Financial Planners Portland ME

Welcome to the HomeBusinessMag.com Local Pages. Here you can find local information about Financial Planners in Portland, ME. We have compiled a list of businesses and services around around Portland, including Financial Planners that should help you with your search. In order to better help you find what you are looking for, the rest of the information on this page has also been targeted to Financial Planning. We hope this page helps satisfy your local needs.

Susan Veligor
Cornerstone Financial Planning, LLC
(207) 772-8133
70 Center Street, 2nd Level
Portland, ME
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Estate & Generational Planning Issues, Hourly Financial Planning Services, Women's Financial Planning Issues, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, BA, CFP®

Jill Boynton
Cornerstone Financial Planning, LLC
(207) 772-8133
70 Center Street, 2nd Level
Portland, ME
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Divorce Planning, Hourly Financial Planning Services, Retirement Planning & Distribution Rules, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, BA, CDFA, CFP®

Thomas Rogers
Portland Financial Planning Group, LLC
(207) 771-8821
477 Congress Street, Suite 814
Portland, ME
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Planning Issues for Unmarried & Same-Sex Couples, Insurance Related Issues, including Annuities, Socially Responsible Investments
Certifications
NAPFA Registered Financial Advisor, BA, CFP®

Mr. I. Richard Ploss, CFP®
(207) 791-3074
One City Center
Portland, ME
Firm
Preti, Flaherty, Beliveau & Pachios, LLP
Areas of Specialization
Business Succession Planning, Charitable Giving, Estate Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable



Data Provided by:
Mr. Luke R. Reinhard, CFP®
(207) 771-5300
16 Casco St
Portland, ME
Firm
Ameriprise Financial Advisors,
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Small Business Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided by:
Jeffrey Bogue
Bogue Asset Management
207-699-1331 Ext. 6331
415 Congress Street
Portland, ME
Expertises
Retirement Planning & Distribution Rules, Ongoing Investment Management, Planning Issues for Business Owners, Planning Concerns for Corporate Executives, Advising Medical Professionals, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Karen Elise Kilbride
On Course Financial Group, LLC
(207) 775-1177
14 Pleasant Street
Portland, ME
Expertises
Retirement Planning & Distribution Rules, Ongoing Investment Management, Advising Employee Benefit Plan Participants, Women's Financial Planning Issues, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS

Michael Donahoe
On Course Financial Group, LLC
(207) 775-1177
14 Pleasant Street
Portland, ME
Expertises
Retirement Planning & Distribution Rules, Ongoing Investment Management, Estate & Generational Planning Issues, Helping Clients Identify & Achieve Goals, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Mr. Jay J. Evans, CFP®
(207) 791-5503
1 City Ctr
Portland, ME
Firm
UBS Financial Services Inc
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000



Data Provided by:
Mr. Peter E. Carmichael, CFP®
(207) 871-0320
1 Union St
Portland, ME
Firm
Maine Financial Advisors Inc

Data Provided by:
Data Provided by:
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