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Vis Wealth Partners

(49)

Attorney
Future
Financial Advisor

“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”

Featured

Day-of registration begins at 7:00am and golfers tee off at 8:00am for the scramble. Lunch and drinks will be provided. Hope to see you there! Play to win these challenges and prizes • Closest to the Pin Challenge – $50 pro shop gift card for closest male and female • Longest Drive Challenge - $50 pro shop gift card for closest male and female • Putt For Dough Contest - Chance to win $10k • Break the Glass Contest - 65+ free rounds of golf for 2023 season • Air Cannon Contest - Amp Caddy Golf Bluetooth Speaker Special Thanks to Our Participating Local Businesses: Norcom Mortgage, Casco Bay Law, Rousseau Insurance...

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IIS Financial Services - Financial Advisors

(50)

Future
Information
Portfolio

“Carl always responds to my questions and concerns quickly, takes the time to explain things and works with me to develop the best and most appropriate investment plans.”

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Martin Associates

(2)

“They've been doing my taxes for past two years, and it's always fast and professional!”

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W.M. Ely Associates

(1)

“Best accountants ever!!”

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Portland Financial Planning Group

(1)

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

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Old Port Advisors

(1)

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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Berrydunn Portland

(1)

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

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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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United Obligations

(6)

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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Wealthsmith Financial Planning

(3)

“Gary, is an outstanding financial planner .”

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Opus Consulting

(1)

Turnaround & Restructuring, General Business Advisory, Interim Management

“Great company and great people”

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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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Spinnaker Trust

(1)

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

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Gilbert Investment Management

(1)

“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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Waypoint Financial

“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...”

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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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New Vision Custom Solutions

(1)

Financial Planning & Solutions, Operations Strategy & Coaching, Marketing & Creative

“The best place ever😀 …”

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Jones & Matthews PA

(2)

“I switched from another tax preparer in the same town and the difference is night and day.”

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Stone Coast Fund Services

(2)

Compliance & Regulatory, Business Support, Investor & Cash

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

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August Wealth Management

Maine Divorce Financial Guidance, Financial Planning, Investment Management

“Throughout your life, you will undoubtedly experience your share of highs and lows. Our life-event strategies help protect your wealth so you can focus on navigating whatever life throws at you with confidence.”

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Northeast Planning Associates

“My team and I understand the complexities of business and personal financial consulting 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 sh...”

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Three Sixty One Payments Group

In-Person, Online, Mobile

“360-One Solutions is a leading provider of merchant services for your business. We offer a complete range of payment technologies to merchants for retail, e-commerce, and custom payment applications. Payment gateways are an e-commerce application ser...”

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Wintergreen Financial Group

Generational Wealth Transfer, Retirement Planning, Insurance

“Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has the...”

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Average Cost	$3278
Minimum cost	$1093
Maximum cost	$9288
Avg Per Hour Rates	$328

Best Financial Advisors in Portland, ME

The highest-rated Financial Planning & Wealth Management companies out of 146 vetted & reviewed in the Portland area.

Vis Wealth Partners

IIS Financial Services - Financial Advisors

Martin Associates

W.M. Ely Associates

Portland Financial Planning Group

Old Port Advisors

Berrydunn Portland

R. M. Davis

United Obligations

Wealthsmith Financial Planning

Opus Consulting

Fore River Financial

Spinnaker Trust

Gilbert Investment Management

H M Payson & Co

Waypoint Financial

Richard Brothers Financial Advisors

New Vision Custom Solutions

Jones & Matthews PA

Stone Coast Fund Services

August Wealth Management

Northeast Planning Associates

Three Sixty One Payments Group

Wintergreen Financial Group

Retirement Planning and Investment Management Services in Portland, ME Cost Estimates

Why these companies made our list

Wealth Management Advisors near Portland

Popular in Portland