Retirement financial consultant in Maine
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Eric Bonnette - TD Wealth Financial Advisor
● ClosedEric Bonnette - TD Wealth Financial Advisor is a trusted financial institution located at 4 Scamman Street in Saco, Maine, United States. As a dedicated financial advisor with TD Wealth, Eric Bonnette provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert advice, Eric Bonnette is committed to helping clients navigate the complexities of the financial world and make informed decisions about their wealth. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investment portfolio, Eric Bonnette - TD Wealth Financial Advisor is here to help you every step of the way.
4 Scamman St Suite 6, Saco, ME 04072, United States -
Lincoln Financial Group
● ClosedLincoln Financial Group is a trusted and renowned finance institution located in Saco, Maine, United States. With a strong reputation for providing top-notch financial services and products, Lincoln Financial Group offers a wide range of solutions to help individuals and businesses achieve their financial goals. Whether it's retirement planning, investment management, or insurance services, Lincoln Financial Group has a team of experienced professionals ready to assist clients every step of the way. With a commitment to excellence and customer satisfaction, Lincoln Financial Group is a leading choice for all your financial needs.
Saco, ME 04072, United States -
Edward Jones - Financial Advisor: Jason B Shinn
● ClosedEdward Jones - Financial Advisor: Jason B Shinn is a finance institution located at 5 Stewart Drive in Scarborough, Maine, United States. Jason B Shinn is a trusted financial advisor who provides personalized financial planning services to help clients achieve their long-term financial goals. With a commitment to excellence and a focus on building strong relationships with clients, Edward Jones - Financial Advisor: Jason B Shinn is dedicated to providing top-notch financial advice and guidance. Whether you are planning for retirement, saving for your child's education, or investing for the future, Jason B Shinn will work with you to create a customized financial plan tailored to your individual needs. Trust Edward Jones - Financial Advisor: Jason B Shinn to help you navigate the complexities of the financial world and secure your financial future.
5 Stewart Dr Unit 104, Scarborough, ME 04074, United States -
David Chambers - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedDavid Chambers is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 10 Plaza Drive in Scarborough, Maine. With a focus on providing personalized financial planning and investment strategies, David is committed to helping his clients achieve their financial goals. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, David Chambers can provide expert guidance and support. Contact him today to schedule a consultation and take the first step towards securing your financial future.
10 Plaza Dr Ste 105, Scarborough, ME 04074, 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 -
East Financial Management
● OpenEast Financial Management is a leading finance institution located at 19 Commercial Street in the heart of Portland, Maine. With a team of experienced financial experts, we provide a wide range of services including investment management, financial planning, and retirement solutions. Our personalized approach ensures that each client receives tailored advice to help them achieve their financial goals. Whether you are looking to grow your wealth or plan for the future, East Financial Management is here to help you every step of the way.
19 Commercial St, Portland, ME 04101, United States -
Roger A Auger - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenRoger A Auger is a Private Wealth Advisor at Ameriprise Financial Services, LLC located in Scarborough, Maine, United States. He holds various 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®, 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®. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, investment strategies, and more. He is dedicated to providing comprehensive financial planning services tailored to the individual needs of his clients.
Centervale Farm, Ste 110, Scarborough, ME 04074, United States -
James E Lamb - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenJames E Lamb - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 200 U.S. 1, Scarborough, Maine, United States. The institution offers a range of services and expertise to help individuals manage their wealth and plan for their financial future. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, the advisors at James E Lamb are highly trained and knowledgeable in various aspects of financial planning and asset management. Whether you are looking for retirement planning, estate planning, investment strategies, or insurance products, the team at James E Lamb can provide tailored solutions to meet your needs. Additionally, the institution offers specialized certifications for professionals who work with specific demographics, such as seniors, individuals with special needs, and military personnel. With a commitment to ethics and education, James E Lamb - Private Wealth Advisor, Ameriprise Financial Services, LLC is dedicated to helping clients achieve their financial goals and secure their financial future.
