TOP 30 Tax savings strategies in Maine
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Simpson Financial Strategies
● ClosedSimpson 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.
433 US-1 Ste 110, York, ME 03909, United States -
Multi-Taxing, LLC
● ClosedMulti-Taxing, LLC is a trusted accounting and finance institution located at 7 Washington Street in Greenville, Maine. We specialize in providing professional tax preparation and bookkeeping services to individuals and businesses in the area and surrounding regions. Our team is dedicated to ensuring that your financial needs are met with accuracy and efficiency. Contact us today to schedule a free consultation and discover how Multi-Taxing can help you with all of your tax and bookkeeping requirements.
7 Washington St, Greenville, ME 04441, United States -
Bangor Business and Tax Service
● ClosedBangor Business and Tax Service is a professional accounting and finance institution located at 209 State Street in Bangor, Maine. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, payroll services, or financial planning, we are here to assist you every step of the way. Trust Bangor Business and Tax Service to handle all of your financial needs with expertise and precision.
209 State St #1, Bangor, ME 04401, United States -
Q T Bookkeeping & Tax Services
● OpenQ T Bookkeeping & Tax Services is a reputable institution located in Dixfield, Maine, United States. Specializing in accounting and finance, our team of professionals is dedicated to providing top-notch bookkeeping and tax services to individuals and businesses alike. With our expertise and attention to detail, we strive to help our clients manage their finances efficiently and effectively. Visit us at 4 Main Street to learn more about how we can assist you with your accounting and tax needs.
4 Main St, Dixfield, ME 04224, United States -
Fran M Monroe Tax Services
● OpenFran M Monroe Tax Services is a reputable accounting and finance institution located at 23 Lewiston Road in Gray, Maine, United States. With years of experience in the industry, our team of experts is dedicated to providing top-notch tax services to individuals and businesses alike. Whether you need assistance with tax preparation, planning, or consulting, our knowledgeable staff is here to help you navigate the complex world of taxes. Trust Fran M Monroe Tax Services for all your accounting and finance needs.
23 Lewiston Rd, Gray, ME 04039, United States -
L.T. TAX SERVICE LLC
● ClosedL.T. Tax Service LLC is a reputable accounting and finance institution located at 30 Not a Road, Lyman, Maine, United States. Our team of experienced professionals is dedicated to providing top-notch tax services and financial advice to individuals and businesses in the local community. With a commitment to excellence and personalized attention, we strive to help our clients achieve their financial goals and maximize their tax savings. Contact us today to schedule a consultation and see how we can assist you with all of your accounting and finance needs.
30 Not a Rd, Lyman, ME 04002, United States -
Cross Associates/The Tax & Accounting Service Co PA
● ClosedCross Associates/The Tax & Accounting Service Co PA is a reputable accounting and finance institution located at 813 Broadway in South Portland, Maine, United States. With years of experience in providing top-notch financial services, our team of skilled professionals are dedicated to helping individuals and businesses with their tax and accounting needs. Whether you need assistance with tax preparation, bookkeeping, payroll services, or financial planning, we are here to provide you with the expert guidance and support you need. Trust Cross Associates/The Tax & Accounting Service Co PA for all your financial needs.
813 Broadway, South Portland, ME 04106, United States -
H&R Block
● ClosedH&R Block is a trusted accounting and finance institution located at 368 Main Street in Kingfield, Maine, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and small business consulting. Clients can rely on H&R Block for expert advice and personalized solutions to help them achieve their financial goals. Whether you need assistance with tax filing or financial management, H&R Block is here to provide reliable and efficient services.
368 Main St, Kingfield, ME 04947, United States -
Seacoast Financial Planning - Ameriprise Financial Services, LLC
● ClosedSeacoast 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 [email protected] 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.
775 US-1 Ste 2, York, ME 03909, United States -
Accolade Financial
● OpenAccolade 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.
226 York St, York, ME 03909, United States -
Eric Bonnette - TD Wealth Financial Advisor
● ClosedEric 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.
30 State Rd Suite 10, Kittery, ME 03904, United States -
Edward Jones - Financial Advisor: Fred W Diehl, CFP®
● ClosedEdward Jones - Financial Advisor: Fred W Diehl, CFP® is a trusted financial institution located at 15 Woodbridge Road in York, Maine, United States. Fred W Diehl, a Certified Financial Planner, offers personalized financial advice and services to help clients achieve their financial goals. With a commitment to integrity and professionalism, Edward Jones provides comprehensive financial planning, investment management, and retirement planning services to individuals and families. Whether you are looking to grow your wealth, plan for your future, or secure your retirement, Fred W Diehl and the team at Edward Jones are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
15 Woodbridge Rd Suite 1, York, ME 03909, United States -
Edward Jones - Financial Advisor: Susan Heckaman, AAMS™
● ClosedEdward 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.
469 US-1, York, ME 03909, United States -
Seacoast Financial Planning
● ClosedSeacoast 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.
