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

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”
In Business Since 2023
254 Commercial St Suite 245, Portland, ME
i
IIS Financial Services - Financial Advisors

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.”
In Business Since 2009
707 Sable Oaks Dr #203, South Portland, ME 04106
i
Martin Associates

Martin Associates

(2)
“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
i
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+
37 A St, South Portland, ME 04106
i
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 2003
511 Congress St #804, Portland, ME
i
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 2014
130 Middle St, Portland, ME
i
Berrydunn Portland

Berrydunn Portland

(1)
“Had lunch with Louis Krupp and it was excellent!”
Remote Consultations Available
Licensed, BBB Rating: A+
In Business Since 1978
2211 Congress St, Portland, ME
i
R. M. Davis

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...”
Licensed, BBB Rating: A+
In Business Since 1982
24 City Center, Portland, ME
i
United Obligations

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.”
Family Business
In Business Since 2004
179 Sheridan St, Portland, ME
i
Wealthsmith Financial Planning

Wealthsmith Financial Planning

(3)
“Gary, is an outstanding financial planner .”
Free Initial Consultation
In Business Since 2016
75 Pearl St # 204, Portland, ME
i
Opus Consulting

Opus Consulting

(1)
Turnaround & Restructuring, General Business Advisory, Interim Management
“Great company and great people”
In Business Since 2009
770 Congress St, Portland, ME
i
Fore River Financial

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...”
Licensed, BBB Rating: A+
In Business Since 2013
22 Free St # 202, Portland, ME
i
Spinnaker Trust

Spinnaker Trust

(1)
“Starting my business, investing just enough with cash on hand, etc.”
In Business Since 2000
123 Free St, Portland, ME
i
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
i
H M Payson & Co

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.”
Accepts Cash
In Business Since 2016
One Portland Square, 5th FL, Portland, ME
i
Waypoint Financial

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...”
In Business Since 2021
15 Monument Sq 2nd Floor, Portland, ME
i
Richard Brothers Financial Advisors

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.”...”
Licensed, BBB Rating: A+
In Business Since 2004
50 Donald B Dean Dr #1, South Portland, ME 04106
i
New Vision Custom Solutions

New Vision Custom Solutions

(1)
Financial Planning & Solutions, Operations Strategy & Coaching, Marketing & Creative
“The best place ever😀 …”
In Business Since 2008
45 Portland Rd, Kennebunk, ME 04043
i
Jones & Matthews PA

Jones & Matthews PA

(2)
“I switched from another tax preparer in the same town and the difference is night and day.”
In Business Since 2013
472 Portland Rd, Bridgton, ME 04009
i
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
i
August Wealth Management

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.”
In Business Since 2010
66 Pearl St #310, Portland, ME
i
Northeast Planning Associates

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...”
Remote Consultations Available
In Business Since 2004
426 Forest Ave, Portland, ME
i
Three Sixty One Payments Group

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...”
In Business Since 2006
63 Federal St, Portland, ME
i
Wintergreen Financial Group

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...”
In Business Since 2023
14 Sewall St, Portland, ME
i

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
Click to copy
Successfully copied!
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

Is this page useful? Yes
No
Is there anything wrong with this page?
Back To Top