Melinda Davis - Cornerstone Wealth Planning

Cornerstone Wealth Planning is a financial planning and investment management firm based in Auburn, ME. They specialize in helping successful business owners and professionals achieve their retirement and legacy goals by providing tailored advice and practical steps to navigate different stages of life. With a focus on lifelong partnerships, Cornerstone Wealth Planning takes the time to understand each client's unique goals and offers personalized solutions. Their team, led by Mindy and Wes, is committed to empowering clients to make informed decisions for their financial future through attentive listening and comprehensive financial planning.Generated from the website

At Rise Private Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Auburn, ME area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

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 Auburn, ME area, Matt Simard 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.