775 US-1 Ste 2, York, ME 03909, United States -
Donna Brown - Prudential Financial
● OpenDonna Brown - Prudential Financial is a reputable finance and insurance agency located at 141 Water Street in Skowhegan, Maine, United States. With a strong focus on financial planning and insurance solutions, the institution offers a wide range of services to help individuals and businesses secure their financial future. The team at Donna Brown - Prudential Financial is dedicated to providing personalized and professional guidance to clients, ensuring they make informed decisions about their finances. Whether you are looking for retirement planning, investment advice, or insurance coverage, Donna Brown - Prudential Financial is committed to helping you achieve your financial goals.
141 Water St, Skowhegan, ME 04976, United States -
Ship Shape Financial
● ClosedShip 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.
14 Main St, Brunswick, ME 04011, United States -
IIS Financial Services - Financial Advisors
● ClosedIIS Financial Services is a team of experienced financial advisors located at 707 Sable Oaks Drive in South Portland, Maine. Our institution specializes in providing personalized financial planning and investment strategies 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 team is dedicated to providing expert guidance and support every step of the way. Contact us today to schedule a consultation and take control of your financial future.
707 Sable Oaks Dr #203, South Portland, ME 04106, United States -
Atlantic Coast Financial
● ClosedAtlantic 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 -
Milliken Perkins & Brunelle
● ClosedMilliken Perkins & Brunelle is an accounting and finance institution located at 452 Roosevelt Trail in Windham, Maine, United States. We are dedicated to helping our clients save money, grow their businesses, and plan for the future. Our team is always learning and staying up-to-date on the latest tax developments and accounting programs. We offer a range of services including tax preparation, business improvement strategies, entity selection, and growth planning. Our goal is to find ways to permanently lower taxes and increase wealth for our clients. Whether you are just starting out or looking to sell your business, we can help you every step of the way.
452 Roosevelt Trail, Windham, ME 04062, United States -
Labonte Financial Services
● ClosedLabonte Financial Services is a reputable accounting and finance institution located at 185 Webster Street in Lewiston, Maine, United States. With a team of experienced professionals, Labonte Financial Services offers a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, Labonte Financial Services is dedicated to providing personalized and reliable solutions to meet your financial needs. Contact us today to schedule a consultation and take the first step towards securing your financial future.
185 Webster St, Lewiston, ME 04240, United States -
James Financial Group
● OpenJames Financial Group is a leading finance institution located at 5 Depot Street in Freeport, Maine, United States. With a team of experienced financial experts, we provide a wide range of services including investment management, financial planning, retirement planning, estate planning, and more. Our mission is to help our clients achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and see how we can help you reach your financial aspirations.
5 Depot St Suite 12, Freeport, ME 04032, United States -
Alex Mills: Financial Planner
● ClosedAlex 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.
75 Leighton Rd, Falmouth, ME 04105, United States -
Three Pillars Financial : Richard A Alafat
● OpenThree 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.
75 Leighton Rd #3, Falmouth, ME 04105, United States -
Portland Financial Planning Group, LLC
● OpenPortland Financial Planning Group, LLC is a finance institution located at 511 Congress Street in Portland, Maine, United States. Our team of experienced financial planners is dedicated to helping individuals and families achieve their financial goals through personalized and comprehensive planning strategies. Whether you are saving for retirement, planning for your children's education, or looking to grow your investments, we are here to provide expert guidance and support. Contact us today to schedule a consultation and take the first step towards securing your financial future.
511 Congress St #804, Portland, ME 04101, United States -
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 -
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 -
Rogers Norton Wealth Management Group of Raymond James
● OpenRogers Norton Wealth Management Group of Raymond James is a leading financial institution located at 2 Portland Square in Portland, Maine, United States. Specializing in wealth management services, our team of experienced professionals is dedicated to helping individuals and families achieve their financial goals. With a focus on personalized investment strategies and superior client service, we strive to provide our clients with the expertise and guidance needed to navigate the complexities of the financial world. Trust Rogers Norton Wealth Management Group of Raymond James to help secure your financial future.
2 Portland Sq 7th Fl, Portland, ME 04101, United States -
Fore River Financial
● ClosedFore 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.
22 Free St # 202, Portland, ME 04101, 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 -
Hoenig & Hoenig - Ameriprise Financial Services, LLC
● OpenHoenig & Hoenig - Ameriprise Financial Services, LLC is a finance institution located at 300 Portland Road, Bridgton, Maine, United States. Ameriprise financial advisors are registered to do business in certain U.S. states and provide personalized financial planning services. The initial consultation offers an overview of financial planning concepts, although written analysis and recommendations are not provided. Ameriprise Financial cannot guarantee future financial results. The institution is a member of FINRA and SIPC, and users of the website are bound by the Ameriprise Financial Website Rules and Regulations. The institution values referrals and strives to help friends and family achieve their financial goals. The Privacy and Security Center ensures online security and protection against email fraud.
300 Portland Rd #3, Bridgton, ME 04009, United States
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