Best financial advisors in maine.

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life. Start the conversation.Consistently ranked one of Sydney’s top financial planners (Adviser Ratings), Brenton believes strongly in separating advice from commissions, instead focusing on delivering genuine value to clients. Brenton holds a Bachelor of Commerce with a major in Accounting and Law, as well as an Advanced Diploma of Financial Planning.WebWe provide financial planning services and investment advice on behalf of our clients' best interest. ... Maine, New Hampshire and Massachusetts for service of ...Jun 13, 2023 · Financial Advisor Office Location Phone Number; David Ferland Inquire with David: 28 Long Sands Rd, Ste 1 York, ME 03909: 207-363-0626: Michael O'Keefe Inquire with Michael: 775 US Route 1, Ste 2 York, ME 03909 Finding the Top Financial Advisor in Jay, Maine Last Updated - November 06, 2023. Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures andregistrations with SEC and FINRA.

Wells, Maine, has scores of fiduciary professionals and that’s where we come in. Indyfin helps you find the best financial advisors in Wells. Whether they prefer to …

As a fee-only advisor and fiduciary, we are not motivated by commissions and instead act solely in your best interest by selecting investments that are best ...We would like to show you a description here but the site won’t allow us.

Top 10 Financial Advisors in Portland, OR | SmartAsset.com. $7,145,593,038. 888 SW 5th Ave. To be a client, you’ll need at least $4 million. However, the firm has another division, West Bearing Investments, that has a much lower account minimum of $1 million. The firm works with both non-high-net-worth and high-net-worth individuals, pension ...Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets. Office Location 5401 W Kennedy Blvd, Suite# 460, Tampa, FL 33609 Phone Number 813-770-9864. Armand applies his investment and wealth planning experience to provide comprehensive solutions for business owners, families and individuals.1. Fidelity Investments: Best Overall. Fidelity Investments is our best pick, hands down. The company has built a track record of providing quality financial services to its customers since its founding in 1946. Fidelity is well known as a brokerage, but the company’s services span far beyond the stock market. The company also offers ...Key Takeaways. BlackRock, Vanguard, Fidelity, State Street Global Advisors, and J.P. Morgan Asset Management are the five largest financial advisory firms in the United States, ranked by assets ...

Jun 13, 2023 · Financial Advisor Office Location Phone Number; Choice Investments Inquire with Choice: 325-D Kennedy Memorial Dr., Waterville, ME 04901 207-873-0996: Fischer Financial Services Inquire with Fischer

The (up to) 100 best firms, with at least one office in Maryland, were selected using our rigorous Trust Algorithm, which sorts through more than 500,000 data points from the SEC. Our analysis …

Hourly rates range from $100 to $400 per hour, according to financial advice site SmartAsset. Flat or annual fee: Financial advisors could collect 1 to 2% annual percentage of your assets under management. So, for instance, if your assets total $100,000 you would have to pay between $1,000 and $2,000.We've compiled a list of the 0 vetted financial advisors and 94 non-vetted financial advisors in Portland, Maine, along with their fee structure, investment …Planning for the future is always a good idea, but it can also be overwhelming if you aren’t sure what to do. This is where an RIA Advisor comes in. They can help guide you to make good decisions and set you up for a financially secure futu...The (up to) 100 best firms, with at least one office in Maryland, were selected using our rigorous Trust Algorithm, which sorts through more than 500,000 data points from the SEC. Our analysis …We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life. Start the conversation. Asset minimum between $15,000 - $250,000 depending on the account. In-house advanced planning team. Personal CFO service. Allied with LPL Financial. Location. 8925 W. Post Rd. Las Vegas, NV 89148. (702) 263-1919.WebWe are fee-only financial advisors located in Portland, Maine and Portsmouth, New Hampshire. ... As fee-only, fiduciary financial advisors we are required to put your best interests first. Learn more here: Our Services . About Us. LOCATIONS. Maine Office 2 Monument Square, Suite 501, Portland, ME 04101. Call: (207) 874-9840.

