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TOP 30 Long term financial planning in Scarborough, ME
23 results found
Search for local businesses, places and services near you
Stephanie Morin, Bankers Life Securities Financial Representative
Stephanie Morin, Bankers Life Securities Financial Representative in Scarborough, Maine offers a wide range of insurance options from leading companies such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Our agents specialize in helping clients compare Medicare Advantage plans to find the best coverage for their individual needs. Medicare Advantage Plans offer comprehensive coverage, including prescription drug coverage, with some plans even offering premiums as low as $0 per month. With the rising cost of healthcare and the increasing need for long-term care, it is essential to plan ahead and have open discussions with loved ones. Visit us at 360 U.S. 1 to start planning for your future today.
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.
Edward Jones - Financial Advisor: Jason B Shinn
Edward Jones - Financial Advisor: Jason B Shinn is a finance institution located at 5 Stewart Drive in Scarborough, Maine, United States. Jason B Shinn is a trusted financial advisor who provides personalized financial planning services to help clients achieve their long-term financial goals. With a commitment to excellence and a focus on building strong relationships with clients, Edward Jones - Financial Advisor: Jason B Shinn is dedicated to providing top-notch financial advice and guidance. Whether you are planning for retirement, saving for your child's education, or investing for the future, Jason B Shinn will work with you to create a customized financial plan tailored to your individual needs. Trust Edward Jones - Financial Advisor: Jason B Shinn to help you navigate the complexities of the financial world and secure 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.
Eric Bonnette - TD Wealth Financial Advisor
Eric Bonnette - TD Wealth Financial Advisor is a trusted financial institution located at 4 Hannaford Drive in Scarborough, Maine, United States. As a dedicated financial advisor, Eric Bonnette provides personalized wealth management services to help clients achieve their financial goals. With a strong focus on building long-term relationships, Eric Bonnette offers expert advice on investment strategies, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Eric Bonnette - TD Wealth Financial Advisor is committed to providing tailored solutions to meet your unique financial needs.
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.
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.
James Gavin, Bankers Life Securities Financial Representative
James Gavin, Bankers Life Securities Financial Representative is a reputable financial institution located at 360 U.S. 1 in Scarborough, Maine, United States. Specializing in finance, they offer a wide range of services to help individuals and businesses manage their wealth and investments. With a team of experienced professionals, they provide personalized financial advice and solutions tailored to each client's unique needs and goals. Whether you are looking to plan for retirement, invest in the stock market, or secure your financial future, James Gavin, Bankers Life Securities Financial Representative is committed to helping you achieve financial success.
Amber Shaw, Bankers Life Securities Financial Representative
Amber Shaw, Bankers Life Securities Financial Representative in Scarborough, Maine offers a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage plans, Amber can help you find the right coverage for your needs. With the rising costs of healthcare and the increasing need for long-term care, it's important to start planning for the future. Visit us at 360 U.S. 1 in Scarborough to discuss your financial goals and start preparing for what lies ahead.
Michael Secord, Bankers Life Securities Financial Representative
Michael Secord, Bankers Life Securities Financial Representative in Scarborough, Maine, offers a wide range of insurance options from top companies such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Our agents are dedicated to helping you find the right coverage for your needs, including Medicare Advantage plans that provide all-in-one alternative to Original Medicare Parts A and B, with the option of prescription drug coverage. With an annual maximum out of pocket limit and some plans offering premiums as low as $0 per month, we can help you navigate the complex world of healthcare insurance. As the need for long-term care becomes more inevitable, it is crucial to have discussions with your loved ones and be prepared for the future. Contact us today to start planning your next steps towards financial security and peace of mind.
April Grant, Bankers Life Securities Financial Representative
April Grant, Bankers Life Securities Financial Representative in Scarborough, Maine, offers a wide range of insurance options from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Our dedicated agents can assist you in comparing and selecting the right Medicare Advantage plan to meet your specific needs. With options that include prescription drug coverage and low monthly premiums, we strive to provide comprehensive coverage for our clients. In a world where long-term care is becoming increasingly essential, our team is here to help you plan for the future and have important conversations with your loved ones. Visit us at 360 U.S. 1 in Scarborough to start planning your financial future today.
Jason Margeson, Bankers Life Securities Financial Representative
Jason Margeson, Bankers Life Securities Financial Representative in Scarborough, Maine offers a comprehensive range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage plans, our agents can help you find the right coverage to meet your needs. With options that include prescription drug coverage and low monthly premiums, we strive to make healthcare more accessible and affordable for our clients. In addition, we understand the importance of long-term care planning and are here to guide you through the process. Located at 360 U.S. 1, Scarborough, Maine, United States, we are ready to help you plan for a secure financial future.
