Wealth management for high net worth individuals in Maine

Charles M Beynon is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 775 U.S. 1 in York, Maine, United States. Charles holds various prestigious 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®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Charles's expertise in areas such as asset management, retirement planning, estate planning, investment strategies, risk management, and financial planning for individuals, retirees, and small business owners. Charles is committed to upholding a high standard of ethics and professionalism in providing financial advice and services to clients.

Jennifer Goff is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 5 Ward Street in Scarborough, Maine, United States. Jennifer Goff 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®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Jennifer Goff's expertise in various aspects of finance including asset management, retirement planning, estate planning, investment management, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Jennifer Goff can provide personalized financial advice tailored to your specific needs.

David R Gardner is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 45 Forest Falls Drive in Yarmouth, Maine, United States. David holds multiple 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®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning topics including asset management, retirement planning, estate planning, investment strategies, risk management, and more. David is committed to providing expert financial advice and guidance to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethical practices and a comprehensive understanding of financial planning principles, David is dedicated to helping clients achieve their financial goals and secure their financial future.

First National Wealth Management is a leading financial institution located at 9 Bristol Road in Damariscotta, Maine. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management solutions. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, we are here to provide expert guidance and support every step of the way. Trust First National Wealth Management to help you secure a prosperous financial future.

Prime Financial Inc Investors is a reputable finance institution located at 753 West River Road in Waterville, Maine, United States. With a focus on providing top-notch financial services to clients, Prime Financial Inc Investors is dedicated to helping individuals and businesses achieve their investment goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, the experienced team at Prime Financial Inc Investors is here to help. With a commitment to excellence and personalized service, Prime Financial Inc Investors is the ideal partner for all your financial needs.

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.

Monica Allen is a Financial Advisor at Ameriprise Financial Services, LLC located at 454 Fairbanks Road, Farmington, Maine, United States. Monica 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®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Monica is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and seniors. Monica specializes in asset management, investment strategies, estate planning, retirement planning, risk management, and insurance products. Monica is committed to upholding the highest standards of ethics and professionalism in the financial industry. Contact Monica Allen at Ameriprise Financial Services, LLC for expert financial advice and personalized wealth management solutions.

Matt Simard - Financial Advisor at Ameriprise Financial Services, LLC, located at 2 Great Falls Plaza in Auburn, Maine, United States. Matt Simard holds multiple 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®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Matt Simard is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products, Matt Simard is committed to helping clients achieve their financial goals.

Diane E Hoenig is a financial advisor at Ameriprise Financial Services, LLC located at 5 Bradeen Street in Sanford, Maine, United States. She holds multiple 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®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate her expertise in asset management, retirement planning, estate planning, investment strategies, and more. She is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those with special needs. Diane is committed to upholding the highest ethical standards and continues to enhance her knowledge and skills through ongoing education and training.

Edward 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.

First Command Financial Advisor - Kevin Shilling is a finance institution located at 306 U.S. 1, Scarborough, Maine, United States. This institution offers financial advisory services to clients, with a focus on helping individuals achieve their financial goals and secure their financial future. The institution operates under the umbrella of First Command Financial Services, Inc. and its affiliated entities. Clients have provided testimonials on a voluntary basis, highlighting their positive experiences with the institution. It is important to note that these testimonials may not be representative of all clients' experiences and are not a guarantee of future performance or success.