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TOP 30 Legal risk management in Maine
16 results found
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Merrill Lynch Wealth Management
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.
Merrill Lynch Wealth Management
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.
Simpson Financial Strategies
Simpson Financial Strategies is an independent financial planning firm located at 433 U.S. 1 in York, Maine, United States. Our mission is to help our clients make informed decisions about their finances, reduce tax burdens, and protect assets from potential risks such as litigation or divorce. We strive to maximize income potential, explore charitable giving opportunities, and ensure that your legacy is preserved or enhanced for future generations. At Simpson Financial Strategies, we understand that each client has unique financial goals, and we are dedicated to providing personalized guidance to help you achieve them. Our team works with Registered Representatives of Cambridge Investment Research, Inc., a reputable broker-dealer, and offers advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Please note that Cambridge does not provide tax or legal advice.
Seacoast Financial Planning
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.
Downeast Insurance
Downeast Insurance is a reputable insurance agency located in Topsham, Maine. With a prime location at 94 Main Street, this institution offers a wide range of insurance products and services to meet the needs of individuals and businesses in the local community. Whether you are looking for auto, home, life, or business insurance, the experienced agents at Downeast Insurance are dedicated to providing personalized solutions and excellent customer service. Trustworthy and reliable, Downeast Insurance is committed to helping clients protect what matters most.
Bob Lindsey - State Farm Insurance Agent
Bob Lindsey - State Farm Insurance Agent is an insurance agency located at 935 Brighton Avenue, Portland, Maine, United States. Our mission is to help people manage everyday risks, recover from unexpected events, and achieve their dreams by offering a range of insurance and financial services. We strive to build long-lasting relationships with our customers to protect them and their families now and in the future. At our institution, we provide tips to help you avoid the dangers of drinking and driving, make your windows energy efficient, and prepare your family for weather emergencies. We prioritize the protection of sensitive personal information and offer assistance for those using screen readers.
Metlife: Troscianiec Edward
MetLife: Troscianiec Edward is an insurance agency located at 62 U.S. 1, Cumberland, Maine, United States. At MetLife, protecting your information is a top priority. They offer everything you need to know to protect you and your family, all in one place. The institution provides a range of insurance services including Health Savings Accounts (HSAs) and dental insurance programs. They also emphasize the importance of disability insurance and paid leave in demonstrating employee care. MetLife is committed to helping individuals build a more confident future and offers valuable insights on retirement savings and longevity risk. The institution also provides access to legal plans and services for policyholders. Register online today to access and manage your MetLife benefits and join a global community dedicated to helping individuals achieve financial security.
F Lee Bailey Consultants
F Lee Bailey Consultants is a renowned health institution located at 325 Main Street in Yarmouth, Maine, United States. With a team of experienced consultants, they provide expert advice and guidance on various health-related issues. Whether you are looking for personalized wellness plans, nutritional counseling, or fitness programs, F Lee Bailey Consultants offers a wide range of services to meet your needs. Their commitment to excellence and dedication to helping individuals achieve their health goals make them a trusted resource in the community. Visit them today to start your journey towards a healthier and happier life.
Solman & Hunter
Solman & Hunter is a prestigious law firm located in the heart of Caribou, Maine. With a prime location on Main Street, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Specializing in a wide range of practice areas, including personal injury, real estate, family law, and estate planning, we are committed to delivering personalized solutions tailored to meet the unique needs of each individual case. Whether you are facing a complex legal issue or simply need guidance on a legal matter, Solman & Hunter is here to help. Contact us today to schedule a consultation at our office located at 709 Main Street, Caribou, Maine.
Bergen & Parkinson LLC
Bergen & Parkinson LLC is a reputable law firm located at 144 Main Street in Saco, Maine, United States. With a team of experienced attorneys, they provide legal services in various practice areas including personal injury, family law, real estate, estate planning, and more. Clients can expect personalized attention and expert legal representation at Bergen & Parkinson LLC.
Ferris Gurney & Crook: Clark Arnold S
Ferris, Gurney & Crook: Clark Arnold S is a reputable law firm located at 11 Park Street in Waterville, Maine, United States. As part of Ferris, Gurney, Grant & Crook, P.A., they have been providing top-notch legal services for over 70 years. Specializing in criminal defense, they are dedicated to researching each case thoroughly and representing their clients in the best way possible. Their team of experienced attorneys is well-equipped to handle a variety of legal issues, including family disputes, personal injury cases, and criminal law matters. If you find yourself in need of legal assistance, contact Ferris, Gurney & Crook: Clark Arnold S today to schedule an appointment with one of their knowledgeable professionals.
O'REILLY JAKAN LAW OFFICES
O'REILLY JAKAN LAW OFFICES is a reputable legal institution located at Post Office Square in Kennebunk, Maine, United States. Specializing in various areas of law, our experienced team of attorneys provides top-notch legal services to clients in need of representation and counsel. With a commitment to excellence and a dedication to achieving the best possible outcomes for our clients, O'REILLY JAKAN LAW OFFICES is a trusted name in the legal community. Contact us today for expert legal assistance.
Toole Carlin & Powers
Toole Carlin & Powers is a reputable law firm located at 194 Main Street in Freeport, Maine. Specializing in various areas of law, including personal injury, family law, and estate planning, the team at Toole Carlin & Powers is dedicated to providing high-quality legal services to clients in the United States. With a focus on professionalism, expertise, and personalized attention, this institution is committed to achieving the best possible outcomes for their clients. Whether you are facing a legal dispute or seeking legal advice, Toole Carlin & Powers is here to help.
Merrill Lynch Financial Advisor Carlo M Zanoni
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.
Merrill Lynch Financial Advisor Teena M Bourque
roducing Teena M Bourque, a Merrill Lynch Financial Advisor located at 1 Monument Square, Portland, Maine, United States. Teena specializes in managing wealth by understanding your unique financial situation and goals. She offers personalized wealth management strategies that adapt to changing market conditions, drawing on the investment insights of Merrill and the banking solutions of Bank of America. Teena is deeply involved in the community, volunteering with local organizations and building strong client relationships based on trust and personalized service. She offers Merrill Personal Wealth Analysis™ to create a personalized plan centered on your goals. Teena believes in helping clients pursue their financial aspirations through thoughtful planning and risk management.
ACA Foreside
ACA Foreside is a leading institution located at 3 Canal Plaza in Portland, Maine, United States. They offer scalable compliance, risk, and technology solutions for financial services firms to ensure peace of mind and confidence in decision-making. Their advisory services cover a range of challenges such as regulatory compliance, cybersecurity, privacy, ESG, investment performance, and financial crimes. ACA Foreside helps streamline and scale compliance programs through their RegTech Solution, ComplianceAlpha. They also offer support in navigating the future of governance, risk, and compliance, fostering innovation, adapting to regulation, and harnessing technology. Their team of compliance professionals and technology experts work together to help firms meet regulatory obligations and protect from reputational and financial risk.
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- Legal risk management in Caribou
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