TOP 10 Personal financial advisor in Auburn, Maine

Randy Paul Martin: Primerica - Financial Services is a reputable finance and insurance agency located at 1071 Auburn Road in Turner, Maine, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and families achieve their financial goals. From retirement planning to life insurance, they provide personalized solutions to meet each client's unique needs. With a commitment to excellence and customer satisfaction, Randy Paul Martin: Primerica - Financial Services is dedicated to helping clients secure their financial future.

James Jackson - Prudential Financial is a reputable finance and insurance agency located at 620 Washington Street North in Auburn, Maine, United States. With a strong focus on providing comprehensive financial planning and insurance services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, we are here to provide personalized solutions tailored to your individual needs. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Atlantic Investment Advisors is a leading finance institution located at 229 Center Street in Auburn, Maine, United States. With a team of experienced professionals, they offer expert advice and personalized financial solutions to help clients achieve their investment goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Atlantic Investment Advisors is committed to providing top-notch service and guidance every step of the way. Trust in their expertise and dedication to help secure your financial future.

Tara Davis - Ameriprise Financial Services, LLC is a finance institution located at 2 Great Falls Plaza in Auburn, Maine, United States. The professionals at this institution hold various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. These certifications demonstrate their expertise in areas such as asset management, investment strategies, estate planning, and retirement planning. The institution offers a range of services to help clients make informed financial decisions and plan for their future. With a focus on ethical practices and continuing education, Tara Davis - Ameriprise Financial Services, LLC aims to provide comprehensive financial planning solutions to individuals and businesses.

Edward Jones - Financial Advisor: Justin K Conant, CFP® is a reputable finance institution located at 411 Center Street in Auburn, Maine, United States. Justin K Conant, a Certified Financial Planner, offers personalized financial advice and services to help clients achieve their financial goals. With a focus on long-term planning and investment strategies, Edward Jones provides a comprehensive approach to wealth management. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Justin K Conant and the team at Edward Jones are dedicated to helping you navigate the complex world of finance with confidence and peace of mind.

Rise Private Wealth Management - Ameriprise Financial Services, LLC, located at 2 Great Falls Plaza in Auburn, Maine, is a finance institution that provides personalized financial planning services. Ameriprise financial advisors are registered to do business in specific U.S. states and offer consultations to discuss individual financial goals. While the initial consultation provides an overview of financial planning concepts, written analysis and recommendations are not provided. Ameriprise Financial cannot guarantee future financial results. Users of the website are bound by Ameriprise Financial Website Rules and Regulations. The institution is a member of FINRA and SIPC, ensuring security and privacy for clients. Referrals are appreciated, and friends and family members can expect to hear from Ameriprise Financial soon to discuss their financial goals.

Matt Simard - Financial Advisor at Ameriprise Financial Services, LLC, located at 2 Great Falls Plaza in Auburn, Maine, United States. Matt Simard holds multiple 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®. Matt Simard is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products, Matt Simard is committed to helping clients achieve their financial goals.

Horace Mann Insurance Co is a reputable finance and insurance agency located at 909 Minot Avenue in Auburn, Maine, United States. Specializing in providing insurance solutions for educators, Horace Mann Insurance Co offers a wide range of products and services to meet the unique needs of teachers and school employees. With a dedication to serving the education community, this institution prides itself on offering personalized and comprehensive insurance coverage to help protect individuals and their assets. Visit Horace Mann Insurance Co today to learn more about their offerings and how they can help you secure your financial future.

Horace Mann Insurance is a reputable finance and insurance agency located at 909 Minot Avenue in Auburn, Maine. With a commitment to providing quality insurance products and financial services, Horace Mann Insurance is dedicated to helping individuals and families protect their assets and plan for the future. Whether you are looking for auto, home, life, or retirement insurance, their experienced agents are ready to assist you in finding the right coverage to meet your needs. Trust Horace Mann Insurance to provide personalized service and reliable solutions for all your insurance needs.

Cornerstone Wealth Planning: Davis Melinda is a reputable financial institution located at 79 Main Street in Auburn, Maine, United States. Led by the experienced and knowledgeable financial advisor, Davis Melinda, the institution specializes in comprehensive wealth planning services tailored to meet the unique needs and goals of each client. With a focus on building long-term relationships and providing personalized financial solutions, Cornerstone Wealth Planning strives to help individuals and families achieve financial security and success. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Davis Melinda and the team at Cornerstone Wealth Planning are dedicated to helping you navigate the complexities of financial planning with confidence and peace of mind.

Community Credit Union, located at 1025 Auburn Road in Turner, Maine, United States, is a financial institution offering ATM services and various finance options. Please note that by clicking on any external links, you will be leaving the credit union's website. The credit union is not responsible for the content of the alternate website. Privacy and security policies may differ. At Community Credit Union, we strive to help you take control of your auto buying experience. Ask about our Kasasa® checking account with cash rewards and no monthly maintenance fees. Our APR and APY rates are subject to change based on individual credit history and underwriting factors.

Androscoggin Bank is a trusted financial institution located at 683 Minot Avenue in Auburn, Maine, United States. As a full-service bank, Androscoggin Bank offers a wide range of banking and financial services to meet the needs of individuals, businesses, and communities. Whether you're looking to open a checking or savings account, apply for a loan, or utilize their convenient ATMs, Androscoggin Bank is committed to providing exceptional customer service and personalized financial solutions. Visit Androscoggin Bank today to experience the difference of banking with a community-focused institution.

