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TOP 30 Personal financial planning services in Wells, ME
47 results found
Search for local businesses, places and services near you
LTC Financial Partners
LTC Financial Partners is a finance, health, and insurance agency located at 72 Pine Street in Portland, Maine, United States. Specializing in long-term care planning, they offer a range of services to help individuals and families prepare for the future. With a team of experienced professionals, LTC Financial Partners provides personalized guidance and support to ensure clients have the resources they need to protect their financial well-being and health. Whether you are looking for insurance coverage or assistance with financial planning, LTC Financial Partners is dedicated to helping you make informed decisions for a secure future.
Principal Financial Group
Principal Financial Group is an insurance agency located at 100 Commercial Street in Portland, Maine, United States. Our mission is to help you protect what matters most in life through insurance. As the presenting sponsor of prestigious sports awards, we celebrate expertise, excellence, and equality in sports. We offer a range of services to help you secure your life, wages, and financial future. Dedicate a portion of your paycheck towards big goals like retirement or education, and feel confident about investing for the long term. Our firm is affiliated with FINRA's BrokerCheck for your research. Please refer to our disclosures and agreements for important information about our services. Remember, all investments come with inherent risks. Plan for your retirement with our Retirement Wellness Planner, but remember that individual results may vary. Trust Principal Financial Group to help you achieve your financial goals and protect your future.
Ship Shape Financial
Ship Shape Financial is a reputable finance institution located at 14 Main Street in Brunswick, Maine, United States. Specializing in providing expert financial services, Ship Shape Financial is dedicated to helping individuals and businesses achieve their financial goals. With a team of knowledgeable professionals, they offer a wide range of financial solutions tailored to meet the unique needs of their clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Ship Shape Financial is committed to providing top-notch service and guidance. Visit them today to start on the path towards a more secure financial future.
Sage 'N Spice Health And Wellness Center
Sage 'N Spice Health And Wellness Center is a holistic institution located at 79 Main Street in Auburn, Maine, United States. Our center offers a unique blend of financial services and health and wellness programs to help individuals achieve balance in all aspects of their lives. From financial planning and budgeting assistance to yoga classes and nutritional counseling, we provide a comprehensive approach to improving overall well-being. Visit us today to start your journey towards a healthier and more prosperous life.
Alex Mills: Financial Planner
Alex Mills: Financial Planner is a well-established finance institution located at 75 Leighton Road in Falmouth, Maine, United States. Our team of experienced financial planners is dedicated to helping individuals and families achieve their financial goals through personalized and strategic planning. Whether you are looking to invest for the future, save for retirement, or plan for your children's education, we are here to provide expert guidance and support every step of the way. Trust Alex Mills: Financial Planner to help you secure a stable and prosperous financial future.
Back River Financial Group
Back River Financial Group, located at 690 Maine Avenue in Farmingdale, Maine, provides full-service tax and financial services to clients throughout the state. With over 25 years of successful service, we are now also located at 331 Commercial Street in Rockport, Maine. Our services include tax planning and year-end consultations, which can be done in person or over the phone. We pause all in-person appointments from January 15th to April 15th. For clients using QuickBooks, we provide a list of reports needed for tax preparation. We offer Tax Organizers to guide you in preparing your information, especially if you are self-employed. Drop off your documents in the secure drop box at our Farmingdale location or fax them to us. Rockport clients can drop off documents at our Commercial Street location or fax them to us as well. No appointment is needed for document drop-off. Once all your documents are submitted, we will complete your taxes based on the information provided. Please ensure you have all necessary documents before dropping them off. Trust Back River Financial Group for all your accounting and financial needs.
Downeast Accounting Services
Downeast Accounting Services is a full-service accounting and finance institution located at 1332 Post Road in Wells, Maine, United States. Committed to providing close, personal attention to clients, the institution offers a wide range of services including tax preparation, accounting, bookkeeping, payroll, and business consulting for individuals, small and large businesses, homeowners associations, condominium associations, and non-profit organizations. With a team of professionals who continually invest in professional education and state-of-the-art technology, Downeast Accounting Services is dedicated to excellence in helping clients minimize their tax liability and make informed financial decisions. The institution provides resources on sustainability, corporate reporting, standards, and audit issues, and offers updates and guides on its blog page.
