TOP 30 It strategy and planning in Maine

25 results found

Seacoast Financial Planning, located at 775 U.S. 1 in York, Maine, is a comprehensive financial institution offering accounting, finance, and legal services. Recognized as one of the Forbes Best-in-State Wealth Management Teams for 2024, our team is dedicated to helping clients achieve their financial goals with personalized advice and strategic planning. We prioritize what matters most to you, whether it's retirement planning, education savings, or investing in a second home. Our services include investment recommendations, asset allocation, and regular progress reviews to ensure your financial strategy aligns with your objectives and risk tolerance. With access to your accounts and investments from any device, you can track your progress towards your goals securely and conveniently. Schedule a complimentary initial consultation to learn more about how we can help you navigate the current financial landscape and plan for a secure future. Ameriprise Financial Services, LLC. Member FINRA and SIPC.

Northeast Planning Associates, located at 295 Water Street in Augusta, Maine, is a leading finance institution with over 75 financial advisors in 45 offices across New England. Specializing in financial planning, investment advice, insurance strategies, and brokerage services, NPA is committed to acting in the best interests of its clients with integrity and longevity. Collaborating with integrated service partners such as CPAs, attorneys, and financial institutions, NPA offers a comprehensive approach to financial planning. As an independent Registered Investment Advisory firm, NPA provides personalized advice tailored to each client's unique needs and objectives.

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.

Necessary Technology is a cutting-edge institution located at 334 Forest Avenue in Portland, Maine. We specialize in providing essential technological solutions and services to individuals and businesses. Our team of experts is dedicated to helping our clients navigate the rapidly evolving world of technology, ensuring they have the tools and knowledge necessary to succeed in today's digital landscape. Whether you need assistance with software development, IT support, or cybersecurity, Necessary Technology is here to help. Visit us today and see how we can empower you to thrive in the digital age.

Charles Ouellette is a well-established health institution located at 182 Market Street in Fort Kent, Maine, United States. Specializing in pharmacy services, this institution offers a wide range of medications and health products to cater to the needs of the community. With a team of experienced pharmacists and staff members, Charles Ouellette is committed to providing exceptional customer service and personalized care to all its patients. In addition to pharmacy services, this institution also functions as a store, offering various health and wellness products for purchase. Visit Charles Ouellette for all your health needs and experience top-notch care in a convenient location.

Neil Graves is a reputable health institution located at 943 Western Avenue in Manchester, Maine. Specializing in pharmacy services, this store offers a wide range of medication and health products to meet the needs of its customers. With a dedicated team of professionals, Neil Graves is committed to providing top-notch care and expert advice to ensure the well-being of all who walk through its doors. Whether you're in need of prescription medication or over-the-counter remedies, Neil Graves is your one-stop shop for all your health needs.

Phi-Khanh Vo is a reputable health institution located at 118 Cony Street in Augusta, Maine, United States. Specializing in pharmacy services, this institution offers a wide range of medications and health products to meet the needs of its customers. In addition to pharmaceutical services, Phi-Khanh Vo also operates as a store, providing a convenient one-stop shop for all health-related needs. With a dedicated and knowledgeable staff, customers can expect top-notch service and expert advice on managing their health. Visit Phi-Khanh Vo for all your health and wellness needs.

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.

School Administration District 47 is a public school institution located at 41 Heath Street in Oakland, Maine. As part of the education system in the United States, this school district is committed to providing quality education to students in the area. With a focus on academic excellence and student success, School Administration District 47 offers a variety of programs and resources to support the learning and development of its students. The dedicated staff and faculty work tirelessly to create a safe and supportive learning environment where students can thrive and reach their full potential.

ISC Group LLC is a leading institution located in Portland, Maine, United States. We specialize in providing top-notch consulting services to businesses looking to enhance their operations and achieve their goals. Our team of experienced professionals offers expert guidance in areas such as strategic planning, financial management, and organizational development. With a proven track record of success, ISC Group LLC is dedicated to helping our clients thrive in today's competitive market. Contact us today to see how we can help your business reach new heights.

Broaddus Andrew L is a prominent law firm located at 706 Main Street in Westbrook, Maine, United States. Specializing in various legal services, the institution is known for its dedication to providing expert legal counsel and representation to clients in need. With a team of experienced lawyers, Broaddus Andrew L offers a wide range of legal services to individuals and businesses alike. Whether you are facing a personal injury case, need help with estate planning, or require assistance with a business matter, Broaddus Andrew L is committed to delivering top-notch legal solutions tailored to meet your specific needs. Contact them today to schedule a consultation and see how they can help you navigate the complexities of the legal system.

Life By Design is a health institution located at 147 Academy Street in Presque Isle, Maine, United States. We are dedicated to helping individuals achieve optimal health and well-being through personalized care and support. Our team of experienced professionals offers a range of services to help you live your best life, including nutrition counseling, fitness programs, and mental health support. At Life By Design, we believe that true health is about more than just the absence of illness – it's about living a fulfilling and vibrant life. Let us help you design the life you deserve.

Milliken Perkins & Brunelle is an accounting and finance institution located at 452 Roosevelt Trail in Windham, Maine, United States. We are dedicated to helping our clients save money, grow their businesses, and plan for the future. Our team is always learning and staying up-to-date on the latest tax developments and accounting programs. We offer a range of services including tax preparation, business improvement strategies, entity selection, and growth planning. Our goal is to find ways to permanently lower taxes and increase wealth for our clients. Whether you are just starting out or looking to sell your business, we can help you every step of the way.

