Personalized financial guidance in Maine
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Choice Wealth Advisors
● ClosedChoice Wealth Advisors is a leading financial institution located at 325D Kennedy Memorial Drive in Waterville, Maine. Our team of expert advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest for the future, plan for retirement, or build a diversified portfolio, our team is here to provide personalized guidance and support every step of the way. With a focus on transparency, trust, and integrity, Choice Wealth Advisors is committed to helping clients make informed decisions and achieve financial success. Contact us today to schedule a consultation and start on the path towards financial security.
325D Kennedy Memorial Dr, Waterville, ME 04901, United States -
Golden Pond Wealth Management
● ClosedGolden Pond Wealth Management is a leading finance institution located at 129 Silver Street in Waterville, Maine, United States. We specialize in providing personalized wealth management services to help our clients achieve their financial goals. Our team of experienced professionals offers expert advice and guidance to help clients navigate the complexities of the financial world. Whether you are planning for retirement, investing for the future, or managing your assets, Golden Pond Wealth Management is dedicated to helping you secure a prosperous financial future.
129 Silver St, Waterville, ME 04901, United States -
HILDRETH & CO, INC
● ClosedHildreth & Co, Inc. is a reputable accounting and finance institution located at 29 East Main Street in Paris, Maine, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the local community. From tax preparation to investment planning, Hildreth & Co, Inc. is dedicated to helping their clients achieve their financial goals with personalized and reliable guidance. Visit their office today to see how they can assist you with your accounting and finance needs.
29 E Main St, South Paris, ME 04281, United States -
Steven English - Raymond James
● OpenSteven English - Raymond James is a finance institution located at 30 Lisbon Street in Lewiston, Maine. Specializing in financial services, investment advice, and wealth management, our experienced team is dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored solutions, we strive to provide our clients with the guidance and support they need to navigate the complex world of finance. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, Steven English - Raymond James is here to help you every step of the way. Contact us today to schedule a consultation and start planning for a more secure financial future.
30 Lisbon St, Lewiston, ME 04243, United States -
Atlantic Investment Advisors
● ClosedAtlantic 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.
229 Center St, Auburn, ME 04210, United States -
Cornerstone Wealth Planning
● ClosedCornerstone 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.
79 Main St, Auburn, ME 04210, United States -
Downeast Private Wealth
● ClosedDowneast 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.
31 Court St Suite 300, Auburn, ME 04210, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 415 Lisbon Street in Lewiston, Maine, offers a comprehensive range of financial services for individuals, families, business owners, executives, and institutions. With a team of experienced advisors, the institution provides personalized wealth planning strategies to address a variety of financial challenges and opportunities in both stable and volatile markets. Services include retirement income planning, guidance on investments and estate planning through Bank of America, as well as collaboration with outside professionals such as accountants and tax attorneys. The branch is committed to client satisfaction and community involvement, supporting charitable initiatives and fundraising activities. Clients have access to industry-skilled advisors, investing insights, and a wealth planning platform to help achieve their financial and life goals. Merrill Lynch has been training financial advisors since 1946, offering professional development opportunities and technology resources for both new and experienced advisors. Investors should be aware of the risks involved in securities investments and consult with legal and tax advisors before making financial decisions. The institution offers a broad range of brokerage, investment advisory, and other services, with a focus on personalized investment approaches and wealth management advice.
415 Lisbon St, Lewiston, ME 04240, United States -
Maine Center for Wealth Management, LLC
● ClosedMaine Center for Wealth Management, LLC is a finance institution located on East Chestnut Street in Augusta, Maine, United States. Our team of experienced financial advisors is dedicated to helping individuals and families achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, our experts are here to provide guidance and support every step of the way. Trust Maine Center for Wealth Management, LLC to help you secure a stable financial future.
