TOP 30 Best Personal finance advice in Portland, Maine

Movement Mortgage in South Portland, ME, located at 82 Running Hill Road, is a finance institution that redefines corporate culture to give you an advantage in any market. They work hard to support you as a loan officer, offering a seamless and stress-free experience. With a commitment to providing a variety of loan options, Movement Mortgage aims to make informed decisions and help borrowers get ready to go as soon as possible. Their client portal allows for easy management of payments, account history, and loan documents. Operating Monday through Friday from 8:30 am to 7:00 pm EST, Movement Mortgage is dedicated to serving their clients and communities. Through their foundation, they support Movement Schools, a free, public charter school network that provides world-class academics to underserved areas. Clients rave about the amazing customer service and smooth home purchase process provided by Movement Mortgage, making them the real deal in the mortgage industry.

Portland Financial Planning Group, LLC is a finance institution located at 511 Congress Street in Portland, Maine, United States. Our team of experienced financial planners is dedicated to helping individuals and families achieve their financial goals through personalized and comprehensive planning strategies. Whether you are saving for retirement, planning for your children's education, or looking to grow your investments, we are here to provide expert guidance and support. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Brandon Carrigan is a dedicated Loan Officer based in Portland, Maine. Located at 795 Congress Street, Brandon provides expert financial advice and assistance to clients seeking loans for various purposes. With years of experience in the finance industry, Brandon is committed to helping individuals and businesses achieve their financial goals. Whether you are looking to purchase a new home, start a business, or consolidate debt, Brandon Carrigan is here to guide you through the loan process with professionalism and care. Trust Brandon Carrigan to provide personalized solutions tailored to your specific needs.

The Portland Group - Morgan Stanley is a leading financial institution located at 100 Middle Street in Portland, Maine, United States. As part of the renowned Morgan Stanley brand, this institution offers a wide range of financial services including wealth management, investment banking, and advisory services. With a team of experienced professionals, The Portland Group is dedicated to providing personalized financial solutions to help clients achieve their goals and secure their financial future. Whether you are an individual investor or a corporate client, you can trust The Portland Group - Morgan Stanley to deliver expert guidance and support to help you navigate the complexities of the financial world.

Apex Group in Portland is a leading financial institution located at 3 Canal Plaza in the heart of Portland, Maine. With a strong presence in the United States, Apex Group offers a wide range of financial services to individuals and businesses. Their team of experienced professionals provides expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking for investment management, wealth planning, or retirement services, Apex Group is dedicated to delivering top-notch service and results. Visit their office in Portland to learn more about how they can help you secure your financial future.

Portland Integritas Advisors, LLC is a reputable finance institution located at 22 Free Street in the vibrant city of Portland, Maine, United States. Our team of experienced advisors are dedicated to providing personalized financial solutions with integrity and transparency. Whether you are looking for investment advice, retirement planning, or wealth management services, we are committed to helping you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards a secure financial future.

Portland Global Advisors LLC is a finance institution located at 217 Commercial Street in Portland, Maine, United States. Our team of experienced professionals offers a wide range of financial services to help clients achieve their investment goals. Whether you are looking for wealth management, asset allocation, or retirement planning, we are dedicated to providing personalized solutions tailored to your individual needs. Trust Portland Global Advisors LLC to help you navigate the complexities of the financial world and secure your financial future.

Academy Mortgage is a leading finance institution located at 324 Cummings Road in South Portland, Maine, United States. With a commitment to providing exceptional service and expertise in mortgage lending, Academy Mortgage serves clients with a wide range of financial needs. Whether you are looking to purchase a new home, refinance an existing mortgage, or explore other financial options, Academy Mortgage is dedicated to helping you achieve your goals. With a team of experienced professionals and a reputation for excellence, Academy Mortgage is the trusted choice for all your mortgage needs.

Maine Mortgage Specialist - Kristeen Smith is a finance institution located at 10 Donald B Dean Drive in South Portland, Maine, United States. With 25 years of experience in mortgage processing, closing, and loan origination, Kristeen Smith has the expertise to help homebuyers navigate the homebuying process. As a top local mortgage professional, she provides quick and accurate financial information to ensure informed decisions are made. The institution has received awards such as the "Top 1% UWM Certified Partner Award" in 2022 and has been recognized as one of the "Top 20 Purchase Loan Officers in Maine" from 2018 to 2023. Whether you are purchasing a new home or refinancing, Maine Mortgage Specialist offers low rates and closing costs and can often beat online competitors. Mortgage rates change daily, so contact Kristeen Smith for a free customized quote.

