Portfolio management in Portland, ME
33 results found
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Rogers Norton Wealth Management Group of Raymond James
● OpenRogers Norton Wealth Management Group of Raymond James is a leading financial institution located at 2 Portland Square in Portland, Maine, United States. Specializing in wealth management services, our team of experienced professionals is dedicated to helping individuals and families achieve their financial goals. With a focus on personalized investment strategies and superior client service, we strive to provide our clients with the expertise and guidance needed to navigate the complexities of the financial world. Trust Rogers Norton Wealth Management Group of Raymond James to help secure your financial future.
2 Portland Sq 7th Fl, Portland, ME 04101, United States -
Benjamin Sicoli - RBC Wealth Management Financial Advisor
● OpenBenjamin Sicoli - RBC Wealth Management Financial Advisor is a reputable finance institution located on Fore Street in Portland, Maine, United States. As a trusted financial advisor, Benjamin Sicoli provides expert guidance and personalized solutions to help clients achieve their financial goals. With a focus on wealth management, investment strategies, and financial planning, clients can trust in Benjamin Sicoli's expertise and dedication to helping them secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Benjamin Sicoli - RBC Wealth Management Financial Advisor is here to provide top-notch financial services tailored to your individual needs.
Two Portland Square, Fore St 5th Floor, Portland, ME 04101, United States -
Allie Clement - RBC Wealth Management Financial Advisor
● ClosedAllie Clement - RBC Wealth Management Financial Advisor is a reputable financial institution located on Fore Street in Portland, Maine, United States. As a skilled financial advisor, Allie Clement provides expert guidance and personalized investment strategies to help clients achieve their financial goals. With a strong focus on wealth management, Allie Clement offers a range of services including retirement planning, portfolio management, and estate planning. Clients can trust in Allie Clement's expertise and dedication to helping them secure their financial future.
Two Portland Square, Fore St 5th Floor, Portland, ME 04101, United States -
Alexander Thompson - TIAA Wealth Management Advisor
● ClosedAlexander Thompson - TIAA Wealth Management Advisor is a leading financial institution located at 4 City Center in Portland, Maine, United States. As a trusted advisor in wealth management, they specialize in helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning. With a commitment to providing top-notch service and expertise, Alexander Thompson - TIAA Wealth Management Advisor is dedicated to helping individuals and families secure their financial future.
4 City Center 2nd Floor, Portland, ME 04101, United States -
Vigilant Wealth Management
● ClosedVigilant Wealth Management is a private wealth management firm located at 1 Monument Square in Portland, Maine, United States. Specializing in progressive investment and wealth planning solutions tailored to each client's unique needs, Vigilant provides objective, consultative advice and personalized strategies. The Investment Policy Committee, comprised of Portfolio Managers and Research Analysts, implements forward-thinking strategies into client portfolios. Serving a select group of highly-successful individuals, families, non-profit, and institutional entities, Vigilant manages between $2 million and $50 million for typical family relationships. As an SEC registered investment adviser, Vigilant is dedicated to helping clients achieve their financial objectives through comprehensive wealth planning. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.
1 Monument Sq #601, Portland, ME 04101, United States -
Apex Luxury Rentals
● OpenApex Luxury Rentals is a premier real estate agency located at 317 Foreside Road in Falmouth, Maine. We specialize in providing luxury property rentals in Southern Maine and soon in Naples, Florida. Our goal is to offer top-notch accommodations and ensure a stress-free and enjoyable stay for our clients. Whether you are looking for a short-term rental for a week, a month, or a long-term lease of 1 years, we have a diverse portfolio of options to choose from. From elegant townhouses in Portland's East and West End to deluxe oceanfront condos and single-family homes in desirable locations such as Yarmouth, Cumberland, Falmouth, Cape Elizabeth, and Freeport, we have something for everyone.
317 Foreside Rd, Falmouth, ME 04105, United States -
Cumberland Park Place
● OpenCumberland Park Place is a charming senior living community located at 457 Cumberland Avenue in Portland, Maine, United States. Our facility offers a warm and inviting atmosphere for residents to call home. With a range of amenities and services, including delicious dining options, engaging activities, and personalized care plans, we strive to create a comfortable and supportive environment for our residents. Our dedicated staff is committed to providing top-notch care and ensuring the well-being of all who reside with us. Come visit Cumberland Park Place and see why we are a premier senior living community in the heart of Portland.
457 Cumberland Ave, Portland, ME 04101, United States -
Drinan Properties, Inc.
● OpenDrinan Properties, Inc. is a reputable real estate agency located at 87A Ocean Street in South Portland, Maine, United States. With a dedicated team of experienced agents, Drinan Properties, Inc. specializes in helping clients buy, sell, and rent residential and commercial properties in the area. Whether you are looking for your dream home or seeking to invest in real estate, Drinan Properties, Inc. is committed to providing top-notch service and expertise to meet all of your real estate needs. Contact them today to start your property journey!