Community Credit Union, located at 40 Stanley Street in Auburn, Maine, is a trusted financial institution offering a range of services including ATMs and finance options. Please note that by clicking on any links, you will be directed to an external website not operated by Community Credit Union. Our credit union is dedicated to helping you take control of your auto buying experience with options like Kasasa® checking, which offers cash rewards and no monthly maintenance fees. Our APR and APY rates are subject to change based on individual credit history and approval. If you encounter any issues with our website, please contact us for assistance. Membership is open to those who live, work, or attend school in Androscoggin County, or have a family member who does. Let Community Credit Union be your partner in financial success.

Cornerstone Wealth Planning, located at 79 Main Street in Auburn, Maine, offers financial planning and investment management services to successful business owners and professionals. The institution helps clients have more control over their retirement and legacy, providing a process that brings all financial pieces together to strive for flexibility and success. The team at Cornerstone empowers clients to make informed decisions and take practical steps towards their financial goals at every stage of life. Client relationships are seen as lifelong partnerships, with a focus on tailored advice and regular communication. Mindy, Wes, and the entire team are dedicated to inspiring and empowering clients through listening and personalized financial guidance. Schedule a complimentary conversation to explore how Cornerstone can help you achieve your unique financial goals. Securities are offered through LPL Financial, Member FINRA/SIPC, and investment advice is offered through Cornerstone Wealth Planning, a separate entity from LPL Financial. Please consult legal or tax professionals for specific advice regarding your individual situation. The team at Cornerstone is licensed in Maine and serves clients in ME, NC, and FL.

Downeast Private Wealth, located at 31 Court Street in Auburn, Maine, offers personalized wealth management services to support smart financial planning for every life chapter. President Lena-Jo takes a candid, creative, and compassionate approach to help clients establish a more secure financial future. With a background in finance and extensive experience in the industry, Lena-Jo works with clients to define practical goals and creative solutions. Services include retirement planning, asset distribution, investment strategy, insurance planning, and tax efficiency. Clients can trust Downeast Private Wealth to provide honest, transparent, and fun financial guidance to help achieve their goals. Securities offered through Arkadios Capital, Member FINRA/SIPC, and advisory services offered through Arkadios Wealth. Contact info@downeastprivatewealth.com for more information.

Austin Associates, P.A. is a leading accounting and finance institution located at 2 Great Falls Plaza in Auburn, Maine, United States. With a team of experienced professionals, we offer a wide range of services including tax preparation, financial planning, auditing, and consulting. Our commitment to excellence and personalized service sets us apart from the rest, making us the go-to firm for all your financial needs. Whether you are an individual, small business, or large corporation, Austin Associates, P.A. is here to help you achieve your financial goals.

H&R Block is a trusted accounting and finance institution located at 730 Center Street in Auburn, Maine, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual or a business owner, H&R Block is dedicated to providing personalized and reliable financial solutions to help you achieve your goals. Visit us today to experience the expertise and excellence that sets H&R Block apart in the industry.

Jackson Hewitt Tax Service located at 100 Mount Auburn Avenue in Auburn, Maine, is a finance institution dedicated to helping individuals maximize their tax refunds. While their tax advance loans have ended for the year, their team of Tax Pros is ready to assist you in getting the most out of your return. Conveniently located inside Walmart, you can drop off your tax documents and have a Tax Pro take care of the rest, including a quick call to review your final return and easy e-signing. Although Refund Advance loans are no longer available this year, Jackson Hewitt still offers in-person tax preparation appointments, drop-off services, and assistance with IRS letters. You can schedule an appointment online or by calling (207) 844-6151 to secure time with a Tax Pro. Whether you need help with your taxes or have questions about IRS correspondence, the experts at Jackson Hewitt are here to help. Don't forget, when it comes to your taxes, every dollar matters - trust Jackson Hewitt to get the job done right.

Androscoggin Bank is a trusted financial institution located at 12 Subaru Drive in Auburn, Maine, United States. Offering a range of banking services including ATMs, loans, and financial planning, Androscoggin Bank is committed to providing personalized solutions to help customers achieve their financial goals. With a focus on customer satisfaction and community involvement, Androscoggin Bank is a reliable choice for all your banking needs.

Bangor Savings Bank is a trusted financial institution located at 170 Turner Street in Auburn, Maine, United States. As a full-service bank, we offer a wide range of financial services including personal and business banking, loans, investment services, and more. Our convenient ATM services are available 24/7 for your banking needs. With a commitment to providing exceptional customer service and innovative financial solutions, Bangor Savings Bank is your go-to destination for all your banking needs.

Northeast Retirement Solutions is a premier retirement planning institution located at 2 Great Falls Plaza in Auburn, Maine, United States. Our team of experienced financial advisors is dedicated to helping individuals and families achieve their retirement goals through personalized investment strategies, comprehensive financial planning, and expert guidance. Whether you are nearing retirement or just starting to plan for the future, Northeast Retirement Solutions is here to provide you with the tools and resources you need to secure a comfortable and worry-free retirement. Contact us today to schedule a consultation and take the first step towards a brighter financial future.

H&R Block is a reputable accounting and finance institution located at 100 Mount Auburn Avenue in Lewiston, Maine, United States. With a team of skilled professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for assistance with your personal finances or a business in need of accounting support, H&R Block is dedicated to providing expert guidance and solutions tailored to your specific needs. Trust H&R Block to help you navigate the complexities of the financial world with confidence and ease.

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.

Harvey, CPA is a reputable accounting and finance institution located at 86 Main Street in Auburn, Maine, United States. Our team of certified public accountants offers a wide range of services including tax preparation, bookkeeping, financial planning, and consulting. With years of experience and expertise in the field, we are dedicated to providing top-notch financial solutions to individuals and businesses alike. Visit us today to see how we can help you achieve your financial goals.