Wealth planning in Maine
334 results found
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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 -
Raymond James Financial Services
● OpenRaymond James Financial Services is a finance institution located at 276 U.S. 1 in York, Maine, United States. They provide a wide range of financial services, including investment advice, wealth management, retirement planning, and more. With a team of experienced professionals, Raymond James Financial Services is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Raymond James Financial Services can provide personalized solutions to meet your needs.
276 US-1, 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 -
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 -
Steele Street Capital
● OpenSteele Street Capital, located at 1 Maine 236, Kittery, Maine, United States, is a finance institution founded in 2012 by David Gerasin. The institution provides independent and unbiased wealth management and financial advisory strategies to a select group of clients who have achieved financial success or are working towards it. Steele Street Capital focuses on personalized service and tailors its services to meet the unique needs of each client. Please note that their services are available only to residents of certain states and may not be offered to individuals residing outside of the U.S. Securities-related services are provided through Wells Fargo Advisors Financial Network, LLC, and insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company. It is important to be aware that by clicking on certain links, you will be leaving the Wells Fargo website and entering a third-party website not affiliated with Wells Fargo Advisors. Please review the third-party's policies and terms and conditions before proceeding.
1 ME-236 Suite 2, Kittery, ME 03904, United States -
Ford Insurance Agency, Inc.
● ClosedFord Insurance Agency, Inc. is located at 2 Dow Highway in Eliot, Maine, United States. As an insurance agency, we pride ourselves on our dedicated staff, attention to detail, and commitment to excellence. With a unique blend of knowledge, service, and technology, we strive to provide the best insurance solutions for businesses and individuals alike. Our century-long reputation as a trusted and reliable insurance provider speaks for itself. We understand the importance of safeguarding your loved ones, property, and financial security. That's why we work closely with you to develop a tailored insurance plan that meets your specific needs and budget. At Ford Insurance, we prioritize our clients and strive to exceed your expectations in terms of service and support.
2 Dow Hwy, Eliot, ME 03903, United States -
Capital Management Team
● ClosedCapital Management Team is a trusted financial institution located at 89 Water Street in Hallowell, Maine. Our team of experienced professionals is dedicated to helping clients manage and grow their capital through a personalized approach tailored to their individual needs and goals. Whether you are looking to invest, plan for retirement, or build wealth for the future, our team is committed to providing expert guidance and support every step of the way. Contact us today to learn more about how we can help you achieve your financial objectives.
89 Water St, Hallowell, ME 04347, United States -
Regis Langelier, PHD
● OpenRegis Langelier, PHD is a renowned health institution located at 110 Main Street in Saco, Maine, United States. Specializing in various aspects of health and wellness, Dr. Regis Langelier brings a wealth of knowledge and expertise to the field. Patients can expect top-notch care and personalized treatment plans tailored to their individual needs. With a focus on preventative care and holistic approaches, Regis Langelier, PHD is dedicated to helping patients achieve optimal health and well-being.
110 Main St, Saco, ME 04072, United States -
Mary Alyce Burkhart, Ph.D.
● ClosedMary Alyce Burkhart, Ph.D. is a renowned doctor specializing in health and wellness. Located at 2 Beech Street in Hallowell, Maine, United States, Dr. Burkhart offers expert medical care and personalized treatment plans for her patients. With a Ph.D. in her field, she brings a wealth of knowledge and experience to her practice, ensuring the highest level of care for those seeking her services. Whether you are in need of a routine check-up or are dealing with a more complex health issue, Dr. Burkhart is dedicated to helping you achieve optimal health and well-being.
2 Beech St #1a, Hallowell, ME 04347, United States -
Rangeley Lakes Region Chamber
● ClosedThe Rangeley Lakes Region Chamber is a travel agency located at 6 Park Road in Rangeley, Maine, United States. This institution serves as a hub for all things related to travel and tourism in the beautiful Rangeley Lakes region. From providing information on local attractions and accommodations to offering assistance with planning outdoor adventures, the Chamber is dedicated to helping visitors make the most of their time in this picturesque area. With a team of knowledgeable staff members and a wealth of resources at their disposal, the Rangeley Lakes Region Chamber is the perfect starting point for anyone looking to explore this stunning destination.
6 Park Rd, Rangeley, ME 04970, United States -
Maine Tourism Association
● ClosedThe Maine Tourism Association, located in Hallowell, Maine, United States, is a travel agency that offers a wealth of information and resources for those looking to explore the diverse and beautiful state of Maine. From iconic lighthouses and picturesque coastal towns to world-class art museums and delicious seafood restaurants, Maine has something for everyone. Whether you're seeking a peaceful retreat or a fun-filled family adventure, the Maine Tourism Association can help you plan an unforgettable trip. With 90 percent of the state covered in forest and a coastline that stretches for miles, there is no shortage of natural beauty to explore. From wildlife watching and outdoor adventures to cultural attractions and unique shopping experiences, Maine has it all. Discover the charm and beauty of Maine with the help of the Maine Tourism Association.
