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TOP 30 Investment services in Scarborough, ME
39 results found
Search for local businesses, places and services near you
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.
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.
David Chambers - Financial Advisor, Ameriprise Financial Services, LLC
David Chambers is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 10 Plaza Drive in Scarborough, Maine. With a focus on providing personalized financial planning and investment strategies, David is committed to helping his clients achieve their financial goals. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, David Chambers can provide expert guidance and support. Contact him today to schedule a consultation and take the first step towards securing 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.
Warren Charles Spencer - Financial Advisor, Ameriprise Financial Services, LLC
Warren Charles Spencer, a financial advisor at Ameriprise Financial Services, LLC, located at 10 Plaza Drive in Scarborough, Maine, offers personalized investment and portfolio recommendations tailored to individual goals and risk tolerance. With a focus on retirement, education, and major purchases, Warren helps clients track their progress, adjust their approach as life changes, and stay informed about their investments through secure online access. By scheduling a complimentary initial consultation, clients can learn more about Warren's services and discuss their financial priorities. Warren is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. While Ameriprise Financial cannot guarantee future financial results, Warren is dedicated to helping clients achieve their financial goals and welcomes referrals from satisfied clients. Clients can expect to hear from Warren soon after a referral is made, and can feel confident in the privacy and security measures in place at Ameriprise Financial Services, LLC.
Shawn Denecker - Financial Advisor, Ameriprise Financial Services, LLC
Shawn Denecker - Financial Advisor, Ameriprise Financial Services, LLC, located at 10 Plaza Drive in Scarborough, Maine, offers personalized financial advice to help clients prepare for their future goals. Whether it's saving for college, planning for retirement, or making smart investments, Shawn takes the time to understand what's truly important to each individual. By providing expert guidance, clients can feel more confident and in control of their financial lives. If you have questions or would like to schedule a complimentary initial consultation, Shawn invites you to get in touch. He is properly registered to conduct securities business in certain states, and his background and qualifications can be verified on FINRA's BrokerCheck website. The institution also offers a Retirement InteractiveSM tool to help clients explore important issues that could impact their retirement income.
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.
Patrick Lawler - Financial Advisor, Ameriprise Financial Services, LLC
Patrick Lawler is a financial advisor at Ameriprise Financial Services, LLC, located at 10 Plaza Drive in Scarborough, Maine, United States. With a focus on understanding your unique situation, Patrick provides investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. Regular meetings are held to review progress, update strategies as life changes, and track your financial journey. Access your investments and accounts securely from any device. As a financial advisor, Patrick prioritizes ensuring you have the right levels of protection in place, including life insurance and disability coverage. By conducting a thorough insurance review, any gaps in your current plan can be identified and a tailored strategy created to safeguard against unforeseen events.
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.
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.
Sophie Hughes - Associate Financial Advisor, Ameriprise Financial Services, LLC
Sophie Hughes - Associate Financial Advisor at Ameriprise Financial Services, LLC is located at 200 U.S. 1, Scarborough, Maine, United States. Sophie specializes in providing investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. She works closely with clients to document their goals, regularly review progress, and adjust strategies as needed. Clients can access their investments and accounts securely from any device. Sophie offers complimentary initial consultations to discuss financial planning concepts and help clients track progress towards their goals. She is registered to conduct securities business in certain states and adheres to FINRA's guidelines. Ameriprise Financial Services, LLC cannot guarantee future financial results. Clients can refer friends and family members to Sophie for personalized financial guidance.
Everspring Wealth - Ameriprise Financial Services, LLC
Everspring Wealth - Ameriprise Financial Services, LLC is a trusted finance institution located in Scarborough, Maine, United States. Recognized as one of the Most Trustworthy Companies in America by Newsweek, we offer personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. Our team documents your goals, regularly reviews your progress, and adjusts your approach as needed to help you achieve financial success. With a focus on retirement planning, education funding, major purchases, and more, we provide a comprehensive range of financial services to meet your needs. Our multi-generational approach ensures that every member of your family has a voice in their financial future, with a special emphasis on financial literacy and education.
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.
cPort Credit Union
cPort Credit Union is a trusted financial institution located at 313 U.S. 1 in Scarborough, Maine. As a credit union, cPort offers a wide range of financial services to its members, including checking and savings accounts, loans, and investment options. In addition, cPort Credit Union provides convenient access to ATMs for easy cash withdrawals and deposits. With a commitment to providing personalized service and competitive rates, cPort Credit Union is dedicated to helping its members achieve their financial goals.
