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TOP 30 Investment management in Maine
440 results found
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Mick Browning - Ameriprise Financial Services, LLC
Mick Browning - Ameriprise Financial Services, LLC is a trusted financial institution located at 425 Main Street in Presque Isle, 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, they provide personalized financial planning, investment management, retirement planning, and more. Whether you are looking to grow your wealth, plan for the future, or secure your retirement, Mick Browning - Ameriprise Financial Services, LLC is dedicated to helping you navigate the complexities of the financial world with confidence.
Hay Runner
Hay Runner is a general contractor institution located at 99 Federal Street in Portland, Maine, United States. Specializing in architecture, design, general contracting, small jobs, and real estate services, we are dedicated to guiding individuals through every step of the home buying, renovating, designing, building, maintaining, and selling process. Whether you are a new homeowner, experienced homeowner, landowner, entrepreneur, or business owner, Hay Runner is your trusted partner for all your home improvement and general contracting needs. Our team excels at navigating the complex real estate market to help you achieve your goals, whether you are relocating, downsizing, upsizing, or seeking investment opportunities. From managing long or short-term rentals to renovating historical properties like the Rockport Opera House, Hay Runner is committed to renewing legacies and creating exceptional spaces. Contact us at our Southern Maine or Midcoast locations to learn more about how we can assist you with your construction and real estate endeavors.
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.
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.
Chris Wadsworth - Financial Advisor, Ameriprise Financial Services, LLC
Chris Wadsworth is a Financial Advisor at Ameriprise Financial Services, LLC located at 2 Skyline Drive, Jay, Maine, United States. Chris specializes in providing comprehensive financial planning and investment management services to individuals and small business owners. He holds several prestigious 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®. Chris is dedicated to helping his clients achieve their financial goals and secure their financial future.
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.
Raymond James Financial Services
Raymond James Financial Services is a finance institution located at 112 Clinton Avenue in Winslow, Maine, United States. They offer a wide range of financial services including investment planning, retirement strategies, wealth management, and more. With a team of experienced financial advisors, Raymond James is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your wealth, Raymond James Financial Services is committed to providing personalized solutions and expert guidance to help you succeed.
Jason Dalessandro - Private Wealth Advisor, Ameriprise Financial Services, LLC
Jason Dalessandro - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 155 Silver Street in Waterville, Maine, offers a wide range of financial services to meet the needs of individuals and businesses. Jason Dalessandro holds several prestigious certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, demonstrating his expertise and commitment to providing top-notch financial advice. Whether you are planning for retirement, managing your investments, or navigating the complexities of estate planning, Jason Dalessandro has the knowledge and experience to help you achieve your financial goals. Contact him today to schedule a consultation and take the first step towards securing your financial future.
Zachary Burd - Private Wealth Advisor, Ameriprise Financial Services, LLC
Zachary Burd - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 155 Silver Street in Waterville, Maine, United States. The institution offers a range of certifications and designations to ensure that their advisors are highly trained and qualified to provide expert financial advice to clients. Some of the certifications offered include 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, ensuring that advisors are well-equipped to assist clients with various financial needs. Additionally, the institution offers specialized training for advisors to serve military personnel and veterans through the Certified Military Financial Advisor® (CFMA®) designation. With a focus on ethics and expertise, Zachary Burd - Private Wealth Advisor, Ameriprise Financial Services, LLC is dedicated to providing high-quality financial services to their clients.
Lisa L Pomerleau
Lisa L Pomerleau is a reputable financial institution located at 70 Main Street in Waterville, Maine, United States. Specializing in providing top-notch financial services, Lisa L Pomerleau is known for its expertise in helping individuals and businesses achieve their financial goals. With a team of experienced professionals, they offer a wide range of financial solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Lisa L Pomerleau is dedicated to providing exceptional service and guidance to help you secure a stable financial future.
Diane E Hoenig - Financial Advisor, Ameriprise Financial Services, LLC
Diane E Hoenig is a financial advisor at Ameriprise Financial Services, LLC located at 300 Portland Road in Bridgton, Maine, United States. She holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate her expertise in asset management, estate planning, retirement planning, and investment strategies. Diane is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and continuing education, Diane ensures that her clients receive the highest level of service and expertise in financial planning.
Edward Jones - Financial Advisor: Jessica L Putnam
Edward Jones - Financial Advisor: Jessica L Putnam is a trusted financial institution located at 8 Depot Street in Bridgton, Maine, United States. Specializing in personalized financial planning and investment services, Jessica L Putnam is dedicated to helping clients achieve their financial goals and secure their future. With a focus on building long-term relationships based on trust and integrity, clients can rely on Edward Jones for expert advice and guidance. Whether you are planning for retirement, saving for college, or investing for the future, Jessica L Putnam and her team are here to provide tailored solutions to meet your individual needs. Contact us today to schedule a consultation and take the first step towards financial success.
