Tax advisors in Maine
337 results found
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Old Port Advisors
● OpenOld Port Advisors is a finance institution located at 130 Middle Street in Portland, Maine. With a team of experienced financial advisors, we provide personalized investment strategies and wealth management services to help our clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, our dedicated team is here to provide expert guidance and support every step of the way. Visit us at our convenient location in the heart of Portland to learn more about how Old Port Advisors can help you secure your financial future.
130 Middle St, Portland, ME 04101, United States -
Morgan Stanley Financial Advisors
● OpenMorgan Stanley Financial Advisors is a prominent finance institution located at 100 Middle Street in Portland, Maine, United States. Our team of experienced financial advisors is dedicated to providing personalized financial planning and investment services to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, our advisors are here to help guide you every step of the way. Contact us today to schedule a consultation and start building a solid financial future.
100 Middle St 3rd Fl, Portland, ME 04101, United States -
Monument Square Financial Advisors - UBS Financial Services Inc.
● OpenMonument 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.
1 City Center 10th Floor, Portland, ME 04101, United States -
Merrill Lynch Financial Advisor Teena M Bourque
● Closedroducing Teena M Bourque, a Merrill Lynch Financial Advisor located at 1 Monument Square, Portland, Maine, United States. Teena specializes in managing wealth by understanding your unique financial situation and goals. She offers personalized wealth management strategies that adapt to changing market conditions, drawing on the investment insights of Merrill and the banking solutions of Bank of America. Teena is deeply involved in the community, volunteering with local organizations and building strong client relationships based on trust and personalized service. She offers Merrill Personal Wealth Analysis™ to create a personalized plan centered on your goals. Teena believes in helping clients pursue their financial aspirations through thoughtful planning and risk management.
1 Monument Sq, Portland, ME 04101, United States -
Robinson Smith Wealth Advisors, LLC
● ClosedRobinson Smith Wealth Advisors, LLC is a leading finance institution located at 2 Monument Square in the vibrant city of Portland, Maine, United States. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored investment strategies, we strive to provide our clients with the guidance and support they need to make informed decisions about their finances. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Robinson Smith Wealth Advisors, LLC is here to help you every step of the way.
2 Monument Sq #501, Portland, ME 04101, United States -
Merrill Lynch Financial Advisor Derek Clark
● ClosedMerrill Lynch Financial Advisor Derek Clark is a reputable finance institution located at 1 Monument Square in Portland, Maine, United States. With years of experience and expertise in financial planning and investment management, Derek Clark and his team provide personalized financial advice and services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or save for the future, Merrill Lynch Financial Advisor Derek Clark is dedicated to helping you make informed decisions and secure your financial future. Contact them today to schedule a consultation and start building a strong financial plan tailored to your needs.
1 Monument Sq, Portland, ME 04101, United States -
Knox & Downing Advisors
● ClosedKnox & Downing Advisors is a leading financial institution located at 19 Pleasant Hill Road in Falmouth, Maine, United States. Our team of experienced advisors are dedicated to providing personalized financial planning and investment management services to help our clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Knox & Downing Advisors is here to help you every step of the way. Contact us today to schedule a consultation and start building a secure financial future.
19 Pleasant Hill Rd, Falmouth, ME 04105, United States -
East Shore Tax Service LLC
● OpenEast Shore Tax Service LLC is a reputable accounting and finance institution located in South Portland, Maine, United States. With a team of experienced professionals, we offer a wide range of tax services to individuals and businesses. Our goal is to provide accurate and efficient tax solutions to help our clients navigate the complexities of the tax system. Whether you need help with tax preparation, planning, or filing, East Shore Tax Service LLC is here to assist you every step of the way. Trust us to handle all your tax needs with professionalism and expertise.
