Casco Bay Wealth Advisors

Fidelity Investments, based in Portland, ME, offers a comprehensive range of financial services aimed at helping individuals navigate their investing and retirement planning needs. With a focus on customer-centric solutions, the company provides tools for managing investments, from brokerage accounts to specialized retirement accounts like Roth IRAs and rollover IRAs. Recognized as a top choice for beginning investors, Fidelity emphasizes affordability with no fees or minimums to open retail brokerage accounts. Their dedicated team of professionals is available to support clients in various financial matters, from everyday cash management to wealth growth through customized advisory services. Generated from the website

Penobscot Financial Advisors is a fee-only financial planning firm based in Portland, ME. Their team of CERTIFIED FINANCIAL PLANNER professionals and Chartered Financial Analysts are dedicated to providing personalized and transparent financial planning and investment services to help clients achieve a secure and stress-free future. With a commitment to client service and a team approach, Penobscot Financial Advisors offers knowledgeable guidance and excellent communication to ensure that clients receive the best possible financial advice and support. Their tailored recommendations and advice have already proven to save clients money, making their services outstanding and highly recommended by satisfied customers.Generated from the website

McCarthy Financial Planning is a reputable financial services firm based in York, ME, specializing in personalized financial planning and investment management for individuals and families. With a focus on long-term financial security and wealth management, McCarthy Financial Planning offers tailored strategies to help clients achieve their financial goals and objectives. Generated from their business information