Financial Services - Portland, ME, US
We are a client centered financial planning based investment management firm who focuses on listening, understanding and responding to the unique needs of our clients.We serve clients who want to partner with a trusted advisor, one who stands shoulder to shoulder with our client bringing clarity and direction to their financial affairs. Our retirement focus and choice to serve a select number of clients enables us to offer a higher quality and more personalized level of service.We believe financial planning is the cornerstone to a sound investment plan.
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