500 Southborough Drive, Suite LL9, South Portland, ME 04106, United States -
Antaeus Wealth Advisors, LLC
● ClosedAntaeus Wealth Advisors, LLC is a finance institution located at 254 Commercial Street in Portland, Maine, United States. Specializing in wealth management and financial planning, Antaeus Wealth Advisors offers personalized services to help clients achieve their financial goals. With a team of experienced professionals, they provide expert advice and guidance to individuals and businesses looking to grow and protect their assets. Whether you are planning for retirement, investing for the future, or seeking to optimize your financial portfolio, Antaeus Wealth Advisors is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
254 Commercial St Suite 245, Portland, ME 04101, United States -
Edward Jones - Financial Advisor: Gretchen R Morse, CFP®
● ClosedEdward Jones - Financial Advisor: Gretchen R Morse, CFP® is a reputable financial institution located at 455 Main Street in Presque Isle, Maine, United States. Specializing in finance, Gretchen R Morse, a Certified Financial Planner, provides expert advice and personalized services to help clients achieve their financial goals. With a strong commitment to professionalism and integrity, Edward Jones is dedicated to helping individuals and families make informed decisions about their investments and financial planning. Visit us today to start planning for a secure financial future.
455 Main St, Presque Isle, ME 04769, United States -
Michelle Maki - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedMichelle 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.
2 Skyline Dr, Jay, ME 04239, United States -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service is a finance institution located at 60 Fairgrounds Market Place in Skowhegan, Maine, United States. Although tax advance loans are no longer available this year, our Tax Pros are ready to assist you in maximizing your refund. Conveniently located in Walmart, you can drop off your tax documents and have a Tax Pro handle the rest, including a final review and e-signing. While you shop, our experts will ensure you receive your biggest refund guaranteed. Refund Advance loans, repaid with your tax refund, were available at select locations until February 11, 2024. We offer in-person tax preparation appointments, drop-off services, and assistance with IRS letters. To schedule an appointment, book online or call (207) 844-6158. Our Tax Pros in Skowhegan speak English and are dedicated to ensuring every dollar matters when it comes to your taxes. Trust Jackson Hewitt for all your tax needs.
60 Fairgrounds Mkt Pl, Skowhegan, ME 04976, United States -
Edward Jones - Financial Advisor: Sasha Fitzpatrick
● ClosedEdward Jones - Financial Advisor: Sasha Fitzpatrick is a trusted financial institution located at 87 Kennedy Memorial Drive in Waterville, Maine. Specializing in finance, Sasha Fitzpatrick offers personalized financial planning and investment services to help clients achieve their financial goals. With a commitment to providing top-notch customer service and expert advice, clients can trust Edward Jones - Financial Advisor: Sasha Fitzpatrick to help them navigate the complexities of the financial world with confidence.
87 Kennedy Memorial Dr, Waterville, ME 04901, United States -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service is a finance institution located at 80 Waterville Commons Drive in Waterville, Maine, United States. While their tax advance loans have ended for this year, their Tax Pros are still ready to help you get your biggest refund. You can conveniently drop off your tax documents and have a Tax Pro take care of the rest, including a quick call to review your final return and e-signing. This location is situated in Walmart, allowing you to get your taxes done while you shop, with a guaranteed biggest refund. While Refund Advance loans are no longer available this year, they were offered at select locations from December 11, 2023, to January 14, 2023. No Fee Refund Advance was available from January 2, 2024, at most locations until February 11, 2024. Jackson Hewitt offers appointments for in-person tax preparation, drop-off tax preparation, and assistance with IRS letters. It is recommended to book an appointment online or call (207) 844-6155 to reserve time with a Tax Pro. The Tax Pros at this location speak English and are available for one-on-one appointments inside the store. Remember, when every dollar matters, it matters who does your taxes™.
80 Waterville Commons Drive, Waterville, ME 04901, United States -
Diane E Hoenig - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDiane E Hoenig is a financial advisor at Ameriprise Financial Services, LLC located at 300 Portland Road in Bridgton, Maine, United States. She holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate her expertise in asset management, estate planning, retirement planning, and investment strategies. Diane is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and continuing education, Diane ensures that her clients receive the highest level of service and expertise in financial planning.