200 US-1 Ste 111, Scarborough, ME 04074, United States -
Warren Charles Spencer - Financial Advisor, Ameriprise Financial Services, LLC
● OpenWarren Charles Spencer, a financial advisor at Ameriprise Financial Services, LLC, located at 10 Plaza Drive in Scarborough, Maine, offers personalized investment and portfolio recommendations tailored to individual goals and risk tolerance. With a focus on retirement, education, and major purchases, Warren helps clients track their progress, adjust their approach as life changes, and stay informed about their investments through secure online access. By scheduling a complimentary initial consultation, clients can learn more about Warren's services and discuss their financial priorities. Warren is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. While Ameriprise Financial cannot guarantee future financial results, Warren is dedicated to helping clients achieve their financial goals and welcomes referrals from satisfied clients. Clients can expect to hear from Warren soon after a referral is made, and can feel confident in the privacy and security measures in place at Ameriprise Financial Services, LLC.
10 Plaza Dr #102, Scarborough, ME 04074, United States -
Suzanne Parks - Financial Advisor, Ameriprise Financial Services, LLC
● OpenSuzanne Parks - Financial Advisor, Ameriprise Financial Services, LLC, located at 128 Noyes Street in Portland, Maine, United States, offers a wide range of financial services to meet the needs of individuals and businesses. Suzanne Parks 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®, among others. With a commitment to ethical practices and ongoing education, Suzanne Parks is dedicated to providing expert advice on investments, retirement planning, estate planning, insurance products, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Suzanne Parks can help you achieve your financial goals.
128 Noyes St Ste 2, Portland, ME 04103, United States -
Edward Jones - Financial Advisor: Daniel P Michaud
● OpenEdward Jones - Financial Advisor: Daniel P Michaud is a trusted financial institution located at 1042 Brighton Avenue in Portland, Maine, United States. Specializing in personalized financial planning and investment strategies, Daniel P Michaud and his team provide expert advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Daniel P Michaud is committed to helping individuals and families secure their financial futures. Whether you are planning for retirement, saving for college, or investing for the future, Daniel P Michaud is dedicated to helping you make informed decisions and create a comprehensive financial plan tailored to your needs.
1042 Brighton Ave p200, Portland, ME 04102, United States -
Shawn Denecker - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedShawn Denecker - Financial Advisor, Ameriprise Financial Services, LLC, located at 10 Plaza Drive in Scarborough, Maine, offers personalized financial advice to help clients prepare for their future goals. Whether it's saving for college, planning for retirement, or making smart investments, Shawn takes the time to understand what's truly important to each individual. By providing expert guidance, clients can feel more confident and in control of their financial lives. If you have questions or would like to schedule a complimentary initial consultation, Shawn invites you to get in touch. He is properly registered to conduct securities business in certain states, and his background and qualifications can be verified on FINRA's BrokerCheck website. The institution also offers a Retirement InteractiveSM tool to help clients explore important issues that could impact their retirement income.
10 Plaza Dr Ste 105, Scarborough, ME 04074, United States -
Successful Financial Management
● ClosedSuccessful Financial Management is a leading finance institution located at 506 Main Street in Westbrook, Maine, United States. Our team of experienced financial professionals is dedicated to helping individuals and businesses achieve their financial goals. We offer a wide range of services including investment planning, retirement planning, tax planning, and wealth management. With our personalized approach and commitment to excellence, we strive to provide our clients with the knowledge and tools they need to make informed financial decisions. Visit us today to see how Successful Financial Management can help you secure a successful financial future.
506 Main St #14, Westbrook, ME 04092, United States -
Lisa Brislin - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedLisa Brislin is a financial advisor at Ameriprise Financial Services, LLC located at 5 Ward Street, Scarborough, Maine, United States. Lisa holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, estate planning, retirement planning, and investment strategies. As a Certified Financial Planner™, Lisa is dedicated to providing excellent financial planning services and adheres to a code of ethics. With a focus on client assessment, risk/return, and investment objectives, Lisa helps individuals make informed decisions to meet their financial goals. Whether you are planning for retirement, managing assets, or looking for advice on insurance products, Lisa Brislin is a trusted advisor who can guide you through the complexities of financial planning.
