Investment management services in Auburn, ME
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Atlantic Investment Advisors
● OpenAtlantic Investment Advisors is a leading finance institution located at 229 Center Street in Auburn, Maine, United States. With a team of experienced professionals, they offer expert advice and personalized financial solutions to help clients achieve their investment goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Atlantic Investment Advisors is committed to providing top-notch service and guidance every step of the way. Trust in their expertise and dedication to help secure your financial future.
229 Center St, Auburn, ME 04210, United States -
Tara Davis - Ameriprise Financial Services, LLC
● OpenTara 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.
2 Great Falls Plaza ste 6b-4, Auburn, ME 04210, United States -
Matt Simard - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMatt 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.
2 Great Falls Plaza ste 6b-4, Auburn, ME 04210, United States -
Great Falls Development Group, Inc.
● OpenGreat Falls Development Group, Inc. is a full-service real estate management company located at 368 Minot Avenue in Auburn, Maine, United States. At GFDG, we believe that our tenants are our most important asset, and we strive to provide them with not just an apartment, but a home. Our commitment to prompt, friendly, courteous, and professional service sets us apart from other landlords. We work hard to provide quality housing at affordable prices throughout the Lewiston and Auburn community. The owners of GFDG are invested in the long-term health of the community and are actively involved in local non-profit organizations. We are dedicated to improving the visual landscape and economic vitality of Lewiston and Auburn by investing in and improving the properties we manage. When you rent from GFDG, you can trust that you are getting the very best in landlord services. Come grow with us and experience a different kind of landlord/tenant relationship.
368 Minot Ave Suite 5, Auburn, ME 04210, United States -
RepubliCash, LLC
● OpenRepubliCash, LLC is a full-service financial institution located at 1124 Brighton Avenue in Portland, Maine, United States. Our services include check cashing, loans, money transfers, tax preparation, mobile phones, and more to meet your personal and business needs. Our mission is to provide the best retail financial services while exceeding customer expectations and making a positive impact on our communities. Our dedicated employees are committed to providing fast, friendly service and ensuring an outstanding customer experience with every visit.
1124 Brighton Ave, Portland, ME 04102, United States -
Cornerstone Wealth Planning
● OpenCornerstone Wealth Planning, located at 79 Main Street in Auburn, Maine, offers financial planning and investment management services to successful business owners and professionals. The institution helps clients have more control over their retirement and legacy, providing a process that brings all financial pieces together to strive for flexibility and success. The team at Cornerstone empowers clients to make informed decisions and take practical steps towards their financial goals at every stage of life. Client relationships are seen as lifelong partnerships, with a focus on tailored advice and regular communication. Mindy, Wes, and the entire team are dedicated to inspiring and empowering clients through listening and personalized financial guidance. Schedule a complimentary conversation to explore how Cornerstone can help you achieve your unique financial goals. Securities are offered through LPL Financial, Member FINRA/SIPC, and investment advice is offered through Cornerstone Wealth Planning, a separate entity from LPL Financial. Please consult legal or tax professionals for specific advice regarding your individual situation. The team at Cornerstone is licensed in Maine and serves clients in ME, NC, and FL.
79 Main St, Auburn, ME 04210, United States -
Downeast Private Wealth
● OpenDowneast Private Wealth, located at 31 Court Street in Auburn, Maine, offers personalized wealth management services to support smart financial planning for every life chapter. President Lena-Jo takes a candid, creative, and compassionate approach to help clients establish a more secure financial future. With a background in finance and extensive experience in the industry, Lena-Jo works with clients to define practical goals and creative solutions. Services include retirement planning, asset distribution, investment strategy, insurance planning, and tax efficiency. Clients can trust Downeast Private Wealth to provide honest, transparent, and fun financial guidance to help achieve their goals. Securities offered through Arkadios Capital, Member FINRA/SIPC, and advisory services offered through Arkadios Wealth. Contact info@downeastprivatewealth.com for more information.
31 Court St Suite 300, Auburn, ME 04210, United States -
Edward Jones - Financial Advisor: Justin K Conant, CFP®
● OpenEdward 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.
411 Center St Suite #2, Auburn, ME 04210, United States -
Clark Friel & Joyce
● OpenClark Friel & Joyce is a reputable accounting and finance institution located at 128 Auburn Street in Portland, Maine, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. From tax preparation to financial planning, their experts are dedicated to helping clients achieve their financial goals. Whether you need assistance with budgeting, investments, or bookkeeping, Clark Friel & Joyce is committed to providing top-notch service and expertise. Visit them today to see how they can help you manage your finances effectively.
128 Auburn St Unit 3, Portland, ME 04103, United States
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