Alterity Financial Group

Financial Services - Bangor, ME, US

Alterity Financial Group Employees
Lowrie Sargent

Vice President and Investment Advisor Representative

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Jeff C.

President & CEO

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Justin Cfp

Certified Financial Planner

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Angie Potter

Chief Compliance Officer

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Tim Haugh

Investment Advisor

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Alterity Financial Group Senior Management
Jeff C.

President & CEO

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Alterity Financial Group Details

Alterity Financial Group is an SEC registered Independent Registered Investment Advisor that was founded with the intent of providing a low cost, high quality service and superior investment performance through direct ownership of various asset classes vs. the watered down/high cost product based investments that are used so extensively by most brokers and advisors. Alterity Financial Group seeks to manage the investments for individuals, institutions, non-profits, municipalities, trust assets and other various entities and organizations. We offer portfolio management, retirement planning, Insurance and wealth management solutions to individuals, small business and institutions through separately managed accounts, retirement plans and sub advisory services.

Alterity Financial Group logo, Alterity Financial Group contact details
Employees: 20 - 49
HQ: 207-992-2226
Location: Bangor, ME, US
Revenue: Not Available
Financial Services Investments Retirement Planning Insurance
Alterity Financial Group Technologies
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