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TOP 30 Personal finance in York, ME
19 results found
A convenient service for searching for businesses, places and services
New York Life Insurance
New York Life Insurance is a trusted finance and insurance agency located at 500 Southborough Drive in South Portland, Maine, United States. With a long history of providing reliable and comprehensive insurance coverage, New York Life Insurance is dedicated to helping individuals and families protect their financial futures. Our team of experienced professionals is committed to offering personalized service and tailored insurance solutions to meet the unique needs of our clients. Whether you are looking for life insurance, retirement planning, or investment options, New York Life Insurance is here to help you secure a stable and prosperous future.
Anchor Real Estate
Anchor Real Estate is a premier real estate agency located at 646 U.S. 1 in York, Maine, United States. Our mission is to guide clients through the real estate journey with trust and excellence, prioritizing personalized service and transparent communication. Our team is dedicated to the Southern Maine and Seacoast New Hampshire communities, giving back and staying true to our slogan, “Community Born. Community Focused.” Whether you are buying or selling a home, our experienced team, including Becky and Shannon, is here to make the process seamless and stress-free. From hidden gems in Ogunquit Village to luxurious homes in York Harbor, we have a diverse portfolio of properties to suit every lifestyle. Stay up to date on local real estate news and community events with Anchor Real Estate. Trust us to help you achieve your real estate goals and find your perfect home. Visit us today and experience the Anchor Real Estate difference.
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 - Ameriprise Financial Services, LLC
Seacoast Financial Planning - Ameriprise Financial Services, LLC is a finance institution located at 775 U.S. 1, York, Maine, United States. To make an appointment, please email seacoastfinancialplanning@ampf.com or call one of the provided phone numbers. Office hours may vary. Ameriprise financial advisors are registered to do business in certain U.S. states. The initial consultation provides an overview of financial planning concepts. Ameriprise Financial cannot guarantee future financial results. Users of the site agree to be bound by the Ameriprise Financial Website Rules and Regulations. The institution is a member of FINRA and SIPC. Referrals are appreciated, and the referred individuals will be contacted soon. Feel free to inform them in advance. The institution prioritizes privacy and security, with a focus on online security and protection against email fraud.
Raymond James Financial Services
Raymond James Financial Services is a finance institution located at 276 U.S. 1 in York, Maine, United States. They provide a wide range of financial services, including investment advice, wealth management, retirement planning, and more. With a team of experienced professionals, Raymond James Financial Services is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Raymond James Financial Services can provide personalized solutions to meet your needs.
Accolade Financial
Accolade Financial is a reputable finance institution located at 226 York Street in York, Maine, United States. With a strong commitment to providing top-notch financial services, Accolade Financial offers a wide range of solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, the experienced professionals at Accolade Financial are dedicated to delivering personalized and comprehensive financial guidance. Trust in Accolade Financial to help you navigate the complexities of the financial world and secure a prosperous future.
Edward Jones - Financial Advisor: Fred W Diehl, CFP®
Edward Jones - Financial Advisor: Fred W Diehl, CFP® is a trusted financial institution located at 15 Woodbridge Road in York, Maine, United States. Fred W Diehl, a Certified Financial Planner, offers personalized financial advice and services to help clients achieve their financial goals. With a commitment to integrity and professionalism, Edward Jones provides comprehensive financial planning, investment management, and retirement planning services to individuals and families. Whether you are looking to grow your wealth, plan for your future, or secure your retirement, Fred W Diehl and the team at Edward Jones are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
Jacquelynn Lewis Inc
Jacquelynn Lewis Inc is a reputable accounting and finance institution located at 433 U.S. 1 in York, Maine, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, bookkeeping, auditing, and financial planning. Their commitment to providing personalized and efficient solutions has earned them a strong reputation in the industry. Whether you are an individual or a business in need of financial assistance, Jacquelynn Lewis Inc is dedicated to helping you achieve your financial goals.
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.
Maine Tax Law Services
Maine Tax Law Services is a professional institution located at 647 U.S. 1 in York, Maine, United States. Specializing in accounting, finance, and legal services, our team of experienced professionals is dedicated to providing top-notch tax law services to individuals and businesses alike. Whether you need assistance with tax planning, compliance, or representation, our experts are here to help navigate the complex world of taxation. Trust Maine Tax Law Services to handle all of your tax-related needs with precision and expertise.
Isaacs & Associates, LLC Certified Public Accountant
Isaacs & Associates, LLC Certified Public Accountant is a reputable accounting and finance institution located at 519 U.S. 1 in York, Maine, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, auditing, financial planning, and more. Clients can trust Isaacs & Associates for their expertise and dedication to providing top-notch financial solutions.
Oliver Brown CPA
Oliver Brown CPA is a reputable accounting and finance institution located at 775 U.S. 1, York, Maine, United States. We offer a wide range of services for individuals and small businesses, from one-time consultations to ongoing support. Our team is committed to being approachable, flexible, and always available to our clients. Oliver Brown, a certified public accountant with over ten years of experience, specializes in providing tax and assurance services to clients in New England. Visit our website to learn more about how we can help you achieve your financial goals.
