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Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future!

Trusting someone to manage your finances is an audacious step to take! Finding the right financial advisor in Maine involves going through a number of financial expert profiles and a large number of options can leave you confused!

How To Find Best Financial Advisors & Planners in Maine?

We at financialadvisor.net can help you solve your dilemma by narrowing down the top registered financial advisors in Maine to provide you with the best advisors near you.

We understand your various financial needs, & so do our financial advisors! Find, Locate & Compare the best Maine financial advisors tailored as per your financial requirements. Check advisor’s qualifications, certifications & experience before you connect.

List of Qualified Financial Advisors in Maine

List of Additional Financial Advisors in Maine*

* Additional advisor listing is provided in partnership with Yext

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IIS Financial Services

707 Sable Oaks Drive
Suite 203

South Portland, ME 04106
207-761-4733

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Michael A. Boyson - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-771-0804

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Timothy Hiscock - UBS Financial Services Inc.

1 City Center
7th Floor

Portland, ME 04101
207-791-5551

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BGA Retirement Advisors

103 Park St

Lewiston, ME 04240
207-689-3400

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Alan P Hess - Ameriprise Financial Services, Inc.

12 Stillwater Ave
Ste 4

Bangor, ME 04401
207-942-4776

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James M Olson - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-871-7319

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Morgan Stanley Financial Advisors

100 Middle St 3rd
Fl

Portland, ME 04101
207-771-0800

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Sean Steady - UBS Financial Services Inc.

1 City Center
7th Floor

Portland, ME 04101
207-791-5508

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Bryan Van Dussen - Ameriprise Financial Services, LLC

200 US Route 1
Ste 110

Scarborough, ME 04074
207-883-4200

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The Blakeman/Mavor Group - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-771-0800

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Flagship Financial Partners - UBS Financial Services Inc.

1 City Center
7th Floor

Portland, ME 04101
207-791-5514

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Mitchell Rosengarten - UBS Financial Services Inc.

1 City Center
7th Floor

Portland, ME 04101
207-791-5521

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Edward Jones - Financial Advisor: Pete Neelon, CFP®|AAMS¿

778 Roosevelt Trail

Windham, ME 04062
207-893-2255

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Bayside Wealth Management - UBS Financial Services Inc.

1 City Center
7th Floor

Portland, ME 04101
207-791-5587

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J Scott Hersey - Ameriprise Financial Services, LLC

45 Forest Falls Dr
Ste B1

Yarmouth, ME 04096
207-846-1175

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Bridge Financial Advisors - UBS Financial Services Inc.

1 City Center
7th Floor

Portland, ME 04101
207-262-7551

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Damien Saccani - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-771-0851

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Benjamin Henchel - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
207-228-2658

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Joey Fenderson, Bankers Life Securities Financial Representative

442 Civic Center Dr
Ste 450

Augusta, ME 04330
207-621-0548

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Edward Jones - Financial Advisor: Glenn T Carlson Jr

132 Church Street

Belfast, ME 04915
207-338-1090

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Edward Jones - Financial Advisor: Marta Haydym

5 Shapleigh Road
Suite 107

Kittery, ME 03904
207-439-9164

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Dave Spellman

20 Independence Drive
Suite 1A

Freeport, ME 04032
207-869-5723

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Iain C. Eldredge, CFP® - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-771-0824

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Mark Leighton - Morgan Stanley

100 Middle St 3rd
Fl

Portland, ME 04101
207-871-7329

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Choice Investments

325-D Kennedy Memorial Dr.

