H M Payson & Co Inc

Great Diamond Partners LLC is an independent, locally owned wealth management firm based in Portland, Maine. The firm focuses on delivering comprehensive financial planning, investment strategies, and client-centered service while fostering a culture of betterment and well-being for their clients and community. With a team of dedicated professionals, including founding partners and financial advisors, Great Diamond Partners aims to help clients achieve more than just wealth, emphasizing personal growth and guidance. Their deep community roots allow them to provide a personal touch that sets them apart from larger corporate firms. Generated from the website

We begin by listening to you, learning about your life and working with you to understand your priorities. Your U.S. Trust® advisor and your team of specialists then build a wealth plan specifically for you — aligning with your personal values and family goals. Together, we develop personalized solutions that address the dimensions of your worth today and the legacy you’re building for future generations

Since 1994, Old Port Advisors has been helping individuals and families protect and grow their wealth. Our focus is on your goals and following strategic investment principles to drive results. As a Registered Investment Advisor, we are bound by the fiduciary duty to act in our client’s best inte...