Retirement and investment planning in Wells, Maine
18 results found
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Investment Executives, Inc
● ClosedInvestment Executives, Inc is a reputable insurance agency located at 407 Alfred Road in Biddeford, Maine, United States. Our team of experienced professionals is dedicated to helping clients protect their financial futures through personalized insurance solutions. Whether you are looking for life insurance, health insurance, or retirement planning services, we are here to provide expert guidance and support. Contact us today to schedule a consultation and start securing your financial well-being.
407 Alfred Rd, Biddeford, ME 04005, United States -
Wells Fargo Advisors
● OpenWells Fargo Advisors is a finance institution located at 165 Main Street in Damariscotta, Maine, United States. As a trusted financial services provider, Wells Fargo Advisors offers a wide range of investment and wealth management services to help clients achieve their financial goals. With a team of experienced advisors, they provide personalized guidance and tailored solutions to meet the unique needs of each individual or business. Whether you are planning for retirement, saving for college, or investing for the future, Wells Fargo Advisors is committed to helping you make informed financial decisions and secure your financial future.
165 Main St Suite 2A, Damariscotta, ME 04543, United States -
Steele Street Capital
● OpenSteele Street Capital, located at 1 Maine 236, Kittery, Maine, United States, is a finance institution founded in 2012 by David Gerasin. The institution provides independent and unbiased wealth management and financial advisory strategies to a select group of clients who have achieved financial success or are working towards it. Steele Street Capital focuses on personalized service and tailors its services to meet the unique needs of each client. Please note that their services are available only to residents of certain states and may not be offered to individuals residing outside of the U.S. Securities-related services are provided through Wells Fargo Advisors Financial Network, LLC, and insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company. It is important to be aware that by clicking on certain links, you will be leaving the Wells Fargo website and entering a third-party website not affiliated with Wells Fargo Advisors. Please review the third-party's policies and terms and conditions before proceeding.
1 ME-236 Suite 2, Kittery, ME 03904, United States -
Acadia Federal Credit Union
● ClosedAcadia Federal Credit Union is a trusted financial institution located at 9 East Main Street in Fort Kent, Maine. As a full-service credit union, we offer a wide range of banking and financial services to our members, including checking and savings accounts, loans, mortgages, and investment options. Our convenient location and friendly staff make managing your finances easy and stress-free. Visit us today to experience the benefits of banking with Acadia Federal Credit Union.
9 E Main St, Fort Kent, ME 04743, 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 -
Principal Financial Group
● ClosedPrincipal Financial Group is an insurance agency located at 100 Commercial Street in Portland, Maine, United States. Our mission is to help you protect what matters most in life through insurance. As the presenting sponsor of prestigious sports awards, we celebrate expertise, excellence, and equality in sports. We offer a range of services to help you secure your life, wages, and financial future. Dedicate a portion of your paycheck towards big goals like retirement or education, and feel confident about investing for the long term. Our firm is affiliated with FINRA's BrokerCheck for your research. Please refer to our disclosures and agreements for important information about our services. Remember, all investments come with inherent risks. Plan for your retirement with our Retirement Wellness Planner, but remember that individual results may vary. Trust Principal Financial Group to help you achieve your financial goals and protect your future.
100 Commercial St # 211, Portland, ME 04101, United States -
Ship Shape Financial
● ClosedShip 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.
14 Main St, Brunswick, ME 04011, United States -
Auburn Savings Bank
● ClosedAuburn Savings Bank, located at 256 Court Street in Auburn, Maine, offers a range of financial services including ATM access, banking, and personalized financial solutions. Whether you are looking to start or expand your business, Auburn Savings Bank provides customized products and first-name service to help you achieve your goals. Customers like Heidi and Evan Peer, owners of All in 1 Builders, appreciate the local and accessible nature of the bank, as well as the fast decision-making process. With over a century of experience in the Lewiston-Auburn community, Auburn Savings Bank is committed to supporting individuals, families, and businesses in the area. From streamlined financing to personalized solutions, Auburn Savings Bank is dedicated to helping you succeed. Visit us today to experience the difference of banking with Auburn Savings Bank.
256 Court St, Auburn, ME 04210, United States -
Fred E Gignoux Inc
● OpenFred 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.