Waterville, ME 04901
207-873-0996

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William P. Smith - Morgan Stanley

100 Middle St 3rd
Fl

Portland, ME 04101
207-871-7324

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Jared O'Roak - Morgan Stanley

23 Water Street

Bangor, ME 04401
207-561-2006

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Michael Wark - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
207-228-2710

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Robert Emple - Morgan Stanley

100 Middle St 3rd
Fl

Portland, ME 04101
207-771-0809

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Evergreen Plans

324 Harlow Street
Suite B

Bangor, ME 04401
207-573-1402

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Donald C Hagstrom - Ameriprise Financial Services, LLC

105 Main St
Ste 1

Bangor, ME 04401
207-942-2367

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O' Hare Financial

18 Ocean Street

South Portland, ME 04106
207-200-1500

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Derek Nisbet - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
207-228-2657

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Zachary Burd - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
207-228-2705

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Rockland Financial Group - UBS Financial Services Inc.

30 School Street

Rockland, ME 04841
207-449-3404

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Richard J. Rosu-Myles - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-771-0845

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Christopher Gagnon - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
207-228-2660

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Edward Jones - Financial Advisor: Taylor Dimick

5 Shapleigh Road
Suite 107

Kittery, ME 03904
207-439-9164

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Edward Jones - Financial Advisor: Susan Heckaman, AAMS¿

469 U S Route One

York, ME 03909
207-363-1640

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Shawn Denecker - Ameriprise Financial Services, LLC

10 Plaza Dr
Ste 105

Scarborough, ME 04074
207-289-1003

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Jason MacDonald - Ameriprise Financial Services, LLC

168 Capitol St
Ste 2

Augusta, ME 04330
207-213-6007

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David R Gardner - Ameriprise Financial Services, LLC

45 Forest Falls Dr
Ste B1

Yarmouth, ME 04096
207-846-1175

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Dustin Roeder - UBS Financial Services Inc.

One Merchants Plaza
Third Floor

Bangor, ME 04401
207-262-7511

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Hoenig & Hoenig - Ameriprise Financial Services, LLC

5 Bradeen St
Ste 100

Springvale, ME 04083
207-324-4560

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Everspring Wealth - Ameriprise Financial Services, LLC

200 US Route 1
Ste 110

Scarborough, ME 04074
207-883-4200

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Penobscot Financial Advisors - Bangor, Maine

74 Hammond Street

Bangor, ME 04401
207-990-1901

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Adelphi Group - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
207-772-1894

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ClearPoint Capital - Ameriprise Financial Services, LLC

23 Water St
Ste 405

Bangor, ME 04401
207-307-7718

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Fischer Financial Services

315 Main Street

Waterville, ME 04901
207-873-7654

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Matthew Brown - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
207-228-2673

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Michael Neff

350 Fore Street

Portland, ME 04101
207-828-3010

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Edward Jones - Financial Advisor: Lori Lommler

88 Hammond St 404

Bangor, ME 04401
207-262-2164

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Bob Daggett - Ameriprise Financial Services, LLC

15 Sky View Dr
Ste 102

Cumberland Foreside, ME 04110
207-805-1111

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Casco Bay Group - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-771-0859

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Penobscot Financial Advisors - Portland, Maine

1 Monument Square
Suite 501

Portland, ME 04101
207-990-1901

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Joe Jabar, CFP®

315 Main Street

Waterville, ME 04901
207-873-7654

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Braden A Lafauce - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
207-228-2666

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Carol Tondreau - Ameriprise Financial Services, LLC

60 S Chestnut St

Augusta, ME 04330
207-213-6138

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Andrew Hess - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
207-228-2661

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Patrick Lawler - Ameriprise Financial Services, LLC

10 Plaza Dr
Ste 105

Scarborough, ME 04074
207-289-1004

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Edward Jones - Financial Advisor: Jessica Szafranski

12 Elm St
Suite 1

Gorham, ME 04038
207-222-0654

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Kathy Reiman - Morgan Stanley

100 Middle St 3rd
Fl

Portland, ME 04101
207-771-0895

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Sundance Campbell - Morgan Stanley

23 Water Street

Bangor, ME 04401
207-561-2032

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Bill Arnold - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
207-228-2668

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Jay Deane - Ameriprise Financial Services, LLC

105 Main St
Ste 1

Bangor, ME 04401
207-990-4437

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Aram Alex Khavari - Morgan Stanley