Atlantic Wealth Planning Group - Ameriprise Financial Services, LLC
Atlantic Wealth Planning Group - Ameriprise Financial Services, LLC is a finance institution located at 150 Capitol Street, Augusta, Maine, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Clients can track their progress towards their financial goals securely from any device. The institution provides complimentary initial consultations and regular reviews to update financial strategies as life changes. Ameriprise financial advisors are registered in certain U.S. states and cannot guarantee future financial results. Clients can expect professionalism and expertise in financial planning concepts during consultations. The institution values privacy and security, as well as providing important disclosures to clients. Clients can refer friends or family members to achieve their financial goals with the help of Ameriprise Financial Services, LLC.
Michael Alimi - Private Wealth Advisor, Ameriprise Financial Services, LLC
Michael Alimi - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 62 Main Street in Topsham, Maine, offers personalized financial planning services to help clients achieve their financial goals. The initial consultation provides an overview of financial planning concepts, although no written analysis or recommendations will be provided. Ameriprise Financial cannot guarantee future financial results, but strives to help clients make informed decisions about their finances. As a member of FINRA and SIPC, Ameriprise Financial is committed to upholding high standards of professionalism and integrity. Clients can trust in the expertise of Michael Alimi to provide sound financial advice and guidance. Visit the website for more information on privacy and security measures, as well as important disclosures. Feel free to refer friends or family members to Michael Alimi for assistance with their financial planning needs.
Wells Fargo Advisors
Wells Fargo Advisors is a finance institution located at 165 Main Street in Damariscotta, Maine, United States. As a trusted financial services provider, Wells Fargo Advisors offers a wide range of investment and wealth management services to help clients achieve their financial goals. With a team of experienced advisors, they provide personalized guidance and tailored solutions to meet the unique needs of each individual or business. Whether you are planning for retirement, saving for college, or investing for the future, Wells Fargo Advisors is committed to helping you make informed financial decisions and secure your financial future.
Banyan Financial Services
Banyan Financial Services is a trusted finance institution located at 1662 Post Road in Wells, Maine, United States. Specializing in providing a wide range of financial services, Banyan Financial Services offers expert advice and personalized solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Banyan Financial Services is dedicated to providing top-notch service and building long-lasting relationships with their clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Banyan Financial Services is here to help. Visit their office in Wells or contact them to schedule a consultation and take the first step towards securing your financial future.
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.
Bjorn Hjelmeland, Bankers Life Securities Financial Representative
Bjorn Hjelmeland, Bankers Life Securities Financial Representative is a finance institution located at 360 U.S. 1 in Scarborough, Maine, United States. Specializing in providing financial services and guidance, their experienced team assists clients in managing their investments and planning for their financial future. With a focus on personalized service and tailored solutions, they strive to help individuals achieve their financial goals and secure their financial well-being. Contact Bjorn Hjelmeland, Bankers Life Securities Financial Representative today to learn more about their services and how they can help you navigate the complexities of the financial world.
Ameriprise Financial
Ameriprise Financial is a finance institution located at 202 U.S. 1, Falmouth, Maine, United States. They offer a range of financial planning services to help clients achieve their financial goals. The institution is registered with FINRA and offers investment products and services through Ameriprise Financial Services, LLC. Clients can schedule a complimentary initial consultation to learn more about financial planning concepts. Please note that investment products involve risks and are not insured by the FDIC or NCUA. Ameriprise Financial cannot guarantee future financial results. The institution values privacy and security, and adheres to strict rules and regulations. Members of Ameriprise Financial Services, LLC are also members of FINRA and SIPC. If you are interested in learning more about their services, feel free to reach out for a consultation.
Hopkins Tax Service, LLC
Hopkins Tax Service, LLC is a finance institution located at 101 Middle Street in Lewiston, Maine, United States. We specialize in providing expert tax services to individuals and businesses in the local community. Our team of experienced professionals is dedicated to helping our clients navigate the complexities of the tax system and maximize their financial well-being. Whether you need assistance with tax preparation, planning, or consulting, Hopkins Tax Service, LLC is here to help you achieve your financial goals. Contact us today to schedule an appointment and experience the difference our personalized approach can make for your financial success.
