Retirement Planning in Falmouth, ME

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Top Retirement Planners in Falmouth, ME

Edward Jones - Financial Advisor: Seth Cheikin, AAMS™
SEC File# 801-3297
CRD# 250
Location 251 US-1, Falmouth, ME 04105, USA
Phone (207) 781-5057
Directions
Cap Trust Financial Advisors
Location Falmouth, ME 04105, USA
Phone (207) 781-3205
Directions
Fore River Financial
Location 22 Free St #201, Portland, ME 04101, USA
Phone (207) 899-0531
Directions
SEC File# 801-118146
CRD# 164542
5 out of 5
Location 19 Northbrook Dr, Falmouth, ME 04105, USA
Phone (207) 781-3500
Directions
White Pine Wealth Management
SEC File# 801-69625
CRD# 145323
Location 5 Fundy Rd Suite 2D, Falmouth, ME 04105, USA
Phone (207) 781-5800
Directions
SEC File# 801-73184
CRD# 161000
Location 136 Commercial St Suite #301, Portland, ME 04101, USA
Phone (207) 358-3099
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Seacoast Financial Planning - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 15 Sky View Dr Ste 102, Cumberland Foreside, ME 04110, USA
Phone (207) 363-1830
Directions
Old Port Advisors
SEC File# 801-60130
CRD# 108228
5 out of 5
Location 130 Middle St, Portland, ME 04101, USA
Phone (207) 774-6552
Directions
Reed Laurie
Location 366 US-1 # 2, Falmouth, ME 04105, USA
Phone (207) 773-5390
Directions
Simmons Investment Advisors
4 out of 5
Location 2 Monument Sq, Portland, ME 04101, USA
Phone (207) 228-7950
Directions
Retirement Planning in Falmouth, ME

About Falmouth, ME for Those Planning to Retire

Nestled in the heart of Cumberland County, Falmouth, ME is a charming coastal town brimming with history, culture, and natural beauty. From its picturesque lighthouses and scenic parks to its bustling downtown district and thriving business community, this vibrant community has something for everyone. Some of the most notable landmarks in Falmouth include the Portland Head Light, a historic lighthouse that has been guiding ships into Portland Harbor since 1791, and the Falmouth Town Landing, a popular spot for boating, fishing, and picnicking. Other must-see attractions include the Maine Audubon Society, the Falmouth Community Park, and the Falmouth Country Club. When it comes to employment, Falmouth is home to a diverse array of top employers, including healthcare providers, technology firms, and manufacturing companies. Some of the largest employers in the area include Maine Medical Center, IDEXX Laboratories, and L.L. Bean.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Falmouth, ME could greatly benefit from the services provided by a bank. For instance, a bank could offer financial assistance to individuals looking to purchase homes in the area. Falmouth, ME is known for its beautiful coastal scenery and affluent community, making it an attractive location for potential homeowners. Additionally, a bank could provide loans to small businesses in the area, helping to boost the local economy. Falmouth, ME is home to several small businesses, including local restaurants and boutiques, that could benefit from financial support. Furthermore, a bank could offer investment opportunities to residents looking to grow their wealth. With the town's proximity to Portland and its growing population, there are many opportunities for individuals to invest in the area's real estate and other industries. Overall, a bank could provide a range of services to residents of Falmouth, ME, helping them to achieve their financial goals and contribute to the town's continued growth and prosperity.

Insurance Broker

Residents of Falmouth, ME can greatly benefit from the services of an insurance broker. These professionals can assist individuals in finding the best insurance policies that suit their unique needs. For example, Falmouth is known for its affluent population and high property values. An insurance broker can help residents protect their valuable assets with comprehensive homeowners insurance policies that cover everything from natural disasters to theft. Additionally, Falmouth has a large number of small businesses, and an insurance broker can help these entrepreneurs navigate the complex world of commercial insurance. With their burstiness and complexity, insurance brokers can help Falmouth residents find the right insurance policies to protect their assets and livelihoods.

Wealth Management

Residents of Falmouth, ME could benefit greatly from the services of a wealth manager. With a population of just over 12,000, Falmouth is a small town that is home to many wealthy families. A wealth manager could assist these individuals in a variety of ways, such as creating a comprehensive financial plan that takes into account their unique goals and circumstances. Additionally, a wealth manager could help residents of Falmouth navigate the complex tax laws that apply to high net worth individuals, ensuring that they are able to minimize their tax liability while maximizing their wealth. Furthermore, a wealth manager could provide guidance on estate planning, helping residents of Falmouth to ensure that their assets are distributed according to their wishes after they pass away. Overall, the services of a wealth manager could be invaluable to residents of Falmouth who are looking to grow and protect their wealth for themselves and their families.

Financial Advisor

Residents of Falmouth, ME could benefit from the expertise of a financial advisor in various ways. For instance, a financial advisor could help them navigate the complexities of investing in the local real estate market, which has been experiencing a surge in demand in recent years, driven by the town's proximity to Portland and its reputation as a desirable place to live. Additionally, a financial advisor could assist residents in managing their retirement savings, given that Falmouth has a high median age and a significant portion of its population is nearing retirement age. Furthermore, a financial advisor could provide guidance on tax planning, given that Maine has some of the highest state income tax rates in the country, which can significantly impact residents' financial well-being. Overall, a financial advisor could help residents of Falmouth, ME achieve their financial goals and navigate the unique challenges and opportunities presented by the local economy and tax landscape.

Mortgage Loan Officer

Residents of Falmouth, ME could greatly benefit from the services of a mortgage loan officer. With the town's population steadily increasing, the demand for affordable housing is on the rise. A mortgage loan officer can assist residents in finding the best mortgage options for their specific financial situation, whether it be a first-time homebuyer or a current homeowner looking to refinance. Additionally, with Falmouth's close proximity to Portland, a mortgage loan officer can help residents take advantage of the booming real estate market in the area. With complex regulations and a constantly changing market, a mortgage loan officer can provide invaluable guidance and expertise to ensure that residents of Falmouth are able to secure the most favorable mortgage terms possible.

Tax Services

Residents of Falmouth, ME can benefit from the services of a tax advisor in various ways. Firstly, a tax advisor can help residents navigate the complex tax laws of the state of Maine, which can be especially challenging for those who are self-employed or own small businesses. Additionally, a tax advisor can assist residents in identifying tax deductions and credits that they may not be aware of, potentially saving them thousands of dollars. For example, residents of Falmouth who own homes may be eligible for the Maine Homestead Exemption, which can significantly reduce their property tax bill. A tax advisor can also provide guidance on estate planning and help residents minimize their tax liabilities when transferring assets to their heirs. Overall, the expertise of a tax advisor can be invaluable to residents of Falmouth, ME, helping them navigate the complexities of the tax code and maximize their financial well-being.

Estate Planning Lawyer

Residents of Falmouth, ME can benefit from the expertise of an estate planning lawyer in several ways. For instance, an estate planning lawyer can assist in creating a will or trust that outlines the distribution of assets after death. This is particularly important in Falmouth, ME, where the median home value is $462,000, which is significantly higher than the national average. Additionally, an estate planning lawyer can help residents minimize estate taxes and protect their assets from potential creditors. They can also provide guidance on healthcare directives, power of attorney, and guardianship, ensuring that residents' wishes are respected in the event of incapacitation. Overall, an estate planning lawyer can offer invaluable assistance to Falmouth, ME residents in protecting their assets and ensuring their legacy is preserved.

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