Find a Financial Advisor in Bar Harbor, ME

 

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

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We Only Work With The Best Bar Harbor 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 Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Bar Harbor, ME


  • Financial Advisor Close to Bar Harbor, 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

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

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

  • Population: 2,292
  • % of Population 62 Years and Over: 18.3%
  • Average Home Value: $346,300
  • Average Monthly Housing Cost: $839
  • Average Household Income: $67,010
  • 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 Bar Harbor, ME

 

COSTON, MCISAAC & SHEA FINANCIAL ADVISORS

Website

(207) 288-4747

38 Rodick Street-Suite B

Bar Harbor, ME 4609

SEC#: 801-96330
Years in Business: 6 years

 


Bar Harbor, ME Financial Advisor FAQs

It's wise to have a financial plan in place in order to live comfortably especially when you retire. A financial advisor will help you with budgets, tax planning, retirement planning, or estate planning. With an expert on your side guiding all these complex decisions for you, life can be worry-free!
Financial advisors can also help plan for retirement, offer tax advice, prepare portfolios of securities based on individual needs or goals, and provide sound financial advice when needed.
It is very important for the person considering a financial advisor to be educated in finance themselves in order not to heavily rely on financial advisors. Make sure to deal with one whom you can trust and someone who really understands your needs.
It has been estimated by The National Association of Insurance and Financial Advisors (NAIFA) that hourly rates vary from $150 - $250 per hour for advisors with less than 12 years experience, while experienced advisors can charge anywhere between $250-$450 or more an hour.