Best Financial Advisors in York County, ME

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List of Firms

York County, ME Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Beau V Gaudreau
1 out of 5
Location 311 Main St, Saco, ME 04072, USA
Phone (207) 286-8611
Language https://www.edwardjones.com/us-en/financial-advisor/beau-gaudreau?y_source=1_NjQxMjE5LTcxNS1sb2NhdGlvbi53ZWJzaXRl
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Fiduciary Financial Services, LLC
Location 190 Main St 2nd Floor, Saco, ME 04072, USA
Phone (207) 475-2216
Language http://www.hansonfinancialservices.com/
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Seacoast Financial Planning - Ameriprise Financial Services, LLC
Location 775 US-1 Ste 2, York, ME 03909, USA
Phone (207) 363-1830
Language https://www.ameripriseadvisors.com/team/seacoast-financial-planning/contact?cid=IP_local_google
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Financial Advisors in York County, ME

Where Certified Financial Advisors in York County, ME Serve

York County, ME is a charming and historic region that is home to a plethora of landmarks, top employers, major highways and streets, and unique neighborhoods. From the stunning beaches of Ogunquit to the quaint town of Kennebunkport, there is no shortage of things to see and do in this vibrant area. Some of the most notable landmarks in York County include the Nubble Lighthouse in York, the Rachel Carson National Wildlife Refuge in Wells, and the Kennebunkport Historical Society in Kennebunkport. These landmarks offer visitors a glimpse into the rich history and culture of the region. When it comes to top employers, York County is home to a diverse range of businesses, including healthcare providers, manufacturing companies, and educational institutions. Some of the largest employers in the area include MaineHealth, Pratt & Whitney, and the University of New England. Major highways and streets in York County include Interstate 95, Route 1, and the Maine Turnpike.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of York County, ME could benefit greatly from the guidance of a financial advisor. With its thriving tourism industry, many residents of York County rely on seasonal employment, which can make financial planning challenging. A financial advisor can help individuals create a budget and savings plan that takes into account the unpredictable nature of seasonal work. Additionally, York County is home to many retirees who may need assistance managing their retirement savings and creating a sustainable income stream. A financial advisor can provide guidance on investments and retirement planning to help ensure a comfortable retirement. Overall, a financial advisor can help residents of York County, ME navigate the unique financial challenges of their community and achieve their financial goals.

Insurance Broker

Residents of York County, ME can benefit greatly from the services of an insurance broker. An insurance broker can help them navigate the complex world of insurance policies and find the coverage that best suits their needs. For example, in York County, ME, where there are many coastal properties, an insurance broker can help residents find the right coverage for their homes in case of flooding or hurricane damage. Additionally, an insurance broker can help residents find affordable health insurance options, which can be especially important in a county where many residents are self-employed or work for small businesses that may not offer health insurance benefits. Overall, an insurance broker can provide valuable guidance and support to York County residents as they make important decisions about their insurance coverage.

Retirement Planning

Residents of York County, ME can benefit greatly from the expertise of a retirement planner. With a population of over 200,000, York County is home to a diverse group of individuals with unique financial needs and goals. A retirement planner can help residents navigate the complexities of retirement planning, such as determining the optimal time to start Social Security benefits, developing a comprehensive investment strategy, and creating a plan to minimize taxes. Additionally, York County is known for its high cost of living, making it important for residents to have a solid financial plan in place to ensure a comfortable retirement. A retirement planner can provide personalized advice and guidance to help residents achieve their retirement goals and enjoy a financially secure future.

Wealth Management

Residents of York County, ME could benefit greatly from the services of a wealth manager. One specific way a wealth manager could help is by providing guidance on estate planning. Many residents of York County, ME own property and assets that they want to pass down to their loved ones. However, without proper planning, these assets may be subject to high taxes and legal fees. A wealth manager can help residents create a comprehensive estate plan that ensures their assets are distributed according to their wishes and in the most tax-efficient way possible. Additionally, a wealth manager can assist with investment management, retirement planning, and risk management, all of which are important considerations for anyone looking to secure their financial future in York County, ME.

Mortgage Loan Officer

Residents of York County, ME can benefit from the expertise of a mortgage loan officer in many ways. One of the most common ways is by helping them navigate the unique housing market in the area. With its picturesque coastal towns and bustling city centers, York County offers a diverse range of housing options. A mortgage loan officer can help residents understand the different types of mortgages available, including those specific to first-time homebuyers or those looking to refinance. They can also provide guidance on local home prices and market trends, which can help residents make informed decisions about their home buying or refinancing options. Overall, a mortgage loan officer can be a valuable resource for anyone looking to purchase or refinance a home in York County, ME.

Tax Services

Residents of York County, ME would greatly benefit from the expertise of a tax advisor. With the county's diverse economy that includes industries such as healthcare, education, and tourism, navigating the tax code can be overwhelming for individuals and businesses alike. A tax advisor can provide guidance on deductions and credits specific to York County, such as those related to the preservation of historic landmarks like the Nubble Lighthouse or the Rachel Carson Wildlife Refuge. Additionally, with the county's high property values and corresponding property taxes, a tax advisor can assist homeowners in maximizing their deductions and minimizing their tax burden. Overall, a tax advisor can provide invaluable support to York County residents in navigating the complex and ever-changing tax landscape.

Estate Planning Lawyer

Residents of York County, ME can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by assisting individuals in creating a comprehensive estate plan that addresses their unique needs and goals. This includes drafting wills, trusts, and other legal documents that ensure their assets are distributed according to their wishes. In addition, an estate planning lawyer can help residents of York County navigate complex tax laws and minimize tax liabilities. With the high cost of living in York County, ME, it is important to work with an experienced estate planning lawyer who understands the specific needs of the community and can provide personalized guidance to help residents achieve their financial goals and protect their assets for future generations.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in York County, ME

A financial advisor in York County, ME can provide a wide range of financial advising services to help clients achieve their financial goals. These services may include investment planning, retirement planning, tax planning, estate planning, and risk management. With its rich history and diverse economy, York County presents unique financial challenges and opportunities for residents. For instance, the county is home to many small businesses, which may require specialized financial planning strategies. Additionally, York County's proximity to the coast may make it an attractive location for retirees, who may need assistance with retirement planning and managing their assets. A skilled financial advisor in York County can help clients navigate these complexities and develop personalized financial plans that meet their unique needs and objectives.

York County, ME is undoubtedly the best place to seek financial advising, owing to its unique blend of natural beauty and economic prosperity. Nestled in the heart of New England, this county boasts a rich history and a vibrant community that is committed to helping individuals achieve their financial goals. What sets York County apart is its unparalleled access to a range of financial services, from investment planning to estate management, all of which are delivered by highly qualified professionals who are well-versed in the latest financial trends and strategies. Moreover, York County's strategic location, situated just a stone's throw away from Boston and New York City, provides easy access to a wide range of financial resources, making it an ideal destination for anyone seeking sound financial advice. In short, York County, ME is a financial hub that offers unparalleled opportunities for growth and prosperity, making it the perfect place to get expert financial advising.