Hoenig & Hoenig - Ameriprise Financial Services, LLC
Hoenig & Hoenig - Ameriprise Financial Services, LLC is a finance institution located at 300 Portland Road, Bridgton, Maine, United States. Ameriprise financial advisors are registered to do business in certain U.S. states and provide personalized financial planning services. The initial consultation offers an overview of financial planning concepts, although written analysis and recommendations are not provided. Ameriprise Financial cannot guarantee future financial results. The institution is a member of FINRA and SIPC, and users of the website are bound by the Ameriprise Financial Website Rules and Regulations. The institution values referrals and strives to help friends and family achieve their financial goals. The Privacy and Security Center ensures online security and protection against email fraud.
Lance R Hoenig - Private Wealth Advisor, Ameriprise Financial Services, LLC
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: Pete Neelon, CFP®|AAMS™
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
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.
Gilbert Capital Group Inc
Gilbert Capital Group Inc is a reputable finance institution located at 42 Town Farm Road in North Yarmouth, Maine, United States. With a strong focus on providing comprehensive financial solutions and investment services, Gilbert Capital Group Inc is dedicated to helping clients achieve their financial goals. Their team of experienced professionals offers personalized advice and expertise to assist individuals and businesses in managing their wealth effectively. Whether you are looking for investment opportunities, retirement planning, or estate management, Gilbert Capital Group Inc is committed to delivering top-notch financial services tailored to your specific needs.
Edward Jones - Financial Advisor: John R Daniels
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.
Tara Davis - Ameriprise Financial Services, LLC
Tara Davis - Ameriprise Financial Services, LLC is a finance institution located at 2 Great Falls Plaza in Auburn, Maine, United States. The professionals at this institution hold various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. These certifications demonstrate their expertise in areas such as asset management, investment strategies, estate planning, and retirement planning. The institution offers a range of services to help clients make informed financial decisions and plan for their future. With a focus on ethical practices and continuing education, Tara Davis - Ameriprise Financial Services, LLC aims to provide comprehensive financial planning solutions to individuals and businesses.
Roger A Auger - Private Wealth Advisor, Ameriprise Financial Services, LLC
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®
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.
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.
Matt Simard - Financial Advisor, Ameriprise Financial Services, LLC
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
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.
Jen Boucher
Jen Boucher is a finance institution located at 140 Lisbon Street, Lewiston, Maine, United States. With TD Bank Merchant Solutions, they offer more than just payment processing. Their apps are designed to engage customers with loyalty rewards, manage employees and payroll, and provide real-time inventory, order tracking, and reporting. Customize your solution with tools like BusinessTrack to track sales, identify trends, report on customer segments, spending patterns, and more. Enjoy fully encrypted transactions, software and hardware monitoring with TransArmorSM, and added security with PCI compliant solutions and Data Breach Protection. Forbes BrandVoice with TD Bank explores digital payment trends and how they will continue to evolve as consumers demand faster, safer options. As online shopping grows, it's crucial for small businesses to improve e-commerce security controls and prevent e-commerce and credit card fraud. Compliance with Payment Card Industry Data Security Standards (PCI DSS) is essential for businesses processing customer data from credit or other payment cards.
Harlow Financial Services Inc
Harlow Financial Services Inc is a reputable accounting and finance institution located at 134 Main Street in Lewiston, Maine, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment management. Whether you are an individual looking for personal financial advice or a business in need of accounting services, Harlow Financial Services Inc is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized approach sets them apart as a trusted partner in your financial journey.
Central Maine Financial Services
Central Maine Financial Services is a trusted finance institution located at 832 Main Street in Monmouth, Maine. We provide a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized and tailored solutions to meet the unique needs of our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Central Maine Financial Services is here to help. Visit us today to learn more about how we can help you secure your financial future.
Androscoggin Bank
Androscoggin Bank is a trusted financial institution located at 30 Lisbon Street in Lewiston, Maine, United States. As a full-service bank, Androscoggin Bank offers a wide range of financial products and services to meet the needs of individuals, businesses, and communities. With a commitment to providing personalized, attentive service, Androscoggin Bank is dedicated to helping customers achieve their financial goals. Whether you are looking for a checking or savings account, a mortgage or loan, or investment and wealth management services, Androscoggin Bank is here to help. Visit us today to experience the difference of banking with a local, community-focused institution.
Edward Jones
Edward Jones is a well-established financial institution located at 127 Topsham Fair Mall Road in Topsham, Maine. With a strong presence in the United States, Edward Jones offers a wide range of financial services including investment planning, retirement planning, wealth management, and more. 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 build wealth, save for retirement, or plan for the future, Edward Jones is committed to providing personalized and comprehensive financial solutions to meet your needs.
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.
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