6 E, E Chestnut St Suite L03, Augusta, ME 04330, United States -
Lebel & Harriman, LLP
● OpenLebel & Harriman, LLP is a finance and insurance agency located at 366 U.S. 1 in Falmouth, Maine, United States. Whether you are planning for retirement, managing wealth, or overseeing a corporate retirement plan, we are here to provide guidance and counsel for your financial journey. With over thirty years of experience, we offer expertise in retirement planning, insurance planning, portfolio management, business succession, and retirement plan management. Our services are customized to meet the unique needs of each client, helping business owners create a legacy and set their workforce up for success. We combine math and psychology to prepare your financial future, providing personal financial planning, asset management, income replacement projections, distribution, and estate planning. We take pride in using creative ideas and experience to ensure that your family legacy continues uninterrupted in case of unforeseen events. Stay updated on industry news and events with our monthly highlights and expectations for the upcoming year. Securities are offered through ValMark Securities, Inc. and investment advisory services are offered through ValMark Advisers, Inc. Lebel & Harriman, LLP and Lebel & Harriman Retirement Advisors are separate entities from ValMark Securities, Inc. and ValMark Advisers, Inc.
366 US-1 Suite 1, Falmouth, ME 04105, United States -
Sovereign Wealth Management
● ClosedSovereign Wealth Management is a prestigious finance institution located at 295 Water Street in Augusta, Maine, United States. With a strong reputation for providing top-notch wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. We offer personalized investment strategies tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, preserve your assets, or plan for retirement, Sovereign Wealth Management is committed to providing you with expert guidance and support every step of the way. Contact us today to learn more about how we can help you achieve financial success.
295 Water St STE 6, Augusta, ME 04330, United States -
Maine Tax Slayer
● ClosedMaine Tax Slayer is a finance institution located at 11 Melville Street in Augusta, Maine, United States. Our expert team of tax professionals is dedicated to helping individuals and businesses navigate the complexities of tax laws and maximize their refunds. With personalized service and attention to detail, we strive to provide our clients with the best possible tax preparation experience. Whether you need assistance with filing your personal taxes or require guidance on corporate tax planning, Maine Tax Slayer is here to help you achieve financial success.
11 Melville St, Augusta, ME 04330, United States -
Countinghouse Associates, P. A.
● ClosedCountinghouse Associates, P.A. is a reputable accounting and finance institution located at 234 Hodsdon Road in Pownal, Maine, United States. With a team of experienced professionals, Countinghouse Associates offers a wide range of financial services including tax preparation, auditing, bookkeeping, and financial consulting. Whether you are an individual looking for personal tax assistance or a business in need of financial guidance, Countinghouse Associates is dedicated to providing top-notch service and expertise to meet your needs. Contact them today to schedule a consultation and take control of your financial future.
234 Hodsdon Rd, Pownal, ME 04069, United States -
Gold Bridge Partners, inc
● ClosedGold Bridge Partners, Inc. is a premier financial institution located at 5 Winada Drive in Winthrop, Maine, United States. Specializing in wealth management and investment services, Gold Bridge Partners, Inc. offers expert guidance and personalized solutions to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Gold Bridge Partners, Inc. is dedicated to providing top-tier service and innovative strategies to help clients navigate the complexities of the financial world. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Gold Bridge Partners, Inc. is here to help you build a secure financial future.
5 Winada Dr, Winthrop, ME 04364, United States -
DGCpartners LLC
● ClosedDGCpartners LLC, located at 590 Gardiner Road in Dresden, Maine, is a technology-agnostic management consulting and IT services firm that focuses on helping clients achieve results in technology, emergency preparedness, program management, and PMO management. With a team of industry-leading experts, DGCpartners works closely with clients to gain control of program and project costs, schedules, and investments, enabling sustainable change and transformation. Unlike traditional consulting firms, DGCpartners emphasizes team-building and collaboration with internal teams and subject matter experts to ensure long-term success. With a background in serving clients across various industries and experience as consultants and executives at Big4 and large consulting firms, DGCpartners prides itself on providing personalized, hands-on consulting services that empower clients to achieve their goals.
