Best Financial Advisors in Kennebec County, ME

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Kennebec County, ME Fiduciary Financial Advisors

SEC File# 801-93172
CRD# 174974
Location 7 N Chestnut St, Augusta, ME 04330, USA
Phone (207) 844-2000
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
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Sarah Dunckel - Financial Advisor, Ameriprise Financial Services, LLC
3 out of 5
Location 168 Capitol St Ste 2, Augusta, ME 04330, USA
Phone (207) 213-6007
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Berry Financial Services LLC
Location 78 Main St, Winthrop, ME 04364, USA
Phone (207) 377-7575
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Jason MacDonald - Financial Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 168 Capitol St Ste 2, Augusta, ME 04330, USA
Phone (207) 213-6007
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The Mendall Financial Group LLC - Raymond James Financial Services
Location 320 Water St, Augusta, ME 04330, USA
Phone (207) 621-2626
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Maine Center for Wealth Management, LLC
Location 6 E, E Chestnut St Suite L03, Augusta, ME 04330, USA
Phone (207) 622-7625
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Finance Authority of Maine
5 out of 5
Location 5 Community Dr Suite 102, Augusta, ME 04330, USA
Phone (207) 623-3263
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Financial Advisors in Kennebec County, ME

Where Certified Financial Advisors in Kennebec County, ME Serve

Kennebec County, located in the heart of Maine, is a region rich in history, culture, and natural beauty. From its charming downtowns to its sprawling forests and lakes, this county is a true gem of New England. Landmarks such as the Maine State House, Fort Western, and the Augusta Civic Center are just a few of the many attractions that draw visitors from near and far. In terms of top employers, the county boasts a diverse mix of industries, including healthcare, manufacturing, and education. Major highways and streets, such as I-95, Route 202, and Route 27, make it easy to navigate the county and explore its many hidden treasures. And with neighborhoods ranging from quiet suburbs to bustling downtowns, there's something for everyone in Kennebec County.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Kennebec County, ME can benefit from the expertise of a financial advisor in many ways. One of the most common ways a financial advisor can help is by creating a personalized financial plan that takes into account the unique needs and goals of each client. This is especially important in Kennebec County, where the economy is heavily reliant on the healthcare and education sectors. A financial advisor can help residents navigate the complexities of these industries and plan for retirement, college expenses, and other financial goals. Additionally, a financial advisor can provide guidance on managing debt, investing for the future, and protecting assets through insurance. With the help of a financial advisor, residents of Kennebec County can feel more confident and secure in their financial futures.

Insurance Broker

Residents of Kennebec County, ME can greatly benefit from the services of an insurance broker. One specific way that an insurance broker can help is by providing guidance on flood insurance. Kennebec County is located near several bodies of water, including the Kennebec River and Cobbosseecontee Stream, which puts many residents at risk for flooding. An insurance broker can help residents navigate the complex world of flood insurance and ensure that they have the proper coverage in the event of a flood. Additionally, an insurance broker can assist residents in finding affordable health insurance plans, as well as home and auto insurance policies that fit their specific needs and budget. By working with an insurance broker, residents of Kennebec County can have peace of mind knowing that they are adequately protected in all aspects of their lives.

Retirement Planning

Residents of Kennebec County, ME can benefit greatly from the services of a retirement planner. With a population of over 120,000 people, many individuals in the county are approaching retirement age and may be unsure of how to navigate the complex financial landscape of retirement. A retirement planner can assist residents in creating a personalized retirement plan that takes into account their unique financial situation, goals, and needs. Additionally, with a median household income of $50,000, many residents may not have access to the same financial resources as those in more affluent areas. A retirement planner can help residents maximize their retirement savings and ensure they are on track to meet their financial goals, regardless of their income level.

Wealth Management

Residents of Kennebec County, ME could benefit from the services of a wealth manager in a variety of ways. For example, a wealth manager can assist with retirement planning, investment management, and tax planning. Additionally, a wealth manager can help residents of Kennebec County navigate the unique financial challenges that come with living in a rural area. For instance, many residents of Kennebec County rely on seasonal employment in industries such as tourism and agriculture. A wealth manager can help these individuals plan for income fluctuations and ensure that they are able to save for the future. Overall, a wealth manager can provide invaluable guidance and support to residents of Kennebec County as they work towards achieving their financial goals.

Mortgage Loan Officer

Residents of Kennebec County, ME can benefit greatly from the services of a mortgage loan officer. One specific way that a loan officer can help is by providing guidance on the unique housing market in this area. With a population of over 120,000 people and a mix of urban and rural communities, Kennebec County has a diverse range of housing options. A mortgage loan officer can help residents navigate the local market and find the best loan options for their specific needs. Additionally, a loan officer can help residents understand the various state and federal programs available to first-time homebuyers and those with lower incomes. With the help of a knowledgeable loan officer, residents of Kennebec County can make informed decisions about their housing options and secure the financing they need to achieve their goals.

Tax Services

Residents of Kennebec County, ME can benefit greatly from the services of a tax advisor. With tax laws constantly changing, it can be challenging for individuals to keep up and ensure they are maximizing their deductions and credits. A tax advisor can provide guidance on tax planning, preparation, and filing, as well as offer advice on how to minimize tax liabilities. In Kennebec County, which is home to many small businesses and self-employed individuals, a tax advisor can assist with navigating the complexities of business taxes, including payroll taxes, sales taxes, and deductions for business expenses. Additionally, a tax advisor can help residents who may be facing unique tax situations, such as those who own rental properties or have income from investments. Overall, a tax advisor can provide valuable assistance to residents of Kennebec County in maximizing their tax savings and avoiding potential penalties.

Estate Planning Lawyer

Residents of Kennebec County, ME can greatly benefit from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can assist is by helping individuals create a comprehensive plan for the distribution of their assets after they pass away. This is especially important in Kennebec County, as it has a significant aging population, with over 20% of residents over the age of 65. An estate planning lawyer can also help residents establish trusts, set up powers of attorney, and create healthcare directives, ensuring that their wishes are carried out in the event of incapacity or illness. With the help of an estate planning lawyer, residents of Kennebec County can have peace of mind knowing that their affairs are in order and their loved ones will be taken care of.

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