Wealth Planning for individuals & corporates with a large focus on 401k plans.
As independent professional advisors, we can offer you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, your attitudes, preferences and goals. It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life. Our approach to investing is straightforward: we focus on becoming your partner in building the future you de...
Current Hours
- Sun CLOSED
- Mon 8:30 AM - 4:30 PM
- Tue 8:30 AM - 4:30 PM
- Wed 8:30 AM - 4:30 PM
- Thu 8:30 AM - 4:30 PM
- Fri 8:30 AM - 12:00 PM
- Sat CLOSED
-
Sun CLOSED
- Location TypeBranch
- Opening Date2007
- Annual Revenue Estimateunknown
- SIC Code show
- Employees5 to 9
- Contactsshow
- Financial Advisor Kevin Sullivan
- Phone (207) 660-6637
- Email [email protected]
- Fax (207) 660-6640
- Financial Advisor David Smith
- Phone 207-660-6637
- Email [email protected]
- Fax 207-660-6640
- Office Manager Valerie Sullivan
- Phone 207-660-6637
- Email [email protected]
- Fax 207-660-6640
- Administrative Assistant Maryanne Fotter
- Phone 207-660-6637
- Email [email protected]
- Fax 207-660-6640
- Administrative Assistant Jeanne MacFarland
- Phone 207-660-6637
- Email [email protected]
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