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TOP 30 Tailored financial advice in Maine
131 results found
A convenient service for searching for businesses, places and services
Oceanair, Inc
Oceanair, Inc is a finance institution located at 202 U.S. 1 in Falmouth, Maine, United States. Specializing in financial services, Oceanair, Inc offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. With a team of experienced professionals, Oceanair, Inc provides personalized and tailored financial advice to individuals, families, and businesses. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Oceanair, Inc is dedicated to helping you navigate the complex world of finance with confidence and peace of mind.
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.
Elder Law Office of Kienitz and Pross, P.A.
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.
Bourassa & Petersen
Bourassa & Petersen is a reputable institution located at 116 State Street in Augusta, Maine, United States. Specializing in financial services, they offer a wide range of solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Bourassa & Petersen provides personalized advice and tailored strategies to meet the unique needs of each client. Whether you are looking for investment guidance, retirement planning, or estate planning, you can trust Bourassa & Petersen to provide expert guidance and exceptional service. Visit their office today to learn more about how they can help you secure your financial future.
Kimmel Beach & Fitzpatrick
Kimmel Beach & Fitzpatrick is a premier institution offering expert services in accounting, finance, and legal matters. Located at 62 Portland Road in Kennebunk, Maine, this institution is dedicated to providing top-notch professional assistance to individuals and businesses alike. With a team of experienced and knowledgeable professionals, Kimmel Beach & Fitzpatrick ensures that clients receive the highest level of expertise and personalized attention. Whether you need help with taxes, financial planning, or legal issues, this institution is the go-to destination for all your needs. Trust Kimmel Beach & Fitzpatrick to provide reliable and efficient solutions for your accounting, finance, and legal requirements.
Franklin Savings Bank
Franklin Savings Bank, located at 9 Main Street in Jay, Maine, is a full-service financial institution offering a wide range of banking services. Whether you're looking for an ATM, checking account, savings account, or mortgage, Franklin Savings Bank has you covered. Applying for an account is easy and convenient, with the option to do so online from the comfort of your home. There are no monthly maintenance fees or transaction fees, and online and mobile access make managing your finances a breeze.
Steven English - Raymond James
Steven English - Raymond James is a finance institution located at 30 Lisbon Street in Lewiston, Maine. Specializing in financial services, investment advice, and wealth management, our experienced team is dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored solutions, we strive to provide our clients with the guidance and support they need to navigate the complex world of finance. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, Steven English - Raymond James is here to help you every step of the way. Contact us today to schedule a consultation and start planning for a more secure financial future.
Cornerstone Wealth Planning
Cornerstone Wealth Planning, located at 79 Main Street in Auburn, Maine, offers financial planning and investment management services to successful business owners and professionals. The institution helps clients have more control over their retirement and legacy, providing a process that brings all financial pieces together to strive for flexibility and success. The team at Cornerstone empowers clients to make informed decisions and take practical steps towards their financial goals at every stage of life. Client relationships are seen as lifelong partnerships, with a focus on tailored advice and regular communication. Mindy, Wes, and the entire team are dedicated to inspiring and empowering clients through listening and personalized financial guidance. Schedule a complimentary conversation to explore how Cornerstone can help you achieve your unique financial goals. Securities are offered through LPL Financial, Member FINRA/SIPC, and investment advice is offered through Cornerstone Wealth Planning, a separate entity from LPL Financial. Please consult legal or tax professionals for specific advice regarding your individual situation. The team at Cornerstone is licensed in Maine and serves clients in ME, NC, and FL.
Northeast Planning Associates
Northeast Planning Associates, located at 295 Water Street in Augusta, Maine, is a leading finance institution with over 75 financial advisors in 45 offices across New England. Specializing in financial planning, investment advice, insurance strategies, and brokerage services, NPA is committed to acting in the best interests of its clients with integrity and longevity. Collaborating with integrated service partners such as CPAs, attorneys, and financial institutions, NPA offers a comprehensive approach to financial planning. As an independent Registered Investment Advisory firm, NPA provides personalized advice tailored to each client's unique needs and objectives.
Danielle Valleau - Raymond James
Danielle Valleau - Raymond James is a finance institution located at 320 Water Street in Augusta, Maine, United States. Our experienced team offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, we are here to provide personalized solutions tailored to your specific needs. Trust us to help you navigate the complexities of the financial world and secure your financial future.