5 Ward St, Scarborough, ME 04074, United States -
Edward Jones - Financial Advisor: Jeremy Urquhart, CFP®
● ClosedEdward Jones - Financial Advisor: Jeremy Urquhart, CFP®, located at 311 Darling Avenue in South Portland, Maine, is a reputable financial institution that offers personalized financial planning services to individuals and families. Jeremy Urquhart, a Certified Financial Planner, provides expert guidance and advice to help clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, Edward Jones is committed to helping clients make informed decisions about their investments, retirement planning, and wealth management. Contact Jeremy Urquhart today to schedule a consultation and take the first step towards financial security.
311 Darling Ave Suite 46, South Portland, ME 04106, United States -
Eric Bonnette - TD Wealth Financial Advisor
● ClosedEric Bonnette - TD Wealth Financial Advisor is a trusted financial institution located at 4 Hannaford Drive in Scarborough, Maine, United States. As a dedicated financial advisor, Eric Bonnette provides personalized wealth management services to help clients achieve their financial goals. With a strong focus on building long-term relationships, Eric Bonnette offers expert advice on investment strategies, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Eric Bonnette - TD Wealth Financial Advisor is committed to providing tailored solutions to meet your unique financial needs.
4 Hannaford Dr, Scarborough, ME 04074, United States -
Dan Dougherty - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedDan Dougherty is a Financial Advisor at Ameriprise Financial Services, LLC, located at 10 Plaza Drive in Scarborough, Maine, United States. He 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®, 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®. Dan Dougherty specializes in providing comprehensive financial planning services, including asset management, retirement planning, estate planning, and investment strategies for individuals, retirees, small business owners, high net worth clients, and seniors. He is dedicated to upholding the highest ethical standards and providing expert advice to help clients achieve their financial goals.
10 Plaza Dr Ste 105, Scarborough, ME 04074, 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 -
First Command Financial Advisor - Kevin Shilling
● ClosedFirst Command Financial Advisor - Kevin Shilling is a finance institution located at 306 U.S. 1, Scarborough, Maine, United States. This institution offers financial advisory services to clients, with a focus on helping individuals achieve their financial goals and secure their financial future. The institution operates under the umbrella of First Command Financial Services, Inc. and its affiliated entities. Clients have provided testimonials on a voluntary basis, highlighting their positive experiences with the institution. It is important to note that these testimonials may not be representative of all clients' experiences and are not a guarantee of future performance or success.
306 US-1 Suite D3, Scarborough, ME 04074, United States -
Nicholas Auger - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedNicholas Auger is a financial advisor at Ameriprise Financial Services, LLC, located in Scarborough, Maine, United States. Nicholas holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, investment strategies, estate planning, retirement planning, and various other financial services. As a trusted advisor, Nicholas is committed to upholding a high standard of ethics and providing personalized financial solutions to individuals, retirees, small business owners, and high net worth clients. Whether you are looking for investment advice, retirement planning, or estate planning services, Nicholas Auger is dedicated to helping you achieve your financial goals.
Centervale Farm, Ste 110, 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 -
James Gavin, Bankers Life Securities Financial Representative
● ClosedJames Gavin, Bankers Life Securities Financial Representative is a reputable financial institution located at 360 U.S. 1 in Scarborough, Maine, United States. Specializing in finance, they offer a wide range of services to help individuals and businesses manage their wealth and investments. With a team of experienced professionals, they provide personalized financial advice and solutions tailored to each client's unique needs and goals. Whether you are looking to plan for retirement, invest in the stock market, or secure your financial future, James Gavin, Bankers Life Securities Financial Representative is committed to helping you achieve financial success.
