Overview

I am a financial advisor with a focus on organizing, managing and protecting client's assets. To new clients, I act as a fee based, fiduciary. One of my specialties for my aging clients is asset preservation in the event the client or their spouse enters a long term care facility. I am currently partnered a local CPA and two central Maine credits unions which combined have 9 branches throughout Maine. I am actively looking to grow my business organically and through acquisition.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred

Loading...