Thomas Perkins - Raymond James

Steven English - Raymond James in Lewiston, ME, provides personalized financial planning services tailored to the unique goals and risk tolerances of their clients, including business owners, retirees, families, and healthcare professionals. With a commitment to applying proven expertise effectively, they guide clients through various financial strategies throughout their investment journey. As part of Raymond James, one of the largest independent financial services firms in the nation, they emphasize a pragmatic approach to wealth management, offering comprehensive services such as corporate retirement plan consulting and investment solutions. Their focus is on nurturing clients' financial aspirations and helping them make the most of investment opportunities. Generated from the website

Christopher Rogers - Raymond James is a financial services firm based in Portland, ME, specializing in investment management and wealth planning for individuals and businesses. With a focus on personalized strategies and long-term financial goals, the firm offers a range of services to help clients navigate the complexities of the financial market. Generated from their business information

UBS is a global financial services firm of Swiss origins, specializing in wealth management, asset management, and investment banking. With tailored advice and investment services, UBS is dedicated to helping distinguished clients and institutions navigate their financial journeys effectively. Committed to superior value creation for clients, shareholders, and employees, UBS emphasizes expertise in its advisory and execution capabilities. The firm also places a strong focus on sustainability, cybersecurity, and ongoing insights into market trends, safeguarding the interests of those it serves. Generated from the website