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TOP 30 Retirement and estate planning in Maine
111 results found
A convenient service for searching for businesses, places and services
Seacoast Financial Planning
Seacoast Financial Planning, located at 775 U.S. 1 in York, Maine, is a comprehensive financial institution offering accounting, finance, and legal services. Recognized as one of the Forbes Best-in-State Wealth Management Teams for 2024, our team is dedicated to helping clients achieve their financial goals with personalized advice and strategic planning. We prioritize what matters most to you, whether it's retirement planning, education savings, or investing in a second home. Our services include investment recommendations, asset allocation, and regular progress reviews to ensure your financial strategy aligns with your objectives and risk tolerance. With access to your accounts and investments from any device, you can track your progress towards your goals securely and conveniently. Schedule a complimentary initial consultation to learn more about how we can help you navigate the current financial landscape and plan for a secure future. Ameriprise Financial Services, LLC. Member FINRA and SIPC.
Elder Law Office of Kienitz and Pross, P.A.
The Elder Law Office of Kienitz and Pross, P.A. is a reputable law firm specializing in elder law located at 443 Main Street in Lewiston, Maine. With a focus on providing legal advice and services tailored to the unique needs of seniors, their practice areas include estate planning, long-term care planning, Medicaid planning, guardianship, and more. The experienced attorneys at this institution are dedicated to helping elderly clients and their families navigate the complexities of aging with compassion and expertise.
Gosline Retirement Planning
Gosline Retirement Planning, located at 633 Maine Avenue in Farmingdale, Maine, is a comprehensive financial services firm dedicated to helping soon-to-be-retired and retired residents of Maine effectively plan for life's greatest journey. With a focus on making investments to ensure financial security in retirement, our experienced team helps clients navigate important decisions such as managing income, understanding taxation, and preparing for rising healthcare costs. By offering services such as income planning, wealth management, Medicare and long-term care guidance, and legacy and estate planning, we provide the necessary help and insight for a secure financial future. Fill out the form on our website to schedule your complimentary financial review and receive a free guide on managing healthcare costs in retirement. Let us help you plan for a comfortable and worry-free retirement.
J. Zack and Associates
J. Zack and Associates is a reputable finance institution located in Lisbon, Maine, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need assistance with investments, retirement planning, or estate planning, J. Zack and Associates is dedicated to helping you achieve your financial goals. Their personalized approach and commitment to excellence make them a trusted partner in managing your finances.
Navigate Wealth Planning Group
Navigate Wealth Planning Group is a leading finance institution located at 7 Portland Farms Road in Scarborough, Maine, United States. Our team of experienced financial advisors is dedicated to helping individuals and families navigate their financial goals and plan for a secure future. We offer personalized financial planning services, investment management, retirement planning, estate planning, and more. With a focus on integrity, transparency, and client-centered approach, Navigate Wealth Planning Group is committed to helping you achieve financial success and peace of mind. Contact us today to schedule a consultation and start planning for your financial future.
Elder Planning Advisors of Maine, Inc.
Elder Planning Advisors of Maine, Inc. is a finance institution located at 1006 Broadway in South Portland, Maine. Our team of experienced advisors specializes in providing financial planning services tailored to the unique needs of seniors and retirees. From retirement planning to estate planning, we are dedicated to helping our clients navigate the complexities of financial decision-making in their later years. Trust Elder Planning Advisors of Maine, Inc. to provide you with expert guidance and peace of mind for your financial future.
Simpson Financial Strategies
Simpson Financial Strategies is an independent financial planning firm located at 433 U.S. 1 in York, Maine, United States. Our mission is to help our clients make informed decisions about their finances, reduce tax burdens, and protect assets from potential risks such as litigation or divorce. We strive to maximize income potential, explore charitable giving opportunities, and ensure that your legacy is preserved or enhanced for future generations. At Simpson Financial Strategies, we understand that each client has unique financial goals, and we are dedicated to providing personalized guidance to help you achieve them. Our team works with Registered Representatives of Cambridge Investment Research, Inc., a reputable broker-dealer, and offers advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Please note that Cambridge does not provide tax or legal advice.
Raymond James Financial Services
Raymond James Financial Services is a finance institution located at 276 U.S. 1 in York, Maine, United States. They provide a wide range of financial services, including investment advice, wealth management, retirement planning, and more. With a team of experienced professionals, Raymond James Financial Services is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Raymond James Financial Services can provide personalized solutions to meet your needs.
Accolade Financial
Accolade Financial is a reputable finance institution located at 226 York Street in York, Maine, United States. With a strong commitment to providing top-notch financial services, Accolade Financial offers a wide range of solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, the experienced professionals at Accolade Financial are dedicated to delivering personalized and comprehensive financial guidance. Trust in Accolade Financial to help you navigate the complexities of the financial world and secure a prosperous future.
Eric Bonnette - TD Wealth Financial Advisor
Eric Bonnette - TD Wealth Financial Advisor is a trusted financial institution located in Kittery, Maine. As a part of TD Wealth, Eric Bonnette offers expert financial advice and personalized wealth management services to help clients achieve their financial goals. With a focus on building strong relationships and providing top-notch customer service, Eric Bonnette is dedicated to helping individuals and families navigate the complexities of financial planning. Whether you are looking to invest, save for retirement, or plan for the future, Eric Bonnette - TD Wealth Financial Advisor is committed to helping you make informed decisions and secure your financial future.
