Retirement Planning in Bangor, ME

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List of Firms

Top Retirement Planners in Bangor, ME

Sundance Campbell - Morgan Stanley
Location 23 Water St, Bangor, ME 04401, USA
Phone (207) 561-2032
Rise Private Wealth Management - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 277 State St Ste 3, Bangor, ME 04401, USA
Phone (207) 990-4787
Time Monday: 9:00 AM – 4:00 PM Tuesday: 9:00 AM – 4:00 PM Wednesday: 9:00 AM – 4:00 PM Thursday: 9:00 AM – 4:00 PM Friday: 9:00 AM – 3:00 PM Saturday: Closed Sunday: Closed
Holly Coston - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 280 State St, Bangor, ME 04401, USA
Phone (888) 269-1202
Randal C Peters, CPA Tax and Financial Services
4 out of 5
Location 67 Pine St # 2, Bangor, ME 04401, USA
Phone (207) 990-1249
Eagle Financial Strategies
SEC File# 801-120376
CRD# 138825
3 out of 5
Location One Cumberland Place, Cumberland St, Bangor, ME 04401, USA
Phone (207) 989-5522
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Goldman Financial Planning
SEC File# 801-118146
CRD# 164542
Location 67 Pine St #1, Bangor, ME 04401, USA
Phone (207) 781-3500
Frisbie & Associates
5 out of 5
Location 43 Acme Rd, Brewer, ME 04412, USA
Phone (207) 241-7430
Michael Perry - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 12 Stillwater Ave Ste 4, Bangor, ME 04401, USA
Phone (207) 230-7200
Northeast Planning Associates, Inc.
SEC File# 801-110475
CRD# 131406
Location 101 Western Ave, Hampden, ME 04444, USA
Phone (207) 862-7247
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Robin A Coombs - Morgan Stanley
Location 23 Water St, Bangor, ME 04401, USA
Phone (207) 561-2018
Marshall Planning, LLC
Location 621 Hammond St Suite 3, Bangor, ME 04401, USA
Phone (207) 387-1977
North Point Financial Services
Location 165 State St, Brewer, ME 04412, USA
Phone (207) 989-5089
Guidance Point Retirement Services, LLC.
SEC File# 801-73184
CRD# 161000
Location 108 State St #4, Bangor, ME 04401, USA
Phone (207) 358-3099
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
The Erhardt Wlodarski Group
Location 23 Water St Suite 303, Bangor, ME 04401, USA
Phone (207) 262-5261
Alterity Financial Group
SEC File# 801-79430
CRD# 153534
Location 21 Main St #201, Bangor, ME 04401, USA
Phone (207) 992-2226
Robertson Jennifer L
Location 34 Summer St #1, Bangor, ME 04401, USA
Phone (207) 942-0242
Brewster Financial
Location 34 Summer St, Bangor, ME 04401, USA
Phone (207) 942-2422
Freese's Assisted Living Apartment Homes
5 out of 5
Location 10 Water St, Bangor, ME 04401, USA
Phone (800) 338-8538
Jared O'Roak - Morgan Stanley
Location 23 Water St, Bangor, ME 04401, USA
Phone (207) 561-2006
Kelley Tax & Financial
5 out of 5
Location 1 Cumberland St Suite 104, Bangor, ME 04401, USA
Phone (207) 922-2525
Deighan Associates
SEC File# 801-36582
CRD# 105164
5 out of 5
Location 455 Harlow St, Bangor, ME 04401, USA
Phone (207) 990-1117
Timothy Sereyko, Bankers Life Securities Financial Representative
5 out of 5
Location 74 Harlow St, Bangor, ME 04401, USA
Phone (207) 947-3448
Bar Harbor Wealth Management
Location 201 Main St Unit 1, Bangor, ME 04401, USA
Phone (888) 675-5244
Meals For Me
Location 140 Hancock St, Bangor, ME 04401, USA
Phone (207) 941-2873
Thompson Financial Group
Location 187 Exchange St, Bangor, ME 04401, USA
Phone (207) 942-6741
Atlantic Financial Planning
Location 470 S Main St, Brewer, ME 04412, USA
Phone (207) 974-3116
Dustin Roeder - UBS Financial Services Inc.
Location Third Floor, One Merchants Plaza, Merchants Plaza, Bangor, ME 04401, USA
Phone (207) 262-7511
Peter Thomas Buzzini, CEPA - UBS Financial Services Inc.
Location One Merchants Plaza 3rd Floor, Bangor, ME 04401, USA
Phone (207) 262-7552
Mass Mutual Financial Group
5 out of 5
Location 21 Main St #101, Bangor, ME 04401, USA
Phone (207) 263-0483
Northwestern Mutual Financial
Location 80 Exchange St #6, Bangor, ME 04401, USA
Phone (207) 947-2777
Duff and Associates
Location 470 N Main St, Brewer, ME 04412, USA
Phone (207) 989-6082
Clear Path Financial Services
Location 890 Hammond St, Bangor, ME 04401, USA
Phone (207) 356-8165
Commonwealth Financial Network: Albrecht Rondi
Location 23 Water St # 306, Bangor, ME 04401, USA
Phone (207) 945-9900
Phillips-Strickland House
5 out of 5
Location 21 Boyd St, Bangor, ME 04401, USA
Phone (207) 941-2820
R&A Wealth Management, LLC
Location 209 State St, Bangor, ME 04401, USA
Phone (207) 990-8909
ClearPoint Capital - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 23 Water St Ste 405, Bangor, ME 04401, USA
Phone (207) 307-7718
Evergreen Strategic Partners
SEC File# 801-110475
CRD# 131406
Location 324 Harlow St, Bangor, ME 04401, USA
Phone (207) 573-1402
Stephanie Oiler - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 277 State St Ste 3, Bangor, ME 04401, USA
Phone (207) 401-5899
Solstice Senior Living at Bangor
4 out of 5
Location 922 Ohio St, Bangor, ME 04401, USA
Phone (207) 262-9600
ET Wealth Solutions
Location One Merchants Plaza, Merchants Plaza Suite 403, Bangor, ME 04401, USA
Phone (207) 922-1111
Retirement Planning in Bangor, ME

