Best Financial Advisors in Augusta, ME

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Augusta, ME Fiduciary Financial Advisors

Maine Center for Wealth Management, LLC
Location 6 E, E Chestnut St Suite L03, Augusta, ME 04330, USA
Phone (207) 622-7625
IIS Financial Services - Financial Advisors
Location 45 Memorial Cir #104, Augusta, ME 04330, USA
Phone (207) 623-8421
Cumberland Securities Corporation
Location 83 Edison Dr, Augusta, ME 04330, USA
Phone (207) 623-3521
Scott Upham - Cribstone Capital Management
Location 7 N Chestnut St, Augusta, ME 04330, USA
Phone (207) 844-2000
maine center for wealth management
Location 21 Western Ave, Augusta, ME 04330, USA
Phone (207) 622-7625
Financial Advisors in Augusta, ME

Where Certified Financial Advisors in Augusta, ME Serve

Augusta is a city in Maine with a population of around 19,000. Some of the city's landmarks include the Kennebec River, the State House, and Fort Western. The top employers in Augusta are Bath Iron Works, MaineGeneral Medical Center, and Hannaford Bros. Co. Major highways and streets in Augusta include I-95 and US-201. The neighborhoods in Augusta include the West End, the North End, and the East End.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

There are many services that banks can provide Augusta, ME residents. Some of these services include providing a safe place to store your money, issuing loans, and cashing checks. Banks also offer a variety of different accounts to choose from, each with its own set of benefits. In addition, banks can help you manage your finances by providing you with advice and guidance.

Insurance Broker

Residents of Augusta, ME can benefit from the services of insurance brokers. These professionals can help residents find the best policies for their needs and budget. They can also help residents file claims and get the money they deserve after an accident or other disaster.

Retirement Planning

Financial advisors can help Augusta, ME residents with retirement planning in a number of ways. One way is by helping people to understand what they need to do in order to have a successful retirement. Advisors can also help people figure out how much money they will need in order to retire comfortably. Additionally, financial advisors can provide guidance on the best way to invest money for retirement purposes. Finally, advisors can assist with creating and sticking to a budget during retirement.

Wealth Management

Augusta, ME residents can benefit from wealth management services in order to make the most of their money. Wealth management is a process that involves creating and implementing a plan for managing your finances. This includes everything from saving and investing to insurance and estate planning. A wealth manager will help you make the most of your money by developing a plan tailored specifically to your needs and goals.

Estate Planning Lawyer

Estate planning lawyers can help Augusta, ME residents protect their assets and plan for the future. By creating a will or trust, estate planning lawyers can help ensure that your assets are distributed according to your wishes after you die. They can also help you set up powers of attorney and health care proxies, which will allow you to designate someone to make decisions on your behalf if you are unable to do so yourself.

Mortgage Loan Officer

Mortgage loan officers in Augusta, ME can help residents by providing them with the best possible mortgage rates and terms. By shopping around for a mortgage, residents can get the best deal on their home loan. Mortgage loan officers can also help residents understand the mortgage process, and they can answer any questions that residents may have about mortgages.

Tax Services

Tax accountants in Augusta, ME can help residents with a variety of tasks related to their taxes. These include filing taxes, preparing for audits, and consulting on tax-related matters. Tax accountants can also help residents save money on their taxes by providing helpful advice and tips.


FAQs About Personal Financial Advisors in Augusta, ME