The 30 Best Investment planning in Wells, Maine

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Cottage In the Lane is a charming lodging option located at 84 Drakes Island Road in Wells, Maine, United States. This unique institution offers cozy cottages for rent, making it the perfect getaway for travelers looking for a peaceful and relaxing retreat. In addition to providing lodging services, Cottage In the Lane also operates as a real estate agency, helping clients find their dream vacation home or investment property. With a dedicated team of professionals, this institution also serves as a travel agency, assisting guests with planning their itinerary and making the most of their stay in the beautiful coastal town of Wells. Whether you're looking for a weekend escape or a long-term rental, Cottage In the Lane is the ideal destination for your next vacation.

Investment Executives, Inc is a reputable insurance agency located at 407 Alfred Road in Biddeford, Maine, United States. Our team of experienced professionals is dedicated to helping clients protect their financial futures through personalized insurance solutions. Whether you are looking for life insurance, health insurance, or retirement planning services, we are here to provide expert guidance and support. Contact us today to schedule a consultation and start securing your financial well-being.

Atlantic Wealth Planning Group - Ameriprise Financial Services, LLC is a finance institution located at 150 Capitol Street, Augusta, Maine, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Clients can track their progress towards their financial goals securely from any device. The institution provides complimentary initial consultations and regular reviews to update financial strategies as life changes. Ameriprise financial advisors are registered in certain U.S. states and cannot guarantee future financial results. Clients can expect professionalism and expertise in financial planning concepts during consultations. The institution values privacy and security, as well as providing important disclosures to clients. Clients can refer friends or family members to achieve their financial goals with the help of Ameriprise Financial Services, LLC.

Wells Fargo Advisors is a finance institution located at 165 Main Street in Damariscotta, Maine, United States. As a trusted financial services provider, Wells Fargo Advisors offers a wide range of investment and wealth management services to help clients achieve their financial goals. With a team of experienced advisors, they provide personalized guidance and tailored solutions to meet the unique needs of each individual or business. Whether you are planning for retirement, saving for college, or investing for the future, Wells Fargo Advisors is committed to helping you make informed financial decisions and secure your financial future.

Steele Street Capital, located at 1 Maine 236, Kittery, Maine, United States, is a finance institution founded in 2012 by David Gerasin. The institution provides independent and unbiased wealth management and financial advisory strategies to a select group of clients who have achieved financial success or are working towards it. Steele Street Capital focuses on personalized service and tailors its services to meet the unique needs of each client. Please note that their services are available only to residents of certain states and may not be offered to individuals residing outside of the U.S. Securities-related services are provided through Wells Fargo Advisors Financial Network, LLC, and insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company. It is important to be aware that by clicking on certain links, you will be leaving the Wells Fargo website and entering a third-party website not affiliated with Wells Fargo Advisors. Please review the third-party's policies and terms and conditions before proceeding.

Acadia Federal Credit Union is a trusted financial institution located at 9 East Main Street in Fort Kent, Maine. As a full-service credit union, we offer a wide range of banking and financial services to our members, including checking and savings accounts, loans, mortgages, and investment options. Our convenient location and friendly staff make managing your finances easy and stress-free. Visit us today to experience the benefits of banking with Acadia Federal Credit Union.

Foreshore Insurance Brokers, located at 589 Bridgton Road in Westbrook, Maine, is a trusted health and insurance agency dedicated to providing personalized insurance solutions to protect and preserve your assets. As a family-owned independent brokerage, we cater to the insurance needs of Maine residents and families, as well as clients in the Greater Portland area and New England, with services extending to Florida. At Foreshore Insurance, we understand that one size does not fit all when it comes to insurance. That's why we offer customized insurance plans tailored to your unique exposures, ensuring that you receive the coverage that best suits your needs. Our team is committed to delivering top-notch service and a first-class experience to our clients, operating with core values of ethical behavior, integrity, passion, and years of expertise.

Belle of Maine Vacation Village is a charming lodging facility located in Wells, Maine. Situated at 1139 Post Road, this institution offers cozy accommodations for travelers looking to explore the beautiful coastal region of Maine. As a real estate agency, Belle of Maine Vacation Village also provides opportunities for guests to invest in vacation properties in the area. Additionally, the institution serves as a travel agency, assisting visitors in planning their perfect Maine getaway. With its convenient location and range of services, Belle of Maine Vacation Village is the ideal destination for those seeking a memorable vacation experience in the picturesque state of Maine.

Sebago West Shore Estates is a multi-faceted institution located at 558 Anderson Road in Sebago, Maine. As a general contractor, they provide top-quality construction services for residential and commercial projects. Additionally, they offer health services to promote well-being and vitality. Their real estate agency helps clients find their dream homes or investment properties in the beautiful Sebago area. Furthermore, their travel agency assists in planning unforgettable vacations and trips. With a commitment to excellence in all their services, Sebago West Shore Estates is a trusted partner for all your construction, health, real estate, and travel needs.