327 Water St, Hallowell, ME 04347, United States -
Kennebunk-Kennebunkport-Arundel Chamber of Commerce
● ClosedThe Kennebunk-Kennebunkport-Arundel Chamber of Commerce is a travel agency located at 16 Water Street in Kennebunk, Maine, United States. This institution serves as a valuable resource for tourists and travelers looking to explore the beautiful coastal region of Maine. With a wealth of information on local attractions, accommodations, dining, and events, the Chamber of Commerce is dedicated to promoting tourism and supporting local businesses in the area. Visitors can stop by the office for personalized recommendations and assistance in planning their stay in Kennebunk, Kennebunkport, and Arundel. Whether you're seeking a relaxing beach getaway or outdoor adventure, the Chamber of Commerce is your go-to destination for all things travel-related in this charming New England community.
16 Water St, Kennebunk, ME 04043, United States -
Kyes Insurance Agency
● ClosedKyes Insurance Agency, located at 26 Congress Street in Rumford, Maine, is a locally owned independent insurance agency with a long history of serving the community. With additional locations in Farmington, Skowhegan, and Livermore Falls, Kyes Insurance has been providing homeowners, automobile, business, life, and health insurance since 1925. Our experienced employees pride themselves on offering personalized service and tailored insurance products to meet the specific needs of each customer. With a wealth of knowledge in the industry, our team is dedicated to finding the best coverage and price for your individual insurance requirements.
26 Congress St, Rumford, ME 04276, United States -
New York Life Insurance Co: Gikas Timothy
● OpenNew York Life Insurance Co: Gikas Timothy is an insurance agency located at 500 Southborough Drive, South Portland, Maine, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time, customizable long-term coverage, and the ability to invest policy cash value in the market. They provide financial protection for everyday tasks, lost income due to sickness or injury, and assistance in creating investment strategies and estate plans. With a diverse and welcoming workplace, they have been recognized as an industry leader for over 175 years. Their mission is to make the world a better place through responsible investing, community engagement, and charitable giving. Through their New York Life Foundation, they support educational enhancement, childhood bereavement, grassroots community efforts, and workplace initiatives. They also have a $1 billion impact investment initiative to address the racial wealth gap in America. With the highest financial strength ratings and a commitment to their policy owners, New York Life is dedicated to helping individuals, families, and communities thrive.
500 Southborough Dr, South Portland, ME 04106, United States -
Northwestern Mutual
● ClosedNorthwestern Mutual, located at 511 Congress Street in Portland, Maine, is a finance institution dedicated to helping individuals protect their families and achieve their financial goals. Their team of financial advisors offers personalized plans that balance current and future priorities, providing a range of options including investments and insurance. With high financial strength ratings and recognition for customer experience, Northwestern Mutual is committed to putting clients first and planning for both today and tomorrow. Their approach combines strategies for growth and protection, tailored to each individual's needs. By working with Northwestern Mutual, clients can access a variety of financial options to help them reach their goals, whether it's saving for college, buying a house, or planning for retirement. The institution is focused on creating a culture of inclusion and respect for employees, advisors, clients, and communities. With a dedication to diversity and inclusion, Northwestern Mutual is committed to supporting their workforce and advancing critical issues in their communities.
511 Congress St #601, Portland, ME 04101, United States -
Thompson Financial Group
● ClosedThompson Financial Group, located at 99 Fort Fairfield Road in Presque Isle, Maine, is a finance and insurance agency founded in 1962 by Arthur Thompson. Committed to maintaining strong family values, a dependable work ethic, and providing the best in customer service, we strive to help individuals and business owners protect and build wealth for themselves and their loved ones. Our mission is to build trusted relationships with our clients to design a brighter financial future. We offer services such as estate planning, investment portfolio management, pension plan management, benefits package design, and workforce management solutions. Recently named one of the 2022 Best Places to Work in Maine, we are dedicated to helping our clients navigate the uncertainties of life and maximize their financial potential. It's never too late to start working towards a better future with Thompson Financial Group.
99 Fort Fairfield Rd UNIT 3, Presque Isle, ME 04769, 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 -
Chris Wallace: Primerica - Financial Services
● OpenChris Wallace: Primerica - Financial Services is a reputable finance and insurance agency located at 48 Tandberg Trail in Windham, Maine, United States. With a focus on helping individuals and families achieve financial security and independence, this institution offers a wide range of services including investment planning, retirement planning, life insurance, and more. With a team of experienced professionals, Chris Wallace: Primerica is dedicated to providing personalized financial solutions tailored to meet the unique needs of each client. Whether you are looking to grow your wealth, protect your assets, or plan for the future, this institution is committed to helping you reach your financial goals.
