Saroj Pulaka's Contact Details

Saroj Pulaka's Company Details

IIS Financial Services

South Portland, ME, US • 5 - 9 Employees
Investment Bank/Securities Brokerage

At IIS Financial, our focus is to help establish wealth and financial security by educating individuals, groups, non-profits and businesses on financial planning, investment advisory services, retirement and insurance strategies. The cornerstone of our practice is wealth accumulation planning for individuals, business owners and non-profits in all phases of life. Whether you are just starting out, building and growing wealth or nearing retirement. Our goal is to help you grow your assets using comprehensive financial planning strategies that encompass your needs, values, and risk tolerance. We are committed to helping you understand your financial situation and providing you with high-quality, detailed financial information, services and products. Our objective is to help achieve your financial goals by simplifying the process while working closely with you to make sure you are on track to reach them. Our firm began as Innovative Insurance Solutions, an independent insurance agency working with retirement plans in municipalities and school districts through out the state of Maine. The firm changed its name in 2011 to IIS Financial Services to reflect the broadened comprehensive financial planning approach we offer to clients. As independent financial advisors, we have access to a variety of resources to help you reach your financial goals. We have offices in Portland and Augusta, Maine, but also travel throughout New England to meet with our clients. Contact us for more information about our personalized service and what we can do for you.