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TOP 30 Strategic financial advice in Maine
43 results found
Search for local businesses, places and services near you
Simpson Financial Strategies
Simpson Financial Strategies is an independent financial planning firm located at 433 U.S. 1 in York, Maine, United States. Our mission is to help our clients make informed decisions about their finances, reduce tax burdens, and protect assets from potential risks such as litigation or divorce. We strive to maximize income potential, explore charitable giving opportunities, and ensure that your legacy is preserved or enhanced for future generations. At Simpson Financial Strategies, we understand that each client has unique financial goals, and we are dedicated to providing personalized guidance to help you achieve them. Our team works with Registered Representatives of Cambridge Investment Research, Inc., a reputable broker-dealer, and offers advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Please note that Cambridge does not provide tax or legal advice.
Seacoast Financial Planning - Ameriprise Financial Services, LLC
Seacoast Financial Planning - Ameriprise Financial Services, LLC is a finance institution located at 775 U.S. 1, York, Maine, United States. To make an appointment, please email seacoastfinancialplanning@ampf.com or call one of the provided phone numbers. Office hours may vary. Ameriprise financial advisors are registered to do business in certain U.S. states. The initial consultation provides an overview of financial planning concepts. Ameriprise Financial cannot guarantee future financial results. Users of the site agree to be bound by the Ameriprise Financial Website Rules and Regulations. The institution is a member of FINRA and SIPC. Referrals are appreciated, and the referred individuals will be contacted soon. Feel free to inform them in advance. The institution prioritizes privacy and security, with a focus on online security and protection against email fraud.
Raymond James Financial Services
Raymond James Financial Services is a finance institution located at 276 U.S. 1 in York, Maine, United States. They provide a wide range of financial services, including investment advice, wealth management, retirement planning, and more. With a team of experienced professionals, Raymond James Financial Services is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Raymond James Financial Services can provide personalized solutions to meet your needs.
Accolade Financial
Accolade Financial is a reputable finance institution located at 226 York Street in York, Maine, United States. With a strong commitment to providing top-notch financial services, Accolade Financial offers a wide range of solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, the experienced professionals at Accolade Financial are dedicated to delivering personalized and comprehensive financial guidance. Trust in Accolade Financial to help you navigate the complexities of the financial world and secure a prosperous future.
Eric Bonnette - TD Wealth Financial Advisor
Eric Bonnette - TD Wealth Financial Advisor is a trusted financial institution located in Kittery, Maine. As a part of TD Wealth, Eric Bonnette offers expert financial advice and personalized wealth management services to help clients achieve their financial goals. With a focus on building strong relationships and providing top-notch customer service, Eric Bonnette is dedicated to helping individuals and families navigate the complexities of financial planning. Whether you are looking to invest, save for retirement, or plan for the future, Eric Bonnette - TD Wealth Financial Advisor is committed to helping you make informed decisions and secure your financial future.
Edward Jones - Financial Advisor: Susan Heckaman, AAMS™
Edward Jones - Financial Advisor: Susan Heckaman, AAMS™ is a trusted financial institution located at 469 U.S. 1 in York, Maine, United States. Susan Heckaman, an Accredited Asset Management Specialist, offers personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Susan helps clients navigate the complexities of investing and financial planning. Whether you are planning for retirement, saving for a child's education, or building wealth for the future, Susan Heckaman and Edward Jones are here to provide expert guidance and support every step of the way.
Seacoast Financial Planning
Seacoast Financial Planning, located at 775 U.S. 1 in York, Maine, is a comprehensive financial institution offering accounting, finance, and legal services. Recognized as one of the Forbes Best-in-State Wealth Management Teams for 2024, our team is dedicated to helping clients achieve their financial goals with personalized advice and strategic planning. We prioritize what matters most to you, whether it's retirement planning, education savings, or investing in a second home. Our services include investment recommendations, asset allocation, and regular progress reviews to ensure your financial strategy aligns with your objectives and risk tolerance. With access to your accounts and investments from any device, you can track your progress towards your goals securely and conveniently. Schedule a complimentary initial consultation to learn more about how we can help you navigate the current financial landscape and plan for a secure future. Ameriprise Financial Services, LLC. Member FINRA and SIPC.
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.
Atlantic Coast Financial
Atlantic 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.
Alex Mills: Financial Planner
Alex 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.
