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TOP 30 Investment management in Farmington, ME
3 results found
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University Credit Union - Farmington
University Credit Union - Farmington, located at 154 High Street in Farmington, Maine, is a trusted institution offering a range of financial services including ATM access and finance options. Our new Digital Banking platform is set to launch soon, providing enhanced convenience for our members. Despite inclement weather, our branch lobbies may be closed, but our Call Center and Video Teller Drive-Ups remain open as usual. Earn high rewards with our Kasasa Cash program, and don't miss out on the opportunity to apply for our UCU Scholarship Program, offering nine $1,000 scholarships to Maine college students in 2024. Our Kasasa Saver program also provides additional rewards on balances up to $100,000. Take advantage of our Digital Banking features on both desktop and mobile, and refer your friends and family to earn up to $500 per calendar year. For teenagers looking for financial independence, we offer a checking account tailored to their needs. Stay informed about online safety and fraud prevention with our resources, and consider taking our HoMEworks course to learn about the home buying process. UCU also offers education loan options for those in need. If you require assistance with our website, please call our customer service line. We are committed to providing top-notch services and financial literacy resources to our community.
Bangor Savings Bank
Bangor Savings Bank is a trusted financial institution located at 177 Main Street in Farmington, Maine, United States. As a full-service bank, Bangor Savings Bank offers a wide range of financial services including checking and savings accounts, loans, mortgages, and investment options. With a convenient ATM on-site, customers can easily access their funds and manage their finances. Known for their excellent customer service and commitment to the local community, Bangor Savings Bank is a reliable choice for all your banking needs.
Monica Allen - Financial Advisor, Ameriprise Financial Services, LLC
Monica Allen is a Financial Advisor at Ameriprise Financial Services, LLC located at 454 Fairbanks Road, Farmington, Maine, United States. Monica 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®. Monica is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and seniors. Monica specializes in asset management, investment strategies, estate planning, retirement planning, risk management, and insurance products. Monica is committed to upholding the highest standards of ethics and professionalism in the financial industry. Contact Monica Allen at Ameriprise Financial Services, LLC for expert financial advice and personalized wealth management solutions.
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