Finding the Top Financial Advisor in Waterville, Maine Last Updated - November 24, 2023 Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA.Top 10 Financial Advisors in Portland, OR | SmartAsset.com. $7,145,593,038. 888 SW 5th Ave. To be a client, you’ll need at least $4 million. However, the firm has another division, West Bearing Investments, that has a much lower account minimum of $1 million. The firm works with both non-high-net-worth and high-net-worth individuals, pension ...Aug 22, 2023 · Hourly rates range from $100 to $400 per hour, according to financial advice site SmartAsset. Flat or annual fee: Financial advisors could collect 1 to 2% annual percentage of your assets under management. So, for instance, if your assets total $100,000 you would have to pay between $1,000 and $2,000. 2021-2022 Ranking of the Best Financial Advisors in San Antonio & New Braunfels, TX. Fiduciary. Both fee-only and fee-based firms can be set up as fiduciary.A fiduciary is a financial advisor that has taken on a legal responsibility to fully disclose any conflicts of interest, and keep the interests of their clients ahead of their own at all times.Top companies for Financial Advisors in Maine. New York Life. 3.7. 3,800 reviews 278 salaries reported. $100,204 per year. Northwestern Mutual. 3.7. 4,096 reviews 24 ...

Portland Maine Advisors Money Home 385 matches Sort by: Advisor Name Or choose from the largest firms Get a personalized match to a financial advisor Learn more about the 385 financial...Finding the Top Financial Advisor in Jay, Maine Last Updated - November 06, 2023. Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures andregistrations with SEC and FINRA.

This firm has been proudly serving clients with expert financial advice since 1995. The firm has 9 office locations including 5 in Kentucky and others located in Atlanta, GA, Grand Rapids, MI, Indianapolis, IN, and Cincinnati, OH. This top KY wealth management firm is fee-based and also operates as a fiduciary.Pinnacle Wealth Planning Services, Inc., founded in 1998, is a fee-only financial advisor in St. Petersburg/Tampa. It’s a firm that is family owned and operated. Their services related to wealth management in Tampa are focused primarily on affluent individuals, business owners, and their families.Nov 19, 2023 · Finding the Top Financial Advisor in Windham, Maine Last Updated - November 19, 2023. Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. LPL Financial Advisor. Phone: 207.877.7861. Email: [email protected]. Gateway is the home of the top financial advisors in Maine. See which advisors can help you …Penobscot Financial Advisors Background. Penobscot Financial Advisors is a fairly young firm, having been founded in 2011. Its owners are James E. Bradley III, who is the chief investment officer (CIO), and Craig A. Joncas, who is the CEO. The firm’s services include , financial planning, investment planning, retirement planning, personal ... Hourly rates range from $100 to $400 per hour, according to financial advice site SmartAsset. Flat or annual fee: Financial advisors could collect 1 to 2% annual percentage of your assets under management. So, for instance, if your assets total $100,000 you would have to pay between $1,000 and $2,000.

Harbor Investment Advisory was founded in 2010. It is wholly owned by parent company Harbor Investment Management, LLC. The firm’s services include investment advice, separately managed accounts, investment consulting, retirement plan services and financial planning. Harbor Investment Advisory Investment Strategy.

49. 50. The 250 financial professionals on the Forbes/SHOOK Top Wealth Advisors list have a track record of success over time, collectively managing nearly $1.3 trillion in assets. Our rankings ...

