TOP 30 Best Personalized finance in South 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.

Med Matrix - Functional Medicine and MedSpa is a cutting-edge institution located at 198 Maine Mall Road in South Portland, Maine, United States. Specializing in personalized care to help individuals achieve optimal health, Med Matrix offers a first-of-its-kind functional medicine membership. The institution provides a variety of cutting-edge treatments designed to increase health span, as well as regionally renowned IV therapy sessions in a relaxing environment. With a focus on fair pricing and top-quality care, Med Matrix offers tailored IV recipes and free leg compressions with every session. In addition to IV therapy, Med Matrix offers cutting-edge treatments, a holistic approach, and quality care through its Med Spa services. The experienced staff blends expertise with a passion for the latest advancements in the industry, ensuring top-tier service tailored to individual needs. Services include Bio-Identical Hormone Replacement Therapy, weight loss programs, and personalized regenerative treatments.

Acadia Lending Group | Maine Mortgage is a premier finance institution located at 10 Donald B Dean Drive in South Portland, Maine, United States. Specializing in mortgage lending, Acadia Lending Group offers a range of services to help Maine residents secure home purchase loans, refinance options, and more. With a team of experienced brokers, they provide fast approvals, competitive rates, and personalized support throughout the loan process. Whether you're a first-time homebuyer, looking to refinance, or in need of a construction loan, Acadia Lending Group is dedicated to finding the best mortgage options to fit your individual needs and budget. Their online tools, such as a mortgage calculator and rate comparisons, make it easy to determine estimated monthly payments and find the most suitable loan terms.

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.

East Shore Tax Service LLC is a reputable accounting and finance institution located in South Portland, Maine, United States. With a team of experienced professionals, we offer a wide range of tax services to individuals and businesses. Our goal is to provide accurate and efficient tax solutions to help our clients navigate the complexities of the tax system. Whether you need help with tax preparation, planning, or filing, East Shore Tax Service LLC is here to assist you every step of the way. Trust us to handle all your tax needs with professionalism and expertise.

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 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.

Bath Savings Institution is a local Maine bank that has been serving the Coastal Maine community since 1852. Located at 225 Ocean Street in South Portland, Maine, this institution offers a range of financial services including ATMs, banking, and finance options. Customers with Packard or Senior accounts can receive free standard checks, but must select "Bulk Mail" delivery to avoid shipping charges. Bath Savings will reimburse any incurred shipping charges.

Coast Line Credit Union is a trusted financial institution located at 333 Cottage Road in South Portland, Maine, United States. As a credit union, we offer a wide range of financial services including ATM access for convenient banking on-the-go. Our friendly staff is dedicated to providing personalized service and helping our members achieve their financial goals. Visit us today to experience the difference of banking with Coast Line Credit Union.

Runyon Kersteen Ouellette is a reputable accounting and finance institution located at 20 Long Creek Drive in South Portland, Maine, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. From tax preparation to financial planning, RKO is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in financial matters.

W.M. Ely Associates is a reputable accounting and finance institution located at 37 A Street in South Portland, Maine, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, and financial planning. Clients can expect personalized and reliable financial advice to help them achieve their financial goals. Whether you are an individual or a business owner, W.M. Ely Associates is committed to providing top-notch financial services to meet your needs.

KAY Jewelers is a renowned jewelry store located at 364 Maine Mall Road in South Portland, Maine. With a wide selection of exquisite jewelry pieces including engagement rings, necklaces, bracelets, and watches, KAY Jewelers is the perfect destination for those looking to find the perfect piece for any occasion. In addition to their stunning jewelry collection, KAY Jewelers also offers financing options to help make your dream piece more accessible. Visit KAY Jewelers today and discover the perfect piece to add to your collection.

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.

Cash Loans Bear, located at 194 Maine Mall Road in South Portland, Maine, offers fast and convenient payday cash advances to assist you in times of financial need. With loan amounts ranging from $100 to $1,000, you can repay the money over a period of 3 to 48 months in equal monthly installments. There are no minimum credit score requirements, making the process simple and accessible to everyone. Our goal is to provide options that meet your current financial needs while ensuring a hassle-free experience. At Cash Loans Bear, we prioritize the well-being of our clients and strive to offer personalized solutions. You can visit us at our South Portland location without worrying about impacting your credit history. Our team is dedicated to helping you secure the funds you need quickly and efficiently.