590 Gardiner Rd, Dresden, ME 04342, United States -
YRL Group
● ClosedYRL Group is an accounting and finance institution located at 26 Main Street in Limerick, Maine, United States. Our services include strategic advisory services, payroll management, financial planning, and more. We offer online apps to make conducting business with us easy and stress-free. Our goal is to help businesses thrive financially and navigate challenges such as supply chain disruptions. We also provide guidance on managing business debt, sustainability practices, and utilizing technology effectively. Let us handle the numbers while you focus on running your restaurant or small business. With our personalized approach and expertise, we can help you achieve financial success and create a joyful holiday feast for all your guests.
26 Main St, Limerick, ME 04048, United States -
Salem Advisory Group, LLC.
● ClosedSalem Advisory Group, LLC. is a finance institution located at 1332 Post Road in Wells, Maine, United States. With a team of experienced financial advisors, Salem Advisory Group provides personalized financial planning and investment management services to help individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Salem Advisory Group is dedicated to providing expert guidance and support every step of the way. Contact us today to schedule a consultation and take control of your financial future.
1332 Post Rd #2a, Wells, ME 04090, United States -
Yellis & Foley LLC
● OpenYellis & Foley LLC is a reputable accounting and finance institution located at 1226 Post Road in Wells, Maine, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, and financial consulting. Clients can expect personalized and reliable services to help them achieve their financial goals. Contact Yellis & Foley LLC today for expert financial guidance and support.
1226 Post Rd, Wells, ME 04090, United States -
ATX Advisory Services
● ClosedATX Advisory Services is a leading financial consulting firm located at 118 Alfred Road in Biddeford, Maine. Our team of experienced advisors offers a wide range of services to help individuals and businesses achieve their financial goals. From investment planning to retirement strategies, we are dedicated to providing personalized and professional guidance to our clients. Contact us today to learn more about how ATX Advisory Services can help you secure your financial future.
118 Alfred Rd, Biddeford, ME 04005, United States -
Hooper Tax & Accounting
● ClosedHooper Tax & Accounting is a reputable institution located at 110 Main Street in Saco, Maine, United States. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch financial solutions for individuals and businesses alike. With a commitment to excellence and professionalism, we strive to help our clients navigate the complexities of tax laws and financial regulations. Trust Hooper Tax & Accounting for all your accounting and financial needs.
110 Main St, Saco, ME 04072, United States -
TRSS Wealth Management
● ClosedTRSS Wealth Management is a leading financial institution located at 707 Sable Oaks Drive in South Portland, Maine, United States. As a premier wealth management firm, we specialize in providing personalized financial planning and investment strategies to help our clients achieve their financial goals. Our team of experienced financial advisors are dedicated to providing top-notch service and guidance to ensure our clients' financial success. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, TRSS Wealth Management is here to help you every step of the way. Contact us today to schedule a consultation and start building a brighter financial future.
707 Sable Oaks Dr Ste 390, South Portland, ME 04106, United States -
First Command
● ClosedFirst Command is a trusted institution located in Scarborough, Maine, United States. As a bank, finance, and insurance agency, we offer a wide range of financial services to help our clients achieve their goals and secure their financial future. Our experienced team is dedicated to providing personalized solutions and expert guidance to help individuals and families make sound financial decisions. Visit us at 306 U.S. 1 to learn more about how First Command can help you plan for a secure financial future.
306 US-1 Suite D3, Scarborough, ME 04074, United States -
Old Port Advisors
● OpenOld Port Advisors is a finance institution located at 130 Middle Street in Portland, Maine. With a team of experienced financial advisors, we provide personalized investment strategies and wealth management services to help our clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, our dedicated team is here to provide expert guidance and support every step of the way. Visit us at our convenient location in the heart of Portland to learn more about how Old Port Advisors can help you secure your financial future.
130 Middle St, Portland, ME 04101, United States -
The Portland Group - Morgan Stanley
● OpenThe Portland Group - Morgan Stanley is a leading financial institution located at 100 Middle Street in Portland, Maine, United States. As part of the renowned Morgan Stanley brand, this institution offers a wide range of financial services including wealth management, investment banking, and advisory services. With a team of experienced professionals, The Portland Group is dedicated to providing personalized financial solutions to help clients achieve their goals and secure their financial future. Whether you are an individual investor or a corporate client, you can trust The Portland Group - Morgan Stanley to deliver expert guidance and support to help you navigate the complexities of the financial world.
