Schulman, Daniel Agt

HeadInvest is an independent registered investment advisory firm based in Portland, Maine, with over 30 years of experience in helping individuals, families, and institutions build, manage, and preserve their financial resources. Their team of highly qualified professionals, each with more than 20 years of industry experience, offers comprehensive wealth management solutions tailored to their clients' specific plans and goals. As a fiduciary advisor, HeadInvest prioritizes their clients' best interests, providing personalized service and innovative solutions across their entire financial life. They continually reassess and adjust financial plans to meet ever-changing needs, ensuring clients can focus on reaping the rewards that financial security affords.Generated from the website

Willis of Northern New England is a reputable company based in Portland, ME, specializing in providing a range of insurance services to individuals and businesses in the region. With a focus on personalized solutions and exceptional customer service, Willis of Northern New England aims to help clients navigate the complexities of insurance coverage with ease and peace of mind. Generated from their business information