300 Portland Rd #3, Bridgton, ME 04009, United States -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service is a finance institution located at 1240 Main Street in Oxford, Maine, United States. Our tax advance loans may have ended this year, but our Tax Pros are still here to help you maximize your refund! Conveniently located inside Walmart, you can drop off your tax documents while you shop and let our experts handle the rest. We offer in-person tax preparation appointments, drop-off services, and assistance with IRS letters. Book an appointment online or call (207) 844-6160 to reserve time with a Tax Pro. Our team at this location speaks English and is dedicated to getting you the biggest refund possible. Trust Jackson Hewitt Tax Service when every dollar matters - because it matters who does your taxes.
1240 Main St, Oxford, ME 04270, United States -
Harpswell Capital Advisors, LLC
● OpenHarpswell 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.
41 Campus Dr #203, New Gloucester, ME 04260, United States -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service located at 30 Landing Road in Windham, Maine offers expert tax preparation services to help you get your biggest refund. While our tax advance loans have ended this year, our Tax Pros are still available to assist you with your taxes. You can drop off your tax documents and have a Tax Pro take care of the rest, including a quick call to review your final return and convenient e-signing. This location is conveniently located inside Walmart, allowing you to get your taxes done while you shop. Although Refund Advance loans are no longer available this year, we offer appointments for in-person tax preparation, drop-off tax preparation, and assistance with IRS letters. Book an appointment online or call us at (207) 844-6161 to reserve time with a Tax Pro. Trust Jackson Hewitt at Walmart in Windham, Maine to help you with your taxes and get your biggest refund guaranteed.
30 Landing Rd, Windham, ME 04062, United States -
Roger A Auger - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenRoger 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.
1071 Lisbon St Ste 3, Lewiston, ME 04240, United States -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service located at 100 Mount Auburn Avenue in Auburn, Maine, is a finance institution dedicated to helping individuals maximize their tax refunds. While their tax advance loans have ended for the year, their team of Tax Pros is ready to assist you in getting the most out of your return. Conveniently located inside Walmart, you can drop off your tax documents and have a Tax Pro take care of the rest, including a quick call to review your final return and easy e-signing. Although Refund Advance loans are no longer available this year, Jackson Hewitt still offers in-person tax preparation appointments, drop-off services, and assistance with IRS letters. You can schedule an appointment online or by calling (207) 844-6151 to secure time with a Tax Pro. Whether you need help with your taxes or have questions about IRS correspondence, the experts at Jackson Hewitt are here to help. Don't forget, when it comes to your taxes, every dollar matters - trust Jackson Hewitt to get the job done right.
100 Mt Auburn Ave, Auburn, ME 04210, United States -
Sean Patrick Riley - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedSean 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.
215 Foreside Rd, Falmouth, ME 04105, United States -
Edward Jones - Financial Advisor: Jeff Guenther
● ClosedEdward Jones - Financial Advisor: Jeff Guenther is a trusted financial institution located at 101 Centre Street in Bath, Maine, United States. As a dedicated financial advisor, Jeff Guenther provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones offers a wide range of financial services, including retirement planning, education savings, insurance, and more. Whether you are planning for retirement, saving for your child's education, or looking to grow your investment portfolio, Jeff Guenther and the team at Edward Jones are here to help you navigate the complex world of finance with confidence and peace of mind.
101 Centre St Suite A, Bath, ME 04530, United States -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service is a finance institution located at 201 Civic Center Drive in Augusta, Maine, United States. They specialize in providing tax services to individuals and businesses, helping them navigate the complexities of the tax system and maximize their refunds. With a team of experienced tax professionals, Jackson Hewitt Tax Service offers personalized and reliable assistance to ensure their clients are in compliance with tax laws and regulations. Whether you need help with filing your taxes, resolving tax issues, or planning for the future, Jackson Hewitt Tax Service is dedicated to providing quality service and expertise.
201 Civic Center Dr, Augusta, ME 04330, United States -
Sarah Dunckel - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedSarah Dunckel is a financial advisor at Ameriprise Financial Services, LLC located at 150 Capitol Street in Augusta, Maine, United States. She 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Sarah is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. She specializes in asset management, estate planning, investment strategies, risk management, retirement planning, and tax planning. With her expertise and commitment to excellence, Sarah Dunckel is a trusted advisor for all your financial needs.