87A Ocean St, South Portland, ME 04106, United States -
Maine Studio Works
● OpenMaine Studio Works is a creative hub located at 170 Anderson Street in the vibrant city of Portland, Maine. Our institution is dedicated to fostering artistic expression and providing a space for artists to collaborate and create. From painting and sculpture to photography and digital media, Maine Studio Works offers a diverse range of resources and opportunities for artists of all levels. Our studio is equipped with state-of-the-art facilities and a supportive community of fellow artists, making it the perfect place to bring your creative visions to life. Join us at Maine Studio Works and let your creativity soar.
170 Anderson St, Portland, ME 04101, United States -
Disability RMS
● OpenDisability RMS, located at 300 Southborough Drive in South Portland, Maine, is an insurance agency specializing in group benefit and stop-loss products. With a focus on helping health plans and insurance carriers expand their businesses, Disability RMS offers expertise in managing group disability and group life insurance products. Their services include customized solutions for claims management, underwriting, actuarial, and policy administration. The institution offers a flexible portfolio of solutions for absence management, with experienced case specialists and in-house experts ensuring accurate outcomes. Disability RMS also partners with clients to bring new stop-loss products to market or enhance existing offerings, designing tailored products to meet specific market needs.
300 Southborough Dr, South Portland, ME 04106, United States -
Northwestern Mutual
● ClosedNorthwestern Mutual, located at 511 Congress Street in Portland, Maine, is a finance institution dedicated to helping individuals protect their families and achieve their financial goals. Their team of financial advisors offers personalized plans that balance current and future priorities, providing a range of options including investments and insurance. With high financial strength ratings and recognition for customer experience, Northwestern Mutual is committed to putting clients first and planning for both today and tomorrow. Their approach combines strategies for growth and protection, tailored to each individual's needs. By working with Northwestern Mutual, clients can access a variety of financial options to help them reach their goals, whether it's saving for college, buying a house, or planning for retirement. The institution is focused on creating a culture of inclusion and respect for employees, advisors, clients, and communities. With a dedication to diversity and inclusion, Northwestern Mutual is committed to supporting their workforce and advancing critical issues in their communities.
511 Congress St #601, Portland, ME 04101, United States -
Rebecca Austerer
● OpenRebecca Austerer is a renowned health institution located at 895 Portland Road in Saco, Maine, United States. Specializing in physiotherapy, the team at Rebecca Austerer is dedicated to providing top-notch care and rehabilitation services to help patients recover from injuries, manage chronic pain, and improve their overall physical well-being. With a focus on personalized treatment plans and a commitment to excellence, Rebecca Austerer is a trusted destination for those seeking expert physiotherapy services in the Saco area.
895 Portland Rd, Saco, ME 04072, United States -
Jennifer Klieber
● OpenJennifer Klieber is a reputable health institution located at 895 Portland Road in Saco, Maine. Specializing in physiotherapy, Jennifer Klieber offers top-notch services to help individuals recover from injuries, manage chronic pain, and improve their overall physical well-being. With a team of experienced and dedicated physiotherapists, patients can expect personalized treatment plans tailored to their specific needs. Whether you are recovering from a sports injury or seeking relief from a medical condition, Jennifer Klieber is committed to helping you achieve optimal health and wellness.
895 Portland Rd, Saco, ME 040729673, United States -
Kendra Cornwall
● OpenKendra Cornwall is a reputable health institution located at 25 Middle Street in Portland, Maine, United States. Specializing in primary care and family medicine, our team of dedicated doctors and healthcare professionals are committed to providing top-quality medical services to our patients. With a focus on preventative care and wellness, Kendra Cornwall strives to help individuals and families achieve and maintain their optimal health. Visit us today for compassionate and personalized healthcare in a welcoming and comfortable environment.
25 Middle St, Portland, ME 04101, United States -
Stermer Lynn
● OpenStermer Lynn is a renowned doctor's office located at 180 Frances Street in Portland, Maine, United States. Specializing in providing top-notch health care services, Stermer Lynn is committed to delivering exceptional medical care to patients of all ages. With a team of highly skilled and experienced medical professionals, patients can trust in the expertise and dedication of the staff at Stermer Lynn. Whether you are in need of a routine check-up or seeking treatment for a specific health issue, Stermer Lynn is dedicated to providing personalized and compassionate care to help you achieve optimal health and well-being.
