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TOP 30 Specialized audit services in Wells, ME
17 results found
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Jackson Hewitt Tax Service
Jackson Hewitt Tax Service is a well-known finance institution located at 1930 Main Street in Sanford, Maine, United States. They specialize in providing expert tax preparation services to individuals and businesses, ensuring that their clients receive accurate and timely assistance with their tax filings. With a team of highly trained professionals, Jackson Hewitt Tax Service is committed to helping their clients navigate the complexities of the tax system and maximize their refunds. Whether you need help with your personal taxes or require assistance with your business finances, Jackson Hewitt Tax Service is the go-to institution for all your tax needs.
Downeast Accounting Services
Downeast Accounting Services is a full-service accounting and finance institution located at 1332 Post Road in Wells, Maine, United States. Committed to providing close, personal attention to clients, the institution offers a wide range of services including tax preparation, accounting, bookkeeping, payroll, and business consulting for individuals, small and large businesses, homeowners associations, condominium associations, and non-profit organizations. With a team of professionals who continually invest in professional education and state-of-the-art technology, Downeast Accounting Services is dedicated to excellence in helping clients minimize their tax liability and make informed financial decisions. The institution provides resources on sustainability, corporate reporting, standards, and audit issues, and offers updates and guides on its blog page.
Wells Fargo Advisors Insurance: Halpin Sarah
Wells Fargo Advisors Insurance: Halpin Sarah is a financial institution located at 2 Portland Square in Portland, Maine, United States. Specializing in insurance services, this branch of Wells Fargo Advisors offers a range of financial products and services to meet the needs of individuals and businesses alike. Whether you are looking for insurance coverage for your home, car, or business, Halpin Sarah and their team of experts are dedicated to providing personalized solutions to help you protect what matters most. With a convenient ATM on-site, customers can easily access their accounts and manage their finances with ease. Visit Wells Fargo Advisors Insurance: Halpin Sarah today to learn more about their insurance options and financial services.
Zachary Burd - Private Wealth Advisor, Ameriprise Financial Services, LLC
Zachary Burd - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 155 Silver Street in Waterville, Maine, United States. The institution offers a range of certifications and designations to ensure that their advisors are highly trained and qualified to provide expert financial advice to clients. Some of the certifications offered include 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 cover a wide range of financial planning topics, ensuring that advisors are well-equipped to assist clients with various financial needs. Additionally, the institution offers specialized training for advisors to serve military personnel and veterans through the Certified Military Financial Advisor® (CFMA®) designation. With a focus on ethics and expertise, Zachary Burd - Private Wealth Advisor, Ameriprise Financial Services, LLC is dedicated to providing high-quality financial services to their clients.
Banyan Financial Services
Banyan 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.
Gregory Clinard - Financial Advisor, Ameriprise Financial Services, LLC
Gregory 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.
Everspring Wealth - Ameriprise Financial Services, LLC
Everspring 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.
Hopkins Tax Service, LLC
Hopkins Tax Service, LLC is a finance institution located at 101 Middle Street in Lewiston, Maine, United States. We specialize in providing expert tax services to individuals and businesses in the local community. Our team of experienced professionals is dedicated to helping our clients navigate the complexities of the tax system and maximize their financial well-being. Whether you need assistance with tax preparation, planning, or consulting, Hopkins Tax Service, LLC is here to help you achieve your financial goals. Contact us today to schedule an appointment and experience the difference our personalized approach can make for your financial success.
LTC Financial Partners
LTC Financial Partners is a finance, health, and insurance agency located at 72 Pine Street in Portland, Maine, United States. Specializing in long-term care planning, they offer a range of services to help individuals and families prepare for the future. With a team of experienced professionals, LTC Financial Partners provides personalized guidance and support to ensure clients have the resources they need to protect their financial well-being and health. Whether you are looking for insurance coverage or assistance with financial planning, LTC Financial Partners is dedicated to helping you make informed decisions for a secure future.
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.
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.
