Wealth Management in York County, ME

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York County, ME Wealth Management Firms

Edward Jones - Financial Advisor: Susan Heckaman, AAMS™
SEC File# 801-3297
CRD# 250

4 out of 5

Location 469 US-1, York, ME 03909, USA
Phone (207) 363-1640
R. M. Davis Inc
Location 24 City Center, Portland, ME 04101, USA
Phone (207) 774-0022
Atlantic Wealth Brokerage
Location 135 Atlantic Ave, Wells, ME 04090, USA
Phone (877) 636-8667
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About York County, ME

York County, ME is located in the southern part of the state and is home to about 200,000 people. The county has a number of notable landmarks, including the Kittery Trading Post, the Rachel Carson National Wildlife Refuge, and the York Harbor Lighthouse. The largest employers in the county are Portsmouth Naval Shipyard and SMITHs Integrated Technologies. Major highways and streets in York County include Interstate 95 and Route 1. The most populous neighborhoods in the county are Kittery Point, York Beach, and Eliot.

Where Wealth Management Advisors in York County, ME Serve

Services Provided by Wealth Management Companies

Banks and Credit Unions

Banks in York County, ME offer a variety of services to their customers. These services can include anything from checking and savings accounts to loans and mortgages. In addition, banks can provide other specialized services, such as wealth management or investment advice. Customers who bank with a particular institution in York County can usually expect to receive all of these services from that bank.

Retirement Planning

Retirement planning in York County, ME is a process that helps individuals prepare for their retirement. This includes figuring out how much money they will need to have saved up and what kind of lifestyle they would like to live during their retirement years. There are many factors that go into retirement planning, such as the age at which someone plans to retire, whether they plan to continue working part-time or not, and how long they expect their retirement funds to last.

Tax Services

Tax accountants in York County, ME provide tax planning and preparation services to individuals and businesses in the area. They work with clients to identify tax savings opportunities and help them file tax returns accurately and on time. Tax accountants may also be responsible for ensuring that businesses meet all of the requirements for filing taxes, such as paying estimated taxes and withholding taxes from employees' paychecks.

Financial Advisor

A financial advisor in York County, ME is a professional who helps people save and invest their money. They offer advice on what stocks or mutual funds to buy, and can help people create a budget so they can stay on track with their finances. Financial advisors may also work with estate planning and tax preparation.

Insurance Broker

An insurance broker in York County, ME is responsible for helping individuals and businesses find the right insurance policy to meet their needs. They must be knowledgeable about the different types of insurance policies available, and they must be able to advise their clients on which policies are best suited for them. Insurance brokers also work with insurance companies to negotiate rates and coverage for their clients.

Mortgage Loan Officer

Mortgage Loan Officers in York County, ME work with clients to help them find the best mortgage products for their needs. They work with a variety of lenders to get their clients the best rates and terms on mortgages. They also help clients through the mortgage application process, and work with them to ensure that they understand the terms of their mortgage.

Estate Planning Lawyer

An estate planning lawyer in York County, ME helps individuals and families create wills, trusts, and other legal documents to protect their assets. They can also help with estate tax planning and ensuring that your loved ones are taken care of after you die. If you're looking for peace of mind when it comes to your estate, contact an estate planning lawyer today.


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