The Best Investment consulting firms in Bath, Maine

Tax Wise Financial Services, LLC is a reputable accounting and finance institution located at 3 Old Brunswick Road in Bath, Maine, United States. Their team is dedicated to helping clients with their tax needs and assisting them in reaching their financial goals. Amy LaCavera, a Registered Representative and Advisory Representative, is licensed to conduct securities business with clients in Florida, Maine, Massachusetts, and North Carolina. It is important to note that investment-related information on their site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet. Securities are offered through Avantax Investment Services℠, while investment advisory services are provided through Avantax Advisory Services℠, and insurance services are offered through an Avantax affiliated insurance agency. Tax Wise Financial Services LLC is not a registered broker/dealer or registered investment advisory firm. Their services include investments and insurance products that are not insured by the FDIC or any federal government agency, are not deposits of or guaranteed by the bank or any bank affiliate, and may lose value. For more information, individuals can check the background of this investment professional.

Edward 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.