Life Success

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Portland, ME area, Suzanne Parks will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Spinnaker Trust, based in Portland, ME, specializes in wealth management and trustee services, focusing on personalized and objective advice to help clients achieve their financial aspirations while safeguarding their legacies for future generations. With a team of 40 talented professionals managing $3 billion in assets for 500 clients, Spinnaker Trust is committed to understanding each client's unique financial landscape. Recognized as one of the 2024 Best Places to Work in Maine, the firm values employee experience and workplace culture, aiming to provide clients with compassionate and insightful financial support. Their comprehensive services include financial planning, investment solutions, and real estate consulting, all designed to optimize assets and fulfill fiduciary obligations. 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.