Augusta, ME Financial Advisors and Resources



Financial Advisor Firms in Augusta, ME


CRIBSTONE CAPITAL MANAGEMENT, LLC

Website

(207) 844-2000

7 North Chestnut St

Augusta, ME 4330

SEC#: 801-93172
Years in Business: 6 years

PROSPERITY WEALTH MANAGEMENT, INC.

Website

(207) 622-4882

5 Community Dr.
3rd Floor
Augusta, ME 4330

SEC#: 801-101485
Years in Business: 6 years

PROSPERITY WEALTH MANAGEMENT, INC.

Website

(207) 622-4882

5 Community Dr.
3rd Floor
Augusta, ME 4330

SEC#: 801-101485
Years in Business: 6 years

AVISO WEALTH MANAGEMENT

Website

(207) 622-1180

146 State Street
Suite 1
Augusta, ME 4330

SEC#: 801-56358
Years in Business: 22 years

HORACE MANN INVESTORS, INC.

Website

(207) 623-5004

5 Orchard St.

Augusta, ME 4330

SEC#: 801-80964
Years in Business: 6 years

CRIBSTONE CAPITAL MANAGEMENT, LLC

Website

(207) 844-2000

7 North Chestnut St

Augusta, ME 4330

SEC#: 801-93172
Years in Business: 6 years

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

Website

(207) 622-4565

4 Wabon St.

Augusta, ME 4330

SEC#: 801-33422
Years in Business: 32 years


How Retirement-Friendly is Augusta, ME?

  • Population: 18,605
  • % of Population 62 Years and Over: 27.8%
  • Average Home Value: $143,500
  • Average Monthly Housing Cost: $772
  • Average Household Income: $56,668
  • Maine Total Tax Burden: 10.50% (4th Highest in U.S.)
  • Maine Property Tax: 4.60% (4th Highest in U.S.)
  • Maine Individual Income Tax: 2.45% (20th Highest in U.S.)
  • Maine Sales and Excise Tax: 3.45% (20th Highest in U.S.)


Augusta, ME Financial Advisor FAQs

One way to find a financial advisor is through an online search which will often yield one or two advisors near your desired location.
They are responsible for finding investments for their clients, providing full financial planning services, and managing risk.
Financial advisors' fees vary considerably depending on the size of your assets and what services you want. Many financial advisors offer a fixed fee for certain services such as an annual review, while others charge hourly rates for meetings and phone calls. Some may charge a percentage of the value of your portfolio that varies with market conditions among other things. For example if stocks increase in value then the advisor's percentage goes down; if stocks decrease in value then the advisor's percentage increases.
It's a good idea to get professional help if you're not confident about your financial situation. It doesn't take much work, but the amount of time and money you save by doing it could be enormous. Steps like applying for private or subsidized loans, finding scholarships for college or technical school, negotiating prices on car insurance--just these few things can start adding up in savings if done smartly.