Stone Coast Fund Services

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

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.

Downeast Financial Group is a financial services firm based in Lewiston, ME, offering a range of financial planning and investment management services to individuals and businesses. With a focus on personalized solutions and long-term financial goals, the team at Downeast Financial Group works closely with clients to help them navigate the complexities of the financial world. Generated from their business information