Best Financial Advisors in Bangor, ME

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

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 2007
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)
Full Service Accounting Packages, PHA Fee Accounting, Tax Planning & Preparation
“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 2000
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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Guidance Point Advisors

Guidance Point Advisors

(2)
“His knowledge and ability to set us up with an array of different tools and resources to help us reach our goal of financial independence we're very impressive.”
In Business Since 2008
Transparent Fees & Pricing
108 State St #4, Bangor, ME
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Deighan Associates

Deighan Associates

(1)
“Compassionate knowledgeable and”
In Business Since 1999
455 Harlow St, 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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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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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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Clear Path Financial Services

Clear Path Financial Services

“In my personal life, I am fortunate to have my loving wife and soulmate, Jenny and my daughters and grandsons. We also love to rescue Great Danes and provide them a caring home. We love spending our time pushing ourselves physically with exercise and...”
In Business Since 2020
890 Hammond St, Bangor, ME
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Evergreen Strategic Partners

Evergreen Strategic Partners

“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 Not Insured by NCUA”
In Business Since 2016
324 Harlow St, Bangor, ME
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Project Ride

Project Ride

262 Harlow St, Bangor, ME
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ET Wealth Solutions

ET Wealth Solutions

In Business Since 2002
One Merchants Plaza, Merchants Plaza Suite 403, 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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Guidance Point Retirement Services

Guidance Point Retirement Services

In Business Since 2012
Transparent Fees & Pricing
108 State St #4, 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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Hicks & Associates

Hicks & Associates

(1)
“Tax details have been done accurately and in a timely manner ever since we started business with them several years ago.”
In Business Since 2006
Serving Bangor Area
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Norumbega Financial Services

Norumbega Financial Services

“We are an independent investment firm located in Hampden, Maine. Your financial future is important to us: you are important to us. Clients have said that after we explain investments and finance they really do understand, and with a good understandi...”
In Business Since 2005
Licensed, BBB Rating: A+
Serving Bangor Area
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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.”
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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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.

Why these companies made our list

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