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TOP 30 Investment management in Scarborough, ME
24 results found
A convenient service for searching for businesses, places and services
Bankers Life
Bankers Life, located at 360 U.S. 1 in Scarborough, Maine, is a finance, health, and insurance agency offering a wide range of insurance options. Our agents provide core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, Washington National Insurance Company, as well as options from partner carriers such as Aetna, Anthem, Humana, UnitedHealthcare, and Wellcare. At Bankers Life, we specialize in helping individuals compare Medicare Advantage plans to find the right coverage for their needs. With the rising cost of healthcare and the necessity of long-term care planning, our agents are here to guide you through important discussions with your loved ones and help you prepare for the future.
Michelle Raber - State Farm Insurance Agent
Michelle Raber - State Farm Insurance Agent is a reputable insurance agency located at 3 Oak Hill Terrace in Scarborough, Maine. Specializing in providing free Auto insurance and Homeowners insurance quotes, the agency serves clients throughout the state of Maine, with a focus on Cumberland and York Counties. With 30 years of State Farm Insurance experience, Michelle Raber has been a State Farm Agent since 2003 and holds various insurance designations to ensure up-to-date knowledge of the industry. The agency's two offices in Scarborough are dog-friendly and wheelchair accessible, offering appointments at the office, at clients' homes, over the phone, or virtually. In addition to car and home insurance, the agency also assists with Renters insurance, Condo insurance, Homeowners insurance, Life insurance, Business insurance, and pet health insurance through Trupanion.
Maine Financial Group
Maine Financial Group is a leading finance institution located at 144 U.S. 1 in Scarborough, Maine, United States. We specialize in providing comprehensive financial services to individuals and businesses, including investment planning, wealth management, retirement planning, and more. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how Maine Financial Group can help you reach your financial objectives.
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.
Jennifer Goff - Private Wealth Advisor, Ameriprise Financial Services, LLC
Jennifer Goff is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 5 Ward Street in Scarborough, Maine, United States. Jennifer Goff 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 Jennifer Goff's expertise in various aspects of finance including asset management, retirement planning, estate planning, investment management, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Jennifer Goff can provide personalized financial advice tailored to your specific needs.
North Haven Financial LLC
North Haven Financial LLC is a reputable finance institution located at 43 Longmeadow Road in Scarborough, Maine. With a strong commitment to providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, North Haven Financial LLC is here to help. Trust us to provide personalized solutions tailored to your specific needs and secure your financial future.
Hughes Wealth Advisors - Ameriprise Financial Services, LLC
Hughes Wealth Advisors - Ameriprise Financial Services, LLC, located at 5 Ward Street in Scarborough, Maine, is a trusted finance institution that prides itself on providing personalized financial advice to help clients build their portfolios and confidence for the long term. As one of Investor’s Business Daily’s Most Trusted Wealth Managers for 2022, our team of experienced advisors, including Lisa Brislin, John Hughes, and Jennifer Goff, are dedicated to helping clients navigate the complexities of investing and financial planning. Whether you are looking to discuss your financial goals, explore charitable giving options, or gain a better understanding of market fluctuations, our advisors are here to help. We offer complimentary initial consultations to discuss what matters most to you and provide an overview of financial planning concepts.
Navigate Wealth Planning Group
Navigate Wealth Planning Group is a leading finance institution located at 7 Portland Farms Road in Scarborough, Maine, United States. Our team of experienced financial advisors is dedicated to helping individuals and families navigate their financial goals and plan for a secure future. We offer personalized financial planning services, investment management, retirement planning, estate planning, and more. With a focus on integrity, transparency, and client-centered approach, Navigate Wealth Planning Group is committed to helping you achieve financial success and peace of mind. Contact us today to schedule a consultation and start planning for your financial future.
Axial Financial Group
Axial Financial Group is a leading finance institution located at 152 U.S. 1 in Scarborough, Maine, United States. With a strong reputation for providing expert financial services, Axial Financial Group offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized guidance and support to help clients navigate the complexities of the financial world. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Axial Financial Group is committed to helping you secure a stable financial future.