Bangor Savings Bank is a reputable financial institution located in Portland, Maine, United States. As a full-service bank, Bangor Savings Bank offers a wide range of financial services including checking and savings accounts, loans, mortgages, and investment options. With convenient ATM locations throughout the area, customers can easily access their funds and manage their finances. Known for their exceptional customer service and commitment to community involvement, Bangor Savings Bank is a trusted partner for individuals and businesses looking to achieve their financial goals.

Williams Accounting and Tax is a leading institution located at 854 Broadway in South Portland, Maine, United States. Specializing in accounting and finance, we prioritize meeting or beating deadlines to ensure the smooth operation of your business. Our team stays up-to-date on current tax laws and accounting principles through continuing education, conferences, webinars, and research of annual and industry updates. We understand the importance of flexibility, which is why we offer appointments during days, evenings, and weekends to accommodate your schedule. For personal financial coaching, we recommend the services of Allison Bishop CPA, a financial coach based in Portland, Maine. Contact Allison Bishop at 207-805-8400 or visit AllisonBishop.com for more information. Trust Williams Accounting and Tax to handle all your financial needs with professionalism and expertise.

Town and Country Federal Credit Union is a financial institution located at 557 Main Street in South Portland, Maine, United States. As a Maine-based business, we are committed to supporting and strengthening our local communities. We offer financial wellness opportunities to help individuals succeed financially and we also support organizations that contribute to the vibrancy of our community. At Town & Country Federal Credit Union, our members are our top priority. We strive to build lasting relationships with our members, providing them with the tools and resources they need to secure their present and future financial well-being. As a not-for-profit organization, all decisions are made with our members' best interests in mind.

Evergreen Credit Union is a trusted financial institution located at 799 Broadway in South Portland, Maine. As a full-service credit union, we offer a range of financial products and services to meet our members' needs. Whether you're looking for a convenient ATM, a reliable bank for your everyday transactions, or expert financial advice, Evergreen Credit Union is here to help. Join us today and experience the benefits of banking with a community-focused institution dedicated to your financial well-being.

Edward Jones - Financial Advisor: Jason A Seymour is a trusted financial institution located at 138 Ocean Street in South Portland, Maine. As a dedicated financial advisor, Jason A Seymour provides personalized financial planning services to help clients achieve their investment goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Jason A Seymour is committed to providing expert guidance and support to individuals and families looking to grow and protect their wealth. Whether you are planning for retirement, saving for your child's education, or simply looking to invest wisely, Jason A Seymour is here to help you navigate the complex world of finance with confidence. Contact us today to schedule a consultation and take the first step towards a brighter financial future.

Macomber & Palanza is a reputable accounting and finance institution located at 171 Ocean Street in South Portland, Maine, United States. The institution is led by Stew, a highly qualified CPA with over fifteen years of experience, offering top-notch services for small businesses and individuals with complex tax needs. With a team of CPAs and Enrolled Agents boasting over 75 years of combined experience, Macomber & Palanza ensures that only seasoned professionals handle your financial affairs. The institution continuously enhances its education and training to provide clients with the best planning opportunities in a changing legislative environment. Whether you need assistance with estate and gift tax planning, individual tax return preparation, or business advisory services, Macomber & Palanza has the expertise to guide you in making profitable decisions that benefit your financial well-being. From helping you navigate tax penalties to resolving audits efficiently, the institution strives to ensure that your finances are in order and your business is on the right path. With a strong network of professionals in Southern Maine, Macomber & Palanza can connect you with reliable bookkeepers, attorneys, and financial planners to help your business thrive.

Redbank Village is a finance institution located at 62 Macarthur Circle East in South Portland, Maine. Our dedicated team of financial experts is committed to providing personalized and professional services to help clients achieve their financial goals. Whether you are looking to invest, save for the future, or secure a loan, Redbank Village is here to assist you every step of the way. With a focus on customer satisfaction and financial success, we strive to be a trusted partner in helping individuals and businesses manage their finances effectively. Visit us today to learn more about our comprehensive range of financial services.

