Daniel Quinlan, AGT - Lincoln Financial Group

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

The Jordie Lee Company is a reputable business and commercial real estate brokerage firm based in Portland, ME. With a team of experienced brokers, they provide personalized services to buyers and sellers throughout Maine and New Hampshire, guiding them towards successful transactions. Led by President Michael Hall, who has over 35 years of industry experience, The Jordie Lee Company offers practical advice and expertise to clients looking to sell or buy businesses in Maine. Their team also includes Peter Dunn, a CPA with a background in financial planning, and Philip Marshall, a specialist in marketing retail businesses and finding suitable properties. With their comprehensive knowledge and local expertise, The Jordie Lee Company is dedicated to helping clients achieve their business and real estate goals.Generated from the website