The highest-rated Financial Planning & Wealth Management companies out of 169 vetted & reviewed in the Bangor area.
Learn how we score.
Prominent finalists A-Z in Bangor
Bangor Wealth Management
Clear Path Financial Services
Commonwealth Financial Network
Deighan Associates
ET Wealth Solutions
Evergreen Strategic Partners
Frisbie & Associates
Garganese Financial Group
Gibson Financial Solutions
Gordon Brook Financial
Guidance Point Advisors
IIS Financial Services – Financial Advisors
Kelley Tax & Financial
Marshall Planning
Martin Associates
Michael Roderigue Financial Services
Norumbega Financial Services
Penobscot Financial Advisors
Project Ride
Randal C Peters, CPA Tax and Financial Services
Taxes 4 Today
Tmatt Tax & Financial
Vancegray Wealth Management
W.M. Ely Associates
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Tmatt Tax & Financial
(3)
Wealth Management, Tax Preparation, Tax Planning
“I have always been satisfied with his advise and his prompt and accurate filings of my taxes.”
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Penobscot Financial Advisors
(23)
Services Overview, Wealth Management, Services For UMS Employees
“Through the years of my experience with PFA, it has managed my portfolio well through good and bad years, and has been consistently accessible to assist in providing financial advice, even on assets that I own that PFA doesn't manage.”
i
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Kelley Tax & Financial
(1)
“Great service!”
i
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Randal C Peters, CPA Tax and Financial Services
(1)
“Knowledgable and professional, plan on doing an extended review at a another time.”
i
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Vancegray Wealth Management
(2)
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.”
i
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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.”
i
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Deighan Associates
(1)
“Compassionate knowledgeable and”
i
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Evergreen Strategic Partners
Lifestyle, Tax, E-Books
“EvergreenStrategic Partnersfocuseson building long-term relationships with clients who expect superior, individualized service. We believe the plans we create with clients not only address their goals and aspirations, but also reflect the deep unders...”
i
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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...”
i
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ET Wealth Solutions
i
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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.”
i
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Project Ride
i
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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...”
i
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Commonwealth Financial Network
“We are committed to delivering on your financial goals. Our affiliation with Commonwealth Financial Network®, one of the largest independent registered investment adviser-broker/dealers in the nation, gives us invaluable resources, experience, and ex...”
i
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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...”
i
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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 ...”
i
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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 ...”
i
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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 ...”
i
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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...”
i
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Martin Associates
(1)
“They've been doing my taxes for past two years, and it's always fast and professional!”
i
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Frisbie & Associates
(29)
Managing
Knowledge
Retirement
“Without getting into the personal details too much, suffice it to say that he helped us to devise a strategy to become debt free in the shortest time possible, making the interest work in our favor instead of those to whom money was owed and now, in ...”
i
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W.M. Ely Associates
(1)
“Best accountants ever!!”
i
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Garganese Financial Group
(30)
Team
Understanding
Family
“Vincenzo took my families finances and reorganized them quickly and simply and placed us back on track to clear our debt and have an achievable plan toward our retirement goals.”
i
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IIS Financial Services - Financial Advisors
(30)
Needs
Meeting
Future
“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.”
i
Retirement Planning and Investment Management Services in Bangor, ME Cost Estimates