Seacoast Financial Planning - Ameriprise Financial

Closed
Call
Website

Photos

62 Portland Rd Ste 7
Kennebunk, ME 04043
+1 (207) 985-8300
http://www.seacoastfinancialplanning.com

History

We work with individuals, families and business owners to help the plan for and reach their financial goal and objectives. We take a comprehensive approach to financial planning looking at tax planning, estate planning, investment planning, retirement planning and more.

Specialties

Retirement Planning Strategies Investment Management Tax Planning Strategies Wealth Preservation Strategies Retirement Plan Distribution Investments Family Finances Saving for Education Estate Planning Strategies Employee Stock Options Charitable Giving Women's Financial Strategies Small Business Sustainable and Responsible Investing Retirement Income Strategies Social Security Retirement Benefits Intergenerational Planning Insurance Cash Flow Management Strategies Executive Compensation and Benefit Strategies Business Retirement Plans Financial Strategies for LGBTQ Couples and Families Domestic Partner Planning

Also at this address

Own this business?
See a problem?

You might also like

Karrie Shaw - Ameriprise Financial Services
Business services, nec, nec

Karrie Shaw - Ameriprise Financial Services

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 Kennebunk, ME area, Karrie Shaw 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.
Financial consultant, Business services, nec, nec, Services, nec, nec

Ameriprise Financial Advisors

At Seacoast Financial Planning, 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 Kennebunk, 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.
Karrie Shaw-Financial Advisor, Ameriprise Financial Services, LLC

Karrie Shaw-Financial Advisor, Ameriprise Financial Services, LLC

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 Kennebunk, ME area, Karrie Shaw 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.
United States›Maine›Kennebunk›Seacoast Financial Planning - Ameriprise Financial