H M Payson & Co
H M Payson & Co is a prominent finance institution located at 10 Bristol Road in Damariscotta, Maine, United States. With a strong reputation for providing top-notch financial services, H M Payson & Co offers a wide range of investment solutions tailored to meet the unique needs of their clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through sound investment strategies and personalized advice. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, H M Payson & Co is committed to delivering exceptional service and expertise to help you succeed in reaching your financial objectives.
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.
Fiducient Advisors
Fiducient Advisors, located on Depot Street in Kennebunk, Maine, United States, is a trusted finance institution with a disciplined fiduciary investment approach developed and refined over nearly 30 years. Our focus is on helping our clients achieve their goals and telling their unique stories through customized investment strategies and solutions. As fiduciary consultants, we manage retirement plans with a keen eye on reducing costs, mitigating responsibilities, and enhancing employee benefits. For nonprofits, our experienced team of endowment investment advisors collaborates with key stakeholders to tailor investment solutions that align with the organization's objectives and stewardship obligations. The Wealth Office® at Fiducient Advisors partners with clients to protect assets from taxation, inflation, and investment risks, offering personalized wealth management strategies to meet individual financial goals.
Gilbert Investment Management
Gilbert Investment Management is a reputable finance institution located at 70 Center Street in Portland, Maine, United States. With a focus on providing expert financial advice and management services, Gilbert Investment Management is dedicated to helping clients achieve their financial goals and secure their financial futures. The institution prides itself on its knowledgeable team of professionals who are committed to delivering personalized solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Gilbert Investment Management is the trusted partner you can rely on.
The Doolan/Eldredge Group - Morgan Stanley
The Doolan/Eldredge Group at Morgan Stanley is a leading financial institution located at 100 Middle Street in Portland, Maine, United States. With a team of experienced professionals, they offer a wide range of financial services including wealth management, investment advice, retirement planning, and more. Clients can expect personalized solutions tailored to their individual needs and goals. Trustworthy and reliable, The Doolan/Eldredge Group is committed to helping clients achieve financial success and security.
The Downeast Group - Morgan Stanley
The Downeast Group - Morgan Stanley is a finance institution located at 100 Middle Street in Portland, Maine, United States. As part of the renowned Morgan Stanley brand, they offer a wide range of financial services including wealth management, investment advice, and retirement planning. With a team of experienced professionals, they strive to help their clients achieve their financial goals and secure their futures. Visit The Downeast Group - Morgan Stanley today to learn more about their personalized financial solutions.
Guidance Point Retirement Services, LLC
Guidance Point Retirement Services, LLC is a leading financial institution located at 136 Commercial Street in Portland, Maine, United States. Specializing in retirement planning and services, their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure a comfortable retirement. With a focus on personalized guidance and tailored solutions, Guidance Point Retirement Services, LLC is committed to providing top-notch financial advice and support to clients of all backgrounds. Whether you are just starting to plan for retirement or are looking to optimize your current financial situation, they are here to help every step of the way.
Turnbuckle Investment Group
Turnbuckle Investment Group is a leading finance institution located on Fore Street in Portland, Maine, United States. We specialize in providing expert financial advice and services to help our clients achieve their investment goals. With a team of experienced professionals, we offer personalized solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, Turnbuckle Investment Group 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 financial objectives.
R. M. Davis Inc
R. M. Davis Inc is a finance institution located at 24 City Center in Portland, Maine, United States. With a strong reputation for providing personalized financial services, R. M. Davis Inc offers a wide range of investment management and financial planning solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing expert advice and guidance tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, R. M. Davis Inc is committed to helping you succeed.
Pension Service Inc
Pension Service Inc is a finance institution located at 869 Main Street in Westbrook, Maine, United States. We specialize in helping individuals plan for their retirement by offering a range of pension services. Our team of financial experts is dedicated to providing personalized advice and guidance to help our clients secure a comfortable and stable financial future. Whether you are just starting to save for retirement or are nearing the end of your working years, Pension Service Inc is here to help you navigate the complexities of pension planning. Visit us today to see how we can assist you in reaching your retirement goals.
Altus Exit Strategies
Altus Exit Strategies is a leading institution located at 130 Middle Street in Portland, Maine, United States. Specializing in helping businesses navigate the complex process of exiting or selling their company, Altus Exit Strategies provides expert guidance and support to ensure a smooth transition. With a team of experienced professionals, Altus Exit Strategies offers tailored solutions to meet the unique needs of each client, helping them achieve their financial goals and maximize the value of their business. Whether you are looking to sell your company, merge with another business, or explore other exit options, Altus Exit Strategies is dedicated to providing top-notch service and strategic advice every step of the way.
