Banks & Credit Unions in Augusta, ME

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Bank Branches and ATMs in Augusta, ME

KeyBank
4 out of 5
Location 23 Whitten Rd, Augusta, ME 04330, USA
Phone (207) 622-3156
Directions
KeyBank
3 out of 5
Location 286 Water St, Augusta, ME 04330, USA
Phone (207) 623-5580
Directions
Camden National Bank
3 out of 5
Location 130 Community Dr, Augusta, ME 04330, USA
Phone (207) 621-2432
Directions
Banks in Augusta, ME

Where Augusta, ME Banks & Credit Unions Serve

Augusta, ME is a city brimming with history and culture. The city is home to the Maine State House, a stunning landmark that stands tall and proud. This impressive building is surrounded by beautiful gardens and serves as the hub of government activity in the state. The city is also home to the Maine State Museum, where visitors can learn about the state's rich history and culture. Top employers in Augusta include the MaineGeneral Health system, the State of Maine, and the Augusta School District. These organizations provide a range of job opportunities for residents and contribute to the city's strong economy. Major highways that run through Augusta include Interstate 95 and Route 202. These highways provide easy access to other parts of the state and beyond. The city's streets are lined with charming shops, restaurants, and cafes, making it a great place to explore and enjoy. Augusta is comprised of several distinct neighborhoods, each with its own unique character.

Augusta, ME Banking Related Services

Insurance Broker

Residents of Augusta, ME can benefit greatly from the services of an insurance broker. These professionals have extensive knowledge of the insurance industry and can help individuals find the best coverage for their specific needs. In Augusta, ME, where harsh winter weather is common, an insurance broker can assist residents in finding the right coverage for their homes and vehicles. Additionally, an insurance broker can help residents navigate the complexities of health insurance, ensuring that they have the coverage they need to stay healthy and financially secure. With their expertise and personalized approach, insurance brokers can provide invaluable assistance to residents of Augusta, ME, helping them to protect themselves and their families from unexpected events.

Retirement Planning

Residents of Augusta, ME can greatly benefit from the services of a retirement planner. Specifically, a retirement planner can help Augusta residents navigate the unique challenges of retirement in Maine. For example, a retirement planner can help residents understand the tax implications of retirement income in Maine, which has a state income tax and a high property tax rate. Additionally, a retirement planner can help Augusta residents plan for the high cost of healthcare in Maine, which is one of the most expensive states for healthcare in the country. By working with a retirement planner, Augusta residents can ensure that they have a comprehensive retirement plan that takes into account the specific challenges of retiring in Maine.

Wealth Management

Residents of Augusta, ME can benefit from the services of a wealth manager in a variety of ways. A wealth manager can help residents with financial planning, investment management, retirement planning, and estate planning. They can also provide advice on tax planning and help residents navigate complex financial situations. Specifically, in Augusta, ME, a wealth manager can be particularly helpful for those who work in the state government or the healthcare industry, which are major employers in the area. A wealth manager can help these individuals maximize their retirement benefits, manage their investments, and plan for the future. Additionally, many residents of Augusta, ME own vacation homes or rental properties, and a wealth manager can provide guidance on how to manage these assets and generate income from them. Overall, a wealth manager can help residents of Augusta, ME achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Augusta, ME could benefit from the expertise of a financial advisor in a variety of ways. One of the most common ways would be in creating a personalized retirement plan. With an aging population in Augusta, it's important for residents to have a solid financial plan in place to ensure they can enjoy their retirement years. A financial advisor can help individuals assess their current financial situation, set realistic retirement goals, and create a plan to achieve those goals. Additionally, with Augusta being the capital city of Maine, many residents may work in government or other industries with unique financial considerations. A financial advisor can provide guidance on navigating these complexities and help individuals make informed decisions about their finances.

Mortgage Loan Officer

Residents of Augusta, ME can benefit greatly from the services of a mortgage loan officer. These professionals can help residents secure financing for their dream homes, whether they are first-time homebuyers or seasoned veterans. One specific way that Augusta residents can benefit from working with a mortgage loan officer is by taking advantage of the various programs and incentives available to them. For example, the Maine State Housing Authority offers several programs designed to help low- and moderate-income families purchase homes in the area. A mortgage loan officer can help residents navigate these programs and find the one that best suits their needs, ensuring that they get the financing they need to achieve their homeownership goals.

Tax Services

Residents of Augusta, ME can benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on how to maximize tax deductions and credits. This is particularly important in Augusta, ME, where residents may be eligible for state-specific tax breaks, such as the Maine Property Tax Fairness Credit. A tax advisor can also assist with tax planning, ensuring that residents are making the most of their retirement accounts and other investment opportunities. Additionally, a tax advisor can help residents navigate complex tax laws and regulations, ensuring that they are in compliance and avoiding costly penalties. Overall, a tax advisor can provide invaluable assistance to residents of Augusta, ME in managing their finances and minimizing their tax burden.

Estate Planning Lawyer

Residents of Augusta, ME can benefit greatly from the services of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help is by creating a comprehensive estate plan that includes a will, trust, and other important documents. This can help ensure that a person's assets are distributed according to their wishes after they pass away. Additionally, an estate planning lawyer can help residents of Augusta, ME navigate complex tax laws and minimize tax liabilities for their heirs. For example, Maine has an estate tax that can be quite burdensome, but an estate planning lawyer can help individuals take advantage of available exemptions and deductions to reduce their tax burden. Overall, an estate planning lawyer can help residents of Augusta, ME achieve peace of mind by ensuring that their assets are protected and their loved ones are provided for.

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