About Bangor, ME for Those Planning to Retire

Bangor, ME is a small city in the northeastern United States. It is located on the banks of the Penobscot River and is the county seat of Penobscot County. Bangor's economy is based largely on healthcare, education, and tourism. Some of Bangor's most notable landmarks include the Kenduskeag Stream Bridge, the Bangor City Hall, and the University of Maine at Bangor. The city's top employers include Eastern Maine Healthcare Systems, St. Joseph Hospital, and Husson University. Major highways and streets in Bangor include Interstate 95, U.S. Route 2, and State Route 994. The city's neighborhoods include West Bangor, Central Bangor, and South Bangor.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Bangor, ME is home to a number of banks and credit unions which offer residents a variety of services.Some people may be hesitant to bank or use credit unions because they are unfamiliar with their services. Others may feel that the process is too complicated or that they do not have enough money to open an account.However, there are many benefits to banking and using credit unions in Bangor, ME. For example, both banks and credit unions offer a variety of account options, including checking, savings, and certificates of deposit (CDs). They also offer loans and other financial products.In addition, both banks and credit unions provide security for your money. They are insured by the Federal Deposit Insurance Corporation (FDIC) or the National Credit Union Administration (NCUA), meaning that your deposits are protected up to a certain amount if the institution fails.

Estate Planning Lawyer

Living in Bangor, ME comes with a lot of benefits, from the close-knit community to the many outdoor activities available. But one thing that Bangor residents may not have considered is the importance of estate planning. An estate planning lawyer can help you create a plan for your estate that will ensure your loved ones are taken care of after you die.

Mortgage Loan Officer

If you live in Bangor, ME and are looking to buy a new home, you may be wondering if it's worth working with a mortgage loan officer. After all, there are so many other things to think about when buying a house! But here are four reasons why working with a mortgage loan officer is a good idea: 1. They can help you find the best mortgage for your needs. 2. They can help you avoid costly mistakes. 3. They can save you time and money. 4. They can help make the process easier for you.

Wealth Management

Living in Bangor, ME offers many wonderful benefits, including a close-knit community and beautiful surroundings. However, with all of the advantages that come with living in Bangor, there are also some unique financial challenges that residents face. A wealth manager can help Bangor residents overcome these challenges and make the most of their hard-earned money.

Financial Advisor

People living in Bangor, ME can benefit by working with a financial advisor because they can help you save money and plan for your future. Advisors can also teach you how to invest in stocks and bonds, which can help you grow your wealth over time. In addition, advisors can provide guidance on retirement planning and insurance products that can protect your family in case of an emergency.

Insurance Broker

If you live in Bangor, ME, working with an insurance broker can be a great way to get the coverage you need at a price you can afford. A good broker will work with you to find the best policies for your needs and budget, and will help you to navigate the complex world of insurance. Plus, having a broker on your side can give you peace of mind in case of an emergency.

Tax Services

If you live in the Bangor, ME area and are looking for help with your taxes, you may want to consider working with a tax accountant. A good tax accountant can help you save money on your taxes and make sure that you are taking advantage of all the deductions and credits to which you are entitled. They can also help you file your taxes quickly and easily.

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