Scott Barker, Bankers Life Securities Financial Representative
Scott Barker, Bankers Life Securities Financial Representative in Scarborough, Maine offers a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Our agents are dedicated to helping you navigate the complexities of Medicare, including Medicare Advantage (Part C) as an all-in-one alternative to Original Medicare Parts A and B. As the need for long-term care becomes increasingly important, we are here to help you plan for the future and have important discussions with your loved ones. Visit us at 360 U.S. 1 to start planning your next steps towards financial security.
Bankers Life
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.
Julia Clayton, Bankers Life Agent
Julia Clayton, Bankers Life Agent located in Scarborough, Maine, offers a wide range of insurance options from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage plans, our agents can help you find the right coverage for your needs. With Medicare Advantage, you can enjoy similar coverage to Original Medicare Parts A and B, with the added benefit of prescription drug coverage. Plans also include an annual maximum out of pocket limit, and some even offer premiums as low as $0 per month. As the need for long-term care becomes increasingly important, our agents are here to help you plan for the future and have important discussions with your loved ones. Contact Julia Clayton, Bankers Life Agent today to start planning your next steps towards financial security.
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.
Lindsay Clippinger, Bankers Life Agent
Lindsay Clippinger, Bankers Life Agent is an insurance agency located at 360 U.S. 1 in Scarborough, Maine. As a dedicated Bankers Life agent, Lindsay Clippinger provides personalized insurance solutions to meet the needs of individuals and families in the community. With a focus on offering quality products and exceptional customer service, Lindsay Clippinger helps clients protect their financial future and achieve peace of mind. Whether you are looking for life insurance, retirement planning, long-term care coverage, or other insurance products, Lindsay Clippinger is here to assist you every step of the way. Contact Lindsay Clippinger, Bankers Life Agent today to learn more about how she can help you secure your financial future.
Henry Adams, Bankers Life Agent
Henry Adams, Bankers Life Agent is an insurance agency located at 360 U.S. 1 in Scarborough, Maine. As a trusted representative of Bankers Life, we specialize in providing insurance products and services to help our clients protect their financial future. Our team of experienced agents is dedicated to providing personalized solutions that meet the unique needs of each individual or family. Whether you are looking for life insurance, retirement planning, long-term care coverage, or other insurance products, we are here to help. Visit us at our office or contact us today to discuss your insurance needs and start planning for a secure tomorrow.
Ian Tobey, Bankers Life Agent
Ian Tobey, Bankers Life Agent is an insurance agency located at 360 U.S. 1 in Scarborough, Maine, United States. As a trusted Bankers Life agent, Ian Tobey provides personalized insurance solutions to meet the unique needs of individuals and families. With a focus on financial security and peace of mind, Ian Tobey offers a range of insurance products including life insurance, long-term care insurance, and annuities. Whether you are planning for retirement, protecting your loved ones, or preparing for unexpected events, Ian Tobey is dedicated to helping you navigate the complexities of insurance and find the right coverage for your specific situation. Contact Ian Tobey, Bankers Life Agent today to discuss your insurance needs and start building a secure future.
Tyler Lapointe, Bankers Life Agent
Tyler Lapointe, Bankers Life Agent is an insurance agency located at 360 U.S. 1 in Scarborough, Maine, United States. As a Bankers Life Agent, Tyler Lapointe provides personalized insurance solutions to help clients protect their financial future. With a commitment to excellent customer service and a deep understanding of insurance products, Tyler Lapointe helps clients navigate the complexities of insurance to find the best coverage for their needs. Whether you are looking for life insurance, long-term care insurance, or retirement planning services, Tyler Lapointe is dedicated to helping you secure your financial well-being. Visit Tyler Lapointe, Bankers Life Agent today to learn more about how they can help you protect what matters most.
Kiara Swiatek, Bankers Life Agent
Kiara Swiatek, Bankers Life Agent is an insurance agency located at 360 U.S. 1 in Scarborough, Maine, United States. As a representative of Bankers Life, Kiara Swiatek specializes in providing insurance products and services to help individuals and families protect their financial future. With a focus on personalized service and tailored solutions, Kiara Swiatek is dedicated to helping clients navigate the complexities of insurance and make informed decisions to secure their assets and loved ones. Whether you are looking for life insurance, long-term care insurance, or retirement planning, Kiara Swiatek, Bankers Life Agent is committed to providing expert guidance and support every step of the way.
List of local businesses, places and services in Maine
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