Wealth management strategies in Scarborough, Maine
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Roger A Auger - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenRoger A Auger is a Private Wealth Advisor at Ameriprise Financial Services, LLC located in Scarborough, Maine, United States. He 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®, CFP®, 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 his expertise in asset management, retirement planning, estate planning, investment strategies, and more. He is dedicated to providing comprehensive financial planning services tailored to the individual needs of his clients.
Centervale Farm, Ste 110, Scarborough, ME 04074, United States -
James E Lamb - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenJames E Lamb - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 200 U.S. 1, Scarborough, Maine, United States. The institution offers a range of services and expertise to help individuals manage their wealth and plan for their financial future. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, the advisors at James E Lamb are highly trained and knowledgeable in various aspects of financial planning and asset management. Whether you are looking for retirement planning, estate planning, investment strategies, or insurance products, the team at James E Lamb can provide tailored solutions to meet your needs. Additionally, the institution offers specialized certifications for professionals who work with specific demographics, such as seniors, individuals with special needs, and military personnel. With a commitment to ethics and education, James E Lamb - Private Wealth Advisor, Ameriprise Financial Services, LLC is dedicated to helping clients achieve their financial goals and secure their financial future.
200 US-1 Ste 111, Scarborough, ME 04074, United States -
Eric Bonnette - TD Wealth Financial Advisor
● ClosedEric Bonnette - TD Wealth Financial Advisor is a trusted financial institution located at 4 Hannaford Drive in Scarborough, Maine, United States. As a dedicated financial advisor, Eric Bonnette provides personalized wealth management services to help clients achieve their financial goals. With a strong focus on building long-term relationships, Eric Bonnette offers expert advice on investment strategies, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Eric Bonnette - TD Wealth Financial Advisor is committed to providing tailored solutions to meet your unique financial needs.
4 Hannaford Dr, Scarborough, ME 04074, United States -
John Hughes - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedJohn Hughes - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 5 Ward Street in Scarborough, Maine, offers a wide range of financial services to clients. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, John Hughes is equipped to assist individuals with asset management, investment strategies, estate planning, retirement planning, and more. The institution also offers specialized certifications such as Behavioral Financial Advisor, Chartered Advisor in Philanthropy®, Certified Divorce Financial Analyst, and Certified Estate Planner™, among others. With a commitment to excellence and expertise in various areas of financial planning, John Hughes is dedicated to helping clients achieve their financial goals.
5 Ward St, Scarborough, ME 04074, United States -
Lindsay Clippinger, Bankers Life Agent
● ClosedLindsay Clippinger, Bankers Life Agent is an insurance agency located at 360 U.S. 1 in Scarborough, Maine. As a dedicated Bankers Life agent, Lindsay Clippinger provides personalized insurance solutions to meet the needs of individuals and families in the community. With a focus on offering quality products and exceptional customer service, Lindsay Clippinger helps clients protect their financial future and achieve peace of mind. Whether you are looking for life insurance, retirement planning, long-term care coverage, or other insurance products, Lindsay Clippinger is here to assist you every step of the way. Contact Lindsay Clippinger, Bankers Life Agent today to learn more about how she can help you secure your financial future.
360 US-1 Ste 202, Scarborough, ME 04074, United States -
Edward Jones - Financial Advisor: Jason B Shinn
● ClosedEdward Jones - Financial Advisor: Jason B Shinn is a finance institution located at 5 Stewart Drive in Scarborough, Maine, United States. Jason B Shinn is a trusted financial advisor who provides personalized financial planning services to help clients achieve their long-term financial goals. With a commitment to excellence and a focus on building strong relationships with clients, Edward Jones - Financial Advisor: Jason B Shinn is dedicated to providing top-notch financial advice and guidance. Whether you are planning for retirement, saving for your child's education, or investing for the future, Jason B Shinn will work with you to create a customized financial plan tailored to your individual needs. Trust Edward Jones - Financial Advisor: Jason B Shinn to help you navigate the complexities of the financial world and secure your financial future.
5 Stewart Dr Unit 104, Scarborough, ME 04074, United States -
First Command Financial Advisor - Kevin Shilling
● ClosedFirst 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.
306 US-1 Suite D3, Scarborough, ME 04074, United States -
Jerome B Price PhD
● OpenJerome B Price PhD is a prestigious finance institution located at 7 Oak Hill in Scarborough, Maine, United States. Led by the renowned Dr. Jerome B Price, this institution offers expert financial services and consultation to individuals and businesses alike. With a focus on personalized solutions and cutting-edge financial strategies, Jerome B Price PhD is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or wealth management services, Jerome B Price PhD is the institution to trust for all your financial needs.
7 Oak Hill, Scarborough, ME 04074, United States -
James Gavin, Bankers Life Securities Financial Representative
● ClosedJames Gavin, Bankers Life Securities Financial Representative is a reputable financial institution located at 360 U.S. 1 in Scarborough, Maine, United States. Specializing in finance, they offer a wide range of services to help individuals and businesses manage their wealth and investments. With a team of experienced professionals, they provide personalized financial advice and solutions tailored to each client's unique needs and goals. Whether you are looking to plan for retirement, invest in the stock market, or secure your financial future, James Gavin, Bankers Life Securities Financial Representative is committed to helping you achieve financial success.
360 US-1 Ste 202, Scarborough, ME 04074, United States
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