Vis Wealth Partners is a leading finance institution located at 254 Commercial Street in Portland, Maine. Specializing in wealth management services, Vis Wealth Partners offers personalized financial planning and investment solutions to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Vis Wealth Partners is dedicated to providing top-tier financial services tailored to meet the unique needs of each individual client. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Vis Wealth Partners is your trusted partner in financial success.

Stinson & Company is a reputable finance and store institution located at 337 Forest Avenue in Portland, Maine, United States. With a strong focus on providing top-notch financial services and a wide range of products, Stinson & Company is dedicated to helping individuals and businesses achieve their financial goals. Whether you're looking for investment advice, banking services, or shopping for quality products, Stinson & Company has you covered with their knowledgeable staff and excellent customer service. Visit us today and experience the difference that Stinson & Company can make in your financial future.

O' Hare Financial is a reputable accounting and finance institution located at 18 Ocean Street in South Portland, Maine, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment advice, O' Hare Financial is dedicated to helping you achieve your financial goals. Their personalized approach and attention to detail set them apart from other financial institutions, making them a trusted partner for all your financial needs.

H&R Block is a renowned accounting and finance institution located at 190 Riverside Street in Portland, Maine, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and business consulting. Clients can trust H&R Block to provide expert advice and assistance with their financial needs.

H&R Block is a renowned accounting and finance institution located at 125 Auburn Street in Portland, Maine, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking to file your taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert advice and personalized solutions to help you achieve your financial goals. Visit us today to see how we can help you navigate the complexities of accounting and finance with ease.

H&R Block is a renowned accounting and finance institution located at 50 Market Street in South Portland, Maine, United States. With a team of highly skilled professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking to file your taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert advice and personalized solutions to help you achieve your financial goals. Visit us today to experience the trusted expertise and exceptional service that H&R Block is known for.

Jackson Hewitt Tax Service is a leading finance institution located at 198 Maine Mall Road in South Portland, Maine. Specializing in tax preparation services, Jackson Hewitt is dedicated to helping individuals and businesses navigate the complexities of tax laws and maximize their returns. With a team of knowledgeable professionals and a commitment to excellent customer service, Jackson Hewitt is a trusted partner for all your tax needs.

H&R Block is a trusted accounting and finance institution located at 252 Saint John Street in Portland, Maine. Our team of professionals provides expert tax preparation services, financial advice, and assistance with bookkeeping to individuals and businesses alike. With a commitment to accuracy and personalized service, H&R Block is dedicated to helping our clients navigate the complexities of financial management with ease and confidence. Visit us today to experience the difference our expertise can make in your financial success.

Eric Gilman: Primerica - Financial Services is a reputable finance and insurance agency located at 59 Portland Road in Gray, Maine, United States. With a focus on providing top-notch financial services to individuals and families, Eric Gilman and his team are committed to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or insurance coverage, Eric Gilman: Primerica - Financial Services is dedicated to providing personalized solutions tailored to your specific needs. Trust in their expertise and experience to guide you towards financial success and peace of mind.

The MassMutual Northern New England Agency is a leading finance and insurance agency located at 2331 Congress Street in Portland, Maine, United States. With a strong focus on providing top-notch financial services and insurance products, our agency is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Our team of experienced professionals is committed to providing personalized solutions tailored to each client's unique needs. Contact us today to learn more about how we can help you secure your financial future.

Ed Foley - Prudential Financial Advisors is a renowned finance and insurance agency located at 1266 Congress Street in Portland, Maine, United States. With a team of experienced and knowledgeable financial advisors, they offer a wide range of services to help clients achieve their financial goals and secure their futures. Whether you are looking for retirement planning, investment advice, or insurance solutions, Ed Foley - Prudential Financial Advisors is dedicated to providing personalized and professional services to meet your needs. Visit them today to start planning for a more secure financial future.

