TOP 30 Best Personalized financial services in Bath, Maine

Bath Savings Institution, located at 46 Auburn Street in Portland, Maine, is a local Maine bank that has been serving the Coastal Maine community since 1852. This institution offers a range of financial services including ATM access, 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.

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.

Bath Savings Institution is a local Maine bank that has been serving the Coastal Maine community since 1852. Located at 239 U.S. 1, Falmouth, Maine, United States, this institution offers a range of financial services including ATM access, banking, and finance. Customers with Packard or Senior accounts can receive free standard checks, with the option to select "Bulk Mail" delivery to avoid shipping charges. To activate or PIN your debit card, you can call 1-800-992-3808 for automatic assistance or 1-800-447-4559 for personal help during business hours. If you are planning to travel, it is recommended to notify the bank in advance to ensure seamless card usage during your trip. You can do so by emailing or calling 1-800-447-4559, or by contacting 1-844-665-5229 after hours.

Bath Savings Institution is a trusted financial institution located at 1 Todd Avenue in Boothbay Harbor, Maine. As a full-service bank, Bath Savings offers a range of financial services including ATM access, personal and business banking, loans, and investment options. With a commitment to providing excellent customer service and competitive rates, Bath Savings Institution is dedicated to helping individuals and businesses achieve their financial goals. Visit us today to experience the difference of banking with Bath Savings.

Bath Savings Trust Co is a local Maine bank located at 105 Front Street in Bath, Maine, United States. Serving the Coastal Maine community since 1852, the institution offers a range of financial services including ATM access, banking, and finance solutions. Customers with Packard or Senior accounts can receive free standard checks, with the option to choose "Bulk Mail" delivery to avoid shipping charges. Bath Savings Trust Co will reimburse any shipping charges incurred.

Bath Savings Institution is a local Maine bank that has been serving the Coastal Maine community since 1852. Located at 105 Front Street in Bath, Maine, United States, this institution offers a range of financial services including ATM access, banking, and finance options. Customers with Packard or Senior accounts can receive free standard checks, with the option to select "Bulk Mail" delivery to avoid shipping charges. Bath Savings will reimburse any incurred shipping charges. To activate or PIN your debit card, customers can call 1-800-992-3808 or receive personal assistance during business hours by calling 1-800-447-4559. Travelers are encouraged to notify the bank of upcoming trips to ensure seamless card usage. Customers can email or call 1-800-447-4559 to provide their travel details, or call 1-844-665-5229 for assistance after hours.

1st Step Financial is a reputable finance institution located at 398 Washington Street in Bath, Maine, United States. Specializing in a wide range of financial services, including loans, investments, and financial planning, our experienced team is dedicated to helping clients take their first step towards a secure financial future. With a commitment to providing personalized and professional service, 1st Step Financial is the trusted partner you need to reach your financial goals.

Bath Savings Institution is a local Maine bank that has been serving the Coastal Maine community since 1852. Located at 189 Lower Main Street in Freeport, Maine, United States, 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, with the option to choose "Bulk Mail" delivery to avoid shipping charges. Bath Savings will reimburse any shipping charges that may be incurred.

Bath Savings Institution is a local Maine bank that has been serving the Coastal Maine community since 1852. Located at 3 Pleasant Street in Brunswick, Maine, this institution offers a range of financial services including ATM access, banking, and finance options. Customers with Packard or Senior accounts can receive free standard checks, with the option to select "Bulk Mail" delivery to avoid shipping charges. Bath Savings will reimburse any shipping charges that may be incurred.

One River CPAs Bath is a renowned accounting and finance institution located at 259 Front Street in Bath, Maine, United States. Our firm is dedicated to providing top-notch services in income tax preparation, small business consulting, QuickBooks training, audits for non-profit organizations, and business bookkeeping. With over 30 years of experience and multiple locations in central and mid-coast Maine, we pride ourselves on our commitment to excellence and quality control. At One River CPAs, we are always on the lookout for talented individuals who are passionate about their careers and eager to excel in their profession. Our team of professionals is dedicated to providing exceptional services to our clients, ensuring that their financial needs are met with precision and accuracy.

Primerica Financial Services is a renowned finance institution located at 432 Centre Street in Bath, Maine, United States. Specializing in financial planning, investment strategies, and insurance services, Primerica is dedicated to helping individuals and families achieve their financial goals. With a team of knowledgeable and experienced financial professionals, Primerica provides personalized solutions to meet the unique needs of each client. Whether you are looking to build wealth, protect your assets, or plan for the future, Primerica Financial Services is committed to guiding you towards financial success.