48 Tandberg Trail, Windham, ME 04062, United States -
Karrie Chadbourne, Bankers Life Agent
● OpenKarrie Chadbourne, Bankers Life Agent is an insurance agency located at 442 Civic Center Drive in Augusta, Maine, United States. As a Bankers Life Agent, Karrie Chadbourne specializes in providing insurance products and services to individuals and families. With a focus on financial security and peace of mind, Karrie Chadbourne offers personalized insurance solutions tailored to meet the unique needs of each client. Whether you are looking for life insurance, retirement planning, long-term care coverage, or other insurance products, Karrie Chadbourne is dedicated to helping you protect what matters most. Contact Karrie Chadbourne, Bankers Life Agent today to learn more about how they can help you secure your future.
442 Civic Center Dr Ste 450, Augusta, ME 04330, United States -
Geoffrey Pritchard, Bankers Life Agent
● ClosedGeoffrey Pritchard, Bankers Life Agent in Augusta, Maine, offers a wide range of insurance options from top companies such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Our experienced agents can help you navigate through Medicare Advantage plans to find the best coverage for your needs. With options that include prescription drug coverage and low monthly premiums, we are here to help you make the right choices for your future. As the need for long-term care becomes increasingly important, our team is ready to assist you in planning for the future and having important discussions with your loved ones. Visit us at 442 Civic Center Drive in Augusta to start planning your next steps today.
442 Civic Center Dr Ste 450, Augusta, ME 04330, United States -
Anastasia Lamarca: Primerica - Financial Services
● OpenAnastasia Lamarca: Primerica - Financial Services is a finance and insurance agency located at 63A Elm Street in Topsham, Maine, United States. With a focus on providing comprehensive financial services, including investment planning, retirement planning, and insurance solutions, Anastasia Lamarca and her team are dedicated to helping clients achieve their financial goals. Whether you are looking to build wealth, protect your assets, or plan for the future, Anastasia Lamarca: Primerica - Financial Services is committed to providing personalized and professional guidance every step of the way. Schedule a consultation today to start securing your financial future.
63A Elm St UNIT 4, Topsham, ME 04086, 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 -
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 -
Dr. Marilyn Mclaughlin
● OpenDr. Marilyn McLaughlin is a renowned doctor located at 127 Long Sands Road in York, Maine, United States. Specializing in health and wellness, Dr. McLaughlin provides top-notch medical care and personalized treatment plans for her patients. With a wealth of knowledge and experience, she is dedicated to helping individuals achieve optimal health and well-being. Whether you are in need of a routine check-up or seeking treatment for a specific medical issue, Dr. Marilyn McLaughlin is here to provide compassionate and expert care. Visit her practice today to experience the highest level of medical care in a warm and welcoming environment.
127 Long Sands Rd Ste 9, York, ME 03909, United States -
Bath Savings Institution
● ClosedBath Savings Institution is a local Maine bank that has been serving the Coastal Maine community since 1852. Located at 3 Pleasant Street in Brunswick, Maine, this institution offers a range of financial services including ATM access, banking, and finance options. Customers with Packard or Senior accounts can receive free standard checks, with the option to select "Bulk Mail" delivery to avoid shipping charges. Bath Savings will reimburse any shipping charges that may be incurred.
3 Pleasant St, Brunswick, ME 04011, United States -
Mary C. Kennedy Sr, MSW
● OpenMary C. Kennedy Sr, MSW is a reputable health institution located at 23 Water Street in Saco, Maine, United States. Specializing in social work, the institution is led by Dr. Mary C. Kennedy Sr., who brings a wealth of experience and expertise to the field. Patients can expect compassionate care and personalized treatment plans to address their physical and emotional well-being. With a focus on holistic health, Mary C. Kennedy Sr, MSW is dedicated to helping individuals achieve optimal health and wellness.
23 Water St # 3, Saco, ME 04072, United States -
Daniel L. Richards, PHD
● OpenDaniel L. Richards, PHD is a reputable doctor located at 1321 Washington Avenue in Portland, Maine, United States. Dr. Richards specializes in health and is dedicated to providing top-quality care to his patients. With a wealth of knowledge and experience, Dr. Richards is known for his compassionate approach and personalized treatment plans. Patients can trust in his expertise and commitment to helping them achieve optimal health and well-being.
1321 Washington Ave, Portland, ME 04103, United States -
Dow Hebert & Plourte Inc
● OpenDow Hebert & Plourde Inc is a reputable financial institution located at 16 Summit Street in Caribou, Maine, United States. With a strong focus on providing top-notch financial services to individuals and businesses alike, they offer a wide range of solutions including investment management, retirement planning, and wealth management. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit Dow Hebert & Plourde Inc today to experience personalized service and expert financial guidance.
16 Summit St, Caribou, ME 04736, United States
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List of local businesses, places and services in Maine
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