Janney Montgomery Scott

First National Wealth Management, a division of First National Bank, has been providing wealth management and trust services for over 150 years. With a team of dedicated financial professionals, they offer trust, investment, and custodial services for over $620 million in assets, guiding clients through economic cycles with expertise and commitment. Committed to the communities they serve, First National Wealth Management values hard work and dedication, ensuring clients can depend on their financial strength, market longevity, and close association with First National Bank for reliable support in managing their investment portfolios.Generated from the website

UBS is a global financial services firm of Swiss origins, specializing in wealth management, asset management, and investment banking. With tailored advice and investment services, UBS is dedicated to helping distinguished clients and institutions navigate their financial journeys effectively. Committed to superior value creation for clients, shareholders, and employees, UBS emphasizes expertise in its advisory and execution capabilities. The firm also places a strong focus on sustainability, cybersecurity, and ongoing insights into market trends, safeguarding the interests of those it serves. Generated from the website

Welcome to Merrill Lynch in Portland, ME. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.