Edward Jones - Financial Advisor: Fred W Diehl, CFP®
Edward Jones - Financial Advisor: Fred W Diehl, CFP® is a trusted financial institution located at 15 Woodbridge Road in York, Maine, United States. Fred W Diehl, a Certified Financial Planner, offers personalized financial advice and services to help clients achieve their financial goals. With a commitment to integrity and professionalism, Edward Jones provides comprehensive financial planning, investment management, and retirement planning services to individuals and families. Whether you are looking to grow your wealth, plan for your future, or secure your retirement, Fred W Diehl and the team at Edward Jones are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
Edward Jones - Financial Advisor: Susan Heckaman, AAMS™
Edward Jones - Financial Advisor: Susan Heckaman, AAMS™ is a trusted financial institution located at 469 U.S. 1 in York, Maine, United States. Susan Heckaman, an Accredited Asset Management Specialist, offers personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Susan helps clients navigate the complexities of investing and financial planning. Whether you are planning for retirement, saving for a child's education, or building wealth for the future, Susan Heckaman and Edward Jones are here to provide expert guidance and support every step of the way.
New York Life Insurance Co: Gikas Timothy
New York Life Insurance Co: Gikas Timothy is an insurance agency located at 500 Southborough Drive, South Portland, Maine, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time, customizable long-term coverage, and the ability to invest policy cash value in the market. They provide financial protection for everyday tasks, lost income due to sickness or injury, and assistance in creating investment strategies and estate plans. With a diverse and welcoming workplace, they have been recognized as an industry leader for over 175 years. Their mission is to make the world a better place through responsible investing, community engagement, and charitable giving. Through their New York Life Foundation, they support educational enhancement, childhood bereavement, grassroots community efforts, and workplace initiatives. They also have a $1 billion impact investment initiative to address the racial wealth gap in America. With the highest financial strength ratings and a commitment to their policy owners, New York Life is dedicated to helping individuals, families, and communities thrive.
Northwestern Mutual
Northwestern 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.
Donna Brown - Prudential Financial
Donna Brown - Prudential Financial is a reputable finance and insurance agency located at 141 Water Street in Skowhegan, Maine, United States. With a strong focus on financial planning and insurance solutions, the institution offers a wide range of services to help individuals and businesses secure their financial future. The team at Donna Brown - Prudential Financial is dedicated to providing personalized and professional guidance to clients, ensuring they make informed decisions about their finances. Whether you are looking for retirement planning, investment advice, or insurance coverage, Donna Brown - Prudential Financial is committed to helping you achieve your financial goals.
Karrie Chadbourne, Bankers Life Agent
Karrie Chadbourne, Bankers Life Agent is an insurance agency located at 442 Civic Center Drive in Augusta, Maine, United States. As a Bankers Life Agent, Karrie Chadbourne specializes in providing insurance products and services to individuals and families. With a focus on financial security and peace of mind, Karrie Chadbourne offers personalized insurance solutions tailored to meet the unique needs of each client. Whether you are looking for life insurance, retirement planning, long-term care coverage, or other insurance products, Karrie Chadbourne is dedicated to helping you protect what matters most. Contact Karrie Chadbourne, Bankers Life Agent today to learn more about how they can help you secure your future.
Geoffrey Pritchard, Bankers Life Agent
Geoffrey Pritchard, Bankers Life Agent in Augusta, Maine, offers a wide range of insurance options from top companies such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Our experienced agents can help you navigate through Medicare Advantage plans to find the best coverage for your needs. With options that include prescription drug coverage and low monthly premiums, we are here to help you make the right choices for your future. As the need for long-term care becomes increasingly important, our team is ready to assist you in planning for the future and having important discussions with your loved ones. Visit us at 442 Civic Center Drive in Augusta to start planning your next steps today.
Ship Shape Financial
Ship Shape Financial is a reputable finance institution located at 14 Main Street in Brunswick, Maine, United States. Specializing in providing expert financial services, Ship Shape Financial is dedicated to helping individuals and businesses achieve their financial goals. With a team of knowledgeable professionals, they offer a wide range of financial solutions tailored to meet the unique needs of their clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Ship Shape Financial is committed to providing top-notch service and guidance. Visit them today to start on the path towards a more secure financial future.
Curtis Fortier, Bankers Life Agent
Curtis Fortier, Bankers Life Agent is an insurance agency located at 360 U.S. 1, Scarborough, Maine, United States. Specializing in providing personalized insurance solutions, Curtis Fortier and his team are dedicated to helping clients protect their financial future. With a focus on Bankers Life products, customers can rely on expert advice and top-notch customer service to meet their insurance needs. Contact Curtis Fortier, Bankers Life Agent today for a comprehensive insurance plan tailored to your individual requirements.