150 Capitol St # 1, Augusta, ME 04330, United States -
Back River Tax Accountants
● ClosedBack River Tax Accountants is a full-service accounting and finance institution located at 690 Maine Avenue in Farmingdale, Maine, United States. With over 25 years of experience, we offer tax and financial services to clients throughout Maine. We are now also located at 331 Commercial Street in Rockport, Maine, formerly known as Van Steenberg & Associates. As the year comes to an end, we offer tax planning and year-end consultations to help you review your income and expenses to plan for your taxes. We pause all in-person appointments from January 15th to April 15th. If you use QuickBooks, we provide a list of reports needed for tax preparation. We also offer Tax Organizers to guide you through preparing your information, especially if you are self-employed.
690 Maine Ave, Farmingdale, ME 04344, United States -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service is a finance institution located at 152 Western Avenue in Augusta, Maine, United States. While our tax advance loans have ended this year, our dedicated Tax Pros are still here to help you maximize your refund. Whether you prefer to drop off your tax documents for a Tax Pro to handle or schedule an in-person appointment for personalized assistance, we have options to fit your busy schedule. While Refund Advance loans are no longer available this year, we offer a range of services including tax preparation, help with IRS letters, and more. To ensure personalized attention, we recommend booking an appointment online or calling (207) 480-3262. Walk-ins are also welcome at our office on Western Avenue. Trust the English-speaking Tax Pros at Jackson Hewitt to make every dollar count when it comes to your taxes.
152 Western Ave Suite 8, Augusta, ME 04330, United States -
Wells Fargo Advisors
● OpenWells Fargo Advisors is a finance institution located at 165 Main Street in Damariscotta, Maine, United States. As a trusted financial services provider, Wells Fargo Advisors offers a wide range of investment and wealth management services to help clients achieve their financial goals. With a team of experienced advisors, they provide personalized guidance and tailored solutions to meet the unique needs of each individual or business. Whether you are planning for retirement, saving for college, or investing for the future, Wells Fargo Advisors is committed to helping you make informed financial decisions and secure your financial future.
165 Main St Suite 2A, Damariscotta, ME 04543, United States -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service is a finance institution located at 15 Tibbetts Drive in Brunswick, Maine, United States. While our tax advance loans have ended this year, our Tax Pros are still ready to help you get your biggest refund! Conveniently drop off your tax documents and let a Tax Pro take care of the rest, including a quick call to review your final return and easy e-signing. Located inside Walmart, you can get your taxes done while you shop and still receive our guaranteed biggest refund. Although Refund Advance loans are no longer available this year, we offer appointments for in-person tax preparation, drop-off tax preparation, and assistance with IRS letters. Book an appointment online or call us at (207) 844-6153 to reserve time with a Tax Pro. Our expert Tax Pros at 15 Tibbetts Drive Jackson Hewitt speak English and are here to help you maximize your refund. Remember, when every dollar matters, it matters who does your taxes™.
15 Tibbetts Dr, Brunswick, ME 04011, United States -
Central Maine Accounting & Tax Services
● ClosedCentral Maine Accounting & Tax Services is a reputable finance institution located at 681 Hallowell Litchfield Road in West Gardiner, Maine. With a team of experienced professionals, they offer a wide range of accounting and tax services to individuals and businesses in the Central Maine area. Whether you need help with tax preparation, bookkeeping, payroll services, or financial planning, their dedicated staff is here to assist you every step of the way. Trust Central Maine Accounting & Tax Services for all your financial needs.
681 Hallowell Litchfield Rd, West Gardiner, ME 04345, United States -
Edward Jones - Financial Advisor: Pete Watt
● ClosedEdward Jones - Financial Advisor: Pete Watt is a trusted financial institution located at 14 Vista Drive in Gorham, Maine, United States. Pete Watt is a highly experienced and knowledgeable financial advisor who is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your investments, Pete Watt can provide personalized advice and guidance to help you make informed decisions. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Pete Watt is committed to helping you secure your financial future.
14 Vista Dr Ste 309, Gorham, ME 04038, United States
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