Spinnaker Trust

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

Fidelity Investments, based in Portland, ME, offers a comprehensive range of financial services aimed at helping individuals navigate their investing and retirement planning needs. With a focus on customer-centric solutions, the company provides tools for managing investments, from brokerage accounts to specialized retirement accounts like Roth IRAs and rollover IRAs. Recognized as a top choice for beginning investors, Fidelity emphasizes affordability with no fees or minimums to open retail brokerage accounts. Their dedicated team of professionals is available to support clients in various financial matters, from everyday cash management to wealth growth through customized advisory services. Generated from the website

Portland Global Advisors LLC is a financial advisory firm based in Portland, ME, specializing in providing personalized investment strategies and wealth management services to individuals and businesses. With a focus on long-term financial planning and risk management, Portland Global Advisors LLC aims to help clients navigate the complexities of the financial markets and achieve their unique financial goals. Generated from their business information