Edward Jones - Financial Advisor: Zachary Herrick

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Allen Agency deals in the insurance and finance sectors under the name of Allen Financial Group and Allen Insurance Agency. Allen FG provides services such as municipal bonds, variable annuities, employee benefit programs, elder issues, profit sharing plans, retirement education, fund and insurance planning and fee-based asset management. Allen Insurance Agency provides business insurance to all types of businesses. The agency has business insurance specialists for making insurance programs. It is one of the largest marine agencies in Maine. Allen Insurance agency specializes in personal insurance products, such as homeowners, condominium, tenant homeowners, automobiles, yachts, boats, umbrellas, valuable property, snowmobiles, motorcycles and flood insurance. It also offers package polices and payroll deduction programs. Allen Insurance has carriers including Acadia, AIG, Chubb, Hanover, Middlesex Mutual, Vermont Mutual and Medical Mutual Insurance Company. It has offices in Camden, Rockland and Thomaston, Maine.