Money Concepts
Money Concepts is a reputable finance institution located at 685 U.S. 1 in Scarborough, Maine, United States. With a focus on providing comprehensive financial solutions and personalized advice, Money Concepts is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, the experienced professionals at Money Concepts are committed to guiding you every step of the way. Visit us today to learn more about how we can help secure your financial future.
Edward Jones - Financial Advisor: Jason B Shinn
Edward Jones - Financial Advisor: Jason B Shinn is a finance institution located at 5 Stewart Drive in Scarborough, Maine, United States. Jason B Shinn is a trusted financial advisor who provides personalized financial planning services to help clients achieve their long-term financial goals. With a commitment to excellence and a focus on building strong relationships with clients, Edward Jones - Financial Advisor: Jason B Shinn is dedicated to providing top-notch financial advice and guidance. Whether you are planning for retirement, saving for your child's education, or investing for the future, Jason B Shinn will work with you to create a customized financial plan tailored to your individual needs. Trust Edward Jones - Financial Advisor: Jason B Shinn to help you navigate the complexities of the financial world and secure your financial future.
Gregory Clinard - Financial Advisor, Ameriprise Financial Services, LLC
Gregory Clinard, a Financial Advisor at Ameriprise Financial Services, LLC, located at 5 Ward Street in Scarborough, Maine, offers a wide range of financial services to individuals seeking to secure their financial future. With 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®, Gregory Clinard is well-equipped to provide expert advice on various financial planning topics. Whether you are looking to plan for retirement, manage your investments, or navigate the complexities of estate planning, Gregory Clinard can help guide you through the process with professionalism and expertise. Contact Gregory Clinard today to schedule a consultation and take the first step towards securing your financial future.
Roger A Auger - Private Wealth Advisor, Ameriprise Financial Services, LLC
Roger A Auger is a Private Wealth Advisor at Ameriprise Financial Services, LLC located in Scarborough, Maine, United States. He 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®, 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 his expertise in asset management, retirement planning, estate planning, investment strategies, and more. He is dedicated to providing comprehensive financial planning services tailored to the individual needs of his clients.
James E Lamb - Private Wealth Advisor, Ameriprise Financial Services, LLC
James E Lamb - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 200 U.S. 1, Scarborough, Maine, United States. The institution offers a range of services and expertise to help individuals manage their wealth and plan for their financial future. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, the advisors at James E Lamb are highly trained and knowledgeable in various aspects of financial planning and asset management. Whether you are looking for retirement planning, estate planning, investment strategies, or insurance products, the team at James E Lamb can provide tailored solutions to meet your needs. Additionally, the institution offers specialized certifications for professionals who work with specific demographics, such as seniors, individuals with special needs, and military personnel. With a commitment to ethics and education, James E Lamb - Private Wealth Advisor, Ameriprise Financial Services, LLC is dedicated to helping clients achieve their financial goals and secure their financial future.
Lisa Brislin - Financial Advisor, Ameriprise Financial Services, LLC
Lisa Brislin is a financial advisor at Ameriprise Financial Services, LLC located at 5 Ward Street, Scarborough, Maine, United States. Lisa holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, estate planning, retirement planning, and investment strategies. As a Certified Financial Planner™, Lisa is dedicated to providing excellent financial planning services and adheres to a code of ethics. With a focus on client assessment, risk/return, and investment objectives, Lisa helps individuals make informed decisions to meet their financial goals. Whether you are planning for retirement, managing assets, or looking for advice on insurance products, Lisa Brislin is a trusted advisor who can guide you through the complexities of financial planning.
