TOP 10 Best Personalized financial guidance in Auburn, Maine

PierPoint Mortgage in Auburn, Maine is a leading finance institution located at 18 9th Street. Our team of experienced professionals is dedicated to helping clients secure the best mortgage options for their needs. Whether you are a first-time homebuyer or looking to refinance, we are here to provide personalized service and guidance every step of the way. Contact us today to learn more about how we can assist you with your mortgage needs.

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.

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.

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.

Craig Farrington - CMG Home Loans Sales Manager is a finance institution located at 155 Center Street, Auburn, Maine, United States. The team, led by Craig and Kayla, provides exceptional service to help individuals purchase their first home. They offer timely responses to questions and updates throughout the process, making it seamless and stress-free for clients. The institution is known for its excellent communication, quick results, and dedication to helping clients achieve their financial goals. With federal agency lending approvals and a focus on innovation, CMG Home Loans is a trusted choice for mortgage needs. In addition to their financial services, CMG Home Loans is committed to giving back to the community through supporting non-profit organizations. Overall, Craig Farrington - CMG Home Loans Sales Manager is a reliable and customer-focused institution that strives to exceed expectations and make the home buying process a positive experience for all clients.

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.

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.

Pinetree Retirement Planning is an insurance agency located at 20 Union Street in Auburn, Maine. We specialize in helping individuals plan for their retirement by offering a range of insurance options to protect their financial future. Our team of experienced professionals is dedicated to providing personalized service and tailored solutions to meet each client's unique needs. Whether you are looking to secure your retirement income, protect your assets, or plan for long-term care, Pinetree Retirement Planning is here to help you every step of the way. Contact us today to start planning for a secure and comfortable retirement.

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.

Margaret Murphy School is a reputable educational institution located at 415 Rodman Road in Auburn, Maine, United States. As a school, we are committed to providing a nurturing and stimulating learning environment for students of all ages. Our dedicated staff members are passionate about helping students reach their full potential and achieve academic success. With a focus on academic excellence and personal growth, Margaret Murphy School is dedicated to preparing students for a bright future.

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.

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.

Bryant Stephen G is a reputable accounting and finance institution located at 2 Great Falls Plaza in Auburn, Maine, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, and financial planning. Their dedication to client satisfaction and attention to detail make them a trusted partner for individuals and businesses seeking expert financial guidance. Contact Bryant Stephen G today to learn more about how they can help you achieve your financial goals.

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.

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.

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.