For searches that include a zip code, the results below list CFP® professionals within the selected radius range of the center point of the zip code, displayed in a random order that is updated frequently. If you received too few or too many search results, use the “Refine Your Search” button to modify your search.
Anton LeMieux Financial Group
202 US Route 1 Foreside Place Falmouth, ME 04105-1327 View on Map (207) 899-4248
Compensation Method: Commission and Fee Minimum Investable Assets: $250,000 Languages: English
CFP Board Disciplinary History: No Bankruptcy Disclosure in Last 10 Years: No
Specialties: Asset Allocation, Business Succession Planning, Divorce Issues, Wealth Management
Nvest Financial Group LLC
69 York St Ste 1 Kennebunk, ME 04043-7186 View on Map (207) 985-8585
Specialties: Asset Allocation, Budget Development, Comprehensive Financial Planning, Debt Management, Divorce Issues, Estate Planning, Insurance Planning
U.S. Trust Bank of America Private Wealth Management
159 Pilgrim Road South Portland, ME 04106-6560 View on Map
100 Middle Street-3rd Floor Portland, ME 04101 View on Map (207) 253-7466
Compensation Method: None Provided Minimum Investable Assets: None Provided Languages: English
Specialties: Asset Allocation, Banking, Budget Development, Charitable Giving, Education Planning, Elder Care, Estate Planning
KeyBank, N.A.
23 Water Street Bangor, ME 04401-6364 View on Map (207) 262-5713
Compensation Method: Salary Minimum Investable Assets: $750,000 Languages: English
Specialties: Investment Management
NVest Financial Group
69 York St Ste 1 NVest Financial Group Kennebunk, ME 04043-7186 View on Map (207) 985-8585
Compensation Method: Commission and Fee Minimum Investable Assets: $100,000 Languages: Greek, English
Specialties: Asset Allocation, Comprehensive Financial Planning, Estate Planning, Intergenerational Planning, Retirement Income Management, Sudden Wealth Management
O'Malley Associates Inc
467 Sabattus St P.O. Box 1925 Lewiston, ME 04240-4110 View on Map (207) 784-3524
Compensation Method: Commission and Fee Minimum Investable Assets: $10,000 Languages: English
Specialties: Accounting, Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Elder Care, Investment Planning, Long-Term Care
Duncklee & Nott
690 Maine Ave Farmingdale, ME 04344-1539 View on Map (207) 622-5222
Compensation Method: Commission and Fee Minimum Investable Assets: None Provided Languages: English
Specialties: Comprehensive Financial Planning, Estate Planning, General Financial Planning, Retirement Planning, Socially Responsible Investments, Sudden Wealth Management, Young Professionals
Edward Jones
68 Ben Paul Ln Rockport, ME 04856-4452 View on Map (207) 236-6466
Compensation Method: Commission and Fee Minimum Investable Assets: $25,000 Languages: English
Specialties: Asset Allocation, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Investment Management, Retirement Income Management, Retirement Planning
Portland Financial Planning Gr
477 Congress St Ste 814 Portland, ME 04101-3432 View on Map (207) 771-8821
Compensation Method: Fee Only Minimum Investable Assets: None Provided Languages: English
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, Wealth Management
None
16 Casco St Portland, ME 04101-3390 View on Map (207) 771-5300
Specialties: Comprehensive Financial Planning
Hoenig & Hoenig Franchise of Ameriprise Financial
240 Portland Rd P.O. Box 298 Bridgton, ME 04009-4226 View on Map (207) 647-4161
Compensation Method: Commission and Fee Minimum Investable Assets: $100,000 Languages: English
Aurora Financial Group,LLC.
85 Exchange St Suite 202 Portland, ME 04101-5036 View on Map (207) 553-2343
Specialties: Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Elder Care, Estate Planning
VIGILANT Capital Management, LLC
Two City Center 4th Floor Portland, ME 04101-4010 View on Map (207) 523-1110
Compensation Method: Fee Only Minimum Investable Assets: $2,000,000 Languages: English
Wealth Planning Services
420 New Gloucester Rd North Yarmouth, ME 04097-6129 View on Map (207) 829-6584
Specialties: Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Estate Planning, General Financial Planning
Ameriprise Financial, Inc.
7 North Chestnut Street Augusta, ME 04330-5012 View on Map (207) 622-9009
Specialties: Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Investment Planning
Harvest Asset Group, LLC
50 Portland Pier Suite 300 Portland, ME 04101-4721 View on Map (207) 775-1151
Specialties: Comprehensive Financial Planning, Investment Planning, Retirement Income Management, Retirement Planning, Tax Planning, Wealth Management
Mosley Financial Group
500 Southborough Dr Ste 300 South Portland, ME 04106-6903 View on Map (207) 761-6745
Compensation Method: Commission and Fee Minimum Investable Assets: $50,000 Languages: English
Merrill Lynch
350 Fore St PO Box 9784 Portland, ME 04101-4114 View on Map (207) 871-1932
Specialties: Retirement Planning
CLM Capital Management LLC
6B Washington St Ste 101 Sanford, ME 04073-3021 View on Map (207) 636-7068
Compensation Method: Fee Only Minimum Investable Assets: $200,000 Languages: English
Specialties: Asset Allocation, Estate Planning, General Financial Planning, Investment Management, Retirement Income Management, Retirement Planning, Tax Planning
Baystate Financial Services
75 Leighton Rd Bldg 3 Falmouth, ME 04105-2207 View on Map (207) 770-2004
Specialties: Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Estate Planning, Long-Term Care, Retirement Planning, Wealth Management