Get sound financial advice from Maine financial planners who can help you create a portfolio of investments including stocks, life insurance, annuities and more. Plan for the future or get help managing an out-of-date portfolio that needs updating. Whether you're looking to start investing or need help with long-term investments you already have, a Maine financial planner is the best place to start.

If your Maine business needs some sound financial planning advice, seek the help of a good business-oriented adviser. Create the right mix of retirement plans, group insurance or executive investments to meet the needs of your employee base. Let a certified financial planner in Maine help you make the right decisions when it comes to securing the future of your company and your employees.

1. Look for ME financial planning advisers near you who can help you choose the options that work for you.

2. Find an adviser in financial planning in Maine with ample experience in the types of investments in which you are interested and one you feel assured will be around for years to come.

3. Shop around for Maine financial planning firms offering the special services you need before choosing the one you find most qualified.

Action Steps
The best contacts and resources to help you get it done

Seek financial planning in ME that is within close proximity to your home and your business

Look for a financial planner who provides a wide range of financial investment choices and who is right around the corner from you. Selecting Maine certified financial planners close to your location will help you in developing a solid relationship with the person or firm responsible for your money.

I recommend: Contact Cornerstone Financial Planning in Portland, ME, to help you invest and save for the future. For business, personal and estate needs, Norumbega Financial in Hampden, ME, can help with investments, planning and more. They also offer free advice via video and audio streaming on a variety of financial planning topics.

Find a certified financial planner in Maine who'll be there for you and your employees in the future

When you're investing in your future, you want to work with someone you know will be there for you whether it's in 5 years or 50 years. Find financial planners with a solid track record in the business who are eager to keep you and your employees as clients by working with you and keeping you well informed of all changes in your portfolio.

I recommend: Ask Farm Credit of Maine to help you invest and plan for the future, something they've been helping their clients do since 1916. Call Means Investment for sound advice from financial planners who've been issuing investment advice since 1935. Means Investment, a Bangor-based company, offers a wide range of employee benefits plans as well as individual services including estate and retirement planning, portfolio management, 401(k) rollovers and growth investing.

Work with financial planners in Maine who specialize in certain investment areas

If you've already got a good handle on your investment portfolio and financial future, but you are interested in expanding within a certain area, find a planner who specializes in that area of investments.

I recommend: Use Gorham Financial Group, a Maine financial planner with locations throughout the state, to secure your retirement finances. Ask Freedom Financial Group in Unity, ME, to help you plan retirement and benefit plans for businesses or non-profit organizations as well as savings for education, debt management and insurance savings. Freedom Financial also offers calculators on their website for college savings, retirement, mutual fund and savings calculations.

Tips & Tactics

Helpful advice for making the most of this Guide

• •  You should not be charged for an initial meeting with a certified financial planner, Maine or any state, when you go to decide if he or she is the right match for you. If a planner asks for an upfront payment, he is not a legitimate financial adviser.