Mangum & Associates, LLC
Mangum & Associates, LLC is a professional accounting and finance institution located at 74 Neptune Drive in Brunswick, Maine, United States. Our mission is to help build a strong business community one business at a time by providing deep analysis and strategic guidance to make sound business decisions. We specialize in optimizing the use of QuickBooks® in organizations and offer practical insight to keep businesses financially strong. Our team is committed to helping professional service providers succeed and reducing the burden of tax season. We also offer guidance on managing business debt effectively and utilizing technology to impact small businesses. At Mangum & Associates, LLC, we focus on the wellness of your business, body, and mind, and provide strategies to survive supply chain disruptions and curate holiday feasts for all dietary preferences. Visit us online to access a variety of helpful apps for conducting business with us.
Atlantic Wealth Brokerage
Atlantic Wealth Brokerage is a leading financial institution located at 135 Atlantic Avenue in Wells, Maine, United States. As a trusted brokerage firm, we specialize in providing personalized wealth management services to help our clients achieve their financial goals. Our team of experienced financial advisors is dedicated to helping individuals and businesses make informed investment decisions and create customized financial plans. At Atlantic Wealth Brokerage, we prioritize our clients' financial well-being and strive to deliver exceptional service and expertise in the ever-changing financial landscape. Contact us today to learn more about how we can help you secure your financial future.
Mortgage Training Solutions
Mortgage Training Solutions, located at 23 Wendy Way in Saco, Maine, is a premier institution offering expertise services and support for mortgage professionals. Whether you need help selling loans to FHLB, Freddie-Mac, or Fannie-Mae, compliance or underwriting support, or looking to expand your origination products, MTS has got you covered. Our institution is known for providing quality training, tailored to meet your specific needs, whether it's entry-level training or continuing education. We offer full quality control reviews as required by FHA, Freddie-Mac, and Fannie-Mae, as well as AML testing and annual training for small lender and broker shops.
The Swanson Group LLC
The Swanson Group LLC is a financial institution located at 838 Main Street, Westbrook, Maine, United States. Specializing in accounting and finance, we offer a range of services to support your business needs. From audits to compilations to reviews, we provide deep analysis and strategic guidance to help you make informed decisions. Interested in becoming a client? Fill out our Prospective Client Questionnaire online. Let us take the stress out of running your business and handle the books while you focus on what matters most. With the right technology and personalized approach, we help reduce the burden of tax season and manage your business debt effectively. Our goal is to help your small business thrive, even in the face of supply chain disruptions. Curate a menu for your holiday feast that caters to all dietary preferences and restrictions. Focus on the wellness of your business, body, and mind with our expert guidance. Let us help you navigate the complexities of business with ease.
Baker Newman Noyes
Baker Newman Noyes is a top-100 accounting, finance, and advisory firm located at 280 Fore Street in Portland, Maine, United States. Specializing in assurance, tax, and advisory services, BNN is known for its specialized knowledge, award-winning client service, and collaborative approach. The firm is dedicated to creating opportunities for its clients, employees, and communities. With a focus on providing timely and thorough advice, BNN helps clients make important decisions with confidence. The firm offers flexible career growth opportunities and a supportive network for its employees, along with a full range of financial, family, wellness, and personal benefits. BNN's team of smart, friendly, and hardworking professionals work together to provide exceptional service to clients while also giving back to the communities they serve through various initiatives and partnerships.
Bjorn Hjelmeland, Bankers Life Securities Financial Representative
Bjorn Hjelmeland, Bankers Life Securities Financial Representative is a finance institution located at 360 U.S. 1 in Scarborough, Maine, United States. Specializing in providing financial services and guidance, their experienced team assists clients in managing their investments and planning for their financial future. With a focus on personalized service and tailored solutions, they strive to help individuals achieve their financial goals and secure their financial well-being. Contact Bjorn Hjelmeland, Bankers Life Securities Financial Representative today to learn more about their services and how they can help you navigate the complexities of the financial world.
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