Wealth Management in Bangor, ME

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List of Firms

Bangor, ME Wealth Management Firms

Means Wealth Management
SEC File# 801-80992
CRD# 2748
1 out of 5
Location 802 Stillwater Ave, Bangor, ME 04401, USA
Phone (207) 947-6763
SEC File# 801-57434
CRD# 11025
3 out of 5
Location 23 Water St Suite 200, Bangor, ME 04401, USA
Phone (207) 947-5456
RBC Wealth Management Branch - Bangor
5 out of 5
Location 23 Water St Suite 303, Bangor, ME 04401, USA
Phone (207) 942-8257
Matthew Shannon - RBC Wealth Management Financial Advisor
Location 23 Water St Suite 303, Bangor, ME 04401, USA
Phone (207) 262-5268
Northwestern Mutual Financial
Location 80 Exchange St #6, Bangor, ME 04401, USA
Phone (207) 947-2777
The Arata O'Sullivan Group - Morgan Stanley
Location 23 Water St, Bangor, ME 04401, USA
Phone (207) 561-2000
Wealth Management in Bangor, ME

Where Wealth Management Advisors in Bangor, ME Serve

Bangor, ME is a vibrant city with a rich history and a diverse array of landmarks that make it a popular destination for tourists and locals alike. From the iconic Paul Bunyan statue to the historic Bangor Opera House, there is no shortage of things to see and do in this bustling metropolis. Top employers in the area include Eastern Maine Medical Center, Bangor Savings Bank, and the University of Maine, which all contribute to the city's thriving economy. Major highways and streets in the area include Interstate 95, Route 2, and Main Street, which provide easy access to all parts of the city and surrounding areas. Neighborhoods in Bangor range from the bustling downtown area, with its trendy shops and restaurants, to the quieter suburbs of Veazie and Orono. Each neighborhood has its own unique character and charm, making it easy for residents to find the perfect place to call home. Overall, Bangor is a dynamic and exciting city that offers something for everyone.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Bangor, ME would greatly benefit from the services provided by a bank. One specific way that a bank could help the community is by offering loans and financial assistance to small businesses in the area. Bangor is home to many small businesses, including local shops and restaurants, that could benefit from additional funding to expand their operations and hire more employees. Additionally, a bank could offer financial education and resources to individuals in the community who may struggle with managing their finances. This could include workshops on budgeting, saving, and investing, as well as access to financial advisors who can provide personalized guidance. With the help of a bank, residents of Bangor can better navigate the complex world of finance and achieve their financial goals.

Insurance Broker

Residents of Bangor, ME could benefit from the expertise of an insurance broker in numerous ways. For instance, an insurance broker can help residents navigate the complex world of insurance policies and find the right coverage that fits their unique needs. This is especially important in Bangor, ME, where the weather can be unpredictable and severe, causing damage to homes and properties. Additionally, an insurance broker can assist residents in finding affordable healthcare plans that provide adequate coverage for their medical needs. With the rising costs of healthcare in the United States, this is a crucial service that can help alleviate financial stress for families in Bangor, ME. Furthermore, an insurance broker can also help residents secure life insurance policies that protect their loved ones in the event of an unexpected tragedy. Overall, an insurance broker can provide invaluable assistance to residents of Bangor, ME, by simplifying the insurance process and finding the best policies to meet their specific needs.

Retirement Planning

Residents of Bangor, ME can benefit greatly from the services of a retirement planner. With its cold winters and high heating costs, many residents may struggle to save for retirement while also paying their bills. A retirement planner can help them navigate the complex world of retirement savings and investments, ensuring that they are able to achieve their financial goals. Additionally, with the city's aging population, many residents may be unsure of how to plan for their future healthcare needs. A retirement planner can help them understand their options for long-term care insurance and other healthcare expenses, giving them peace of mind as they age. Overall, a retirement planner can provide invaluable guidance and support to Bangor residents as they plan for their future.

Financial Advisor

Residents of Bangor, ME can benefit from the expertise of a financial advisor in various ways. One specific aspect of Bangor that a financial advisor can help with is navigating the local job market. With the city's economy heavily reliant on healthcare, education, and retail industries, a financial advisor can provide guidance on how to maximize income and benefits from these sectors. Additionally, a financial advisor can help residents plan for the future by creating a comprehensive retirement plan that accounts for the city's high cost of living and potential healthcare expenses. They can also assist with managing debt, creating a budget, and investing in the local real estate market. With the right guidance, residents of Bangor, ME can achieve financial stability and security for themselves and their families.

Mortgage Loan Officer

Residents of Bangor, ME can benefit from the expertise of a mortgage loan officer in several ways. Firstly, with the median home value in Bangor being $160,000, a loan officer can assist residents in securing a mortgage that fits their budget and financial goals. Additionally, Bangor is a city with a diverse population, including many first-time homebuyers and retirees. A loan officer can provide guidance on the various loan options available, such as FHA or VA loans, and help residents navigate the complex application process. Furthermore, with the fluctuating interest rates and housing market conditions, a loan officer can advise residents on the best time to buy or refinance their homes. Overall, a mortgage loan officer can provide invaluable assistance to residents of Bangor, ME in achieving their homeownership dreams.

Tax Services

Residents of Bangor, ME could benefit greatly from the expertise of a tax advisor in a variety of ways. For instance, with the city's growing population and economy, many residents may be struggling to navigate the complex tax laws and regulations that come with owning a business or property. A tax advisor can help them understand their tax obligations and find ways to minimize their tax liability. Additionally, Bangor is known for its harsh winters, which can lead to costly repairs and maintenance for homeowners. A tax advisor can help residents find deductions and credits for these expenses, as well as provide guidance on how to properly report them on their tax returns. With the ever-changing tax landscape, having a knowledgeable and experienced tax advisor can provide peace of mind and ensure that residents are maximizing their financial potential.

Estate Planning Lawyer

Residents of Bangor, ME can benefit from the services of an estate planning lawyer in numerous ways. The lawyer can help them create a comprehensive estate plan that includes a will, trusts, and other legal documents to ensure that their assets are distributed according to their wishes after they pass away. In Bangor, where the population is predominantly older, an estate planning lawyer can also help residents plan for long-term care and make arrangements for their healthcare needs. Additionally, the lawyer can assist with minimizing tax liabilities and protecting assets from creditors. With the complex laws and regulations surrounding estate planning, an experienced lawyer can provide invaluable guidance to residents of Bangor, ensuring that their affairs are in order and their loved ones are provided for after they're gone.

Bangor, ME Financial Resources

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Bangor, ME City Hall


Bangor, ME Public Library



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