Best Financial Advisors in Windham, ME

“I have known Vincenzo for a few years now, and he has always been exceedingly professional and thorough in his advice, and has offered me what I feel are the best options for planning for my financial future based on my circumstances and goals.”

“Had a really good call with Carl, who was courteous, helpful, knowledgeable and happy to answer all my questions and offer his services should I need them, without being pushy.”

“We've been with PFPG for 15+ years and are totally pleased.”

“Very thorough review of our assets, presented in a comfortable space by a knowledgeable executive.”

“Had lunch with Louis Krupp and it was excellent!”

“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...”

“I'm not keen on the term "behavioral economics" but what it boils down to here is that he wants to help people be aware of the many decisions we make on a daily basis and make changes that improve our lives.”

“We had a legal judgment against this business that was almost two years old and I was paid in full within a few short months thanks to the work of United Obligations.”

“If you are looking for a blend of personal service and expertise, you have come to the right place! I offer a broad range of services for business owners as well as individuals. My rates are affordable. I have over 30 years experience . Please call m...”

“Great folks to work with, knowledgeable and very thorough.”

“Great company and great people”

“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...”

“His solid advice and attention to my investments have resulted in continued positive results.”

“Starting my business, investing just enough with cash on hand, etc.”

“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.”

“We believe a disciplined, conservative, balanced approach to investing is the wise approach to seeking financial independence. Meet with Keith Fosler to evaluate your current portfolio and, if needed, help you make adjustments so you'll have a plan t...”

““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.”...”

“Most likely they will turn toany ofthe three major credit bureaus (Transunion, Experian, and Equifax) that isinmost cases considered ahard inquiry and may affect your credit score.”

“I am grateful to have met Ken and will recommend using his experience”

“His advanced knowledge on all topic of conversation was quite honestly surprising.”