Eric Bonnette - TD Wealth Financial Advisor
Eric Bonnette - TD Wealth Financial Advisor is a trusted financial institution located at 4 Hannaford Drive in Scarborough, Maine, United States. As a dedicated financial advisor, Eric Bonnette provides personalized wealth management services to help clients achieve their financial goals. With a strong focus on building long-term relationships, Eric Bonnette offers expert advice on investment strategies, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Eric Bonnette - TD Wealth Financial Advisor is committed to providing tailored solutions to meet your unique financial needs.
Dan Dougherty - Financial Advisor, Ameriprise Financial Services, LLC
Dan Dougherty is a Financial Advisor at Ameriprise Financial Services, LLC, located at 10 Plaza Drive in Scarborough, 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®. Dan Dougherty specializes in providing comprehensive financial planning services, including asset management, retirement planning, estate planning, and investment strategies for individuals, retirees, small business owners, high net worth clients, and seniors. He is dedicated to upholding the highest ethical standards and providing expert advice to help clients achieve their financial goals.
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.
Nicholas Auger - Financial Advisor, Ameriprise Financial Services, LLC
Nicholas Auger is a financial advisor at Ameriprise Financial Services, LLC, located in Scarborough, Maine, United States. Nicholas holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, investment strategies, estate planning, retirement planning, and various other financial services. As a trusted advisor, Nicholas is committed to upholding a high standard of ethics and providing personalized financial solutions to individuals, retirees, small business owners, and high net worth clients. Whether you are looking for investment advice, retirement planning, or estate planning services, Nicholas Auger is dedicated to helping you achieve your financial goals.
Jerome B Price PhD
Jerome B Price PhD is a prestigious finance institution located at 7 Oak Hill in Scarborough, Maine, United States. Led by the renowned Dr. Jerome B Price, this institution offers expert financial services and consultation to individuals and businesses alike. With a focus on personalized solutions and cutting-edge financial strategies, Jerome B Price PhD is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or wealth management services, Jerome B Price PhD is the institution to trust for all your financial needs.
James Gavin, Bankers Life Securities Financial Representative
James Gavin, Bankers Life Securities Financial Representative is a reputable financial institution located at 360 U.S. 1 in Scarborough, Maine, United States. Specializing in finance, they offer a wide range of services to help individuals and businesses manage their wealth and investments. With a team of experienced professionals, they provide personalized financial advice and solutions tailored to each client's unique needs and goals. Whether you are looking to plan for retirement, invest in the stock market, or secure your financial future, James Gavin, Bankers Life Securities Financial Representative is committed to helping you achieve financial success.
Bjorn Hjelmeland, Bankers Life Securities Financial Representative
Bjorn Hjelmeland, Bankers Life Securities Financial Representative is a finance institution located at 360 U.S. 1 in Scarborough, Maine, United States. Specializing in providing financial services and guidance, their experienced team assists clients in managing their investments and planning for their financial future. With a focus on personalized service and tailored solutions, they strive to help individuals achieve their financial goals and secure their financial well-being. Contact Bjorn Hjelmeland, Bankers Life Securities Financial Representative today to learn more about their services and how they can help you navigate the complexities of the financial world.
Whiting Financial Services
Whiting Financial Services is a leading finance institution located at 10 Plaza Drive in Scarborough, Maine, United States. With a reputation for excellence and a commitment to providing top-notch financial services, Whiting Financial Services offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, the team at Whiting Financial Services is dedicated to helping you achieve your financial goals. Visit us today to see how we can help you secure your financial future.
John Hughes - Private Wealth Advisor, Ameriprise Financial Services, LLC
John Hughes - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 5 Ward Street in Scarborough, Maine, offers a wide range of financial services to clients. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, John Hughes is equipped to assist individuals with asset management, investment strategies, estate planning, retirement planning, and more. The institution also offers specialized certifications such as Behavioral Financial Advisor, Chartered Advisor in Philanthropy®, Certified Divorce Financial Analyst, and Certified Estate Planner™, among others. With a commitment to excellence and expertise in various areas of financial planning, John Hughes is dedicated to helping clients achieve their financial goals.
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