Waterville, ME Financial Advisors and Resources



Financial Advisor Firms in Waterville, ME


CHOICE WEALTH ADVISORS LLC

Website

(207) 873-0996

325-D Kennedy Memorial Drive

Waterville, ME 4901

SEC#: 801-113869
Years in Business: 3 years

PROSPERITY WEALTH MANAGEMENT, INC.

Website

(207) 877-0400

143 Silver St.
Suite 6
Waterville, ME 4901

SEC#: 801-101485
Years in Business: 6 years

PROSPERITY WEALTH MANAGEMENT, INC.

Website

(207) 877-0400

143 Silver St.
Suite 6
Waterville, ME 4901

SEC#: 801-101485
Years in Business: 6 years

PROSPERITY WEALTH MANAGEMENT, INC.

Website

(207) 877-0400

143 Silver St.
Suite 6
Waterville, ME 4901

SEC#: 801-101485
Years in Business: 6 years


How Retirement-Friendly is Waterville, ME?

  • Population: 16,577
  • % of Population 62 Years and Over: 22%
  • Average Home Value: $138,000
  • Average Monthly Housing Cost: $786
  • Average Household Income: $61,252
  • 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.)


Waterville, ME Financial Advisor FAQs

When choosing a financial advisor, it's a good idea to find an advisor with experience in the type of investments you're looking for. For example, if you're saving for retirement and have a 401(k) from your employer, ask about the types of futures available to help balance safety and growth.
Seek out referrals. Ask your neighbors, friends, and family for financial advisors they've used in the past.
Anyone who's serious about their finances should have an expert help them. An advisor offers advice for various life events so they can address any new problems concerning finances before they become big issues. If you want someone on your team who knows what they're doing - or at least wants to learn - then it's worth the investment no matter how much money you make.
In very broad terms, a financial advisor advises consumers on how to manage their personal finances. Though this may seem simple, it can be quite complicated. In order to properly do so, advisors must have a breadth of knowledge in the following arenas: insurance products and annuities, taxes and tax laws, investments - including stocks and bonds - 401(k) plans and pensions. They also advise on retirement income planning both from savings through employer-sponsored programs or outside of them altogether.