David Shulenburg - Ameriprise Financial Advisor

Ameriprise Financial Advisors in Kennebunk, ME, offers personalized financial advice to help clients achieve their financial goals. Their team comprises highly qualified professionals with a range of designations, including Accredited Asset Management Specialist and Certified Financial Planner, ensuring expertise in various aspects of financial planning. The advisors at Ameriprise are equipped with advanced knowledge in investment strategies, estate planning, and wealth management, catering to the diverse needs of individuals, retirees, and small business owners. Their commitment to ethical practices and continuous education reflects their dedication to providing comprehensive financial guidance. Generated from the website

Hoenig & Hoenig is a financial advisory firm located in Kennebunk, ME, offering a wide range of services to help individuals and businesses achieve their financial goals. Led by Diane E Hoenig, a highly qualified and experienced Certified Financial Planner, the team provides expert advice and guidance on asset management, estate planning, retirement planning, and more. With a strong focus on client needs and a commitment to ethical practices, Hoenig & Hoenig is dedicated to helping clients navigate the complexities of the financial world. With a team of professionals holding various certifications, including Accredited Asset Management Specialist, Accredited Domestic Partnership Advisor, and Chartered Financial Analyst, Hoenig & Hoenig is well-equipped to address the diverse needs of their clients. Their comprehensive knowledge and expertise in areas such as investment strategies, estate planning, and wealth management enable them to provide tailored solutions and personalized advice. Whether individuals are planning for retirement, managing their investments, or seeking guidance on philanthropic endeavors, Hoenig & Hoenig is committed to delivering exceptional financial advisory services.Generated from the website

Charter Oak Capital Management, located in Kennebunk, ME, is a fee-based fiduciary firm dedicated to helping clients achieve financial freedom through transparent advice and strategies. Since 1992, the firm has offered comprehensive services, including financial and retirement planning, portfolio management, estate planning, and retirement coaching, ensuring constant communication and collaboration with clients and their trusted professionals. The firm's fee structure is designed to be straightforward and inclusive, with no hidden charges or extra fees. Charter Oak requires a minimum of $350,000 in managed assets and a minimum annual fee, but may accept lower levels at its discretion, aligning its success with that of its clients. Generated from the website