100 Middle St 3rd Fl, Portland, ME 04101, United States -
Christopher Rogers - Raymond James
● OpenChristopher Rogers - Raymond James is a reputable financial institution located on Fore Street in Portland, Maine, United States. With a focus on providing personalized financial solutions, their team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Christopher Rogers - Raymond James is committed to providing top-notch service and guidance. Trustworthy and reliable, this institution is a go-to destination for all your financial needs.
Two Portland Square, Fore St 7th Floor, Portland, ME 04101, United States -
The Prichard Weston Group - Morgan Stanley
● OpenThe Prichard Weston Group at Morgan Stanley is a leading financial institution located at 100 Middle Street in Portland, Maine, United States. With a strong reputation for excellence in financial services, the institution offers a wide range of investment and wealth management solutions for individuals, families, and businesses. The experienced team at The Prichard Weston Group is dedicated to providing personalized advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, managing your investments, or seeking advice on estate planning, The Prichard Weston Group at Morgan Stanley is committed to delivering top-notch service and expertise.
100 Middle St 3rd Fl, Portland, ME 04101, United States -
Steward Partners
● ClosedSteward Partners is a finance institution located at 16 Middle Street in Portland, Maine, United States. With a focus on providing personalized financial services, Steward Partners offers a range of investment and wealth management solutions to help clients achieve their financial goals. Our team of experienced professionals is dedicated to providing expert advice and guidance to help clients navigate the complexities of the financial world. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, Steward Partners is committed to helping you make informed decisions and secure your financial future.
16 Middle St Suite 501B, Portland, ME 04101, United States -
Baird Private Wealth Management
● ClosedBaird Private Wealth Management is a prestigious finance institution located at 129 Middle Street in Portland, Maine, United States. With a focus on personalized wealth management services, Baird offers tailored financial solutions to help individuals and families achieve their financial goals. The experienced team of advisors at Baird provides expert guidance and strategic planning to help clients grow and protect their wealth for the long term. With a commitment to excellence and a dedication to client satisfaction, Baird Private Wealth Management is a trusted partner in financial success.
129 Middle St Suite 200, Portland, ME 04101, United States -
Demont Associates
● ClosedDemont Associates, located at 2 Monument Square in Portland, Maine, is a finance institution that specializes in providing philanthropic counsel and related services to not-for-profit organizations. With a team of dedicated consulting professionals committed to volunteer-driven fundraising and advancement programs, Demont Associates has been serving the philanthropy sector since 1979. Led by President Bob Demont for over 30 years, the institution offers strategic and campaign counsel to organizations seeking $3 million or more in philanthropic support. Clients praise the team's personal passion for their missions, creative problem-solving skills, and willingness to go the extra mile to achieve fundraising goals. Testimonials from satisfied clients, such as the Keewaydin Foundation and Boys & Girls Clubs of Southern Maine, highlight the success and impact of Demont Associates' services. Whether it's conducting planning studies, providing strategic guidance, or training staff, Demont Associates is known for its exceptional service, expertise, and ability to navigate challenges in the fundraising landscape. If your organization is considering starting a campaign, Demont Associates can help assess your readiness and guide you towards success. Visit their office at 2 Monument Square, Suite 700 in Portland, Maine, to learn more about their services and how they can support your philanthropic goals.
2 Monument Sq 6th floor, Portland, ME 04101, United States -
R. M. Davis Inc
● ClosedR. M. Davis Inc is a finance institution located at 24 City Center in Portland, Maine, United States. With a strong reputation for providing personalized financial services, R. M. Davis Inc offers a wide range of investment management and financial planning solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing expert advice and guidance tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, R. M. Davis Inc is committed to helping you succeed.
24 City Center, Portland, ME 04101, United States
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