180 Frances St, Portland, ME 04102, United States -
Ameriprise Financial: Moorhead Warren
● OpenAmeriprise Financial in Moorhead Warren, located at 707 Sable Oaks Drive, South Portland, Maine, is a finance institution offering a range of certifications and designations to its advisors. These include the AAMS™ certification for asset management, ADPA™ for domestic partnership advising, AEP® for estate planning, AIF® for investment fiduciary practices, APMA™ for portfolio management, AWMA℠ for asset management needs, and more. Advisors at Ameriprise Financial also hold certifications in areas such as behavioral finance, philanthropy advising, annuities, senior planning, divorce financial analysis, estate planning, exit planning, and more. The institution prides itself on providing expert financial advice and planning services to a diverse range of clients, including veterans and those with special needs. With a team of highly trained and certified professionals, Ameriprise Financial in Moorhead Warren is committed to helping clients achieve their financial goals and secure their financial future.
707 Sable Oaks Dr # 210, South Portland, ME 04106, United States -
The Blakeman/Mavor Group - Morgan Stanley
● OpenThe Blakeman/Mavor Group at Morgan Stanley is a leading finance institution located at 100 Middle Street in Portland, Maine, United States. With a strong reputation for excellence in financial services, our team of experts is dedicated to providing top-tier investment advice and wealth management solutions for our clients. Whether you are looking to grow your portfolio, plan for retirement, or secure your financial future, The Blakeman/Mavor Group is committed to helping you achieve your goals. Contact us today to learn more about how we can help you navigate the complexities of the financial world.
100 Middle St 3rd Floor, Portland, ME 04101, United States -
The Downeast Group - Morgan Stanley
● OpenThe Downeast Group - Morgan Stanley is a finance institution located at 100 Middle Street in Portland, Maine, United States. As part of the renowned Morgan Stanley brand, they offer a wide range of financial services including wealth management, investment advice, and retirement planning. With a team of experienced professionals, they strive to help their clients achieve their financial goals and secure their futures. Visit The Downeast Group - Morgan Stanley today to learn more about their personalized financial solutions.
100 Middle St 3rd Fl, Portland, ME 04101, United States -
Monument Square Financial Advisors - UBS Financial Services Inc.
● OpenMonument Square Financial Advisors - UBS Financial Services Inc. is a renowned financial institution located at 1 City Center in Portland, Maine, United States. Specializing in finance, they offer a wide range of services to help individuals and businesses manage their wealth and achieve their financial goals. With a team of experienced advisors, they provide personalized solutions tailored to each client's unique needs. Whether you are looking for investment advice, retirement planning, or wealth management strategies, Monument Square Financial Advisors - UBS Financial Services Inc. is dedicated to helping you secure a prosperous financial future.
1 City Center 10th Floor, Portland, ME 04101, United States -
Stonecoast Financial Group - UBS Financial Services Inc.
● OpenStonecoast Financial Group - UBS Financial Services Inc. is a leading finance institution located in the heart of Portland, Maine. With a strong reputation for providing top-notch financial services, they offer a wide range of investment options and wealth management solutions to help clients achieve their financial goals. Whether you are looking to grow your portfolio, plan for retirement, or secure your financial future, the experienced team at Stonecoast Financial Group - UBS Financial Services Inc. is dedicated to providing personalized and comprehensive financial advice tailored to your specific needs. Visit them at 1 City Center to learn more about how they can help you reach your financial aspirations.
1 City Center 10th Floor, Portland, ME 04101, United States -
Merrill Lynch Financial Advisor Jaime Clark
● ClosedMerrill Lynch Financial Advisor Jaime Clark is a finance institution located at 1 Monument Square, Portland, Maine, United States. Jaime Clark specializes in managing your wealth by creating personalized strategies tailored to your financial goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Jaime Clark and their team are dedicated to building strong client relationships based on trust and personalized service. By utilizing the Merrill Personal Wealth Analysis™, Jaime Clark helps clients build and document personalized plans centered on their goals. As a Wealth Management Client Associate and Resident Director Assistant, Jaime Clark focuses on understanding what matters most to each client, whether it's planning for retirement, saving for a home, or funding a child's education. By conducting an Investment Personality Assessment, Jaime Clark can customize financial approaches to help clients pursue their goals. Regular check-ins and updates ensure that clients' financial approaches reflect any changes in their lives or goals.
1 Monument Sq, Portland, ME 04101, United States -
Simmons Investment Advisors
● ClosedSimmons Investment Advisors is a private financial advisory practice located at 2 Monument Square in Portland, Maine, United States. We offer comprehensive wealth management, investment, and long-term planning services with a client-first approach. Our team of experienced professionals creates custom portfolios tailored to individual, family, or business owner needs. We prioritize client relationships and operate with dedication, integrity, and transparency. With deep roots in the community, we are committed to helping our clients achieve their financial goals and thrive. As a member of Hightower Advisors, we adhere to fiduciary obligations and provide personalized financial plans to guide clients through life's transitions.
