Retirement Planning in Kennebec County, ME

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Top Retirement Planners in Kennebec County, ME

Jason MacDonald - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 168 Capitol St Ste 2, Augusta, ME 04330, USA
Phone (207) 213-6007
Time Monday: 9:00 AM – 4:30 PM Tuesday: 9:00 AM – 4:30 PM Wednesday: 9:00 AM – 4:30 PM Thursday: 9:00 AM – 4:30 PM Friday: 8:00 AM – 12:00 PM Saturday: Closed Sunday: Closed
Directions
Danielle Valleau - Raymond James
Location 320 Water St 4th Fl, Augusta, ME 04330, USA
Phone (207) 621-2626
Directions
David J Farago - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 60 S Chestnut St, Augusta, ME 04330, USA
Phone (207) 213-6138
Directions
Carol Tondreau - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 60 S Chestnut St, Augusta, ME 04330, USA
Phone (207) 213-6138
Directions
Michael Roderigue Financial Services
Location 43 Western Ave, Fairfield, ME 04937, USA
Phone (207) 453-5200
Directions
Diversified Investment
Location 69 Old Fairgrounds Rd, Readfield, ME 04355, USA
Phone (207) 685-4100
Directions
David V Smith - Raymond James
5 out of 5
Location 180 Main St, Waterville, ME 04901, USA
Phone (207) 660-4506
Directions
Frisbie & Associates
5 out of 5
Location 656 Main St, Lewiston, ME 04240, USA
Phone (207) 241-7430
Directions
SEC File# 801-119224
CRD# 166886
5 out of 5
Location 79 Main St, Auburn, ME 04210, USA
Phone (207) 376-3160
Directions
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
Directions
Atlantic Wealth Planning Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 168 Capitol St Ste 2, Augusta, ME 04330, USA
Phone (207) 213-6007
Directions
Senior Planning Center
4 out of 5
Location 648 Wilton Rd, Farmington, ME 04938, USA
Phone (207) 779-5574
Directions
Aquilino John
Location Sandy River Rd, Fayette, ME 04349, USA
Phone (207) 293-3476
Directions
The Mendall Financial Group LLC - Raymond James Financial Services
Location 320 Water St, Augusta, ME 04330, USA
Phone (207) 621-2626
Directions
Sarah Dunckel - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
3 out of 5
Location 168 Capitol St Ste 2, Augusta, ME 04330, USA
Phone (207) 213-6007
Directions
Kimberley Mondonedo - Raymond James
Location 320 Water St 4th Fl, Augusta, ME 04330, USA
Phone (207) 621-2626
Directions
Edward Jones - Financial Advisor: Luke C Rodrigue
SEC File# 801-3297
CRD# 250
Location 93 Main St, Waterville, ME 04901, USA
Phone (207) 872-4510
Directions
Wealth Education Corporation
Location 43 Western Ave, Fairfield, ME 04937, USA
Phone (207) 453-5300
Directions
Duncklee & Nott
Location 19 Central St, Hallowell, ME 04347, USA
Phone (207) 622-5222
Directions
Joey Fenderson, Bankers Life Securities Financial Representative
Location 442 Civic Center Dr Ste 450, Augusta, ME 04330, USA
Phone (207) 621-0548
Directions
IIS Financial Services - Financial Advisors
Location 45 Memorial Cir #104, Augusta, ME 04330, USA
Phone (207) 623-8421
Directions
SEC File# 801-110475
CRD# 131406
Location 1 Orchard St, Augusta, ME 04330, USA
Phone (207) 629-5100
Directions
Atlantic Investment Advisors
SEC File# 801-78132
CRD# 167429
Location 229 Center St, Auburn, ME 04210, USA
Phone (207) 777-1565
Directions
joseph r. poirier, certified financial planner™ professional
Location 541 Lisbon St, Lewiston, ME 04240, USA
Phone (212) 314-4600
Directions
Edward Jones - Financial Advisor: Luke C Rodrigue, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 295 Kennedy Memorial Dr Suite 5, Waterville, ME 04901, USA
Phone (207) 872-4510
Directions
Adamson Financial Services
SEC File# 801-33422
CRD# 109701
1 out of 5
Location 4 Wabon St, Augusta, ME 04330, USA
Phone (207) 622-4565
Directions
Retirement Planning in Kennebec County, ME