This firm has been proudly serving clients with expert financial advice since 1995. The firm has 9 office locations including 5 in Kentucky and others located in Atlanta, GA, Grand Rapids, MI, Indianapolis, IN, and Cincinnati, OH. This top KY wealth management firm is fee-based and also operates as a fiduciary.Portland Maine Advisors Money Home 385 matches Sort by: Advisor Name Or choose from the largest firms Get a personalized match to a financial advisor Learn more about the 385 financial...FL 32751 Phone Number 321-280-9081. Stephen (Steve) Hartman, Sr. joined Privada Wealth Management in 2017 and has been a Registered Representative and Investment Advisor Representative since 1989. He joined J.W. Cole Financial, Inc. in August of 2015.WebBest Financial Advisors in Portland Near You: · Best for Retirement Planning: Robinson Smith Wealth Advisors · ROBINSON SMITH WEALTH ADVISORS, LLC · Best Robo- ...Find a Morgan Stanley Advisor Near You | Financial Advisors, Wealth Management, Investment Advice. Find the right Morgan Stanley advisor for your wealth management. Search by your occupation, advisor certifications, investment …WebNov 20, 2023 · Finding the Top Financial Advisor in Falmouth, Maine Last Updated - November 20, 2023 Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Jun 13, 2023 · Phone Number. Jean J St Pierre Inquire with Jean. 62 Main St, Topsham, 04086. 207-729-0137. Edward Jones Inquire with Edward. 1 Bowdoin Mill Island, Topsham, 04086. 207-729-0578. Select other cities around Topsham, Maine to broaden your search for a financial advisor. Frequently Asked Questions. Oct 6, 2023 · Other types of auto-related insurance you can get in Maine include rental reimbursement coverage, classic car insurance, non-owner insurance, and umbrella insurance. These coverages apply to specific situations or needs and are generally available across the country. If you want to learn more, check out WalletHub's guide to the different types ... Bedel Financial Consulting. $1.2 billion in total assets under management across more than 3,800 accounts. No minimum investment required. $5,000 minimum annual fee. One of WealthManagement.com's Top 25 Women-Owned RIAs nationwide. Location. 8940 River Crossing Blvd., Ste. 120. Indianapolis, IN 46240.WebThe (up to) 100 best firms, with at least one office in Mississippi, were selected using our rigorous Trust Algorithm, which sorts through more than 500,000 data points from the SEC. Our analysis contains data as of November 06, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Mississippi are as follows: Must …

The firm offers investment advisory and financial planning services directly to clients and, in addition, to independent investment advisors or broker-dealers. The team provides its services to individuals, high net worth individuals (which the SEC defines as those with either $750,000 under management or a net worth of at least $1.5 million ...You worked hard to earn and save your money, and you want to be sure you’re making the most out of — and with — all that cash. Knowing how to grow your savings and meet financial goals aren’t skills that come naturally to everyone.Finding the Top Financial Advisor in Lewiston, Maine Last Updated - November 11, 2023 Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures andregistrations with SEC and FINRA.November 07, 2023. We're thrilled to recognize the 2023 Top Financial Advisor Firms in New York. Investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (also known as RIAs) from across the country. The (up to) 100 best firms, with at least one office in New York, were selected using our rigorous Trust ...WebInstagram:https://instagram. swing stocktake profitspalatin technologies stocksoun stock buy or sell Find the best financial advisor in Kittery, ME. Our Financial planners offer a wide range of services including Retirement planning, Estate Planning, Education Planning, and Wealth/Portfolio Management.Finding a Top Financial Advisor Firm in Bangor, Maine Despite having only around 12,000 people living within its borders, Bangor, Maine, has a fairly large selection of financial advisor firms to choose from. tyson transportationbest dental plans in colorado Nov 8, 2023 · Finding the Top Financial Advisor in Kennebunk, Maine Last Updated - November 08, 2023. Kennebunk has 1 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 7 non-vetted advisors in your local area. Summit Rock Advisors also holds the top spots on SmartAsset's lists of the top financial advisors in New York City top financial advisors in New York State. Summit Rock Advisors' headquarters is in Manhattan. The firm is independently owned by its co-founders: CEO David Dechman and chief investment strategist Nancy Donohue. stock insider trading Fee-only financial planners charge their clients in a few different ways. The most common method involves charging a percentage of the client’s assets under management, which are the funds that the planner or financial advisor is responsible for handling. Another method is to charge an hourly or monthly rate. Other fee-only advisors can ...Nov 2, 2023 · investor.com ranks the 2023 Top Financial Advisor Firms in Maine based on data from the SEC and ratings from its Trust Algorithm. See the list of 100 firms with at least one office in Maine, their assets under management, clients, advisors and advisory alpha.