Caliber Home Loans

WealthSmith Financial Planning, located in Portland, ME, provides investment and financial advisory services tailored to both individuals and business owners. Their approach emphasizes comprehensive financial planning, covering aspects such as retirement income, estate planning, tax management, and risk management to help clients achieve their long-term financial goals. With a commitment to trust and integrity, WealthSmith builds enduring relationships with clients that often span generations, utilizing a wide array of financial resources and solutions. Their focus on thorough analysis and independent advice ensures that each financial strategy aligns with the specific needs and circumstances of their clients. Generated from the website

Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your advisor or call your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.