23 Water Street

Bangor, ME 04401
207-561-2017

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Morgan Stanley Financial Advisors

23 Water Street

Bangor, ME 04401
207-561-2000

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Edward Jones - Financial Advisor: Tom Carr, CFP®

149 Maine St
Suite 9

Brunswick, ME 04011
207-721-9109

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Robert Harmatys, Bankers Life Securities Financial Representative

442 Civic Center Dr
Ste 450

Augusta, ME 04330
207-621-0548

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First Command Financial Advisor - Kevin Shilling

306 US-1N
Suite D3

Scarborough, ME 04074
207-729-4410

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Monument Square Financial Advisors - UBS Financial Services Inc.

1 City Center
7th Floor

Portland, ME 04101
207-791-5101

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Dan Tucker - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
207-772-1894

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Paul Spizzuoco, CFP - UBS Financial Services Inc.

30 School Street

Rockland, ME 04841
207-593-3403

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William Engelberger - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-771-0808

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Martin J Joyce - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
207-228-2707

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James Edward Vicenzi, CFP - UBS Financial Services Inc.

1 City Center
7th Floor

Portland, ME 04101
207-791-5552

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Jeffrey F. O'Sullivan - Morgan Stanley

23 Water Street

Bangor, ME 04401
207-561-2002

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James E Lamb - Ameriprise Financial Services, LLC

200 US Route 1
Ste 111

Scarborough, ME 04074
207-289-1280

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Gail Frongillo - Morgan Stanley

100 Middle St 3rd
Fl

Portland, ME 04101
207-771-0847

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Eric W Fullilove - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
207-228-2654

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The Doolan/Eldredge Group - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-771-0800

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Glenn A Parkinson - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-871-7307

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George E Gooley - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
207-228-2646

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Catherine Cleale - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-771-0827

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Stonecoast Financial Group - UBS Financial Services Inc.

1 City Center
7th Floor

Portland, ME 04101
207-791-5544

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Brian P Mavor - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-771-0826

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Edward Jones - Financial Advisor: Justin K Conant

411 Center St
Suite #2

Auburn, ME 04210
207-241-7743

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Carol Poulin - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
207-228-2708

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Christopher Robinson - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
207-228-2648

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Karrie Shaw - Ameriprise Financial Services, LLC

62 Portland Rd
Ste 8

Kennebunk, ME 04043
207-985-6543

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Peter Metcalf - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-771-0818

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Steven Marsanskis - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-871-7326

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Douglas M Becker - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
207-228-2674

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Janet Cobb - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
207-228-2659

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Old Port Advisors

130 Middle Street
2nd Floor

Portland, ME 04101
207-774-6552

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James L Gribbel - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-771-0817

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The Prichard Weston Group - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-771-0858

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Kris Rosado - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-771-0843

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Jason Dalessandro - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
207-228-2650

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John Lescure III

350 Fore Street

Portland, ME 04101
207-828-3104

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Russell Barnard - Morgan Stanley

100 Middle St 3rd
Fl

Portland, ME 04101
615-665-4723

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Edward Jones - Financial Advisor: Jeff Guenther

101 Centre St
Suite A

Bath, ME 04530
207-389-6124

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Summit Wealth Advisory Group - UBS Financial Services Inc.

1 City Center
7th Floor

Portland, ME 04101
207-791-5527

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Michael O'Keefe - Ameriprise Financial Services, LLC

775 US Route 1
Ste 2

York, ME 03909
207-363-1830

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Erick Eaton - Ameriprise Financial Services, LLC

45 Forest Falls Dr
Ste B1

Yarmouth, ME 04096
207-846-1175

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Edward Jones - Financial Advisor: Chris Arnett

175 Exchange Street

Bangor, ME 04401
207-262-7274

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Jonathan Steinman - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
207-228-2704

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Leigh Daggett - Ameriprise Financial Services, Inc.