Steele Street Capital
Steele Street Capital, located at 1 Maine 236, Kittery, Maine, United States, is a finance institution founded in 2012 by David Gerasin. The institution provides independent and unbiased wealth management and financial advisory strategies to a select group of clients who have achieved financial success or are working towards it. Steele Street Capital focuses on personalized service and tailors its services to meet the unique needs of each client. Please note that their services are available only to residents of certain states and may not be offered to individuals residing outside of the U.S. Securities-related services are provided through Wells Fargo Advisors Financial Network, LLC, and insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company. It is important to be aware that by clicking on certain links, you will be leaving the Wells Fargo website and entering a third-party website not affiliated with Wells Fargo Advisors. Please review the third-party's policies and terms and conditions before proceeding.
Acadia Federal Credit Union
Acadia Federal Credit Union is a trusted financial institution located at 9 East Main Street in Fort Kent, Maine. As a full-service credit union, we offer a wide range of banking and financial services to our members, including checking and savings accounts, loans, mortgages, and investment options. Our convenient location and friendly staff make managing your finances easy and stress-free. Visit us today to experience the benefits of banking with Acadia Federal Credit Union.
Varney Agency | Fort Kent ME
Varney Agency in Fort Kent, Maine is a trusted health insurance agency located at 11 West Main Street. With a commitment to providing personalized service and comprehensive coverage options, Varney Agency helps individuals and families navigate the complex world of health insurance. Whether you are looking for individual or group coverage, their team of experienced agents will work with you to find the best plan to fit your needs and budget. Trust Varney Agency to help you protect your health and financial well-being.
Two Lights Dental-David S Jacobson, DDS
Two Lights Dental-David S Jacobson, DDS is a holistic dental practice located at 200 Town Common Circle in Cape Elizabeth, Maine. Our mission is to prioritize your overall health and wellbeing by taking a whole-body approach to dentistry. We offer personalized treatment plans using the latest technology and medical findings to ensure the best care for you and your family. At Two Lights Dental, we believe in empowering our patients to take control of their healthcare. We offer financial options and an in-house membership plan to make quality dental care accessible to all. Our team is dedicated to continuous learning and providing the highest standard of care to each patient.
Varney Agency
Varney Agency is a trusted health insurance agency located at 28 Main Street in Livermore Falls, Maine. Our dedicated team is committed to helping individuals and families find the best insurance coverage to meet their healthcare needs. With personalized service and a wide range of options, Varney Agency is here to support you in navigating the complex world of health insurance. Whether you are looking for individual coverage or a plan for your family, we are here to help you find the right policy at the right price. Visit us today to learn more about how Varney Agency can help you protect your health and financial well-being.
Varney Agency | South Paris ME
Varney Agency in South Paris, ME is a trusted health insurance agency located at 8 Charles Street in Paris, Maine. With a commitment to providing personalized and comprehensive insurance solutions, Varney Agency helps individuals and families navigate the complex world of health insurance. Their experienced agents are dedicated to finding the right coverage options to meet the unique needs of each client. Whether you are looking for individual health insurance, group health plans, or Medicare supplements, Varney Agency is here to help you secure the coverage you need for peace of mind. Contact Varney Agency today to discuss your health insurance needs and start protecting your health and financial well-being.
Tricia Zwirner - State Farm Insurance Agency
Tricia Zwirner - State Farm Insurance Agency is a trusted health insurance agency located at 13 Storm Drive in Windham, Maine, United States. With a commitment to providing personalized and comprehensive insurance coverage, Tricia Zwirner and her team strive to help individuals and families navigate the complexities of the healthcare system. Whether you are in need of health insurance for yourself, your family, or your business, Tricia Zwirner - State Farm Insurance Agency is dedicated to finding the right plan for your needs. Contact them today to learn more about their services and how they can help you protect your health and financial well-being.
Gosline Insurance Group
Gosline Insurance Group is a reputable health insurance agency located at 10 Old Brunswick Road in Gardiner, Maine, United States. With a dedicated team of professionals, they provide personalized insurance solutions to meet the unique needs of their clients. Whether you are looking for individual health coverage or group insurance plans, Gosline Insurance Group is committed to helping you find the right policy at the best possible rates. Contact them today to discuss your insurance needs and start protecting your health and financial well-being.
