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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

advisor-photo

Sarah J. Halpin CERTIFIED FINANCIAL PLANNER"

Back Cove Financial

56 Depot Rd

Falmouth, ME 04105
(207) 5419500

List of Additional Financial Advisors in Maine*

* Additional advisor listing is provided in partnership with Yext

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Zachary Burd - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
2072282705

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David Ferland - Ameriprise Financial Services, LLC

28 Long Sands Rd
Ste 1

York, ME 03909
2073630626

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Derek Nisbet - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
2072282657

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Bill Arnold - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
2072282668

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Martin J Joyce - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
2072282707

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BGA Retirement Advisors

103 Park St

Lewiston, ME 04240
2076893400

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Carol Tondreau - Ameriprise Financial Services, LLC

60 S Chestnut St

Augusta, ME 04330
2072136138

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Andrew Hess - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
2072282661

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Benjamin Henchel - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
2072282658

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Jason Dalessandro - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
2072282650

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The Blakeman/Mavor Group - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
8004426722

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Dan Tucker - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
2077721894

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Mark Leighton - Morgan Stanley

100 Middle St 3rd
Fl

Portland, ME 04101
2078717329

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Adelphi Group - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
2077721894

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Robert Emple - Morgan Stanley

100 Middle St 3rd
Fl

Portland, ME 04101
2077710809

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Michael Secord, Bankers Life Securities Financial Representative

360 US Route 1
Ste 202

Scarborough, ME 04074
2075362742

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Edward Jones - Financial Advisor: Kimberly A Mackenzie

11 Violette Way
Suite 1

Manchester, ME 04351
2073771111

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Damien Saccani - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
2077710851

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Gail Frongillo - Morgan Stanley

100 Middle St 3rd
Fl

Portland, ME 04101
2077710847

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Peter Metcalf - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
2077710818

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Everspring Wealth - Ameriprise Financial Services, LLC

200 US Route 1
Ste 110

Scarborough, ME 04074
2078834200

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Allstate Personal Financial Representative: William Campbell

1424 Washington Ave

Portland, ME 04103
2077721997

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Morgan Stanley

23 Water Street

Bangor, ME 04401
2075612000

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Roger A Auger - Ameriprise Financial Services, LLC

200 US Route 1
Ste 110

Scarborough, ME 04074
2078834200

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Tammy L.M. Weston - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
2077710858

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Robin Hodgskin - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
2077710888

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Michelle Maki - Ameriprise Financial Services, LLC

2 Skyline Dr

Jay, ME 04239
2078975869

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Dave Spellman

20 Independence Drive
Suite 1A

Freeport, ME 04032
2078695723

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Aram Alex Khavari - Morgan Stanley

23 Water Street

Bangor, ME 04401
2075612017

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Choice Investments

325-D Kennedy Memorial Dr.

Waterville, ME 04901
2078730996

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Stephen Roop - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
2077710882

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Brian P Mavor - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
2077710826

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ClearPoint Capital - Ameriprise Financial Services, LLC

23 Water St
Ste 405

Bangor, ME 04401
2073077718

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James L Gribbel - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
2077710817

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Kris Rosado - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
2077710843

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Gary Bergeron - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
2078717315

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Lance R Hoenig - Ameriprise Financial Services, LLC

5 Bradeen St
Ste 100

Springvale, ME 04083
2073244560

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O' Hare Financial

18 Ocean Street

South Portland, ME 04106
2072001500

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David R Gardner - Ameriprise Financial Services, LLC

45 Forest Falls Dr
Ste B1

Yarmouth, ME 04096
2078461175

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Jeremiah Burns - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
2078717373

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James E Lamb - Ameriprise Financial Services, LLC

200 US Route 1
Ste 110

Scarborough, ME 04074
2078834200

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Brendon Porter - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
2072282652

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Michael Wark - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
2072282710

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Jason MacDonald - Ameriprise Financial Services, LLC

168 Capitol St
Ste 2

Augusta, ME 04330
2072136007

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Carol Poulin - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
2072282708

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Karrie Shaw - Ameriprise Financial Services, LLC

62 Portland Rd
Ste 8

Kennebunk, ME 04043
2079856543

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Janet Cobb - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
2072282659

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Leah M. Bartley - Morgan Stanley

23 Water Street

Bangor, ME 04401
2075612014

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Penobscot Financial Advisors - Bangor, Maine

74 Hammond Street

Bangor, ME 04401
2079901901

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Bob Daggett - Ameriprise Financial Services, LLC

15 Sky View Dr
Ste 102

Cumberland Foreside, ME 04110
2078051111

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Catherine Cleale - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
2077710827

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Patrick Lawler - Ameriprise Financial Services, LLC