Harbor House Country Cottages is a charming lodging option located at 42 Harbor Road in Wells, Maine, United States. Nestled in a tranquil and picturesque setting, this institution offers cozy and comfortable cottages for visitors looking for a relaxing getaway. As a real estate agency, Harbor House Country Cottages also provides opportunities for those interested in investing in vacation properties in the area. Additionally, as a travel agency, they can assist guests with planning their itineraries and exploring the attractions in Wells and the surrounding areas. Whether you're seeking a peaceful retreat or a new investment opportunity, Harbor House Country Cottages is the perfect destination for your next trip.

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.

Northwestern Mutual, located at 511 Congress Street in Portland, Maine, is a finance institution dedicated to helping individuals protect their families and achieve their financial goals. Their team of financial advisors offers personalized plans that balance current and future priorities, providing a range of options including investments and insurance. With high financial strength ratings and recognition for customer experience, Northwestern Mutual is committed to putting clients first and planning for both today and tomorrow. Their approach combines strategies for growth and protection, tailored to each individual's needs. By working with Northwestern Mutual, clients can access a variety of financial options to help them reach their goals, whether it's saving for college, buying a house, or planning for retirement. The institution is focused on creating a culture of inclusion and respect for employees, advisors, clients, and communities. With a dedication to diversity and inclusion, Northwestern Mutual is committed to supporting their workforce and advancing critical issues in their communities.

Principal Financial Group is an insurance agency located at 100 Commercial Street in Portland, Maine, United States. Our mission is to help you protect what matters most in life through insurance. As the presenting sponsor of prestigious sports awards, we celebrate expertise, excellence, and equality in sports. We offer a range of services to help you secure your life, wages, and financial future. Dedicate a portion of your paycheck towards big goals like retirement or education, and feel confident about investing for the long term. Our firm is affiliated with FINRA's BrokerCheck for your research. Please refer to our disclosures and agreements for important information about our services. Remember, all investments come with inherent risks. Plan for your retirement with our Retirement Wellness Planner, but remember that individual results may vary. Trust Principal Financial Group to help you achieve your financial goals and protect your future.

Farmers Insurance - Lisa Holt is an insurance agency located at 1117 Center Street, Auburn, Maine, United States. As your local Farmers® agent, Lisa Holt helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers® provides a range of insurance products including auto, home, renters, business insurance, and more. Lisa is dedicated to helping customers understand their coverage options and offers personalized service to make sure they are well-informed about their insurance needs. Whether you need comprehensive coverage, collision coverage, medical payments, or any other type of insurance, Lisa Holt can help you navigate the process and find the right policy for your budget. She also offers competitive rates and multi-line insurance discounts to help customers save money.

Ship Shape Financial is a reputable finance institution located at 14 Main Street in Brunswick, Maine, United States. Specializing in providing expert financial services, Ship Shape Financial is dedicated to helping individuals and businesses achieve their financial goals. With a team of knowledgeable professionals, they offer a wide range of financial solutions tailored to meet the unique needs of their clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Ship Shape Financial is committed to providing top-notch service and guidance. Visit them today to start on the path towards a more secure financial future.

Counseling Associates, located at 62 Portland Road in Kennebunk, Maine, is a health institution that offers holistic career counseling services. Anush Hansen, a Certified Career Counselor and Licensed Professional Counselor, founded the institution with the goal of helping individuals find meaningful and fulfilling work, reduce stress and anxiety, and achieve a healthier work-life balance. At Counseling Associates, all career counseling sessions are conducted via HIPAA-compliant video-conference to ensure confidentiality. Anush Hansen believes that change is always possible and is dedicated to helping clients discover a path that aligns with their strengths, values, and goals.

Emily Delledonne is a renowned physiotherapist institution located at 127 Long Sands Road in York, Maine. With a focus on health and wellness, Emily Delledonne offers top-notch physiotherapy services to help clients recover from injuries, manage chronic pain, and improve overall mobility. The institution is known for its personalized treatment plans and expert care, making it a trusted choice for those seeking professional rehabilitation services in the United States.

Auburn Savings Bank, located at 256 Court Street in Auburn, Maine, offers a range of financial services including ATM access, banking, and personalized financial solutions. Whether you are looking to start or expand your business, Auburn Savings Bank provides customized products and first-name service to help you achieve your goals. Customers like Heidi and Evan Peer, owners of All in 1 Builders, appreciate the local and accessible nature of the bank, as well as the fast decision-making process. With over a century of experience in the Lewiston-Auburn community, Auburn Savings Bank is committed to supporting individuals, families, and businesses in the area. From streamlined financing to personalized solutions, Auburn Savings Bank is dedicated to helping you succeed. Visit us today to experience the difference of banking with Auburn Savings Bank.