Foreshore Insurance Brokers
Foreshore Insurance Brokers, located at 589 Bridgton Road in Westbrook, Maine, is a trusted health and insurance agency dedicated to providing personalized insurance solutions to protect and preserve your assets. As a family-owned independent brokerage, we cater to the insurance needs of Maine residents and families, as well as clients in the Greater Portland area and New England, with services extending to Florida. At Foreshore Insurance, we understand that one size does not fit all when it comes to insurance. That's why we offer customized insurance plans tailored to your unique exposures, ensuring that you receive the coverage that best suits your needs. Our team is committed to delivering top-notch service and a first-class experience to our clients, operating with core values of ethical behavior, integrity, passion, and years of expertise.
Reed Family Insurance Advisors
Reed Family Insurance Advisors is a trusted health insurance agency located at 590 Main Street in Damariscotta, Maine. Our team of experienced advisors is dedicated to helping individuals and families find the right insurance coverage to meet their needs. Whether you are looking for health insurance for yourself or your family, our knowledgeable staff is here to provide personalized guidance and support. With a focus on customer service and tailored insurance solutions, Reed Family Insurance Advisors is committed to helping you protect your health and financial well-being. Contact us today to learn more about our services and how we can assist you in finding the right insurance plan.
Globe Life American Income Division: Fisher Organization
Globe Life American Income Division: Fisher Organization is an insurance agency located at 12 Atlantic Place in South Portland, Maine, United States. Specializing in providing a wide range of insurance products and services, the institution is dedicated to helping individuals and families protect their financial well-being. With a team of experienced professionals, Globe Life American Income Division: Fisher Organization offers personalized insurance solutions to meet the unique needs of each client. Whether it's life insurance, health insurance, or retirement planning, this institution is committed to providing top-notch customer service and expert advice.
Investment Executives, Inc
Investment Executives, Inc is a reputable insurance agency located at 407 Alfred Road in Biddeford, Maine, United States. Our team of experienced professionals is dedicated to helping clients protect their financial futures through personalized insurance solutions. Whether you are looking for life insurance, health insurance, or retirement planning services, we are here to provide expert guidance and support. Contact us today to schedule a consultation and start securing your financial well-being.
Northwestern Mutual
Northwestern Mutual, located at 511 Congress Street in Portland, Maine, is a finance institution dedicated to helping individuals protect their families and achieve their financial goals. Their team of financial advisors offers personalized plans that balance current and future priorities, providing a range of options including investments and insurance. With high financial strength ratings and recognition for customer experience, Northwestern Mutual is committed to putting clients first and planning for both today and tomorrow. Their approach combines strategies for growth and protection, tailored to each individual's needs. By working with Northwestern Mutual, clients can access a variety of financial options to help them reach their goals, whether it's saving for college, buying a house, or planning for retirement. The institution is focused on creating a culture of inclusion and respect for employees, advisors, clients, and communities. With a dedication to diversity and inclusion, Northwestern Mutual is committed to supporting their workforce and advancing critical issues in their communities.
MetLife Auto & Home
MetLife Auto & Home is an insurance agency located at 43 Main Street in Paris, Maine, United States. We offer a wide range of insurance options to protect you and your family, all in one convenient location. Our top priority is protecting your information and ensuring your security in an ever-changing world of scams and fraud. Our comprehensive insurance options include coverage for accidents, health, legal matters, pets, dental, and vision. We also offer health savings accounts, reimbursements for vet visits, and financial protection in case of unexpected events such as illness or injury. Our goal is to provide you with peace of mind and financial security no matter what life throws your way.
Farmers Insurance - Lisa Holt
Farmers Insurance - Lisa Holt is an insurance agency located at 1117 Center Street, Auburn, Maine, United States. As your local Farmers® agent, Lisa Holt helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers® provides a range of insurance products including auto, home, renters, business insurance, and more. Lisa is dedicated to helping customers understand their coverage options and offers personalized service to make sure they are well-informed about their insurance needs. Whether you need comprehensive coverage, collision coverage, medical payments, or any other type of insurance, Lisa Holt can help you navigate the process and find the right policy for your budget. She also offers competitive rates and multi-line insurance discounts to help customers save money.
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