Penobscot County, ME Financial Advisors and Resources



Financial Advisor Firms in Penobscot County, ME


ALTERITY FINANCIAL GROUP, LLC

Website

(800) 966-7730

21 Main Street
Suite 201
Bangor, ME 4401

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

MEANS WEALTH MANAGEMENT

Website

(120) 794-6763

802 Stillwater Ave.

Bangor, ME 4401

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

VANCEGRAY WEALTH MANAGEMENT, INC.

Website

(207) 992-2819

128 Broadway

Bangor, ME 4401

SEC#: 801-113303
Years in Business: 3 years

DEIGHAN WEALTH ADVISORS

Website

(207) 990-1117

455 Harlow Street

Bangor, ME 4401

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

GUIDANCE POINT ADVISORS, LLC

Website

(207) 358-3099

108 State Street

Bangor, ME 4401

SEC#: 801-77258
Years in Business: 9 years

GUIDANCE POINT ADVISORS, LLC

Website

(207) 358-3099

108 State Street

Bangor, ME 4401

SEC#: 801-77258
Years in Business: 9 years

PENOBSCOT WEALTH MANAGEMENT

Website

(207) 990-1901

74 Hammond Street

Bangor, ME 4401

SEC#: 801-108988
Years in Business: 4 years

GUIDANCE POINT RETIREMENT SERVICES, LLC

Website

(207) 358-3099

108 State Street

Bangor, ME 4401

SEC#: 801-73184
Years in Business: 9 years

NORTHEAST PLANNING ASSOCIATES, INC.

Website

(207) 573-1402

324 Harlow Street
Suite B
Bangor, ME 4401

SEC#: 801-110475
Years in Business: 4 years


How Retirement-Friendly is Penobscot County, ME?

  • Population: 151,774
  • % of Population 62 Years and Over: 22.3%
  • Average Home Value: $157,400
  • Average Monthly Housing Cost: $823
  • Average Household Income: $67,198
  • 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.)


Penobscot County, ME Financial Advisor FAQs

Clarify if they will be providing a contract should you come to an agreement. Make sure to get a good detail of the entire terms of the contract.
A lot of people think financial advisor means they only do the investing part, but really a good financial advisor is going to be a sounding board for all aspects of your life. You can ask them about your pension fund, your mortgage rate, your 401k plan.
Financial advisors typically charge a percentage of the portfolio that they manage, rather than an hourly rate.
In order to make a wise decision about whether or not you need a financial advisor, you'll want to assess your level of risk tolerance and assets under management. Once these two factors are considered, it's easier to arrive at the appropriate course of action for what's best for your situation.