360 US-1 Ste 202, Scarborough, ME 04074, United States -
Blue Point Financial: Tim O'Halloran
● ClosedBlue Point Financial, led by Tim O'Halloran, is a reputable finance institution located at 243 U.S. 1 in Scarborough, Maine, United States. With a focus on providing expert financial services and advice, Blue Point Financial is dedicated to helping individuals and businesses achieve their financial goals. Tim O'Halloran and his team are known for their professionalism, integrity, and commitment to delivering personalized financial solutions tailored to each client's unique needs. Whether you are looking to invest, save for the future, or plan for retirement, Blue Point Financial is the trusted partner you can rely on for sound financial guidance.
243 US-1, Scarborough, ME 04074, United States -
Whiting Financial Services
● OpenWhiting Financial Services is a leading finance institution located at 10 Plaza Drive in Scarborough, Maine, United States. With a reputation for excellence and a commitment to providing top-notch financial services, Whiting Financial Services offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, the team at Whiting Financial Services is dedicated to helping you achieve your financial goals. Visit us today to see how we can help you secure your financial future.
10 Plaza Dr, Scarborough, ME 04074, United States -
Bryan Van Dussen - Financial Advisor, Ameriprise Financial Services, LLC
● OpenBryan Van Dussen is a financial advisor at Ameriprise Financial Services, LLC, located at 200 U.S. 1 in Scarborough, Maine, United States. Bryan holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, wealth transfers, retirement planning, estate planning, and fiduciary practices. Bryan also specializes in working with seniors, divorcees, and individuals planning for retirement. With his extensive knowledge and commitment to excellence, Bryan is dedicated to helping clients make informed financial decisions and achieve their financial goals.
200 US-1 Ste 111, Scarborough, ME 04074, United States -
Edward Jones - Financial Advisor: Jennifer A Arsenault
● ClosedEdward Jones - Financial Advisor: Jennifer A Arsenault is a reputable financial institution located at 1042 Brighton Avenue in Portland, Maine. As a dedicated financial advisor, Jennifer A Arsenault provides personalized financial planning and investment services to help clients achieve their financial goals. With a strong focus on building long-term relationships based on trust and transparency, clients can feel confident in their financial decisions with the guidance of Jennifer A Arsenault. Whether you are planning for retirement, saving for a child's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Jennifer A Arsenault is committed to helping you navigate the complex world of finance with clarity and confidence.
1042 Brighton Ave Ste P200, Portland, ME 04102, United States -
Congress Street Financial Group
● ClosedCongress Street Financial Group is a reputable finance and insurance agency located at 1266 Congress Street in Portland, Maine, United States. With a team of experienced professionals, we offer a wide range of financial services including investment planning, retirement planning, insurance solutions, and more. Our goal is to help our clients achieve their financial goals and secure their future. Visit us today to learn more about how we can assist you in managing your finances effectively.
1266 Congress St, Portland, ME 04102, United States -
John Hughes - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedJohn Hughes - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 5 Ward Street in Scarborough, Maine, offers a wide range of financial services to clients. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, John Hughes is equipped to assist individuals with asset management, investment strategies, estate planning, retirement planning, and more. The institution also offers specialized certifications such as Behavioral Financial Advisor, Chartered Advisor in Philanthropy®, Certified Divorce Financial Analyst, and Certified Estate Planner™, among others. With a commitment to excellence and expertise in various areas of financial planning, John Hughes is dedicated to helping clients achieve their financial goals.
5 Ward St, Scarborough, ME 04074, United States -
Kathy Shea - Financial Advisor, Ameriprise Financial Services, LLC
● OpenKathy Shea is a financial advisor at Ameriprise Financial Services, LLC located in Scarborough, Maine, United States. With a focus on retirement planning, Kathy helps clients navigate the complexities of financial markets to for a secure retirement. She encourages clients to use the Retirement InteractiveSM tool to explore potential challenges that may impact their retirement income. Kathy is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC does not guarantee future financial results and clients are urged to review important disclosures and regulations on their website. By referring friends and family to Kathy, you can help them achieve their financial goals with personalized guidance.
Centervale Farm, Ste 110, Scarborough, ME 04074, 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
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