OneMain Financial
OneMain Financial is a reputable financial institution located at 14 1st Street in York, Maine, United States. As a leading provider of finance services, OneMain Financial offers a wide range of loan options to meet the diverse needs of its customers. Whether you are looking to consolidate debt, finance a major purchase, or cover unexpected expenses, OneMain Financial is dedicated to providing personalized solutions and exceptional customer service. With a commitment to transparency and integrity, OneMain Financial is a trusted partner for individuals seeking reliable financial assistance.
PeoplesChoice Credit Union
PeoplesChoice Credit Union, located at 39 Country Club Road in Sanford, Maine, is a trusted financial institution offering a range of services including ATM access and finance options. Despite storm conditions, our dedicated team is committed to providing support and assistance to our members. With a focus on personal, local support, we strive to help you achieve a better financial future. Our mortgage team is available to guide you through important decisions with ease. Enjoy free checking with the lowest overdraft fees in Maine, as well as no annual fees and rewarding benefits. Joining PeoplesChoice is quick and easy, with membership available to those living, working, worshiping, or attending school in Cumberland or York County. Trust us for all your financial needs and experience the difference of a credit union that puts your best interests first.
Atlantic Coast Financial
Atlantic Coast Financial, located at 69 York Street in Kennebunk, Maine, is a finance institution dedicated to helping individuals achieve their financial goals. With over 20 years of experience, our team specializes in preserving and growing capital, creating income, and controlling taxes. Whether you are planning for college, retirement, or saving for the future, we can help pave the path for a smooth financial journey. At Atlantic Coast Financial, we prioritize personalized financial plans for each client. Our goal is to provide strategies, not sales pitches, to help you pay off debt, control taxes, fund education, retire comfortably, and leave a legacy for future generations. Our commitment to excellence ensures that clients are fully satisfied with our work, as we guide them on the path to success.
Blue Water Mortgage
Blue Water Mortgage is a finance institution located at 1000 U.S. 1 in York, Maine, United States. Whether you're looking for a home on the beautiful shores of Cape Neddick or a second home escape in York Harbor, Blue Water Mortgage is ready to help you finance your future home or refinance your existing one. They offer a variety of programs, from conventional mortgages to VA loans, jumbo loans to USDA loans, catering to all types of buyers. Serving Maine, New Hampshire, Massachusetts, Vermont, Connecticut, Rhode Island, North Carolina, Colorado, and Florida, Blue Water Mortgage is a premier home loan company with a dedicated team of professionals. Customers have praised the company for their professionalism, responsiveness, and helpfulness throughout the home buying process. Contact Blue Water Mortgage today to schedule an appointment or apply online.
Hoenig & Hoenig - Ameriprise Financial Services, LLC
Hoenig & Hoenig - Ameriprise Financial Services, LLC is a finance institution located at 112 York Street in Kennebunk, Maine, United States. Ameriprise financial advisors are registered to do business in certain U.S. states and provide personalized financial planning services. The initial consultation offers an overview of financial planning concepts, although written analysis and recommendations are not provided. Ameriprise Financial cannot guarantee future financial results. The institution is a member of FINRA and SIPC, ensuring compliance with industry regulations. Clients can expect a high level of privacy and security when working with Ameriprise Financial Services. Referrals are welcomed, and the institution is committed to helping friends and family members achieve their financial goals. Users of the website are bound by the terms of the Ameriprise Financial Website Rules and Regulations.
Nvest Financial Group LLC
Nvest Financial Group LLC, located at 69 York Street in Kennebunk, Maine, is a finance institution dedicated to helping you and your family build financial confidence. With CEFEX-certified investment advisors working for your best interest, the Nvest Group offers a team of financial professionals with decades of practical planning experience. Our personalized, client-centered approach and defined operational procedures ensure that your investment needs are supported for lasting financial benefit. As true money managers, we provide insights earned from experience and accessible approaches to your complex financial needs. Securities are offered through Commonwealth Financial Network®, with advisory services offered through Nvest Financial, LLC. Fixed insurance products and services are separate from Commonwealth Financial Network. Financial Planning services offered through Nvest Financial are separate and unrelated to Commonwealth. Please note that the Financial Advisor(s) associated with this website may only discuss and/or transact business with residents in which they are properly registered or licensed. The information presented on this site is for informational purposes only and does not constitute an offer or solicitation for the sale or purchase of any product or security. The link provided directs you to ROI Cubed, a business consultancy operating as a separate entity under The Nvest Group of companies.
Partners Bank
Partners Bank is a trusted financial institution located at 408 U.S. 1 in York, Maine, United States. As a full-service bank, Partners Bank offers a wide range of financial services including personal and business banking, loans, mortgages, and investment options. With convenient ATM services available, customers can easily access their accounts and manage their finances. Partners Bank is committed to providing excellent customer service and helping individuals and businesses achieve their financial goals.
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