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Martin Associates
“They've been doing my taxes for past two years, and it's always fast and professional!”
Best Financial Advisors in Portland, ME
The highest-rated Financial Planning & Wealth Management companies out of 146 vetted & reviewed in the Portland area.
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W.M. Ely Associates
“Best accountants ever!!”
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Garganese Financial Group
- Team
- Goals
- Insurance
“Knowing that protecting our growing family is of the utmost importance, Vincenzo immediately put into effect an inexpensive insurance policy that meets both our budget and coverage needs, to provide peace of mind while we strive towards our future fi...”
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IIS Financial Services - Financial Advisors
- Questions
- Future
- Investment
“Easy to get on the Zoom call which I also needed my daughter on the line for as I am out of the area and will need her to help with the house sale, too.”
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Portland Financial Planning Group
“We've been with PFPG for 15+ years and are totally pleased.”
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Old Port Advisors
Retirement Planning, Risk Management, Estate Planning
“Very thorough review of our assets, presented in a comfortable space by a knowledgeable executive.”
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R. M. Davis
“Meaningful wealth affects many aspects of your life—not just your portfolio. As an R.M. Davis client, you have access to expert advisory services that go well beyond investment management—from retirement, Social Security and Medicare planning to educ...”
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Stone Coast Fund Services
Compliance & Regulatory, Business Support, Investor & Cash
“His advanced knowledge on all topic of conversation was quite honestly surprising.”
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Fore River Financial
Financial Planning, Monitoring Portfolios, Retirement Dreams
“Our personalized service begins with an assessment of your current financial life and where you want or need to be in the future. We will help you sort through your available choices and put together a streamlined and practical plan. With our years o...”
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Gilbert Investment Management
“His solid advice and attention to my investments have resulted in continued positive results.”
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H M Payson & Co
“Since 1854, we've earned and sustained the trust of individuals, families, institutions, and municipalities by pursuing each client's best interest with independence, integrity, and discipline.”
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Aurora Financial Group
“The Aurora Financial Group is about financial wisdom, knowledge, mature judgment and experience. Our services are diverse and multifaceted. Our investment advice is personalized to your needs.”
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Spinnaker Trust
“Spinnaker Trust was recently named one of the 2021 Best Places to Work in Maine. This statewide survey and awards program was designed to identify, recognize and honor places of employment that benefit the state's economy, its workforce and businesse...”
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Richard Brothers Financial Advisors
Music Boxes
““Our passion for excellence, integrity, leadership, balance, respect and commitment to lifetime learning enable us to see the whole picture of each client's financial future. And our clients consistently see the results of those unwavering values.”...”
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United Obligations
- Business
- Professional
- Debt
“They were able to obtain a settlement from a client of mine who had outstanding debt over a year old, against which 3 other collection agencies had no success.”
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New Vision Custom Solutions
Financial Planning & Solutions, Operations Strategy & Coaching, Marketing & Creative
“The best place ever😀”
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Pine Capital
“At Pine Capital, we create and manage customized investment portfolios for individuals, family groups and large institutions. We actively manage every account based on our in depth knowledge of each client's specific needs.”
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Jones & Matthews PA
“I switched from another tax preparer in the same town and the difference is night and day.”
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Northeast Planning Associates
“My team and I understand the complexities of business and personal financial planning and our top priority is always to help enhance the lives and financial future of those with whom we work. We create a plan or strategy designed to address both shor...”
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Opus Consulting
Operations, Startups, Turnaround Management
“Opus Consulting knows businesses are integral to the success of local economies. Using state-of-the-art simulation software, we connect the dots between the specifics of a new business project and its impact on the local and state economy and weaves ...”
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Wedmont Private Capital
“*Chart shows the impact of fees on a $3,000,000 portfolio with an annualized return of 6.5% over a 30 year period. Assumes no contributions or distributions. AUM fees are industry average, ranging from .88% to .69%. Wedmont's fee is inflated at 3% an...”
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Wintergreen Financial Group
Retirement, College Planning, Financial Planning
“Wintergreen Financial Group can help take the mystery out of preparing for today and tomorrow. Whether you invest to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goal...”
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New England Retirement Advisors
“MUTUAL FUNDS: Mutual Funds are sold by Prospectus only. Please carefully consider investment objectives, risks, charges, and expenses before investing. For this and other information please call (800) 333-3502 to request a Prospectus. Please read it ...”
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East Financial Management
“A very personable and knowledgeable professional who gives his clients the attention they deserve.”
Retirement Planning and Investment Management Services in Portland, ME Cost Estimates
Minimum cost
$1093
Maximum cost
$9288
National Average
$3278
Avg Per Hour Rates
$328
$2186
$6010
Typical price range is based on
503 cost profiles
Why these companies made our list
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