TOP 20 Best Trusted advisor in Augusta, Maine

MEA Benefits Trust is an insurance agency located at 35 Community Drive in Augusta, Maine, United States. We specialize in providing a wide range of benefits and insurance options for our clients. Our experienced team is dedicated to helping individuals and businesses find the right coverage to meet their needs. Whether you are looking for health insurance, life insurance, or retirement planning services, we are here to help you navigate the complex world of insurance. Contact us today to learn more about how we can help you protect what matters most.

Edward Jones - Financial Advisor: Samuel Oppenheim, AAMS™ is a trusted financial institution located at 378 Western Avenue in Augusta, Maine, United States. With a focus on personalized service and tailored financial solutions, Samuel Oppenheim, AAMS™ 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, Samuel Oppenheim, AAMS™ is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start planning for a secure financial future.

Sarah 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.

Sovereign Wealth Management is a prestigious finance institution located at 295 Water Street in Augusta, Maine, United States. With a strong reputation for providing top-notch wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. We offer personalized investment strategies tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, preserve your assets, or plan for retirement, Sovereign Wealth Management is committed to providing you with expert guidance and support every step of the way. Contact us today to learn more about how we can help you achieve financial success.

Deanna Lynn - State Farm Insurance Agent is a trusted insurance agency located at 86 Western Avenue in Augusta, Maine. As a State Farm Insurance Agent, Deanna Lynn provides a wide range of insurance products and services to help individuals and families protect what matters most to them. With a focus on personalized customer service and tailored insurance solutions, Deanna Lynn is dedicated to helping clients find the coverage that meets their unique needs and budget. Whether you're looking for auto, home, life, or business insurance, Deanna Lynn - State Farm Insurance Agent is here to help you navigate the complexities of insurance and provide peace of mind for the future.

Jackson 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.

H&R Block is a renowned accounting and finance institution located at 84 Bangor Street in Augusta, Maine, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual looking for assistance with your personal taxes or a business in need of comprehensive financial guidance, H&R Block is dedicated to providing top-notch services tailored to meet your specific needs. Visit us today to experience the expertise and reliability that have made H&R Block a trusted name in the industry.

Bangor Savings Bank is a trusted financial institution located at 5 Senator Way in Augusta, Maine, United States. As a full-service bank, we offer a wide range of financial services including checking and savings accounts, loans, mortgages, and investment options. Our convenient ATM services make accessing your funds easy and convenient. With a commitment to personalized customer service and community involvement, Bangor Savings Bank is dedicated to helping our customers achieve their financial goals.

Bangor Savings Bank is a trusted financial institution located at 127 Community Drive in Augusta, Maine, United States. As a full-service bank, we offer a wide range of financial products and services to meet the needs of our customers. Whether you're looking for a convenient ATM location, a reliable bank for your everyday banking needs, or expert financial advice, Bangor Savings Bank is here to help. Our friendly staff is dedicated to providing top-notch customer service and helping you achieve your financial goals. Visit us today to experience the difference at Bangor Savings Bank.

Five County Credit Union, located at 201 Civic Center Drive in Augusta, Maine, is a trusted financial institution offering a variety of services to meet your needs. Whether you are looking for a real estate loan, commercial loan, or equipment loan for your business, we have you covered. Our Energy Efficiency Loan Program can help with your heating and cooling needs, and we also offer rewards cards with no annual fee. With over 69 surcharge-free ATMs and access to 30,000 CO-OP ATMs nationwide, we make banking convenient for you. Our competitive rates and no application fees make us a top choice for your financial needs. Contact us today at our Bath, Maine location or visit our website for more information. Please note that we provide links to third party websites for your convenience, but we do not manage the content of those sites. Your privacy and security are important to us, and we strive to provide the best service possible.

The Tax Compliance Division in Augusta, Maine, United States is a crucial institution specializing in accounting and finance. This division ensures that individuals and businesses comply with tax laws and regulations set by the government. With a team of skilled professionals, the Tax Compliance Division provides guidance, support, and enforcement to ensure accurate and timely tax filing. Whether you need assistance with tax planning, audits, or resolving tax disputes, this institution is dedicated to helping you navigate the complex world of taxation. Trust the Tax Compliance Division to keep you in compliance and on track with your financial obligations.

Gateway Retirement Solutions is a leading finance and insurance agency located at 6 East Chestnut Street in Augusta, Maine. Our dedicated team of experts is committed to helping individuals plan for a secure and comfortable retirement. We offer a wide range of services including retirement planning, investment strategies, and insurance solutions tailored to meet the unique needs of each client. With a focus on personalized attention and professional guidance, Gateway Retirement Solutions is the trusted partner you can rely on for a successful financial future.

