TOP 30 Personalized financial planning in Sanford, Maine

16 results found

Lifetime Tax and Accounting Sanford is a leading accounting and finance institution located at 848 Main Street in Sanford, Maine, United States. With a team of experienced professionals, we offer a wide range of services including tax preparation, financial planning, bookkeeping, and more. Our goal is to provide our clients with personalized and efficient solutions to help them achieve their financial goals. Whether you are an individual or a business owner, we are here to assist you with all your accounting and financial needs. Visit us today to see how we can help you secure a stable financial future.

Lance R Hoenig - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 5 Bradeen Street, Sanford, Maine, United States, offers a wide range of financial services to meet the needs of individuals and businesses. Lance R Hoenig holds various 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®, CFP®, 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®, ensuring expertise in various aspects of financial planning and management. Lance R Hoenig is committed to providing personalized and comprehensive financial advice to help clients achieve their financial goals and secure their financial future.

Diane E Hoenig is a financial advisor at Ameriprise Financial Services, LLC located at 5 Bradeen Street in Sanford, Maine, United States. She 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®. These certifications demonstrate her expertise in asset management, retirement planning, estate planning, investment strategies, and more. She is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those with special needs. Diane is committed to upholding the highest ethical standards and continues to enhance her knowledge and skills through ongoing education and training.

Edward Jones - Financial Advisor: Stanley W Hultin is a trusted financial institution located at 906 Main Street in Sanford, Maine, United States. As a dedicated finance professional, Stanley W Hultin provides personalized financial advice and services to help individuals and families achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can rely on Edward Jones for expert guidance on investments, retirement planning, insurance, and more. Visit us today to start planning for a secure financial future.

Hoenig & Hoenig is a private wealth advisory practice of Ameriprise Financial, LLC, located at 5 Bradeen Street, Sanford, Maine, United States. They offer personalized financial planning services tailored to individual goals and risk tolerance. Clients can access their investments and accounts securely from any device and track their progress towards their financial goals. The team at Hoenig & Hoenig educates clients on the pros and cons of financial choices, implements financial products effectively, collaborates with clients through in-person meetings or digital tools, monitors investments closely, and assists clients with difficult decisions as they age. They offer complimentary initial consultations to discuss financial planning concepts and help clients reach their financial goals. Ameriprise financial advisors are registered to do business in certain U.S. states and adhere to strict privacy and security regulations. Clients can refer friends or family members to Hoenig & Hoenig for personalized financial advice and support.

Edward Jones - Financial Advisor: Sean F Dumont, AAMS™ is a trusted financial institution located at 906 Main Street in Sanford, Maine, United States. As a highly qualified financial advisor, Sean F Dumont, AAMS™ provides personalized financial planning and investment services to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Sean F Dumont, AAMS™ can provide expert guidance and advice to help you make informed financial decisions. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Sean F Dumont, AAMS™ is dedicated to helping clients secure their financial future.

Eric Bonnette - TD Wealth Financial Advisor is a trusted financial institution located at 1237 Main Street in Sanford, Maine, United States. As a dedicated financial advisor, Eric Bonnette works with clients to create personalized financial plans that help them achieve their financial goals. With a focus on wealth management, investment strategies, retirement planning, and more, Eric Bonnette provides expert advice and guidance to help clients secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Eric Bonnette - TD Wealth Financial Advisor is committed to providing top-notch financial services to help you reach your financial goals.

The National Saving Fatherhood Foundation is a unique institution located at 906 Main Street in Sanford, Maine, United States. This establishment serves as a hub for financial services, including ATM access, personal finance consultations, and a store offering a variety of products to help fathers save and invest in their families' futures. Whether you're looking to manage your finances, plan for the future, or simply find resources to support your role as a father, this foundation is here to help. Visit us today to start saving for a brighter tomorrow.

TD Bank, located at 1237 Main Street in Sanford, Maine, is a full-service financial institution offering a range of banking services including ATM access, wealth management, credit solutions, investment advice, and financial planning. Our team of dedicated professionals, including Relationship Managers and mortgage loan officers, are here to assist you with all your banking needs. Visit us at our convenient location for personalized service and a wide range of banking products. We are open early, late, and on weekends to accommodate your schedule. From instant debit cards to savings accounts, we have everything you need for your financial goals. Stop by today and let us help you with your banking needs.

Letourneau Pauline is a finance institution located at 226 Cottage Street in Sanford, Maine, United States. With a focus on providing personalized financial services to individuals and businesses, Letourneau Pauline prides itself on its commitment to helping clients achieve their financial goals. Whether you are looking for assistance with budgeting, investing, or planning for the future, their team of experienced professionals is dedicated to providing top-notch guidance and support. Visit Letourneau Pauline today and take the first step towards securing your financial future.

H&R Block is a trusted accounting and finance institution located at 1364 Main Street in Sanford, Maine, United States. With a team of experienced professionals, they offer 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 personalized solutions to meet your needs. Visit their office today to learn more about how they can help you achieve your financial goals.

Royal Alliance is a renowned finance institution located at 1068 Main Street in Sanford, Maine, United States. With a strong reputation for providing top-notch financial services, Royal Alliance offers a wide range of investment options and financial planning solutions to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized guidance and support to our clients, ensuring that their financial needs are met with excellence. Visit us at our convenient location to learn more about how Royal Alliance can help you secure a prosperous financial future.

Partners Bank is a trusted financial institution located at 484 Main Street in Sanford, Maine, United States. We offer a wide range of banking services including ATM access, personal and business accounts, loans, and financial planning. Our dedicated team of professionals is committed to providing exceptional customer service and helping our clients achieve their financial goals. Visit Partners Bank today to experience the difference of banking with a partner you can trust.

Milliken, Perkins, & Brunelle Certified Public Accountants is a reputable accounting firm located at 15 Washington Street in Sanford, Maine, United States. Specializing in accounting and finance services, their team of experienced professionals provides a wide range of services including tax preparation, auditing, financial planning, and consulting. With a commitment to excellence and personalized service, they strive to help individuals and businesses achieve their financial goals. Contact them today for all your accounting needs.

Troiano & Associates is a reputable accounting and finance institution located at 1068 Main Street in Sanford, Maine. Our team of experienced professionals is dedicated to providing high-quality financial services to individuals and businesses in the United States. With a focus on accuracy, integrity, and personalized attention, we strive to help our clients achieve their financial goals. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Troiano & Associates is here to help. Visit us today to see how we can assist you with all of your accounting and finance needs.

Yankee Tax Services is a professional accounting and finance institution located in Sanford, Maine, United States. With a team of experienced tax professionals, they offer a wide range of services including tax preparation, bookkeeping, financial planning, and more. Whether you are an individual or a small business owner, Yankee Tax Services is dedicated to providing personalized and efficient financial solutions to help you achieve your goals. Trustworthy, reliable, and knowledgeable, Yankee Tax Services is your go-to destination for all your accounting and finance needs in the Sanford area.