Cross Associates/The Tax & Accounting Service Co PA is a reputable accounting and finance institution located at 813 Broadway in South Portland, Maine, United States. With years of experience in providing top-notch financial services, our team of skilled professionals are dedicated to helping individuals and businesses with their tax and accounting needs. Whether you need assistance with tax preparation, bookkeeping, payroll services, or financial planning, we are here to provide you with the expert guidance and support you need. Trust Cross Associates/The Tax & Accounting Service Co PA for all your financial needs.

Gorham Savings Bank is a trusted financial institution located at 395 Gorham Road in South Portland, Maine, United States. As a full-service bank, we offer a wide range of financial services to meet the needs of our customers, including personal and business banking, loans, mortgages, and investment options. Our convenient ATM services are available for quick and easy access to cash. With a commitment to exceptional customer service and community involvement, Gorham Savings Bank is dedicated to helping our customers achieve their financial goals.

J.L.P. Services is a reputable institution located at 621 Main Street in South Portland, Maine, United States. We offer a wide range of professional services to meet the needs of our clients, including consulting, financial planning, and business development. Our team of experienced professionals is dedicated to providing top-notch service and personalized solutions to help our clients achieve their goals. With a commitment to excellence and a track record of success, J.L.P. Services is a trusted partner for individuals and businesses looking to take their finances to the next level. Contact us today to learn more about how we can help you reach your financial objectives.

RepubliCash, LLC is a full-service financial institution located at 682 Main Street, South Portland, Maine, United States. Our services include check cashing, loans, money transfers, mobile phones, tax preparation, and more for both personal and business needs. Our mission is to exceed customer expectations and make a positive impact on the communities we serve. Our dedicated employees provide fast, friendly service to ensure an outstanding customer experience. Since 2002, we have been providing affordable financial services with competitive rates and extended hours. We are committed to giving back to our communities through charitable donations and support for local organizations. With 8 locations across Maine and online services coming soon, we strive for growth and expansion to better serve our customers. Our vision includes investing in new services and technologies to meet the evolving needs of our customers. Please note that this is not a credit card and is subject to ID verification. Metropolitan Commercial Bank is the issuer of the card, and the terms and conditions of the cardholder agreement apply. Thank you for choosing RepubliCash for your financial needs.

Merrill Edge Financial Solutions Advisor, located at 425 Philbrook Avenue in South Portland, Maine, offers personalized advice and guidance to help individuals achieve their financial goals. Whether you are looking to invest, plan for the future, or simply need assistance with your finances, a Merrill Advisor is there to help. By providing tools and expertise, they can help you turn your ambitions into action. With a focus on building relationships and understanding your unique needs, Merrill Edge Financial Solutions Advisor is committed to helping you succeed. Additionally, they offer a wide range of financial services, including brokerage, investment advisory, and financial planning. For more information, you can visit their website or contact them directly.

Lincoln Financial Group is a reputable finance and insurance agency located at 60 Settler Road in South Portland, Maine, United States. With a strong presence in the financial services industry, Lincoln Financial Group offers a wide range of products and services to help individuals and businesses achieve their financial goals. Their experienced team of professionals provides personalized solutions to meet the unique needs of each client, ensuring peace of mind and financial security. Trust Lincoln Financial Group to provide expert guidance and support in all your financial and insurance needs.

Sozanski Stephen R DDS is a reputable dental institution located at 171 Maine Mall Road in South Portland, Maine. Dr. Stephen R Sozanski and his team are dedicated to providing high-quality dental care to patients of all ages. From routine cleanings and exams to more complex procedures, they offer a wide range of services to help you achieve and maintain a healthy smile. With a focus on patient comfort and satisfaction, Sozanski Stephen R DDS is committed to delivering personalized care in a welcoming and professional environment. Whether you are in need of a general check-up or cosmetic dentistry services, you can trust Sozanski Stephen R DDS to provide exceptional care for your oral health needs.