TOP 10 Small business financial planning in York, ME
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New York Life Insurance Co: Gikas Timothy
● OpenNew 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.
500 Southborough Dr, South Portland, ME 04106, United States -
Atlantic Coast Financial
● OpenAtlantic Coast Financial, located at 69 York Street in Kennebunk, Maine, is a finance institution dedicated to helping individuals achieve their financial goals. With over 20 years of experience, our team specializes in preserving and growing capital, creating income, and controlling taxes. Whether you are planning for college, retirement, or saving for the future, we can help pave the path for a smooth financial journey. At Atlantic Coast Financial, we prioritize personalized financial plans for each client. Our goal is to provide strategies, not sales pitches, to help you pay off debt, control taxes, fund education, retire comfortably, and leave a legacy for future generations. Our commitment to excellence ensures that clients are fully satisfied with our work, as we guide them on the path to success.
69 York St STE 3, Kennebunk, ME 04043, United States -
Charles M Beynon - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenCharles 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.
775 US-1 Ste 2, York, ME 03909, United States -
Nicolas Curtis - Financial Advisor, Ameriprise Financial Services, LLC
● OpenNicolas Curtis is a Financial Advisor at Ameriprise Financial Services, LLC located at 775 U.S. 1, York, 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 showcase his expertise in asset management, retirement planning, estate planning, investment strategies, and more. Nicolas Curtis is dedicated to providing comprehensive financial planning services to individuals and small business owners, ensuring they make informed decisions to secure their financial future.
775 US-1 Ste 2, York, ME 03909, United States -
Isaacs & Associates, LLC Certified Public Accountant
● OpenIsaacs & Associates, LLC Certified Public Accountant is a reputable accounting and finance institution located at 519 U.S. 1 in York, Maine, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, auditing, financial planning, and more. Clients can trust Isaacs & Associates for their expertise and dedication to providing top-notch financial solutions.
519 US-1 #9, York, ME 03909, United States -
Oliver Brown CPA
● OpenOliver Brown CPA is a reputable accounting and finance institution located at 775 U.S. 1, York, Maine, United States. We offer a wide range of services for individuals and small businesses, from one-time consultations to ongoing support. Our team is committed to being approachable, flexible, and always available to our clients. Oliver Brown, a certified public accountant with over ten years of experience, specializes in providing tax and assurance services to clients in New England. Visit our website to learn more about how we can help you achieve your financial goals.
775 US-1 Ste 3, York, ME 03909, United States -
Bangor Savings Bank
● OpenBangor Savings Bank is a trusted financial institution located at 460 U.S. 1 in York, Maine. As a full-service bank, we offer a wide range of financial services including checking and savings accounts, loans, mortgages, and investment options. Our convenient ATM services are available for your banking needs 24/7. With a commitment to personalized service and community involvement, Bangor Savings Bank is dedicated to helping our customers achieve their financial goals.
460 US-1, York, ME 03909, United States
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