About Kennebec County, ME for Those Planning to Retire

Kennebec County, located in the central part of Maine, boasts a rich historical and cultural heritage. With a population of around 122,000, the county is a hub of economic activity and home to several top employers, including MaineGeneral Health, the State of Maine, and Colby College. Major highways, including I-95 and US Route 201, run through the county, providing easy access to neighboring cities and towns. Landmarks such as the Maine State House, the Blaine House, and the Augusta Civic Center are popular attractions for tourists and locals alike. The county is also home to several vibrant neighborhoods, including the historic downtown areas of Augusta and Hallowell, as well as the suburban communities of Waterville and Winslow. Whether you're looking for outdoor recreation, cultural events, or a thriving business community, Kennebec County has something for everyone.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Kennebec County, ME can benefit from a bank in various ways. Firstly, they can access financial services such as loans, mortgages, and credit cards to help them achieve their financial goals. In Kennebec County, where agriculture is a significant contributor to the local economy, farmers can approach banks for agricultural loans to purchase farm equipment, livestock, and seeds. Additionally, banks can provide small business loans to entrepreneurs who are looking to start or expand their businesses. Secondly, banks offer savings and investment options that can help residents grow their wealth. With Kennebec County being a popular tourist destination, residents can invest in mutual funds or stocks that are tied to the tourism industry to capitalize on the influx of visitors. Lastly, banks offer financial education programs to help residents improve their financial literacy, which can be especially beneficial for those who are struggling to manage their finances.

Insurance Broker

Residents of Kennebec County, ME can greatly benefit from the services of an insurance broker. With the county's population of over 120,000 people, navigating the complex world of insurance can be a daunting task. An insurance broker can help residents find the most suitable insurance policies for their specific needs, whether it be health, home, or auto insurance. Additionally, given the county's location in central Maine, residents may face unique challenges when it comes to insuring their properties against natural disasters such as floods and winter storms. An insurance broker can provide valuable insight into the best coverage options to protect against these specific risks. With the help of an insurance broker, residents of Kennebec County can have peace of mind knowing they are properly covered and protected.

Wealth Management

Residents of Kennebec County, ME can benefit from the expertise of a wealth manager in several ways. Firstly, the county has a large population of retirees who may require assistance in managing their retirement savings. A wealth manager can help these individuals create a retirement plan that aligns with their goals and ensures they have enough money to last throughout their retirement. Additionally, Kennebec County has a thriving agricultural industry, and many farmers may require guidance in managing their finances and investments. A wealth manager can help these individuals navigate the complexities of agricultural finance, such as crop insurance and commodity trading. Furthermore, Kennebec County is home to several small businesses, and a wealth manager can assist these entrepreneurs in managing their business finances, creating a succession plan, and planning for future growth. With the help of a wealth manager, residents of Kennebec County can achieve financial security and peace of mind.

Financial Advisor

Residents of Kennebec County, ME can benefit from the services of a financial advisor in a variety of ways. The county has a diverse economy, with industries ranging from healthcare and education to manufacturing and agriculture. As such, a financial advisor can help individuals and families navigate the complexities of their unique financial situations. For example, a financial advisor can provide guidance on retirement planning, investment strategies, and tax planning. Additionally, Kennebec County is home to a large number of small businesses, and a financial advisor can offer advice on business planning, cash flow management, and risk management. With the help of a skilled financial advisor, residents of Kennebec County can achieve their financial goals and secure their financial futures.

Mortgage Loan Officer

Residents of Kennebec County, ME can benefit from the expertise of a mortgage loan officer in various ways. For instance, a mortgage loan officer can provide guidance on the most suitable mortgage options for the residents depending on their financial situation and credit score. Given that Kennebec County is home to diverse communities, the loan officer can also help those with unique financial circumstances such as self-employed individuals or those with non-traditional sources of income. Additionally, the loan officer can assist residents in navigating the complex mortgage application process, which can be overwhelming, especially for first-time homebuyers. Moreover, the loan officer can provide advice on how to improve credit scores, which can be particularly useful for residents of Kennebec County, where the median credit score is below the national average. Overall, the services of a mortgage loan officer can be invaluable to residents of Kennebec County, ME, as they seek to achieve their dream of homeownership.

Tax Services

Residents of Kennebec County, ME can benefit from the expertise of a tax advisor in numerous ways. For instance, a tax advisor can help them navigate the complex tax laws and regulations of the state. Kennebec County, ME is known for its diverse economy, which includes agriculture, manufacturing, and healthcare industries. A tax advisor can help residents in these industries to optimize their tax returns and take advantage of tax credits and deductions that are specific to their line of work. Additionally, a tax advisor can assist residents in planning their financial future by providing advice on investment decisions, retirement planning, and estate planning. With the help of a tax advisor, residents of Kennebec County, ME can ensure that their financial affairs are in order and that they are taking full advantage of the tax benefits available to them.

Estate Planning Lawyer

Residents of Kennebec County, ME can greatly benefit from the services of an estate planning lawyer. One specific way that an estate planning lawyer can help is by ensuring that residents have a comprehensive plan in place for their assets and property. This is especially important in Kennebec County, ME, where the population is largely made up of older adults who may have accumulated significant assets over their lifetimes. An estate planning lawyer can assist with creating wills, trusts, and other legal documents to ensure that assets are distributed according to the individual's wishes. Additionally, an estate planning lawyer can provide guidance on tax planning and asset protection, helping residents to minimize tax liabilities and protect their assets from potential creditors. With the help of an estate planning lawyer, residents of Kennebec County, ME can have peace of mind knowing that their assets and property are protected and that their wishes will be carried out after they pass away.

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