VIS Wealth Partners

Legacy Point Financial Group provides comprehensive financial guidance tailored to your unique aspirations. Our dedicated team of advisors is committed to serving your best interests as we navigate the complexities of financial planning, investment strategies, and retirement preparation together. We’re here to be your partner, helping to ensure your financial future is both secure and prosperous.

Are you looking for a firm large enough to offer a full array of accounting, taxation, and consulting services, but small enough to know you on a personal level Then look no further. started 30 years ago, each CPA, offering topnotch credentials and experience...

Portland Global Advisors, LLC is a closely held wealth management firm based in Portland, Maine. We manage equity, fixed income and balanced portfolios for both individuals and institutions. We provide objective investment advice and custom investment planning for each of our clients. We are accessible, and strive to maintain on-going and effective communication with our clients. We believe that the better we understand our client's financial picture and goals, the better we are able to manage and grow their assets. Our firm is built on the premise that our interests are and always will be aligned with the interests of our clients. As a company we expect to deliver long-term value to our customers, this includes a fee structure that we consider fair and equitable.