Bangor, ME

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Bangor, ME
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Best Financial Advisors in Bangor, ME

The highest-rated Financial Planning & Wealth Management companies out of 169 vetted & reviewed in the Bangor area.

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Penobscot Financial Advisors

Penobscot Financial Advisors

(42)
Services Overview, Wealth Management, Services For UMS Employees
“Finally since I had never negotiated a automobile purchase on my own (my husband was the negotiator) I called Jim and once again he flew out to New Mexico and we drove to Albuquerque and negotiated a great deal with Jim tapping on his calculator and...”
In Business Since 2011
74 Hammond St, Bangor, ME
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Tmatt Tax & Financial

Tmatt Tax & Financial

(5)
Wealth Management, Tax Preparation, Tax Planning
“I have always been satisfied with his advise and his prompt and accurate filings of my taxes.”
In Business Since 2009
Licensed, BBB Rating: A+
Transparent Fees & Pricing
Accepts All Major Credit Cards
532 Hammond St Suite A, Bangor, ME
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Roy & Associates Cpa's

Roy & Associates Cpa's

(1)
“Professional, trustworthy, thorough!!!”
In Business Since 1985
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
74 Gilman Rd Suite 3, Bangor, ME
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Lg&h

Lg&h

(16)
“I regularly refer my clients to them as I can trust that they will do right for them so they can rest easy knowing that they have a trusted advisor for not only their yearly taxes, but throughout the year to help grow their business successfully.”
In Business Since 2002
Remote Consultations Available
12 Stillwater Ave # 5, Bangor, ME
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Kelley Tax & Financial

Kelley Tax & Financial

(1)
“Great service!”
In Business Since 2021
1 Cumberland St Suite 104, Bangor, ME
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Randal C Peters, CPA Tax and Financial Services

Randal C Peters, CPA Tax and Financial Services

(1)
“Knowledgable and professional, plan on doing an extended review at a another time.”
In Business Since 2010
67 Pine St # 2, Bangor, ME
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Vancegray Wealth Management

Vancegray Wealth Management

(3)
Roadblocks, Become A Client, Retirement Planning For Individuals
“I entered investing completely blind, and have been guided by Vance, Ryan and their staff in such a wonderful manner.”
In Business Since 2009
128 Broadway, Bangor, ME
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Stillwater Investing

Stillwater Investing

(1)
“Dale goes above and beyond to ensure that you have a clear understanding of crucial financial concepts such as compounding interest and the importance of specific investment and retirement accounts tailored to your needs.”
In Business Since 2019
14 State St, Bangor, ME
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Camden Financial Consultants

Camden Financial Consultants

Links
“Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon m...”
In Business Since 2010
145 Exchange St, Bangor, ME
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Warren Financial

Warren Financial

“At Warren Financial, we help with more than just investments. We plan for your future, look for tax saving opportunities, and specialize in preparing for a smooth transition of estate assets to future generations. We work together to simplify the com...”
In Business Since 2023
Free Initial Consultation
1147 Hammond St #3, Bangor, ME
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Marshall Planning

Marshall Planning

Wealth Management, Tax Preparation, Life Insurance
“Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest c...”
In Business Since 2020
621 Hammond St Suite 3, Bangor, ME
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Commonwealth Financial Network

Commonwealth Financial Network

Financial Guidance, Market News, Financial Calculators
“We take the guesswork out of your investment planning and build confidence in funding both your short- and long-term goals. We help you coordinate all aspects of your investment planning, including retirement, income and estate planning, insurance pr...”
In Business Since 2022
34 Summer St, Bangor, ME
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Bangor Wealth Management

Bangor Wealth Management

“Once we understand what is important to you, we'll design a plan that is unique to you. Most importantly, we want to make sure you understand it entirely so you can have confidence in it moving forward.”
In Business Since 2016
6 State St #310, Bangor, ME
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Provision Wealth Planning

Provision Wealth Planning

“Advisory services offered through Northeast Planning Associates, Inc. (NPA), a registered investment adviser (RIA). Securities offered through LPL Financial (LPL), an RIA and broker-dealer (BD), member Provision Wealth Planning (PWP). These products ...”
In Business Since 2024
324 Harlow St, Bangor, ME
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ET Wealth Solutions

ET Wealth Solutions

In Business Since 2000
One Merchants Plaza, Merchants Plaza Suite 403, Bangor, ME
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Guidance Point Retirement Services

Guidance Point Retirement Services

In Business Since 2012
Transparent Fees & Pricing
108 State St #4, Bangor, ME
Featured

As a retirement plan fiduciary, you understand through ERISA requirements that retirement plans must include an investment that retains a stable value. With periods of low interest rates, many of these options have similar returns but differing risk characteristics. But how do I know which option best suits my employees? That’s why we’ve created the '...

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Taxes 4 Today

Taxes 4 Today

Services For Individuals, Business Services, Industries
“Nothing strikes fear in the hearts of people more than receiving an IRS letter in the mail. These take significant time away from your business and family, requiring you to gather mounds of records substantiating each and every item reported on your ...”
In Business Since 2018
Transparent Fees & Pricing
Locally Owned & Operated
Free Initial Consultation
Serving Bangor Area
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Bar Harbor Wealth Management

Bar Harbor Wealth Management

“Our team of investment, tax, fiduciary, and planning experts takes the time to get to know our clients, their financial situation, and their aspirations, and work with them to create a personalized plan to drive results.”
In Business Since 2015
Serving Bangor Area
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Gibson Financial Solutions

Gibson Financial Solutions

“We shall provide written disclosure to our clients prior to your engaging us, and thereafter throughout the term of the engagement , of any conflicts of interest, which will or reasonably may compromise the impartiality or independence of the advice ...”
In Business Since 2003
Serving Bangor Area
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Coston & McIsaac Cpas

Coston & McIsaac Cpas

(2)
Services For Individuals, Industries, Business Services
“Very professional, capable business willing to serve!!”
In Business Since 1997
Transparent Fees & Pricing
Free Initial Consultation
Offers Financing Options
Serving Bangor Area
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Cms Financial Advisors

Cms Financial Advisors

“Coston, McIsaac & Shea is a comprehensive financial services firm committed to helping our clients achieve long-term financial success. Our customized programs focused on suitability and asset allocation are designed to grow, protect, and conserve ou...”
In Business Since 2021
Serving Bangor Area
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Gordon Brook Financial

Gordon Brook Financial

“Strong relationships are at the heart of our firm. Since our inception, we have found that one element remains crucial to success: the ability for advisors to truly understand and fulfill the needs of their clients. The most effective solutions come ...”
In Business Since 2013
Licensed, BBB Rating: A+
Serving Bangor Area
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Michael Roderigue Financial Services

Michael Roderigue Financial Services

Michael Roderigue Financial Services, Tell A Friend
“We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of t...”
In Business Since 2011
Transparent Fees & Pricing
Serving Bangor Area
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Vis Wealth Partners

Vis Wealth Partners

(49)
  • Attorney
  • Insurance
  • Team
“Vincenzo and I have had the pleasure of collaborating together and few professionals have I met that are so dedicated to their client process, team members and client outcomes as Vincenzo Gargenese”
In Business Since 2023
254 Commercial St Suite 245, Portland, ME
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Retirement Planning and Investment Management Services in Bangor, ME Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Fair price range is based on 465 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Fair range $2000 to $5500 is based on 465 cost profiles.

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Wealth Management Advisors near Bangor

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