Stephen John St Jean: Primerica - Financial Services is a reputable finance and insurance agency located at 432 Centre Street in Bath, Maine, United States. With a focus on providing top-notch financial services to individuals and families, this institution is dedicated to helping clients achieve their financial goals and secure their futures. Led by Stephen John St Jean, a trusted financial advisor, the team at Primerica offers a wide range of financial products and services to meet the unique needs of each client. Whether you are looking to invest for the future, protect your assets with insurance, or plan for retirement, Stephen John St Jean: Primerica - Financial Services is committed to providing personalized and comprehensive solutions to help you succeed financially.

Bath Savings Institution, located at 424 U.S. 1, Yarmouth, Maine, United States, is a local Maine bank that has been serving the Coastal Maine community since 1852. 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, with the option to select "Bulk Mail" delivery to avoid shipping charges. Bath Savings will reimburse any shipping charges incurred. To activate or PIN your debit card, customers can call 1-800-992-3808 or receive personal assistance during business hours by calling 1-800-447-4559. Travelers are encouraged to notify the bank of upcoming trips to ensure seamless card usage, either by emailing or calling 1-800-447-4559. For after-hours assistance, customers can call 1-844-665-5229. Bath Savings prioritizes the security of customers' information and accounts, providing resources on how to protect oneself from potential threats.

Sarah Dunckel is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 2 Front Street in Bath, Maine. With years of experience in the finance industry, Sarah provides personalized financial planning and investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Sarah Dunckel can provide expert guidance and support every step of the way. Contact her today to schedule a consultation and start planning for a secure financial future.

Edward Jones - Financial Advisor: Jeff Guenther is a trusted financial institution located at 101 Centre Street in Bath, Maine, United States. As a dedicated financial advisor, Jeff Guenther provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones offers a wide range of financial services, including retirement planning, education savings, insurance, and more. Whether you are planning for retirement, saving for your child's education, or looking to grow your investment portfolio, Jeff Guenther and the team at Edward Jones are here to help you navigate the complex world of finance with confidence and peace of mind.

Edward Jones - Financial Advisor: Jeffrey D Labbe is a reputable financial institution located at 1 Front Street in Bath, Maine, United States. As a trusted advisor, Jeffrey D Labbe provides expert financial guidance and personalized investment strategies to help clients achieve their financial goals. With a focus on long-term relationships and a commitment to exceptional customer service, Edward Jones - Financial Advisor: Jeffrey D Labbe is dedicated to helping individuals and families secure their financial future.

First Federal Savings & Loan Association of Bath, located at 41 Townsend Avenue in Boothbay Harbor, Maine, is a trusted institution offering a range of financial services including ATM access, banking, and finance. With over 85 years of experience, First Federal Savings is deeply rooted in the communities of greater Bath, Wiscasset, Boothbay Harbor, and Damarsicotta. Whether you need assistance with initiating a dispute for fraud or non-fraud transactions, our dedicated team is here to help. As your friends and neighbors, we are locally invested in the same way you are. Please note that the information on this website is for informational purposes only and does not create a formal relationship or contract with First Federal Savings. We encourage individuals to seek professional advice before acting on any information provided here. Additionally, any links to other websites are for convenience purposes only and do not constitute a referral or endorsement. First Federal Savings is not responsible for the contents of linked sites or any changes or updates to them. For inquiries within the U.S., please call 1-833-221-8637, and for international inquiries, please call 1-614-564-5105.

H&R Block in Brunswick, Maine is a trusted institution specializing in accounting and finance services. Located at 275 Bath Road, their team of experts provides a wide range of tax preparation, bookkeeping, and financial planning services to individuals and businesses. With a commitment to accuracy and professionalism, H&R Block is dedicated to helping their clients navigate the complexities of the financial world with ease. Whether you need help with tax filing or financial advice, H&R Block is here to assist you every step of the way.

Midcoast Federal Credit Union, located at 831 Middle Street in Bath, Maine, offers simple and effective financial services for individuals and businesses in Cumberland, Sagadahoc, Lincoln, Knox, and Waldo Counties. With a focus on personalized service and community involvement, Midcoast FCU is dedicated to making a difference in the lives of its members. Customers praise the friendly and professional staff, quick loan approvals, and convenient digital banking options. Whether you're looking to refinance a loan, buy a car, or simply manage your finances, Midcoast FCU is there to help every step of the way. With branches in Freeport, Brunswick, Bath, Edgecomb, and Thomaston, and access to over 5,700 credit union locations nationwide through the CO-OP Shared Branching Network, Midcoast FCU is committed to serving the needs of its members wherever they may be.

Coastal Trading Post is a unique institution located at 183 Bath Road in Brunswick, Maine. This establishment serves as a finance and store hybrid, offering a wide range of services to cater to the needs of the local community. From providing financial assistance to offering a variety of products for purchase, Coastal Trading Post is a one-stop shop for all your financial and shopping needs. Whether you're looking to open a savings account or pick up some essentials, this institution has you covered. Visit Coastal Trading Post today and experience the convenience and quality service they have to offer.