5 Moulton St # 2A, Portland, ME 04101, 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 -
Alex Mills: Financial Planner
● ClosedAlex Mills: Financial Planner is a well-established finance institution located at 75 Leighton Road in Falmouth, Maine, United States. Our team of experienced financial planners is dedicated to helping individuals and families achieve their financial goals through personalized and strategic planning. Whether you are looking to invest for the future, save for retirement, or plan for your children's education, we are here to provide expert guidance and support every step of the way. Trust Alex Mills: Financial Planner to help you secure a stable and prosperous financial future.
75 Leighton Rd, Falmouth, ME 04105, United States -
Bogue Asset Management
● OpenBogue Asset Management is a finance institution located at 74 Merriland Ridge Road in Wells, Maine, United States. The primary goal of this institution is to help clients keep the promises they make to themselves by providing them with the information they need to make wise financial choices and take control of their lives. Services are offered to professionals, small business owners, individuals approaching retirement, retirees, and their families, both locally and across the country. With a focus on creating financial plans that provide peace of mind and ensure success, Bogue Asset Management helps clients develop a clear vision of their goals and the most effective course of action to manage wealth. Portfolio management is approached with an investment strategy based on individual goals, allowing clients to focus on what matters to them rather than being dictated by financial markets.
74 Merriland Ridge Rd, Wells, ME 04090, 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 -
Edward Jones
● OpenEdward Jones is a well-established financial institution located at 127 Topsham Fair Mall Road in Topsham, Maine. With a strong presence in the United States, Edward Jones offers a wide range of financial services including investment planning, retirement planning, wealth management, and more. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to build wealth, save for retirement, or plan for the future, Edward Jones is committed to providing personalized and comprehensive financial solutions to meet your needs.
127 Topsham Fair Mall Rd, Topsham, ME 04086, United States -
Banyan Financial Services
● OpenBanyan Financial Services is a trusted finance institution located at 1662 Post Road in Wells, Maine, United States. Specializing in providing a wide range of financial services, Banyan Financial Services offers expert advice and personalized solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Banyan Financial Services is dedicated to providing top-notch service and building long-lasting relationships with their clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Banyan Financial Services is here to help. Visit their office in Wells or contact them to schedule a consultation and take the first step towards securing your financial future.
1662 Post Rd, Wells, ME 04090, United States -
Gregory Clinard - Financial Advisor, Ameriprise Financial Services, LLC
● OpenGregory Clinard, a Financial Advisor at Ameriprise Financial Services, LLC, located at 5 Ward Street in Scarborough, Maine, offers a wide range of financial services to individuals seeking to secure their financial future. With 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®, Gregory Clinard is well-equipped to provide expert advice on various financial planning topics. Whether you are looking to plan for retirement, manage your investments, or navigate the complexities of estate planning, Gregory Clinard can help guide you through the process with professionalism and expertise. Contact Gregory Clinard today to schedule a consultation and take the first step towards securing your financial future.
5 Ward St, Scarborough, ME 04074, United States -
Everspring Wealth - Ameriprise Financial Services, LLC
● ClosedEverspring Wealth - Ameriprise Financial Services, LLC is a trusted finance institution located in Scarborough, Maine, United States. Recognized as one of the Most Trustworthy Companies in America by Newsweek, we offer personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. Our team documents your goals, regularly reviews your progress, and adjusts your approach as needed to help you achieve financial success. With a focus on retirement planning, education funding, major purchases, and more, we provide a comprehensive range of financial services to meet your needs. Our multi-generational approach ensures that every member of your family has a voice in their financial future, with a special emphasis on financial literacy and education.
Centervale Farm, Ste 110, Scarborough, ME 04074, United States -
Ameriprise Financial
● ClosedAmeriprise Financial is a finance institution located at 202 U.S. 1, Falmouth, Maine, United States. They offer a range of financial planning services to help clients achieve their financial goals. The institution is registered with FINRA and offers investment products and services through Ameriprise Financial Services, LLC. Clients can schedule a complimentary initial consultation to learn more about financial planning concepts. Please note that investment products involve risks and are not insured by the FDIC or NCUA. Ameriprise Financial cannot guarantee future financial results. The institution values privacy and security, and adheres to strict rules and regulations. Members of Ameriprise Financial Services, LLC are also members of FINRA and SIPC. If you are interested in learning more about their services, feel free to reach out for a consultation.
202 US-1 #4, Falmouth, ME 04105, United States
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