Ed Gosselin - Total Mortgage, NMLS #471749 is a finance institution located at 470 Forest Avenue in Portland, Maine, United States. With over twenty-five years of experience in the mortgage origination industry, Ed Gosselin is dedicated to helping borrowers find sensible and affordable products to achieve their homeownership goals. He takes a personalized approach, getting to know his clients and recommending the best mortgage program for their needs. Ed prides himself on providing a stress-free experience by explaining the process upfront and being there every step of the way. With a focus on exemplary service, Ed has built a loyal client base who trust him to handle their mortgage needs with care. Whether you're looking to purchase a new home or refinance, Ed Gosselin - Total Mortgage is committed to helping you every step of the way. Visit our website for more information and to see how we can help you achieve your homeownership dreams.

Bridgepoint Capital is a finance institution located at 63 Federal Street in Portland, Maine, United States. Specializing in investment and financial services, Bridgepoint Capital provides expert advice and support to clients looking to grow and manage their wealth. With a team of experienced professionals, Bridgepoint Capital offers personalized solutions tailored to meet the unique needs and goals of each individual or business. Whether you are looking to invest, plan for retirement, or secure a loan, Bridgepoint Capital is committed to helping you achieve financial success.

TruChoice Federal Credit Union is a trusted financial institution located at 272 Park Avenue in Portland, Maine. As a member-owned credit union, we are dedicated to providing personalized financial services and solutions to our members. Our mission is to help our members achieve their financial goals and dreams through innovative products, competitive rates, and exceptional customer service. Whether you're looking for a loan, savings account, or financial advice, TruChoice Federal Credit Union is here to help you make the best choices for your financial future.

Tony Cilea at Guaranteed Rate (NMLS #211228) is a finance institution located at 254 Commercial Street, Portland, Maine, United States. They offer personalized advice to help you find the right mortgage for your needs, with options as little as 3% down for fast approval. They specialize in overcoming the obstacle of down payments with grants and programs available from federal and local governments for homeownership. They offer VA loans, FHA loans, and USDA loans with 0-10% down payment requirements, making it easier for military service members and their families to build equity through real estate. Self-employed individuals can benefit from their Bank Statement Loan program, which allows for seeking a home loan without traditional documentation.

The Law Office of James D. Wade is a reputable institution located at 57 Portland Road in Kennebunk, Maine, United States. Specializing in accounting, finance, and legal services, this office provides expert advice and representation for a wide range of legal matters. With a focus on professionalism and client satisfaction, James D. Wade and his team are dedicated to helping individuals and businesses navigate the complexities of the legal system with confidence and peace of mind. Whether you are in need of financial guidance, legal counsel, or assistance with accounting matters, the Law Office of James D. Wade is here to help.

Solotoff Law is a specialized legal institution located at 75 Pearl Street in Portland, Maine, United States. Our team at Solotoff Law Group, PLLC offers expert copyright and related transactional legal services to clients in the media, entertainment, and arts industries. With our office located at Suite 420, we are dedicated to providing top-notch legal representation and guidance to help our clients protect their creative works and navigate complex legal matters. Trust Solotoff Law to provide personalized and effective legal solutions for all your copyright and transactional needs.

Gilbert Investment Management is a reputable finance institution located at 70 Center Street in Portland, Maine, United States. With a focus on providing expert financial advice and management services, Gilbert Investment Management is dedicated to helping clients achieve their financial goals and secure their financial futures. The institution prides itself on its knowledgeable team of professionals who are committed to delivering personalized solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Gilbert Investment Management is the trusted partner you can rely on.

UBS Financial Services Inc. is a renowned finance institution located at City Center in Portland, Maine, United States. With a strong reputation for providing top-notch financial services, UBS offers a wide range of investment and wealth management solutions to individuals, businesses, and institutions. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial markets. Whether you are looking for investment advice, retirement planning, or asset management services, UBS Financial Services Inc. is committed to providing personalized solutions tailored to your specific needs.

R. M. Davis Inc is a finance institution located at 24 City Center in Portland, Maine, United States. With a strong reputation for providing personalized financial services, R. M. Davis Inc offers a wide range of investment management and financial planning solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing expert advice and guidance tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, R. M. Davis Inc is committed to helping you succeed.

Waypoint Financial is a leading finance institution located at 15 Monument Square in Portland, Maine, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking to invest, save for the future, or plan for retirement, we are here to guide you every step of the way. With a focus on transparency, integrity, and superior customer service, Waypoint Financial is committed to helping you navigate the complexities of the financial world with confidence. Contact us today to learn more about how we can help you secure your financial future.