Casco Bay Wealth Advisors, Inc is a finance institution located at 261 Bath Road in Brunswick, Maine, United States. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their financial future. We offer a range of services including investment management, retirement planning, and wealth preservation strategies. At Casco Bay Wealth Advisors, Inc, we prioritize personalized service and tailor our recommendations to meet the unique needs of each individual client. Contact us today to schedule a consultation and start planning for a secure financial future.

Abacus Tax Solutions Inc is a reputable accounting and finance institution located at 766 High Street in Bath, Maine, United States. With a team of experienced professionals, they offer comprehensive tax solutions and financial services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, Abacus Tax Solutions Inc is dedicated to providing personalized and reliable services to meet your needs. Trust them to handle your financial matters with precision and expertise.

Legacy Investments & Wealth Management is a leading finance institution located at 2 Front Street in Bath, Maine, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. With a commitment to integrity and excellence, we strive to provide our clients with the highest level of service and expertise in the industry. Whether you are looking to grow your wealth, plan for retirement, or preserve your legacy, Legacy Investments & Wealth Management is here to help you navigate the complexities of the financial world and secure your financial future. Contact us today to schedule a consultation and see how we can help you reach your financial goals.

Wayashe Michael J CPA is a reputable accounting and finance institution located at 832 Washington Street in Bath, Maine, United States. With years of experience and expertise in the field, they offer a wide range of services including tax preparation, financial planning, and consulting. Their team of certified public accountants is dedicated to providing top-notch financial solutions tailored to meet the needs of individuals and businesses alike. Whether you need help with your taxes or are looking for professional financial advice, Wayashe Michael J CPA is the institution to trust.

Anchor Bookkeeping & Payroll Richard A Chabot CPA is a reputable accounting and finance institution located at 795 Middle Street in Bath, Maine, United States. With a team of experienced professionals led by Richard A Chabot CPA, the institution offers a wide range of services including bookkeeping, payroll management, and financial consulting. Clients can rely on their expertise to ensure accurate and efficient financial management for their businesses. Whether you are a small business owner or a large corporation, Anchor Bookkeeping & Payroll is committed to providing personalized solutions to meet your unique needs. Contact them today to learn more about how they can help streamline your financial processes and maximize your profitability.

William H Brewer & Co is a reputable accounting and finance institution located at 858 Washington Street in Bath, Maine, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, and financial planning. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted partner for all your accounting and finance needs.

Tax Bracket is a reputable accounting and finance institution located at 400 Bath Road in Brunswick, Maine, United States. With a team of experienced professionals, Tax Bracket provides expert tax services and financial advice to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment strategies, Tax Bracket is committed to helping you navigate the complexities of the financial world. Trust Tax Bracket to guide you towards financial success and peace of mind.

Maine Insurance Agency is a reputable insurance agency located at 134 Front Street in Bath, Maine, United States. We offer a wide range of insurance products and services to meet the needs of individuals, families, and businesses in the local community. Our experienced agents are dedicated to providing personalized and professional assistance to help you find the right coverage at the best possible rates. Whether you are looking for auto, home, life, or business insurance, Maine Insurance Agency is here to help protect what matters most to you. Contact us today to learn more about our insurance options and how we can assist you in securing your financial future.

Five County Credit Union is a financial institution located at 219 U.S. 1, Yarmouth, Maine, United States. We offer a variety of services including ATM access and finance options. Our Energy Efficiency Loan Program can help with your heating and cooling needs, while our Real Estate Loans and Programs can assist with financing. We also offer Commercial, Business, and Equipment Loans to meet your business needs. With our Rewards program, No Annual Fee, and local service, we strive to provide excellent customer service. We have over 69 surcharge-free ATMs and access to 30,000 CO-OP ATMs nationwide. There are no application fees and we offer competitive rates. Visit us at 765 Washington Street PO BOX 598 Bath, Maine 04530. Please note that we provide links to third party websites, but we do not manage the content of those sites. Your privacy and security are important to us.

Five County Credit Union, located at 19 Commercial Street in Portland, Maine, is a trusted financial institution offering a range of services including ATMs and finance options. They provide convenient links to third party websites for additional resources. The institution offers an Energy Efficiency Loan Program for heating and cooling needs, Real Estate Loans, Commercial, Business, and Equipment Loans. Customers can also enjoy rewards, no annual fees, and locally serviced accounts. With over 69 surcharge-free ATMs and access to 30,000 CO-OP ATMs nationwide, Five County Credit Union makes banking easy and accessible. They have competitive rates and no application fees for their various loan programs. Visit them at 765 Washington Street or PO BOX 598 in Bath, Maine for personalized financial solutions. Please note that the privacy and security policies of external websites may differ from those of Five County Credit Union.