Poirier Associates

Offering benefits is an investment in not only your employees but also the overall achievement of your short and long-term goals. Yet, financial planning is viewed as complex and confusing and because of that, many business owners miss out on potentially rewarding financial opportunities. They take unnecessary risks and fail to adequately protect their assets. Success should be measured not just by your financial well-being, but by how confident you feel about your future.

Welcome to Merrill Lynch in Lewiston, 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.

Harpswell Capital Advisors, located in Yarmouth, Maine, specializes in providing Outsourced Chief Investment Officer (OCIO) services to a diverse range of clients, including endowments, foundations, educational institutions, and family offices. Their comprehensive approach encompasses advocacy, investment policy analysis, performance review, and community-focused initiatives, demonstrating a commitment to sustainable and values-based investing. The firm’s experienced leadership and advisory board guide clients through complex financial landscapes with tailored strategies that address unique needs and goals. By emphasizing enterprise risk assessments and ESG values, Harpswell Capital Advisors aims to help clients achieve their financial objectives while honoring their ethical commitments. Generated from the website