Merrill Lynch Financial Advisor Carlo M Zanoni, located at 415 Lisbon Street in Lewiston, Maine, is dedicated to managing your wealth through a personalized approach tailored to your goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Carlo Zanoni can help you navigate today's changing market conditions. Carlo Zanoni follows the Merrill tradition of community involvement, volunteering with local organizations to give back. By utilizing the Merrill Personal Wealth Analysis™, a personalized plan can be created centered on your individual goals and aspirations.

Gold Bridge Partners, Inc. is a premier financial institution located at 5 Winada Drive in Winthrop, Maine, United States. Specializing in wealth management and investment services, Gold Bridge Partners, Inc. offers expert guidance and personalized solutions to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Gold Bridge Partners, Inc. is dedicated to providing top-tier service and innovative strategies to help clients navigate the complexities of the financial world. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Gold Bridge Partners, Inc. is here to help you build a secure financial future.

Merrill Lynch Financial Advisor Jaime Clark is a finance institution located at 1 Monument Square, Portland, Maine, United States. Jaime Clark specializes in managing your wealth by creating personalized strategies tailored to your financial goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Jaime Clark and their team are dedicated to building strong client relationships based on trust and personalized service. By utilizing the Merrill Personal Wealth Analysis™, Jaime Clark helps clients build and document personalized plans centered on their goals. As a Wealth Management Client Associate and Resident Director Assistant, Jaime Clark focuses on understanding what matters most to each client, whether it's planning for retirement, saving for a home, or funding a child's education. By conducting an Investment Personality Assessment, Jaime Clark can customize financial approaches to help clients pursue their goals. Regular check-ins and updates ensure that clients' financial approaches reflect any changes in their lives or goals.

Lev Davis Jr - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 165 Main Street, Damariscotta, Maine, United States. If you or someone you know has financial questions, consider introducing them to this practice. They offer complimentary initial consultations to help individuals with their financial goals, whether it's planning for retirement, education, or a major purchase. The institution provides investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track goals. Clients can access their investments and accounts securely from any device. If you're interested in learning more about their services, schedule a complimentary initial consultation. Ameriprise Financial Services, LLC is a registered investment adviser, offering investment products and services through FINRA and SIPC. Lev Davis Jr is registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website. The institution cannot guarantee future financial results, but strives to help clients achieve their financial goals.

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.

Maiden Cove Capital is a prestigious finance institution located at 545 Shore Road in Cape Elizabeth, Maine, United States. Known for its expertise in investment management and financial advisory services, Maiden Cove Capital offers a wide range of solutions tailored to meet the unique needs of its clients. With a strong track record of success and a commitment to excellence, this institution is a trusted partner for individuals and businesses seeking to grow and protect their wealth. Visit Maiden Cove Capital today to discover how their experienced team can help you achieve your financial goals.

Maine Pointe Lending, located at 202 U.S. 1, Falmouth, Maine, United States, is a finance institution that aims to make getting a mortgage easier and more affordable than ever before. With a team of experienced brokers on staff, they offer quick and easy tools to help you find out what you qualify for, for free. Whether you're looking to secure a home purchase loan, lock in great terms with current interest rates, or take advantage of your home's equity with a cash-out refinance, Maine Pointe Lending has you covered. They offer fast funding options, property evaluations, and rate comparisons to ensure you find the best possible plan for your home ownership strategy. With their streamlined online loan application and approval process, you can get your money and do what you want with it in less than 30 days. Don't waste time and money - trust Maine Pointe Lending to help you make the most of your financial decisions.

Merrill Lynch Wealth Management, located at 1 Monument Square in Portland, Maine, United States, is a finance institution that offers comprehensive wealth planning services to individuals, families, business owners, executives, and institutions. The experienced advisors at the branch provide personalized financial strategies tailored to each client's unique goals and needs, drawing on years of combined wealth management knowledge and expertise. In addition to wealth planning advice, the advisors at Merrill Lynch Wealth Management can assist with retirement income planning, concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. They work closely with clients to create financial strategies designed to meet long-term objectives, taking into account lifestyle and multi-generational issues.

TNE Inc. is a leading institution located at 170 Daggett Hill Road in Greene, Maine, United States. We offer a wide range of services and programs to help individuals achieve their personal and professional goals. Our experienced staff is dedicated to providing high-quality education and support to all of our students. Whether you are looking to further your education, enhance your skills, or explore new career opportunities, TNE Inc. has the resources and expertise to help you succeed. Join us today and take the first step towards a brighter future.

Mortimer Lapointe Inc is a reputable institution located at 1191 River Road in Bowdoinham, Maine, United States. Known for its commitment to excellence, Mortimer Lapointe Inc offers a wide range of services to meet the needs of its clients. Whether you are looking for financial advice, investment strategies, or retirement planning, the experienced team at Mortimer Lapointe Inc is dedicated to helping you achieve your financial goals. With a focus on personalized service and a track record of success, Mortimer Lapointe Inc is a trusted partner for individuals and businesses alike. Contact them today to learn more about how they can help you secure your financial future.

L Di Millo Inc is a renowned institution located at 197 Middle Road in Falmouth, Maine, United States. With a strong commitment to excellence and innovation, L Di Millo Inc offers a wide range of services to meet the needs of its clients. Whether you are looking for top-notch consulting services, expert advice on business strategies, or assistance with financial planning, L Di Millo Inc has the expertise and experience to help you achieve your goals. The institution is known for its dedication to providing high-quality services and building long-lasting relationships with its clients. Visit L Di Millo Inc today and experience the difference for yourself.

BerryDunn is a leading accounting and finance institution located at 100 Middle Street in Portland, Maine, United States. With a team of experienced professionals, BerryDunn offers a wide range of financial services to clients including audit, tax, and consulting services. The institution is known for its commitment to excellence and personalized approach to meeting the unique needs of each client. Whether you are a small business owner or a large corporation, BerryDunn is dedicated to helping you achieve your financial goals.