Gallant's Insurance/Investments

Heritage Insurance & Investments in Farmington boasts a team of agents known for their strong ethics and extensive experience in the industry. They are dedicated to delivering exceptional service to their clients, offering competitive rates to meet their insurance and investment needs. With a focus on professionalism and customer satisfaction, Heritage Insurance & Investments strives to provide reliable guidance and support to help individuals and businesses make informed decisions. Clients can trust in the expertise of their agents to secure the best solutions for their financial future. Generated from their website's infomation

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.

Portland Global Advisors, LLC is a closely held wealth management firm based in Portland, Maine. We manage equity, fixed income and balanced portfolios for both individuals and institutions. We provide objective investment advice and custom investment planning for each of our clients. We are accessible, and strive to maintain on-going and effective communication with our clients. We believe that the better we understand our client's financial picture and goals, the better we are able to manage and grow their assets. Our firm is built on the premise that our interests are and always will be aligned with the interests of our clients. As a company we expect to deliver long-term value to our customers, this includes a fee structure that we consider fair and equitable.