Penobscot Financial Advisors

at Two Monument Square, Suite 503, Portland , 04101 United States

1. Small Business
2. Estate Planning
3. Financial Planning

Penobscot Financial Advisors is a wealth management firm that is valued for its comprehensive approach and commitment to our clients.

Description

At Penobscot Financial Advisors, our team of trusted advisors recognizes that there are no quick solutions or shortcuts to help you pursue your financial goals. We understand that every client is different. There are those who have a clear financial strategy, others who have no defined direction and those in between. Therefore, we follow a disciplined, holistic approach to wealth management that includes an extensive review of your financial circumstances. Simply put, we need to get to know you. We not only take look at your assets and liabilities, but also want to learn about your family, your interests, your passions and your lifestyle. Whether your financial goals include planning for retirement, accumulating wealth, preparing for your child’s education, or building a second home designing the right financial plan is one of the most important steps in achieving your goals. Through in-depth conversations we form the foundation necessary to craft and manage a financial strategy that serves your unique goals and objectives. Relationships are the cornerstone of Penobscot Financial Advisors. We are committed to ensuring those relationships are comfortable and built on lasting trust and integrity. *Securities are offered through Mid Atlantic Capital Corporation (MACC), a registered Broker Dealer, Member FINRA/SIPC. Financial Advice is offered through Mid Atlantic Financial Management, Inc. (MAFM) a Registered Investment Adviser. Penobscot Financial Advisors is not a registered entity or a subsidiary or control affiliate of MACC or MAFM. Neither MACC, MAFM, nor Penobscot Financial Advisors provide tax or legal advice. Posted comments may not be those of MACC, MAFM, or Penobscot Financial Advisors. Posted comments may not be representative of the experience of clients and do not indicate future performance or success. MAFM and Penobscot Financial Advisors do not solicit investment advisory endorsements via wall comments or the "like" function.

Company Rating

198 FB users likes Penobscot Financial Advisors, set it to 14 position in Likes Rating for Portland, Oregon in Small Business category

Summary

Penobscot Financial Advisors is Portland based place and this enity listed in Financial Planning category. Located at Two Monument Square, Suite 503 ME 04101. Contact phone number of Penobscot Financial Advisors: (207) 541-9455