you achieve them.
First Command Financial Advisor - Kevin Shilling
First 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.
Marble Trail Financial
Marble Trail Financial is a finance institution located at 62 U.S. 1, Cumberland, Maine, United States. We specialize in helping individuals, families, and businesses achieve their financial goals through investment advisory and accounting services. Our personalized approach ensures that we work with you to manage and grow your financial resources, whether it be investments, personal budgets, taxes, or business finances. With a foundation of integrity and exceptional people, we provide comprehensive services to simplify your financial life and help you focus on your goals. Our team takes the time to listen and understand your unique goals, developing a personalized strategy to achieve them with peace of mind and confidence. Visit our offices in Vermont and Maine to start your journey towards financial success.
Timothy Hiscock - UBS Financial Services Inc.
Timothy Hiscock - UBS Financial Services Inc. is a renowned finance institution located at 1 City Center in Portland, Maine, United States. With a strong reputation for providing top-notch financial services, they specialize in wealth management, investment banking, and advisory services. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, Timothy Hiscock - UBS Financial Services Inc. is committed to providing personalized solutions tailored to your unique needs.
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List of local businesses, places and services in Maine
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