TOP 30 Senior financial advisor in Maine

19 results found

Ameriprise 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.

VAR Capital Advisors, located at 100 Commercial Street in Portland, Maine, is a finance institution founded by Renee Lewis. Specializing in high-quality outsourcing solutions for lenders and investors, VARCAP combines the expertise of experienced real estate professionals with strong analytics and systems to provide strategic insights and recommendations. With a focus on clear communication and tailored services, VARCAP has built strong relationships with institutions and investors nationwide. The team of senior real estate practitioners at VARCAP brings a wealth of experience in various aspects of the industry, ensuring top-quality work delivered within tight deadlines.

Monica Allen is a Financial Advisor at Ameriprise Financial Services, LLC located at 454 Fairbanks Road, Farmington, Maine, United States. Monica 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®, 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®. Monica is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and seniors. Monica specializes in asset management, investment strategies, estate planning, retirement planning, risk management, and insurance products. Monica is committed to upholding the highest standards of ethics and professionalism in the financial industry. Contact Monica Allen at Ameriprise Financial Services, LLC for expert financial advice and personalized wealth management solutions.

Carol Tondreau - Financial Advisor, Ameriprise Financial Services, LLC, located at 60 South Chestnut Street, Augusta, Maine, United States, offers a wide range of financial services to individuals looking to manage their assets effectively. Carol Tondreau holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, and AWMA℠, showcasing her expertise in asset management, retirement planning, estate planning, and investment strategies. Additionally, Carol Tondreau is a Behavioral Financial Advisor, Chartered Advisor in Philanthropy® (CAP®), and holds certifications in fixed-rate and variable annuities, senior issues, divorce financial analysis, estate planning, and exit planning. With a focus on providing comprehensive financial planning services, Carol Tondreau is committed to helping clients make informed decisions and achieve their financial goals.

Diane E Hoenig is a financial advisor at Ameriprise Financial Services, LLC located at 5 Bradeen Street in Sanford, Maine, United States. She holds multiple 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®. These certifications demonstrate her expertise in asset management, retirement planning, estate planning, investment strategies, and more. She is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those with special needs. Diane is committed to upholding the highest ethical standards and continues to enhance her knowledge and skills through ongoing education and training.

Diane E Hoenig - Ameriprise Financial Services, LLC is a finance institution located at 112 York Street in Kennebunk, Maine, United States. They offer a range of services and certifications to meet the diverse needs of their clients. These certifications include AAMS™ for asset management, ADPA™ for domestic partnership advising, AEP® for estate planning, AIF® for investment fiduciary practices, APMA™ for portfolio management, and AWMA℠ for advanced asset management. They also offer certifications in behavioral financial advising, philanthropy, annuities, senior issues, divorce financial analysis, estate planning, exit planning, financial planning, mutual funds, special needs consulting, investment management, biblical financial advising, long-term care planning, and life insurance planning. The institution is dedicated to providing expert financial advice and services to clients, with a focus on meeting their individual needs and goals.

Edward Jones - Financial Advisor: Abigail Bryant is a trusted financial institution located at 20 Edwards Avenue in Biddeford, Maine, United States. As a dedicated financial advisor, Abigail Bryant provides personalized investment advice and tailored financial solutions to help clients achieve their financial goals. With a commitment to integrity and customer service, Edward Jones - Financial Advisor: Abigail Bryant is a reliable partner in navigating the complexities of the financial world. Whether you are planning for retirement, saving for education, or building wealth for the future, Abigail Bryant is here to provide expert guidance and support every step of the way.

James 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.

Dan 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.

Bryan 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.

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.

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.

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 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.

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 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.

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.

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.

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.