Richard Brothers Financial Advisors

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

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 Rochester, NH area, Tammy Lavertue 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.

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 Augusta, ME area, Carol Tondreau 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.