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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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Donald C Hagstrom - Ameriprise Financial Services, LLC

105 Main St
Ste 1

Bangor, ME 04401
207-942-2367

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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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Robert Harmatys, Bankers Life Securities Financial Representative

442 Civic Center Dr
Ste 450

Augusta, ME 04330
207-621-0548

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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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BGA Retirement Advisors

103 Park St

Lewiston, ME 04240
207-689-3400

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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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Jay Cross - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-771-0816

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Old Port Advisors

130 Middle Street
2nd Floor

Portland, ME 04101
207-774-6552

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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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Christopher Gagnon - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
207-228-2660

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Leah M. Bartley - Morgan Stanley

23 Water Street

Bangor, ME 04401
207-561-2014

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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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Dave Spellman

20 Independence Drive
Suite 1A

Freeport, ME 04032
207-869-5723

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Choice Investments

325-D Kennedy Memorial Dr.

Waterville, ME 04901
207-873-0996

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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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Jeremiah Burns - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-871-7373

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John Lescure III

350 Fore Street

Portland, ME 04101
207-828-3104

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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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Zachary Burd - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
207-228-2705

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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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Glenn A Parkinson - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-871-7307

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Peter Metcalf - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-771-0818

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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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Edward Jones - Financial Advisor: Kimberly A Mackenzie

11 Violette Way
Suite 1

Manchester, ME 04351
207-377-1111

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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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James L Gribbel - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-771-0817

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Shawn Denecker - Ameriprise Financial Services, LLC

10 Plaza Dr
Ste 102

Scarborough, ME 04074
207-289-1003

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Catherine Cleale - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-771-0827

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Sundance Campbell - Morgan Stanley

23 Water Street

Bangor, ME 04401
207-561-2032

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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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Rockland Financial Group - UBS Financial Services Inc.

30 School Street

Rockland, ME 04841
207-449-3404

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Jeffrey F. O'Sullivan - Morgan Stanley

23 Water Street

Bangor, ME 04401
207-561-2002

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Michael Neff

350 Fore Street

Portland, ME 04101
207-828-3010

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Casco Bay Group - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-771-0859

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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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Fischer Financial Services

315 Main Street

Waterville, ME 04901
207-873-7654

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Joe Jabar, CFP®

315 Main Street

Waterville, ME 04901
207-873-7654

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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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Derek Nisbet - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
207-228-2657

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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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Robin A Coombs - Morgan Stanley

23 Water Street

Bangor, ME 04401
207-561-2018

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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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Brendon Porter - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
207-228-2652

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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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Eric W Fullilove - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
207-228-2654

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Brian R. McHugh - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-771-0849

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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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Tim Keene - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
207-228-2639

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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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Hoenig & Hoenig - Ameriprise Financial Services, LLC

5 Bradeen St
Ste 100

Springvale, ME 04083
207-324-4560

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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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Patrick Lawler - Ameriprise Financial Services, LLC

10 Plaza Dr
Ste 105

Scarborough, ME 04074
207-289-1004

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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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Sarah Dunckel - Ameriprise Financial Services, LLC

168 Capitol St
Ste 2

Augusta, ME 04330
207-213-6007

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Morgan Stanley Financial Advisors

23 Water Street

Bangor, ME 04401
207-561-2000

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Evergreen Plans

324 Harlow Street
Suite B

Bangor, ME 04401
207-573-1402

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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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Dan Tucker - 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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IIS Financial Services

707 Sable Oaks Drive
Suite 203

South Portland, ME 04106
207-761-4733

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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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Lenroy Shaw - Morgan Stanley

100 Middle St 3rd
Fl

Portland, ME 04101
207-771-0854

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Bridge Financial Advisors - UBS Financial Services Inc.

One Merchants Plaza
3rd Floor

Bangor, ME 04401
207-262-7551

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Morgan Stanley Financial Advisors

100 Middle St 3rd
Fl

Portland, ME 04101
207-771-0800

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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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Mark Leighton - Morgan Stanley

100 Middle St 3rd
Fl

Portland, ME 04101
207-871-7329

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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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Roger A Auger - Ameriprise Financial Services, LLC

200 US Route 1
Ste 110

Scarborough, ME 04074
207-883-4200

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William P Smith - Morgan Stanley

100 Middle St 3rd
Fl

Portland, ME 04101
207-871-7324

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The Portland Group - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-771-0800

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Robert Emple - Morgan Stanley

100 Middle St 3rd
Fl

Portland, ME 04101
207-771-0809

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Aram Alex Khavari - Morgan Stanley

23 Water Street

Bangor, ME 04401
207-561-2017

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Gail Frongillo - Morgan Stanley

100 Middle St 3rd
Fl

Portland, ME 04101
207-771-0847

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Kris Rosado - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-771-0843

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Robin Hodgskin - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-771-0888

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William Engelberger - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-771-0808

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Carol Tondreau - Ameriprise Financial Services, LLC

60 S Chestnut St

Augusta, ME 04330
207-213-6138

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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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Stonecoast Financial Group - UBS Financial Services Inc.

1 City Center
7th Floor

Portland, ME 04101
207-791-5544

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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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Steven Marsanskis - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-871-7326

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The Blakeman/Mavor Group - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
800-442-6722

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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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James E Lamb - Ameriprise Financial Services, LLC

200 US Route 1
Ste 111

Scarborough, ME 04074
207-289-1280

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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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Jared O'Roak - Morgan Stanley

23 Water Street

Bangor, ME 04401
207-561-2006

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

One Merchants Plaza
3rd Floor

Bangor, ME 04401
207-262-7551

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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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Sean Steady - UBS Financial Services Inc.

1 City Center
7th Floor

Portland, ME 04101
207-791-5508

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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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David Ferland - Ameriprise Financial Services, LLC

28 Long Sands Rd
Ste 1

York, ME 03909
207-363-0626

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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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First Command Financial Advisor - Kevin Shilling

14 Maine Street
Ste 312: PMB 23

Brunswick, ME 04011
207-729-4410

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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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Timothy Hiscock - UBS Financial Services Inc.

1 City Center
7th Floor

Portland, ME 04101
207-791-5551

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Paul Spizzuoco, CFP - UBS Financial Services Inc.

30 School Street

Rockland, ME 04841
207-593-3403

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Allstate Personal Financial Representative: William Campbell

1424 Washington Ave

Portland, ME 04103
207-772-1997

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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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James M Olson - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-871-7319

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Andrew P. Thomas - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-771-0855

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Daniel A. Rozario - Morgan Stanley

23 Water Street

Bangor, ME 04401
207-561-2016

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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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Tammy L.M. Weston - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-771-0858

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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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Brian P Mavor - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-771-0826

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Stephen Roop - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-771-0882

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Gary Bergeron - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-871-7315

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Michael A. Boyson - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-771-0804

* 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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