Three Pillars Financial : Richard A Alafat
Three Pillars Financial, led by Richard A Alafat, is a reputable finance institution located at 75 Leighton Road in Falmouth, Maine, United States. With a strong focus on providing top-notch financial services, Three Pillars Financial is dedicated to helping clients achieve their financial goals through expert advice and personalized solutions. Whether you are looking to invest, plan for retirement, or secure your financial future, Three Pillars Financial is committed to guiding you every step of the way. Trust in their expertise and experience to help you build a solid financial foundation for a secure future.
Monument Square Financial Advisors - UBS Financial Services Inc.
Monument Square Financial Advisors - UBS Financial Services Inc. is a renowned financial institution located at 1 City Center in Portland, Maine, United States. Specializing in finance, they offer a wide range of services to help individuals and businesses manage their wealth and achieve their financial goals. With a team of experienced advisors, they provide personalized solutions tailored to each client's unique needs. Whether you are looking for investment advice, retirement planning, or wealth management strategies, Monument Square Financial Advisors - UBS Financial Services Inc. is dedicated to helping you secure a prosperous financial future.
The RMH Group - UBS Financial Services Inc.
The RMH Group - UBS Financial Services Inc. is a leading finance institution located at 1 City Center in Portland, Maine, United States. With a strong reputation for excellence in financial services, they provide a wide range of investment and wealth management solutions to individuals and businesses. Their team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized advice and strategic planning. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, The RMH Group - UBS Financial Services Inc. is committed to providing top-notch service and expertise to meet your needs.
Merrill Lynch Financial Advisor Jaime Clark
Merrill Lynch Financial Advisor Jaime Clark is a finance institution located at 1 Monument Square, Portland, Maine, United States. Jaime Clark specializes in managing your wealth by creating personalized strategies tailored to your financial goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Jaime Clark and their team are dedicated to building strong client relationships based on trust and personalized service. By utilizing the Merrill Personal Wealth Analysis™, Jaime Clark helps clients build and document personalized plans centered on their goals. As a Wealth Management Client Associate and Resident Director Assistant, Jaime Clark focuses on understanding what matters most to each client, whether it's planning for retirement, saving for a home, or funding a child's education. By conducting an Investment Personality Assessment, Jaime Clark can customize financial approaches to help clients pursue their goals. Regular check-ins and updates ensure that clients' financial approaches reflect any changes in their lives or goals.
Fore River Financial
Fore River Financial is a reputable finance institution located at 22 Free Street in the bustling city of Portland, Maine, United States. With a team of experienced financial experts, we provide a wide range of financial services to individuals and businesses. Our services include investment management, retirement planning, estate planning, and more. At Fore River Financial, we are committed to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can help you with your financial needs.
Michelle Maki - Private Wealth Advisor, Ameriprise Financial Services, LLC
Michelle Maki is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 2 Skyline Drive, Jay, Maine, United States. Michelle 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and CFMA®. These certifications demonstrate her expertise in areas such as asset management, estate planning, retirement planning, investment management, and financial planning for various client needs. Michelle is dedicated to providing comprehensive and personalized financial advice to her clients, ensuring they achieve their financial goals and aspirations.
Roger A Auger - Private Wealth Advisor, Ameriprise Financial Services, LLC
Roger A Auger - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 1071 Lisbon Street in Lewiston, Maine, offers personalized financial planning services. Our team of Ameriprise financial advisors are registered to do business in certain U.S. states and are committed to helping clients achieve their financial goals. Please call for an appointment, as our hours may vary. While we will be closed on Independence and Labor Day in 2023, we are dedicated to providing ongoing support and guidance to our clients. During the initial consultation, we will discuss your financial priorities and provide an overview of financial planning concepts. Please note that you will not receive written analysis or recommendations at this time. Ameriprise Financial cannot guarantee future financial results, but we are here to help you navigate your financial journey. We value your trust and appreciate the opportunity to assist your friends and family members with their financial goals. Rest assured that your referral will hear from us soon. For more information, please visit our website and review our important disclosures, privacy and security policies, and website rules and regulations. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and we are committed to upholding the highest standards of integrity and professionalism in everything we do.
Sean Patrick Riley - Financial Advisor, Ameriprise Financial Services, LLC
Sean Patrick Riley, a financial advisor at Ameriprise Financial Services, LLC, located at 215 Foreside Road in Falmouth, Maine, offers personalized financial planning services to help clients achieve their goals. With a background and qualifications that can be verified on FINRA's BrokerCheck website, Sean Patrick Riley provides expert guidance on navigating the current stock market trends and potential opportunities for growth. By setting up a complimentary initial consultation, individuals can gain insight into financial planning concepts and take steps towards a more secure financial future. Investment products and services offered through Ameriprise Financial Services, LLC come with the necessary disclosures and risk factors, ensuring transparency and informed decision-making. Sean Patrick Riley is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. Clients can rest assured that their financial goals will be prioritized and addressed with professionalism and expertise. Contact Sean Patrick Riley today to start a conversation about your financial priorities and objectives.