College Placement Services
College Placement Services, located at 210 Saint John Street in Portland, Maine, offers expert guidance and support to high school students and their families throughout the college search, selection, application, and financial aid process. Founded by certified guidance counselor Gary Canter in 1996, the institution has assisted thousands of families and collaborated with numerous schools and organizations to help students with their post-secondary planning. With a focus on personalized attention and tailored advice, College Placement Services ensures that each student receives the support they need to make informed decisions about their future. Whether it's exploring different college options, completing applications, or navigating the complexities of financial aid, Gary and his team are dedicated to helping students achieve their academic goals and aspirations. Contact College Placement Services today to schedule a free 30-minute consultation and take the first step towards a successful college journey.
Lennox Capital Management
Lennox Capital Management is a reputable finance institution located at 75 Congress Street in Rumford, Maine, United States. Specializing in investment management and financial planning services, Lennox Capital Management is dedicated to helping clients achieve their financial goals through personalized strategies tailored to their individual needs and circumstances. With a team of experienced professionals and a commitment to excellence, Lennox Capital Management is a trusted partner for individuals and businesses seeking sound financial advice and guidance.
Lisa L Pomerleau
Lisa L Pomerleau is a reputable financial institution located at 70 Main Street in Waterville, Maine, United States. Specializing in providing top-notch financial services, Lisa L Pomerleau is known for its expertise in helping individuals and businesses achieve their financial goals. With a team of experienced professionals, they offer a wide range of financial solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Lisa L Pomerleau is dedicated to providing exceptional service and guidance to help you secure a stable financial future.
Harpswell Capital Advisors, LLC
Harpswell Capital Advisors, LLC is a finance institution located at 41 Campus Drive in New Gloucester, Maine, United States. Specializing in providing expert financial advice and investment strategies, Harpswell Capital Advisors assists clients in achieving their financial goals and managing their assets. With a team of experienced professionals, the institution offers personalized services tailored to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, Harpswell Capital Advisors is dedicated to helping you succeed.
Gilbert Capital Group Inc
Gilbert Capital Group Inc is a reputable finance institution located at 42 Town Farm Road in North Yarmouth, Maine, United States. With a strong focus on providing comprehensive financial solutions and investment services, Gilbert Capital Group Inc is dedicated to helping clients achieve their financial goals. Their team of experienced professionals offers personalized advice and expertise to assist individuals and businesses in managing their wealth effectively. Whether you are looking for investment opportunities, retirement planning, or estate management, Gilbert Capital Group Inc is committed to delivering top-notch financial services tailored to your specific needs.
Bangor Savings Bank
Bangor Savings Bank is a trusted financial institution located at 882 Lisbon Street in Lewiston, Maine. As a full-service bank, we offer a wide range of banking and financial services to meet the needs of our customers. Our convenient ATM services provide easy access to cash withdrawals and deposits. Whether you are looking to open a checking or savings account, apply for a loan, or seek financial advice, our team of friendly and knowledgeable professionals is here to assist you. Visit Bangor Savings Bank today and experience personalized banking solutions tailored to your financial goals.
Brennan Partners Inc.
Brennan Partners Inc. is a leading finance institution located at 168 Main Street in Winthrop, Maine, United States. With a strong reputation for providing expert financial services and advice, Brennan Partners Inc. is committed to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your assets, our team of experienced professionals is dedicated to providing personalized solutions tailored to your individual needs. Contact Brennan Partners Inc. today to learn more about how we can help you secure your financial future.
Brian R. McHugh - Morgan Stanley
Brian R. McHugh - Morgan Stanley is a finance institution located at 100 Middle Street in Portland, Maine, United States. As part of the prestigious Morgan Stanley brand, this institution offers a wide range of financial services and expertise to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Brian R. McHugh - Morgan Stanley provides personalized advice and solutions tailored to each client's unique needs. Whether you are looking to invest, plan for retirement, or manage your wealth, this institution is dedicated to helping you make informed decisions and secure your financial future.
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC is a finance institution located at 50 Portland Pier in Portland, Maine, United States. With a strong reputation for providing personalized financial services, Janney Montgomery Scott LLC offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. Whether you are looking to grow your portfolio, plan for retirement, or manage your assets, the experienced professionals at Janney Montgomery Scott LLC are dedicated to providing expert guidance and tailored advice to meet your needs.
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