10 Forest Falls Dr
Stop 9B

Yarmouth, ME 04096
207-846-3399

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Stephen Roop - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-771-0882

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Troy Malbon, AAMS - UBS Financial Services Inc.

1 City Center
7th Floor

Portland, ME 04101
207-791-5511

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Portland, ME Branch Office - UBS Financial Services Inc.

1 City Center
7th Floor

Portland, ME 04101
800-283-1008

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Peter Thomas Buzzini, CEPA - UBS Financial Services Inc.

One Merchants Plaza
3rd Floor

Bangor, ME 04401
207-262-7552

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Roger A Auger - Ameriprise Financial Services, LLC

200 US Route 1
Ste 110

Scarborough, ME 04074
207-883-4200

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Edward Jones - Financial Advisor: Doug Curtis Jr

315 Main St
Suite 201

Rockland, ME 04841
207-594-9323

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Edward Jones - Financial Advisor: Rachael E Siegfriedt

20 Edwards Ave
Suite 4

Biddeford, ME 04005
207-282-7575

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Tammy L.M. Weston - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-771-0858

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David Chambers - Ameriprise Financial Services, LLC

10 Plaza Dr
Ste 105

Scarborough, ME 04074
207-899-4091

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Diane E Hoenig - Ameriprise Financial Services, LLC

5 Bradeen St
Ste 100

Springvale, ME 04083
207-324-4560

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Edward Jones - Financial Advisor: Sasha Fitzpatrick

87 Kennedy Memorial Dr

Waterville, ME 04901
207-830-4007

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David Ferland - Ameriprise Financial Services, LLC

28 Long Sands Rd
Ste 1

York, ME 03909
207-363-0626

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Edward Jones - Financial Advisor: Jessica L Putnam

8 Depot Street
Suite 2

Bridgton, ME 04009
207-647-5913

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Sarah Dunckel - Ameriprise Financial Services, LLC

168 Capitol St
Ste 2

Augusta, ME 04330
207-213-6007

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Lance R Hoenig - Ameriprise Financial Services, LLC

5 Bradeen St
Ste 100

Springvale, ME 04083
207-324-4560

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Michelle Maki - Ameriprise Financial Services, LLC

2 Skyline Dr

Jay, ME 04239
207-897-5869

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Edward Jones - Financial Advisor: Amanda Stetson, CRPC®

19 Northbrook Dr
Suite 3

Falmouth, ME 04105
207-536-1210

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David Yarema - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
207-228-2709

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Edward Jones - Financial Advisor: Jeremy Urquhart

311 Darling Avenue
Suite 46

South Portland, ME 04106
207-253-5444

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Edward Jones - Financial Advisor: Jeffrey S Kolod

11 Sanborn Lane
Unit 7

Eliot, ME 03903
207-439-6206

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Edward Jones - Financial Advisor: Beau V Gaudreau

311 Main St

Saco, ME 04072
207-286-8611

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Robin A Coombs - Morgan Stanley

23 Water Street

Bangor, ME 04401
207-561-2018

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Edward Jones - Financial Advisor: Jamee Shinn

778 Roosevelt Trail

Windham, ME 04062
207-893-2255

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Durell Buzzini, CFP, RICP, CDFA - UBS Financial Services Inc.

1 City Center
7th Floor

Portland, ME 04101
207-262-7551

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Tim Keene - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
207-228-2639

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Jane Rice - Ameriprise Financial Services, LLC

45 Forest Falls Dr
Ste B1

Yarmouth, ME 04096
207-846-1175

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Brendon Porter - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
207-228-2652

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Edward Jones - Financial Advisor: Pete Watt

14 Vista Dr
Suite 309

Gorham, ME 04038
207-839-8233

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Edward Jones - Financial Advisor: Jerry L Troger

409 High Street
Ste C

Ellsworth, ME 04605
207-667-9216

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Edward Jones - Financial Advisor: Abigail Bryant

