Wealth Management

Description

At Robinson Smith Wealth Advisors, we do the heavy lifting of investments and financial planning so clients don't worry and can enjoy their wealth. As a fee-only fiduciary advisor, the company legally must put the client's needs ahead of its own. We'll keep you on track for retirement and other goals and assist you through life's crucial transitions. Thank you for your trust and support!

Description

Simmons Investment Advisors provides personalized financial planning to individuals & families. Its team is made up of fiduciaries who provide holistic guidance based on needs, goals, and risk tolerance. Ongoing conversations lead to strategies for current & future income, while achieving one's long-term objectives. The staff is dedicated to client service and is deeply involved in the community.

Description

The Honan Group offers comprehensive customized financial plans, and cash flow evaluations to their clients. They focus on working with professionals, retirees, and small business owners in Maine, New England and the rest of the US. They pride themselves on not playing gatekeeper with new investors and believe that everyone should have access to comprehensive and customized advice.