Raymond James Financial Services
Raymond James Financial Services is a finance institution located at 157 Townsend Avenue in Boothbay Harbor, Maine, United States. With a focus on providing personalized financial services to individuals and businesses, Raymond James offers a wide range of investment and wealth management solutions. 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 invest for retirement, save for a major purchase, or plan for the future, Raymond James Financial Services is committed to providing expert guidance and support every step of the way.
Stephanie Bornstein - UBS Financial Services Inc.
Stephanie 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.
Ameriprise Financial
Ameriprise 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.
Jacquelynn Lewis Inc
Jacquelynn Lewis Inc is a reputable accounting and finance institution located at 433 U.S. 1 in York, Maine, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, bookkeeping, auditing, and financial planning. Their commitment to providing personalized and efficient solutions has earned them a strong reputation in the industry. Whether you are an individual or a business in need of financial assistance, Jacquelynn Lewis Inc is dedicated to helping you achieve your financial goals.
Oliver Brown CPA
Oliver 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.
Drew Barder
Drew Barder is a reputable dentist located at 39 Baribeau Drive in Brunswick, Maine, United States. Offering high-quality dental care and a range of health services, Dr. Barder and his team are dedicated to providing personalized and compassionate care to all patients. With a focus on preventative care and patient education, Drew Barder is committed to helping individuals achieve and maintain optimal oral health. Schedule an appointment today to experience top-notch dental care in a welcoming and comfortable environment.
Stanford Management Llc
Stanford Management LLC is a reputable institution located at 28 Louden Street in Farmingdale, Maine, United States. Specializing in providing top-notch management services, they strive to help businesses and individuals achieve their goals and maximize their potential. With a team of experienced professionals, Stanford Management LLC offers personalized solutions tailored to meet the unique needs of each client. Whether you are looking for financial advice, strategic planning, or operational support, Stanford Management LLC is committed to delivering excellence in every aspect of their services. Contact them today to see how they can help you succeed.
Everett property management & investment consulting
Everett Property Management & Investment Consulting is a reputable institution located at 4 Park Street in Farmingdale, Maine. We specialize in providing expert property management services and investment consulting to clients in the United States. With a team of experienced professionals, we offer personalized solutions to help clients maximize their real estate investments and achieve their financial goals. Whether you are a property owner looking for top-notch management services or an investor seeking strategic advice, Everett Property Management & Investment Consulting is here to help you every step of the way. Contact us today to learn more about how we can assist you in reaching your real estate goals.
Benchmark Maine
Benchmark Maine is a reputable real estate agency located at 5 Portland Street in Yarmouth, Maine. With a team of experienced and knowledgeable real estate professionals, Benchmark Maine is dedicated to helping clients buy or sell their homes in the vibrant community of Yarmouth and the surrounding areas. Whether you are looking for your dream home or trying to sell your property, Benchmark Maine offers personalized and professional services to meet your real estate needs. Contact Benchmark Maine today to start your journey towards finding the perfect home in Maine.
Mountain View Consulting
Mountain View Consulting is a leading health institution located in Fryeburg, Maine, United States. Our team of experienced consultants offers expert advice and guidance in various aspects of healthcare management, including strategic planning, financial analysis, and operational efficiency. With a focus on improving patient outcomes and optimizing healthcare delivery, Mountain View Consulting is dedicated to helping healthcare organizations achieve their goals and thrive in today's complex healthcare landscape. Contact us today to learn more about how we can support your institution.
Bergen & Parkinson LLC
Bergen & Parkinson LLC is a reputable law firm located at 144 Main Street in Saco, Maine, United States. With a team of experienced attorneys, they provide legal services in various practice areas including personal injury, family law, real estate, estate planning, and more. Clients can expect personalized attention and expert legal representation at Bergen & Parkinson LLC.
Lavallee & Associates, LLC
Lavallee & Associates, LLC is a reputable accounting and finance institution located at 26 Union Park Road in Topsham, Maine, United States. Our dedicated team of professionals is committed to providing top-notch financial services to individuals and businesses alike. With convenient operating hours from Monday to Friday, 9am to 4pm, we are here to assist you with all your accounting needs. Additionally, we offer the option to easily send us digital or scanned documents via ShareFile.com for seamless communication and document exchange. Trust Lavallee & Associates, LLC for all your financial needs.
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