20 Edwards Ave
Suite 4

Biddeford, ME 04005
207-282-7575

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Jeffrey A Bonney - Ameriprise Financial Services, LLC

62 Portland Rd
Ste 8

Kennebunk, ME 04043
207-985-6543

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Thomas Edgar - Ameriprise Financial Services, LLC

45 Forest Falls Dr
Ste B1

Yarmouth, ME 04096
207-846-1175

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Leah M. Bartley - Morgan Stanley

23 Water Street

Bangor, ME 04401
207-561-2014

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Gary Bergeron - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-871-7315

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Shaun C. Hawkins, CPWA® - UBS Financial Services Inc.

One City Center
7th Floor

Portland, ME 04101
207-791-5577

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Edward Jones - Financial Advisor: Deb DeColfmacker

49 B Portland Street

South Berwick, ME 03908
207-384-5793

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Daniel A. Rozario - Morgan Stanley

23 Water Street

Bangor, ME 04401
207-561-2016

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Edward Jones - Financial Advisor: Brian A Bartlett, AAMS¿

305 U.S. Route 1
Suite 4

Yarmouth, ME 04096
207-846-5854

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Jeremiah Burns - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-871-7373

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Brian R. McHugh - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-771-0849

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Edward Jones - Financial Advisor: Stephen Pate

869 Main Street
Suite 700

Westbrook, ME 04092
207-856-0175

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Kirsten Ismail, CFP - UBS Financial Services Inc.

One Merchants Plaza
3rd Floor

Bangor, ME 04401
207-262-7519

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Jay Cross - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-771-0816

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Ricky Brunette - Ameriprise Financial Services, Inc.

200 US Route 1
Ste 110

Scarborough, ME 04074
207-883-4200

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Robin Hodgskin - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-771-0888

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Lenroy Shaw - Morgan Stanley

100 Middle St 3rd
Fl

Portland, ME 04101
207-771-0854

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Suzanne Parks - Ameriprise Financial Services, LLC

128 Noyes St
Ste 2

Portland, ME 04103
207-835-6385

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The Portland Group - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-771-0800

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Andrew P. Thomas - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-771-0855

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Harriman Wealth Management Group - UBS Financial Services Inc.

1 City Center
7th Floor

Portland, ME 04101
207-791-5558

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The Robichaud Team - UBS Financial Services Inc.

1 City Center
7th Floor

Portland, ME 04101
207-791-5584

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Edward Jones - Financial Advisor: Jason A Seymour

138 Ocean Street

South Portland, ME 04106
207-799-2909

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Allstate Personal Financial Representative: William Campbell

1424 Washington Ave

Portland, ME 04103
207-772-1997

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Edward Jones - Financial Advisor: April E Caron

32 Pleasant Street

Brunswick, ME 04011
207-729-1133

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Edward Jones - Financial Advisor: Kelsie M West

1 Bowdoin Mill Island
Ste 204

Topsham, ME 04086
207-729-0578

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Edward Jones - Financial Advisor: Jennifer A Arsenault

1042 Brighton Ave
Ste P200

Portland, ME 04102
207-775-7111

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Edward Jones - Financial Advisor: Zachary Herrick

87 Elm Street
Suite 104B

Camden, ME 04843
207-236-4196

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Edward Jones - Financial Advisor: Andrea Williamson

1 Storer St
Suite 101

Kennebunk, ME 04043
207-967-3585

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Edward Jones - Financial Advisor: Philip L Barb

28 Main Street

Orono, ME 04473
207-866-0686

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Edward Jones - Financial Advisor: Irina G Hultin

11 Sanborn Lane
Unit 7

Eliot, ME 03903
207-439-6206

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Edward Jones - Financial Advisor: Samuel Oppenheim

378 Western Ave

Augusta, ME 04330
207-480-1316

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Edward Jones - Financial Advisor: Mike Curtis

165 Main Street

Thomaston, ME 04861
207-236-6466

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Edward Jones - Financial Advisor: Cy Kolod

