Portland, ME

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Portland, ME
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Best Financial Advisors in Portland, ME

Handpicked from 273 vetted & reviewed Financial Planning & Wealth Management firms in the Portland area, explore the top 5 leading options among the selected group of 16 finalists.

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Garganese Financial Group

Garganese Financial Group

(30)
  • Team
  • Goals
  • Insurance
“Knowing that protecting our growing family is of the utmost importance, Vincenzo immediately put into effect an inexpensive insurance policy that meets both our budget and coverage needs, to provide peace of mind while we strive towards our future fi...”
In Business Since 2022
254 Commercial St Suite 245, Portland, ME
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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Martin Associates

Martin Associates

(1)
“They've been doing my taxes for past two years, and it's always fast and professional!”
Transparent Fees & Pricing
Free Initial Consultation
Offers Financing Options
Licensed, BBB Rating: A+
2015 Congress St, Portland, ME
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Portland Financial Planning Group

Portland Financial Planning Group

(1)
“We've been with PFPG for 15+ years and are totally pleased.”
Accepts All Major Credit Cards
Transparent Fees & Pricing
Licensed, BBB Rating: A+
In Business Since 2000
511 Congress St #804, Portland, ME
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Frisbie & Associates

Frisbie & Associates

(29)
  • Managing
  • Team
  • Radio
“Kevin pointed out potential problem areas and together we devised a plan to synchronize our retirement goals, comfortable investment stress levels with an achievable financial independence goal.”
Free Initial Consultation
In Business Since 2022
Serving Portland Area
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W.M. Ely Associates

W.M. Ely Associates

(1)
“Best accountants ever!!”
Transparent Fees & Pricing
Free Initial Consultation
Offers Financing Options
Licensed, BBB Rating: A+
Serving Portland Area
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Best of 2023

Qualification Criteria for best of Winners

Minimum Overall Score
96 (100)
Minimum Reputation Rank
99.2 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Old Port Advisors

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.”
Licensed, BBB Rating: A+
In Business Since 2015
130 Middle St, Portland, ME
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IIS Financial Services - Financial Advisors

IIS Financial Services - Financial Advisors

(30)
  • Questions
  • Future
  • Investment
“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.”
In Business Since 2009
Serving Portland Area
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Gather Financial Planning

Gather Financial Planning

(1)
“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.”
Licensed, BBB Rating: A+
In Business Since 2015
Serving Portland Area
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Stone Coast Fund Services

Stone Coast Fund Services

(2)
Compliance & Regulatory, Business Support, Investor & Cash
“His advanced knowledge on all topic of conversation was quite honestly surprising.”
In Business Since 2006
2 Portland Sq, Portland, ME
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Gilbert Investment Management

Gilbert Investment Management

(1)
“His solid advice and attention to my investments have resulted in continued positive results.”
In Business Since 2017
70 Center St 2nd floor, Portland, ME
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Profit Margin

Profit Margin

(10)
  • Questions
  • Finances
  • Team
“For me (like for many individuals out there), finances can sometimes be a scary topic to discuss; however, Nicole and her team do everything they can to make you feel at ease.”
In Business Since 2017
Serving Portland Area
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Casco Bay Wealth Advisors

Casco Bay Wealth Advisors

(2)
Community, In the News
“Very helpful thanks.”
In Business Since 2013
Serving Portland Area
FAQs
What about financial planning or consulting?
Our advisors are all experienced financial planners. For customers who are interested in booking services hourly to create a personalized financial plan instead of establishing a client/advisory relationship, we are happy to serve that need.
Are the financial advisors at Casco Bay Wealth Advisors fiduciaries?
In most cases, the advisors at CBWA are fiduciaries for their clients. However, under certain circumstances, they are not. For example, a non-advisory, non-retirement account (i.e. an account intended for brokerage service only) may not fall under the fiduciary category.
Do you offer ESG Investing?
Yes, we do! We are proud to offer many different ways to approach this strategy. Please visit the Socially Responsible Investing page of our website for more information.
We try to answer commonly asked questions like these on the FAQ page of our website.
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J D Stewart Financial

J D Stewart Financial

(2)
Notary Public Service, Financial Strategies, Income Tax Preparation
“Appointments are quick and easy!”
In Business Since 2002
Serving Portland Area
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Regent Financial Services

Regent Financial Services

(1)
Business Owners, Individuals and Trustees
“Fred and his team are extremely good at what they do, very attentive to their customers and charge very reasonable fees for their service.”
In Business Since 2003
Serving Portland Area
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United Obligations

United Obligations

(5)
  • Business
  • Professional
  • 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.”
In Business Since 2004
179 Sheridan St, Portland, ME
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RG Tax Accounting & Resolution

RG Tax Accounting & Resolution

(3)
“Rick is very good, has helped me tremendously!”
In Business Since 2021
Serving Portland Area
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Retirement Planning and Investment Management Services in Portland, ME Cost Estimates

Minimum cost
$1093
Maximum cost
$9288
National Average
$3278
Avg Per Hour Rates
$328
$2186
$6010
Typical price range is based on 503 cost profiles
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Average Cost $3278
Minimum cost $1093
Maximum cost $9288
Avg Per Hour Rates $328

Typical range $2186 to $6010 is based on 503 cost profiles.

Why these companies made our list

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Wealth Management Advisors near Portland

Popular in Portland

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