Falmouth, ME Financial Advisors and Resources



Financial Advisor Firms in Falmouth, ME


GATHER FINANCIAL PLANNING

Website

(207) 781-3500

19 Northbrook Drive

Falmouth, ME 4105

SEC#: 801-118146
Years in Business: 1 years

HIGHTOWER ADVISORS, LLC

Website

(207) 781-5800

5 Fundy Rd
Suite 2D
Falmouth, ME 4105

SEC#: 801-69625
Years in Business: 13 years

HIGHTOWER ADVISORS, LLC

Website

(207) 781-5800

5 Fundy Rd
Suite 2D
Falmouth, ME 4105

SEC#: 801-69625
Years in Business: 13 years

HIGHTOWER ADVISORS, LLC

Website

(207) 781-5800

5 Fundy Rd
Suite 2D
Falmouth, ME 4105

SEC#: 801-69625
Years in Business: 13 years

IAMS WEALTH MANAGEMENT, LLC

Website

(207) 632-2020

289 Middle Road

Falmouth, ME 4105

SEC#: 801-108875
Years in Business: 4 years

BOLTON SECURITIES CORP

Website

(800) 578-9017

358 U.S. Route One

Falmouth, ME 4105

SEC#: 801-66962
Years in Business: 15 years

BOLTON SECURITIES CORP

Website

(207) 878-1574

134 Us Route One

Falmouth, ME 4105

SEC#: 801-66962
Years in Business: 15 years

HIGHTOWER ADVISORS, LLC

Website

(207) 781-5800

5 Fundy Rd
Suite 2D
Falmouth, ME 4105

SEC#: 801-69625
Years in Business: 13 years

IAMS WEALTH MANAGEMENT, LLC

Website

(207) 632-2020

289 Middle Road

Falmouth, ME 4105

SEC#: 801-108875
Years in Business: 4 years


How Retirement-Friendly is Falmouth, ME?

  • Population: 1,949
  • % of Population 62 Years and Over: 33.7%
  • Average Home Value: $378,700
  • Average Monthly Housing Cost: $1,422
  • Average Household Income: $141,395
  • 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.)


Falmouth, ME Financial Advisor FAQs

If you're in a hurry to find a financial advisor, the best thing to do is start your research online. Use forums or personal connections to narrow down what advisors are reputable in the field and have satisfied customers.
A financial advisor either independently advises clients on investments, generally with a focus on a certain market segment, or assists established leaders in a company with the day-to-day activities of portfolio management.
It is important that any professional you choose to work with can think outside the box and has experience in many different types of investment portfolios. They should also be able to clearly and succinctly understand your goals, but also needs and preferences before prescribing an appropriate strategy for you which will best suit your needs.
It can be helpful to have a financial advisor if you're unsure of the ways in which your money works. This is primarily because investing requires research and hassles, like picking up the phone or moving across town (or out of town).