Find a Financial Planner in Bangor, ME

 

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We did the hard work of finding trustworthy partners in Bangor, ME.

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We Only Work With The Best Bangor Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Bangor, ME


  • Financial Advisor Close to Bangor, ME

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Bangor Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Bangor area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planning is a service in which a qualified financial planner provides advice, planning, and management services for their clients. The goal of these services in Bangor is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
21.0% of Bangor's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Bangor area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
The purpose of estate planning is to establish a clear line of inheritance for your assets upon your death. A will is the most ubiquitous element of an estate plan, and is essential for designating your beneficiaries. In the Bangor area, there are a number of additional components of an estate plan, including complying with estate tax laws.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Bangor area an ongoing effort.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Bangor area is generally long-term and performed with the help of a qualified planner. Tax planning strategies will differ depending on depending on where you live. Maine has unique laws defining which actions trigger a taxable event and has the 4th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Bangor area, it typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Bangor area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Bangor, ME


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Bangor, ME

We evaluated over 13,000 RIA firms to bring you the best of the best Bangor financial advisors.
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How Retirement-Friendly is Bangor, ME?

  • Population: 32,095
  • % of Population 62 Years and Over: 21%
  • Average Home Value: $163,900
  • Average Monthly Housing Cost: $865
  • Average Household Income: $69,912
  • 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.)


The Top Financial Advisor Firms in Bangor, ME


ALTERITY FINANCIAL GROUP, LLC

Website

(800) 966-7730

21 Main Street
Suite 201
Bangor, ME 04401

SEC#: 801-79430
Years in Business: 7 years

MEANS WEALTH MANAGEMENT

Website

(120) 794-6763

802 Stillwater Ave.

Bangor, ME 04401

SEC#: 801-80992
Years in Business: 6 years

VANCEGRAY WEALTH MANAGEMENT, INC.

Website

(207) 992-2819

128 Broadway

Bangor, ME 04401

SEC#: 801-113303
Years in Business: 2 years

DEIGHAN WEALTH ADVISORS

Website

(207) 990-1117

455 Harlow Street

Bangor, ME 04401

SEC#: 801-36582
Years in Business: 31 years