11 Sanborn Lane
Unit 7

Eliot, ME 03903
207-439-6206

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Edward Jones - Financial Advisor: Elise N Frank

71 Cottage Street
Suite A

Bar Harbor, ME 04609
207-288-3903

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Edward Jones - Financial Advisor: Tural Nadirli

94 Auburn Street
Suite 209

Portland, ME 04103
207-797-4104

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Edward Jones - Financial Advisor: Paul E Toole

11 York Street 1st
Floor

Kennebunk, ME 04043
207-985-8499

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Edward Jones - Financial Advisor: Lucas Desmond

151 Newbury St

Portland, ME 04101
207-613-9544

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Edward Jones - Financial Advisor: Jim Flagg

7 Cobblestone Drive
Ste 8

Turner, ME 04282
207-224-0117

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Edward Jones - Financial Advisor: Fred W Diehl

15 Woodbridge Rd
Suite 1

York, ME 03909
207-361-4665

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Edward Jones - Financial Advisor: Jason B Shinn

25 Plaza Drive
Suite 7

Scarborough, ME 04074
207-885-9499

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Edward Jones - Financial Advisor: Jeffrey D Labbe

1 Front Street

Bath, ME 04530
207-442-9977

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Edward Jones - Financial Advisor: Jacki Farrell

343 Ocean House Rd

Cape Elizabeth, ME 04107
207-767-4263

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Edward Jones - Financial Advisor: Joel T Speakman

243 Main St
Suite 2B

South Paris, ME 04281
207-743-2041

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Edward Jones - Financial Advisor: Blaine J Guido

11 Violette Way
Suite 1

Manchester, ME 04351
207-377-1111

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Edward Jones - Financial Advisor: David W Lewis

71 Cottage Street
Suite A

Bar Harbor, ME 04609
207-288-3903

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Edward Jones - Financial Advisor: D Paul Smith

619 Forest Avenue

Portland, ME 04101
207-772-9576

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Edward Jones - Financial Advisor: Jeff O'Roak

132 Church Street

Belfast, ME 04915
207-338-1090

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Edward Jones - Financial Advisor: Tracy Cunning

2 McConkey Rd
Suite 2

Gray, ME 04039
207-657-6238

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Edward Jones - Financial Advisor: Thomas W Griffith

2516 Atlantic Hwy

Lincolnville, ME 04849
207-789-5347

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Edward Jones - Financial Advisor: Andrea L Curtis-Southard

315 Main St
Suite 201

Rockland, ME 04841
207-594-9323

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Edward Jones - Financial Advisor: Ken Gardiner

87 Elm Street
Suite 104B

Camden, ME 04843
207-236-4196

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Edward Jones - Financial Advisor: Don Duffy

5 Depot St
Suite 14

Freeport, ME 04032
207-865-6826

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Micah J. Roberge, CIMA®, CPWA® - UBS Financial Services Inc.

One City Center
7th Floor

Portland, ME 04101
207-791-5599

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Edward Jones - Financial Advisor: Luke C Rodrigue, AAMS¿

295 Kennedy Memorial Drive
Suite 5

Waterville, ME 04901
207-872-4510

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Edward Jones - Financial Advisor: Sean F Dumont, AAMS¿

906 Main St
Suite A

Sanford, ME 04073
207-490-0414

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Edward Jones - Financial Advisor: Jim O'Clair

94 Auburn Street
Suite 209

Portland, ME 04103
207-797-4104

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Edward Jones - Financial Advisor: Rob Smith

54 Main St
Ste 1

Oakland, ME 04963
207-465-7179

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Edward Jones - Financial Advisor: Kimberly A Mackenzie

11 Violette Way
Suite 1

Manchester, ME 04351
207-377-1111

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The Roberge Hawkins Group - UBS Financial Services Inc.

1 City Center
7th Floor

Portland, ME 04101
207-791-5599

* Additional advisor listing is provided in partnership with Yext

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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