2 Monument Sq, Portland, ME 04101, United States -
Fore River Financial
● ClosedFore River Financial is a reputable finance institution located at 22 Free Street in the bustling city of Portland, Maine, United States. With a team of experienced financial experts, we provide a wide range of financial services to individuals and businesses. Our services include investment management, retirement planning, estate planning, and more. At Fore River Financial, we are committed to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can help you with your financial needs.
22 Free St # 202, Portland, ME 04101, United States -
Antaeus Wealth Advisors, LLC
● ClosedAntaeus Wealth Advisors, LLC is a finance institution located at 254 Commercial Street in Portland, Maine, United States. Specializing in wealth management and financial planning, Antaeus Wealth Advisors offers personalized services to help clients achieve their financial goals. With a team of experienced professionals, they provide expert advice and guidance to individuals and businesses looking to grow and protect their assets. Whether you are planning for retirement, investing for the future, or seeking to optimize your financial portfolio, Antaeus Wealth Advisors is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
254 Commercial St Suite 245, Portland, ME 04101, United States -
Diane E Hoenig - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDiane E Hoenig is a financial advisor at Ameriprise Financial Services, LLC located at 300 Portland Road in Bridgton, Maine, United States. She holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate her expertise in asset management, estate planning, retirement planning, and investment strategies. Diane is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and continuing education, Diane ensures that her clients receive the highest level of service and expertise in financial planning.
300 Portland Rd #3, Bridgton, ME 04009, United States -
Hoenig & Hoenig - Ameriprise Financial Services, LLC
● OpenHoenig & Hoenig - Ameriprise Financial Services, LLC is a finance institution located at 300 Portland Road, Bridgton, Maine, United States. Ameriprise financial advisors are registered to do business in certain U.S. states and provide personalized financial planning services. The initial consultation offers an overview of financial planning concepts, although written analysis and recommendations are not provided. Ameriprise Financial cannot guarantee future financial results. The institution is a member of FINRA and SIPC, and users of the website are bound by the Ameriprise Financial Website Rules and Regulations. The institution values referrals and strives to help friends and family achieve their financial goals. The Privacy and Security Center ensures online security and protection against email fraud.
300 Portland Rd #3, Bridgton, ME 04009, United States -
Stephanie Bornstein - UBS Financial Services Inc.
● OpenStephanie Bornstein - UBS Financial Services Inc. is a reputable financial institution located at 1 City Center in Portland, Maine, United States. Specializing in finance, they offer a wide range of services to help clients manage their wealth and achieve their financial goals. With a team of experienced professionals, Stephanie Bornstein - UBS Financial Services Inc. is dedicated to providing personalized financial solutions tailored to each client's unique needs. Whether you are looking to invest, plan for retirement, or secure your financial future, this institution is committed to helping you make informed decisions and navigate the complexities of the financial world.
1 City Center 10th Floor, Portland, ME 04101, United States -
Christopher Robinson - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedChristopher Robinson is a Financial Advisor at Ameriprise Financial Services, LLC located on Fore Street in Portland, Maine, United States. Ameriprise Financial has been recognized as one of Investor’s Business Daily’s Most Trusted Wealth Managers. Christopher Robinson provides personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Regular meetings are scheduled to review progress, update strategies, and track goals. Clients have access to their investments and accounts from any device securely. Initial consultations are complimentary for those interested in learning more about financial planning concepts. Ameriprise Financial cannot guarantee future financial results, but aims to help clients achieve their financial goals. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. Christopher Robinson can only conduct securities business in states where properly registered. Feel free to refer friends or family members to Christopher Robinson to help them achieve their financial goals.
Two Portland Square, Fore St Ste 700, Portland, ME 04101, United States -
Janney Montgomery Scott LLC
● ClosedJanney Montgomery Scott LLC is a finance institution located at 50 Portland Pier in Portland, Maine, United States. With a strong reputation for providing personalized financial services, Janney Montgomery Scott LLC offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. Whether you are looking to grow your portfolio, plan for retirement, or manage your assets, the experienced professionals at Janney Montgomery Scott LLC are dedicated to providing expert guidance and tailored advice to meet your needs.
50 Portland Pier #200, Portland, ME 04101, United States -
Micah J. Roberge, CIMA®, CPWA® - UBS Financial Services Inc.
● OpenMicah J. Roberge, CIMA®, CPWA® at UBS Financial Services Inc. is a reputable finance institution located in City Center, Portland, Maine, United States. With a team of experienced professionals, they offer a wide range of financial services to help clients achieve their investment goals. Specializing in investment management and wealth planning, their advisors are dedicated to providing personalized solutions tailored to each client's unique needs. Whether you're looking to grow your portfolio or plan for the future, Micah J. Roberge, CIMA®, CPWA® at UBS Financial Services Inc. is committed to helping you navigate the complexities of the financial world with confidence.
One City Center, City Center 7th Floor, Portland, ME 04101, United States
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