Best Financial Advisors in Portland, ME

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List of Firms

Portland, ME Fiduciary Financial Advisors

SEC File# 801-108988
CRD# 286211
5 out of 5
Location 1 Monument Sq #501, Portland, ME 04101, USA
Phone (207) 990-1901
Directions
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Portland Global Advisors LLC
SEC File# 801-54256
CRD# 109127
Location 217 Commercial St, Portland, ME 04101, USA
Phone (207) 773-2773
Directions
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Morgan Stanley Financial Advisors
4 out of 5
Location 100 Middle St 3rd Fl, Portland, ME 04101, USA
Phone (207) 771-0800
Directions
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Portland Integritas Advisors, LLC
Location 22 Free St #404, Portland, ME 04101, USA
Phone (207) 775-1177
Directions
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Benjamin Henchel - Branch Manager, Ameriprise Financial Services, LLC
Location Two Portland Square, Fore St Ste 700, Portland, ME 04101, USA
Phone (207) 228-2658
Directions
Financial Advisors in Portland, ME

Where Certified Financial Advisors in Portland, ME Serve

Portland, ME is a vibrant city located on the coast of Maine. It is home to numerous landmarks, including the Portland Head Light, which is one of the most photographed lighthouses in the country. The city is also known for its historic Old Port district, which features cobblestone streets, boutique shops, and delicious seafood restaurants. As for top employers, Portland is home to a diverse range of companies, including healthcare provider Maine Medical Center, financial services firm WEX, and outdoor retailer L.L. Bean. These companies provide a wide range of job opportunities for residents of the city. When it comes to major highways and streets, Portland is situated at the intersection of I-295 and I-95, making it easily accessible from other parts of the state and beyond. The city also features a number of major thoroughfares, including Congress Street, which is home to many of the city's cultural institutions and historic landmarks.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Portland, ME could benefit from a financial advisor in a number of ways. One specific aspect of Portland that could be addressed by a financial advisor is the city's high cost of living. With a higher than average cost of housing and utilities, residents may struggle to make ends meet or save for the future. A financial advisor could provide guidance on budgeting, investing, and saving strategies to help residents navigate these challenges. Additionally, Portland has a thriving small business community, and a financial advisor could assist entrepreneurs with financial planning, tax strategies, and other aspects of running a successful business. Overall, a financial advisor could be a valuable resource for Portland residents looking to improve their financial situations and achieve their goals.

Insurance Broker

Residents of Portland, ME can benefit greatly from the services of an insurance broker. With the city's unpredictable weather patterns, an insurance broker can help residents find the right coverage for their homes and vehicles. Additionally, with Portland's bustling food and beverage industry, business owners can turn to an insurance broker for liability coverage and protection against property damage. Furthermore, with the city's growing population and increasing demand for healthcare services, an insurance broker can assist residents in finding affordable health insurance plans that meet their specific needs. Overall, an insurance broker can provide valuable guidance and support to residents of Portland, ME, helping them navigate the complex world of insurance and ensuring they have the coverage they need to protect themselves and their assets.

Retirement Planning

Residents of Portland, ME could benefit from the guidance of a retirement planner in many ways. One of the most common ways would be in creating a personalized retirement plan that takes into account the unique financial challenges of living in the area. For example, with the cost of living in Portland being higher than the national average, a retirement planner could help residents identify ways to save more efficiently and invest wisely to ensure their financial security in retirement. Additionally, with Portland's aging population and the potential for rising healthcare costs, a retirement planner could help residents navigate the complexities of Medicare and other healthcare options to ensure they have adequate coverage in their retirement years. Overall, a retirement planner can provide invaluable support to residents of Portland, helping them to achieve their financial goals and enjoy a comfortable retirement.

Wealth Management

Residents of Portland, ME could benefit from the services of a wealth manager in a number of ways. For example, a wealth manager could help them create a comprehensive financial plan that takes into account their unique circumstances and goals. This could include setting up a retirement account, creating a budget, and investing in stocks or other assets. Additionally, a wealth manager could help residents of Portland navigate the local real estate market, which can be complex and competitive. With their expertise and guidance, residents could make informed decisions about buying or selling property in the area. Ultimately, working with a wealth manager can help residents of Portland, ME achieve greater financial stability and security, allowing them to focus on the things that matter most in their lives.

Mortgage Loan Officer

Residents of Portland, ME can benefit greatly from the expertise of a mortgage loan officer. These professionals can help residents navigate the complex process of securing a mortgage loan, which can be especially challenging in a city like Portland where the real estate market is highly competitive. A mortgage loan officer can offer guidance on the best types of loans for a particular situation, help with pre-approval and underwriting processes, and provide advice on how to improve credit scores and financial standing. Additionally, with Portland being a coastal city, a mortgage loan officer can also provide insights and assistance with loans for waterfront properties, which often require additional considerations and regulations. Overall, a mortgage loan officer can be an invaluable resource for residents of Portland looking to purchase a home or refinance their existing mortgage.

Tax Services

Residents of Portland, ME can benefit greatly from the expertise of a tax advisor. A tax advisor can assist with tax planning, preparing tax returns, and offering advice on tax-related issues. Specifically, Portland residents may need guidance on the unique tax laws and regulations of Maine, such as the state's property tax relief programs and income tax rates. A tax advisor can also help residents navigate the complexities of federal taxes, including deductions and credits that may be available to them. With the help of a tax advisor, Portland residents can ensure that they are in compliance with all tax laws and regulations while maximizing their tax benefits.

Estate Planning Lawyer

Residents of Portland, ME can benefit greatly from the expertise of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help is by assisting with the creation of a will. In a city like Portland, which has a high population of retirees, having a will in place can provide peace of mind and ensure that assets are distributed according to the individual's wishes. Additionally, an estate planning lawyer can help with the creation of trusts, which can be especially beneficial for those with complex financial situations or those who want to ensure that their assets are protected and passed down to future generations. Overall, working with an estate planning lawyer in Portland, ME can provide individuals with the knowledge and tools they need to protect their assets and provide for their loved ones.

Portland, ME Financial Resources

Portland, ME Chamber of Commerce

https://www.portlandregion.com/

Portland, ME City Hall

https://www.portlandmaine.gov/

Portland, ME Public Library

https://www.portlandlibrary.com/

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