Lindsay Clippinger, Bankers Life Agent
Lindsay Clippinger, Bankers Life Agent is an insurance agency located at 360 U.S. 1 in Scarborough, Maine. As a dedicated Bankers Life agent, Lindsay Clippinger provides personalized insurance solutions to meet the needs of individuals and families in the community. With a focus on offering quality products and exceptional customer service, Lindsay Clippinger helps clients protect their financial future and achieve peace of mind. Whether you are looking for life insurance, retirement planning, long-term care coverage, or other insurance products, Lindsay Clippinger is here to assist you every step of the way. Contact Lindsay Clippinger, Bankers Life Agent today to learn more about how she can help you secure your financial future.
Charles M Beynon - Private Wealth Advisor, Ameriprise Financial Services, LLC
Charles M Beynon is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 775 U.S. 1 in York, Maine, United States. Charles holds various prestigious certifications such as 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 Charles's expertise in areas such as asset management, retirement planning, estate planning, investment strategies, risk management, and financial planning for individuals, retirees, and small business owners. Charles is committed to upholding a high standard of ethics and professionalism in providing financial advice and services to clients.
Fred E Gignoux Inc
Fred E Gignoux Inc is a well-established institution located at 5 Moulton Street in Portland, Maine, United States. With a commitment to excellence and a strong reputation for providing top-notch services, Fred E Gignoux Inc offers a wide range of financial solutions to meet the needs of its clients. Whether you are looking for investment advice, retirement planning, or estate planning services, the experienced team at Fred E Gignoux Inc is dedicated to helping you achieve your financial goals. Visit their office today to learn more about how they can assist you in securing your financial future.
Levey & Wagley
Levey & Wagley is a reputable law firm located at 161 Main Street in Winthrop, Maine, United States. Specializing in various areas of law, their team of experienced lawyers provide expert legal advice and representation to clients in need. With a commitment to professionalism and client satisfaction, Levey & Wagley is dedicated to serving the legal needs of individuals and businesses in the community. Contact them today for reliable and trustworthy legal services.
John Duval Associates
John Duval Associates is a leading financial consulting firm located at 4 Creek Lane in Manchester, Maine, United States. With a team of experienced professionals, we provide expert advice and personalized solutions to help our clients achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or estate management, our dedicated team is here to assist you every step of the way. At John Duval Associates, we are committed to providing top-notch service and building long-lasting relationships with our clients.
Bourassa & Petersen
Bourassa & Petersen is a reputable institution located at 116 State Street in Augusta, Maine, United States. Specializing in financial services, they offer a wide range of solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Bourassa & Petersen provides personalized advice and tailored strategies to meet the unique needs of each client. Whether you are looking for investment guidance, retirement planning, or estate planning, you can trust Bourassa & Petersen to provide expert guidance and exceptional service. Visit their office today to learn more about how they can help you secure your financial future.
Ferguson & Johnson PA
Ferguson & Johnson PA is a well-established law firm located at 506 Main Street in Sanford, Maine, United States. The firm, originally founded by Robert Ferguson in 1963, has been providing legal services to the community for over five decades. In 1995, Robert was joined by his daughter Donna, and later by his son David in 2002, forming Ferguson & Johnson, P.A. With Robert's retirement, the firm was renamed Ferguson & Nichols, and continues to offer general legal services in Sanford. The firm specializes in various areas of law, including real estate transactions, estate planning, family law, tax planning, probate administration, and corporate governance. Whether you are buying or selling a property, planning your estate, going through a divorce, or starting a business, Ferguson & Nichols has experienced attorneys who can provide the necessary legal assistance.
Prime Financial Inc Investors
Prime Financial Inc Investors is a reputable finance institution located at 753 West River Road in Waterville, Maine, United States. With a focus on providing top-notch financial services to clients, Prime Financial Inc Investors is dedicated to helping individuals and businesses achieve their investment goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, the experienced team at Prime Financial Inc Investors is here to help. With a commitment to excellence and personalized service, Prime Financial Inc Investors is the ideal partner for all your financial needs.
Allen Financial Group
Allen Financial Group is a leading finance institution located at 51 Main Street in Waterville, Maine, United States. With a team of experienced financial advisors, they provide a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with retirement planning, investment management, or estate planning, Allen Financial Group is dedicated to providing personalized solutions tailored to your specific needs. Trust in their expertise and commitment to excellence for all your financial needs.
joseph r. poirier, certified financial planner professional
Joseph R. Poirier, Certified Financial Planner Professional is a reputable finance institution located at 541 Lisbon Street in Lewiston, Maine, United States. With years of experience and expertise in financial planning, they offer a wide range of services to help individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, investment advice, or estate planning, Joseph R. Poirier and his team are dedicated to providing personalized solutions tailored to your specific needs. Trustworthy, reliable, and committed to excellence, they are the go-to choice for all your financial planning needs.
Labonte Financial Services
Labonte Financial Services is a reputable accounting and finance institution located at 185 Webster Street in Lewiston, Maine, United States. With a team of experienced professionals, Labonte Financial Services offers a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, Labonte Financial Services is dedicated to providing personalized and reliable solutions to meet your financial needs. Contact us today to schedule a consultation and take the first step towards securing your financial future.
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List of businesses, places and services in Maine
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