Liam Tomasulo-Pinson, Bankers Life Agent is an insurance agency located at 442 Civic Center Drive in Augusta, Maine, United States. As a dedicated agent for Bankers Life, Liam Tomasulo-Pinson offers a wide range of insurance products and services to help individuals and families protect their financial future. With a commitment to providing personalized and professional service, clients can trust Liam Tomasulo-Pinson to help them find the right insurance solutions to meet their needs. Visit their office today to learn more about their offerings and how they can help you secure your financial well-being.

Allstate Personal Financial Representative Shawn Holt is an insurance agency located at 303 State Street in Augusta, Maine, United States. As a trusted representative of Allstate, Shawn Holt provides personalized financial services to help individuals and families protect their assets and plan for the future. With a focus on building strong relationships with clients, Shawn Holt offers a range of insurance products and financial solutions tailored to meet each individual's unique needs and goals. Whether you are looking for auto, home, life, or retirement planning services, Shawn Holt is committed to providing exceptional customer service and expert guidance to help you achieve financial security and peace of mind.

Allstate Personal Financial Representative: Martin Bailey is a trusted finance and insurance agency located at 303 State Street in Augusta, Maine. With a focus on providing personalized financial solutions, Martin Bailey helps clients navigate the complexities of managing their finances and protecting their assets. Whether you are looking for insurance coverage or investment advice, Martin Bailey is dedicated to helping you achieve your financial goals. Contact us today to schedule a consultation and see how we can help secure your financial future.

Zoe Theriault, Bankers Life Agent is an insurance agency located at 442 Civic Center Drive in Augusta, Maine. As a trusted Bankers Life agent, Zoe Theriault provides personalized insurance solutions to help individuals and families protect their financial security. With a focus on customer service and a commitment to finding the right coverage for each client's needs, Zoe Theriault is dedicated to helping clients navigate the complexities of insurance and plan for a secure future. Contact Zoe Theriault, Bankers Life Agent today for expert guidance and support in selecting the right insurance options for you and your loved ones.

Daniel J. Bailey is a renowned institution located at 77 Winthrop Street in Augusta, Maine, United States. Specializing in real estate, environmental, and land use law, Daniel J. Bailey offers over 30 years of experience in navigating complex legal issues. As a partner in Pierce Atwood’s Management Committee, Dan Bailey is known for his pragmatic approach to legal matters, especially in the redevelopment of commercial properties. With a background in environmental and regulatory law, Dan has successfully facilitated a wide range of commercial real estate projects, including mixed-use developments, multifamily housing, and large residential subdivisions. He is well-versed in handling all types of real estate transactions, including acquisition, sale, financing, and leasing of contaminated properties. Dan also provides expert advice on federal and state environmental matters and represents clients in administrative enforcement actions. Prior to joining Pierce Atwood, Dan was a director at Rackemann Sawyer & Brewster, where he led the Real Estate Department and Environmental and Land Use Group. With a strong knowledge of the law and a problem-solving mindset, Dan Bailey is a trusted legal advisor for clients seeking effective solutions to their legal challenges.

Smith Legal LLC is a reputable law firm located at 4 Wabon Street in Augusta, Maine. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. From personal injury cases to family law matters, we strive to achieve the best possible outcome for each and every case we handle. Trust Smith Legal LLC to be your trusted legal partner in navigating the complexities of the legal system.

Maine Center for Wealth Management, LLC is a finance institution located on East Chestnut Street in Augusta, Maine, United States. Our team of experienced financial advisors is dedicated to helping individuals and families achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, our experts are here to provide guidance and support every step of the way. Trust Maine Center for Wealth Management, LLC to help you secure a stable financial future.

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.

RG Tax Accounting & Resolution LLC is a reputable finance institution located at 4 Wabon Street in Augusta, Maine, United States. Specializing in tax accounting and resolution services, our team of experts is dedicated to providing professional and personalized financial solutions to individuals and businesses. With years of experience in the industry, we strive to help our clients navigate the complexities of tax laws and regulations, ensuring compliance and maximizing financial efficiency. Trust RG Tax Accounting & Resolution LLC to handle all your financial needs with expertise and integrity.

Atlantic Wealth Planning Group - Ameriprise Financial Services, LLC is a finance institution located at 150 Capitol Street, Augusta, Maine, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Clients can track their progress towards their financial goals securely from any device. The institution provides complimentary initial consultations and regular reviews to update financial strategies as life changes. Ameriprise financial advisors are registered in certain U.S. states and cannot guarantee future financial results. Clients can expect professionalism and expertise in financial planning concepts during consultations. The institution values privacy and security, as well as providing important disclosures to clients. Clients can refer friends or family members to achieve their financial goals with the help of Ameriprise Financial Services, LLC.