The Beacon at Gateway
The Beacon at Gateway is a premier real estate agency located at 100 Gateway Boulevard in Scarborough, Maine. Our team of experienced and knowledgeable agents are dedicated to helping clients find their dream home or investment property. With a focus on personalized service and attention to detail, we strive to make the buying or selling process as smooth and stress-free as possible. Whether you are a first-time homebuyer or a seasoned investor, The Beacon at Gateway is here to guide you every step of the way. Contact us today to start your real estate journey!
Doris Homer Real Estate
Doris Homer Real Estate is a reputable real estate agency located at 554 Black Point Road in Scarborough, Maine, United States. With a team of experienced and dedicated professionals, we specialize in helping clients buy, sell, and rent properties in the area. Whether you are looking for your dream home, an investment property, or a rental, we are here to assist you every step of the way. Our personalized service and attention to detail ensure a smooth and successful real estate transaction. Contact us today to learn more about how we can help you achieve your real estate goals.
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.
Curtis Fortier, Bankers Life Agent
Curtis Fortier, Bankers Life Agent is an insurance agency located at 360 U.S. 1, Scarborough, Maine, United States. Specializing in providing personalized insurance solutions, Curtis Fortier and his team are dedicated to helping clients protect their financial future. With a focus on Bankers Life products, customers can rely on expert advice and top-notch customer service to meet their insurance needs. Contact Curtis Fortier, Bankers Life Agent today for a comprehensive insurance plan tailored to your individual requirements.
MaineHealth Institute for Research
The MaineHealth Institute for Research, located at 81 Research Drive in Scarborough, Maine, is dedicated to the research and development of new technologies for improved patient care. The institute houses the Center for Interdisciplinary Population & Health Research, where scientists focus on molecular biology, genetics, outcomes and health services research, and clinical research. Your donation to MHIR is an investment in healthcare innovations and new treatments that offer hope to patients. From our laboratories to the bedside, research is an essential part of MaineHealth's mission, opening new doors in the understanding of disease processes and leading to better diagnostics and treatments. Contact us at 207.396.8100 or MHIR_INFO@mainehealth.org to learn more about our work and how you can support our efforts.
Saco & Biddeford Savings Institution
Saco & Biddeford Savings Institution is a trusted bank and financial institution located at 41 Gorham Road in Scarborough, Maine, United States. With a long-standing reputation for excellence in customer service and financial expertise, Saco & Biddeford Savings Institution offers a wide range of banking services including savings accounts, checking accounts, loans, mortgages, and investment options. Whether you are looking to save for the future, buy a home, or grow your wealth, the experienced team at Saco & Biddeford Savings Institution is dedicated to helping you achieve your financial goals. Visit us today to experience personalized service and tailored financial solutions to meet your needs.
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.
Katahdin Trust
Katahdin Trust is a trusted bank located at 136 U.S. 1 in Scarborough, Maine. With a commitment to providing top-notch financial services, Katahdin Trust offers a wide range of banking solutions to meet the needs of both individual and business customers. Whether you're looking for personal checking and savings accounts, loans, or investment options, Katahdin Trust has you covered. Their experienced team of professionals is dedicated to helping you achieve your financial goals and secure your future. Visit Katahdin Trust today to experience exceptional service and financial expertise.
Snyder & Bilodeau
Snyder & Bilodeau is a reputable accounting and finance institution located at 12 Schooner Road in Scarborough, 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 investment advice, Snyder & Bilodeau is committed to helping their clients achieve their financial goals. Trustworthy, reliable, and dedicated, they are the go-to institution for all accounting and finance needs in the Scarborough area.
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.
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.
Innova Financial Wealth & Insurance Advisors
Innova Financial Wealth & Insurance Advisors is a leading finance institution located at 10 Plaza Drive in Scarborough, Maine, United States. Our team of experienced advisors are dedicated to providing personalized financial solutions to help our clients achieve their wealth and insurance goals. Whether you are planning for retirement, investing for the future, or protecting your assets, we are here to help guide you every step of the way. Trust Innova Financial Wealth & Insurance Advisors to provide expert advice and unparalleled service to help you secure a brighter financial future.
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.
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