10 Plaza Dr
Ste 102

Scarborough, ME 04074
2072891004

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Sean Riley - Ameriprise Financial Services, LLC

215 Foreside Rd

Falmouth, ME 04105
2078992660

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Fischer Financial Services

315 Main Street

Waterville, ME 04901
2078737654

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Michael Neff

350 Fore Street

Portland, ME 04101
2078283010

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Penobscot Financial Advisors - Portland, Maine

1 Monument Square
Suite 501

Portland, ME 04101
2079901901

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Douglas M Becker - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
2072282674

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Hoenig & Hoenig - Ameriprise Financial Services, LLC

5 Bradeen St
Ste 100

Springvale, ME 04083
2073244560

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Joe Jabar, CFP®

315 Main Street

Waterville, ME 04901
2078737654

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Jeffrey A Bonney - Ameriprise Financial Services, LLC

62 Portland Rd
Ste 8

Kennebunk, ME 04043
2079856543

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Tim Keene - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
2072282639

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Donald C Hagstrom - Ameriprise Financial Services, LLC

105 Main St
Ste 1

Bangor, ME 04401
2079422367

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Lenroy Shaw - Morgan Stanley

100 Middle St 3rd
Fl

Portland, ME 04101
2077710854

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Robert Harmatys, Bankers Life Securities Financial Representative

442 Civic Center Dr
Ste 450

Augusta, ME 04330
2076210548

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Joey Fenderson, Bankers Life Securities Financial Representative

442 Civic Center Dr
Ste 450

Augusta, ME 04330
2076210548

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Andrew P. Thomas - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
2077710855

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Casco Bay Group - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
2077710859

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William Engelberger - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
2077710808

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Steven Marsanskis - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
2078717326

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William P Smith - Morgan Stanley

100 Middle St 3rd
Fl

Portland, ME 04101
2078717324

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Michael A. Boyson - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
2077710804

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Iain C. Eldredge, CFP® - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
2077710824

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Robin A Coombs - Morgan Stanley

23 Water Street

Bangor, ME 04401
2075612018

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Jeffrey F. O'Sullivan - Morgan Stanley

23 Water Street

Bangor, ME 04401
2075612002

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George E Gooley - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
2072282646

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James M Olson - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
2078717319

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Braden A Lafauce - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
2072282666

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Richard J. Rosu-Myles - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
2077710845

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Glenn A Parkinson - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
2078717307

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Jay M Cross - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
2077710816

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James Gavin, Bankers Life Securities Financial Representative

360 US Route 1
Ste 202

Scarborough, ME 04074
2075365002

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Morgan Stanley

100 Middle St 3rd
Fl

Portland, ME 04101
2077710800

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Shawn Denecker - Ameriprise Financial Services, LLC

10 Plaza Dr
Ste 102

Scarborough, ME 04074
2072891003

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Sarah Dunckel - Ameriprise Financial Services, LLC

168 Capitol St
Ste 2

Augusta, ME 04330
2072136007

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The Doolan/Eldredge Group - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
2077710800

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The Portland Group - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
2077710800

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Old Port Advisors

130 Middle Street
2nd Floor

Portland, ME 04101
2077746552

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The Prichard Weston Group - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
2077710858

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Jared O'Roak - Morgan Stanley

23 Water Street

Bangor, ME 04401
2075612006

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Matthew Brown - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
2072282673

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Jane Rice - Ameriprise Financial Services, LLC

45 Forest Falls Dr
Ste B1

Yarmouth, ME 04096
2078461175

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Daniel A. Rozario - Morgan Stanley

23 Water Street

Bangor, ME 04401
2075612016

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Brian R. McHugh - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
2077710849

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John Lescure III

350 Fore Street

Portland, ME 04101
2078283104

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Russell Barnard - Morgan Stanley

100 Middle St 3rd
Fl

Portland, ME 04101
6156654723

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Michael O'Keefe - Ameriprise Financial Services, LLC

775 US Route 1
Ste 2

York, ME 03909
2073631830

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Justin Harlan - Ameriprise Financial Services, LLC

44 Main St

Orono, ME 04473
2076190440

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Allstate Personal Financial Representative: Martin Bailey

395 Sabattus St

Lewiston, ME 04240
2076715288

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Christopher Gagnon - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
2072282660

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Sundance Campbell - Morgan Stanley

23 Water Street

Bangor, ME 04401
2075612032

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Jonathan Steinman - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
2072282704

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Christopher Robinson - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
2072282648

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Eric W Fullilove - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
2072282654

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Bryan Van Dussen - Ameriprise Financial Services, LLC

200 US Route 1
Ste 110

Scarborough, ME 04074
2078834200

* 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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