Winslow Insurance Services

At Burd & Dalessandro Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC, 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 Waterville, 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.

Golden Pond Wealth Management is a family-owned and operated financial services firm serving clients in Maine and beyond for over 25 years. We offer a comprehensive range of financial planning, investment management, and tax and estate planning services. Our experienced team of professionals is dedicated to helping our clients achieve their financial goals. We take the time to understand your individual needs and objectives, and then develop a personalized plan to help you reach them. We are committed to providing our clients with the highest level of service. We are always available to answer your questions and provide you with the information you need to make informed decisions about your finances.

A Comprehensive Approach to Financial Preservation & Growth Located in Waterville, Maine near the banks of the Kennebec River, Choice Investments provides wealth management advisory services, retirement income planning, trust and nonprofit endowment management and alternative investments to famil...