Fred E Gignoux Inc is a well-established institution located at 5 Moulton Street in Portland, Maine, United States. With a commitment to excellence and a strong reputation for providing top-notch services, Fred E Gignoux Inc offers a wide range of financial solutions to meet the needs of its clients. Whether you are looking for investment advice, retirement planning, or estate planning services, the experienced team at Fred E Gignoux Inc is dedicated to helping you achieve your financial goals. Visit their office today to learn more about how they can assist you in securing your financial future.

Lynch & Newman LLC is a law firm located at 19 Vine Street in Damariscotta, Maine, United States. Our primary focus is on estate planning, gift planning, and the transfer of family-owned property and businesses. We also serve as trustees for client estates and trusts in probate, working closely with investment advisors and CPAs to ensure proper tax returns are prepared. In addition to estate planning, we help clients anticipate future needs by providing necessary documents such as powers of attorney, health care directives, and financial products like reverse mortgages, long-term care insurance, and annuities. Through our Coastal Title Company, we offer comprehensive legal services for real estate issues including title examination, title insurance, and closing services.

Merrill Lynch Wealth Management, located at 415 Lisbon Street in Lewiston, Maine, offers a comprehensive range of financial services for individuals, families, business owners, executives, and institutions. With a team of experienced advisors, the institution provides personalized wealth planning strategies to address a variety of financial challenges and opportunities in both stable and volatile markets. Services include retirement income planning, guidance on investments and estate planning through Bank of America, as well as collaboration with outside professionals such as accountants and tax attorneys. The branch is committed to client satisfaction and community involvement, supporting charitable initiatives and fundraising activities. Clients have access to industry-skilled advisors, investing insights, and a wealth planning platform to help achieve their financial and life goals. Merrill Lynch has been training financial advisors since 1946, offering professional development opportunities and technology resources for both new and experienced advisors. Investors should be aware of the risks involved in securities investments and consult with legal and tax advisors before making financial decisions. The institution offers a broad range of brokerage, investment advisory, and other services, with a focus on personalized investment approaches and wealth management advice.

Alex Mills: Financial Planner is a well-established finance institution located at 75 Leighton Road in Falmouth, Maine, United States. Our team of experienced financial planners is dedicated to helping individuals and families achieve their financial goals through personalized and strategic planning. Whether you are looking to invest for the future, save for retirement, or plan for your children's education, we are here to provide expert guidance and support every step of the way. Trust Alex Mills: Financial Planner to help you secure a stable and prosperous financial future.

Bogue Asset Management is a finance institution located at 74 Merriland Ridge Road in Wells, Maine, United States. The primary goal of this institution is to help clients keep the promises they make to themselves by providing them with the information they need to make wise financial choices and take control of their lives. Services are offered to professionals, small business owners, individuals approaching retirement, retirees, and their families, both locally and across the country. With a focus on creating financial plans that provide peace of mind and ensure success, Bogue Asset Management helps clients develop a clear vision of their goals and the most effective course of action to manage wealth. Portfolio management is approached with an investment strategy based on individual goals, allowing clients to focus on what matters to them rather than being dictated by financial markets.

Atlantic Wealth Brokerage is a leading financial institution located at 135 Atlantic Avenue in Wells, Maine, United States. As a trusted brokerage firm, we specialize in providing personalized wealth management services to help our clients achieve their financial goals. Our team of experienced financial advisors is dedicated to helping individuals and businesses make informed investment decisions and create customized financial plans. At Atlantic Wealth Brokerage, we prioritize our clients' financial well-being and strive to deliver exceptional service and expertise in the ever-changing financial landscape. Contact us today to learn more about how we can help you secure your financial future.

Salem Advisory Group, LLC. is a finance institution located at 1332 Post Road in Wells, Maine, United States. With a team of experienced financial advisors, Salem Advisory Group provides personalized financial planning and investment management services to help individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Salem Advisory Group is dedicated to providing expert guidance and support every step of the way. Contact us today to schedule a consultation and take control of your financial future.

Downeast Accounting Services is a full-service accounting and finance institution located at 1332 Post Road in Wells, Maine, United States. Committed to providing close, personal attention to clients, the institution offers a wide range of services including tax preparation, accounting, bookkeeping, payroll, and business consulting for individuals, small and large businesses, homeowners associations, condominium associations, and non-profit organizations. With a team of professionals who continually invest in professional education and state-of-the-art technology, Downeast Accounting Services is dedicated to excellence in helping clients minimize their tax liability and make informed financial decisions. The institution provides resources on sustainability, corporate reporting, standards, and audit issues, and offers updates and guides on its blog page.

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.

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.

Banyan Financial Services is a trusted finance institution located at 1662 Post Road in Wells, Maine, United States. Specializing in providing a wide range of financial services, Banyan Financial Services offers expert advice and personalized solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Banyan Financial Services is dedicated to providing top-notch service and building long-lasting relationships with their clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Banyan Financial Services is here to help. Visit their office in Wells or contact them to schedule a consultation and take the first step towards securing your financial future.

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.