Sarah Cfp

Partner, Wealth Advisor at Back Cove Financial - Falmouth, ME, US

Sarah Cfp's Contact Details
HQ
207-541-9500
Location
Portland,Maine,United States
Company
Back Cove Financial
Sarah Cfp's Company Details
Back Cove Financial logo, Back Cove Financial contact details

Back Cove Financial

Falmouth, ME, US • 5 - 9 Employees
Financial Services

In today's complicated world of financial choices, many individuals need help from trusted and knowledgeable financial professionals. At Back Cove Financial, we help you develop financial goals that reflect the practical realities of your debts, assets, income and investments. Through our holistic approach to wealth management, we assess what is reasonable for your immediate situation and establish an attainable plan of action. Combining our experience with common sense, we help you sift through the complicated financial maze and assist you in making the right choices for your particular circumstances. We are able to offer our clients services including investment management, retirement planning, insurance planning, budgeting and cash flow analysis, tax and estate planning.This communication is strictly intended for individuals residing in the states of AZ,CA,CO,CT,DC,FL,GA,IL,IN,KS,MA,MD,ME,MI,MN,MT,NC,NH,NJ,NM,NY,OH,PA,RI,SC,TX,VA and VT.. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and servicesSecurities and advisory services offered through Commonwealth Financial Network®, http://www.FINRA.org/http://www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through Back Cove Financial. Please review our Terms of Use here: www.commonwealth.com/termsofuse.html

Small Business Expertise Wealth Accumulation and Management Planning for Successful Retirement Women and Investing Performance Monitoring Estate Planning Investment Analysis Budget and cash flow analysis College Saving Strategies Financial Services Financial Advisory Services
Details about Back Cove Financial
Frequently Asked Questions about Sarah Cfp
Sarah Cfp currently works for Back Cove Financial.
Sarah Cfp's role at Back Cove Financial is Partner, Wealth Advisor.
Sarah Cfp's email address is ***@backcovefinancial.com. To view Sarah Cfp's full email address, please signup to ConnectPlex.
Sarah Cfp works in the Financial Services industry.
Sarah Cfp's colleagues at Back Cove Financial are Jack Zinn, SOPHIE HALPIN, Sarah Halpin, Christine Byrne, Joel Ouellette, John Zinn and others.
Sarah Cfp's phone number is 207-541-9500
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