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Financial Advisors in Waterville, Maine (Kennebec County)

SagePath Financial Planning, LLC
45 miles from Waterville, ME
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Abby Morton, CDFA, CFP, MBA
SagePath Financial Planning, LLC is an independent, fee-only financial planning firm based in Bangor, ME and serving clients in Maine and North Carolina. Founded in 2004 by Abby Turner Morton, SagePath Financial Planning o... See More

Gibson Financial Solutions, LLC
60 miles from Waterville, ME

EXPERIENCE; in the fee-only advisory business since 1983
CREDENTIALS; MBA, CFP
UNIQUE; Fee-only meaning no commissions accepted. Independent meaning conflict-of-interest free rendering of advice
visit website for more info or go to www.napfa.org

Highlights: CFP ®, Fiduciary, IRA, Comprehensive Financial Planning, Family Financial Planning, Fee Only, Investment Consulting, Socially Responsible Investments, Women's Issues, Professional Wealth Management, MBA, Middle Income, Independent Investment Advisor, Divorce Planning, NAPFA Member, College Planning, Certified Financial Planner, 401K Consulting, Retirement Planning, Estate Planning
Goldman Financial Planning
63 miles from Waterville, ME
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Michael Goldman, CFP, MA
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);GoldmanFinancial Planning specializes in meeting the needs of everyday people. Expertfinancial planning and coaching services are available on an ... See More

Harvest Asset Group, LLC
69 miles from Waterville, ME
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Michael Donahoe, CFP, MBA
Harvest Asset Group is an independent, fee-only financial planning and investment advisory firm. We are committed to a personalized approach to help you establish and reach your financial goals. As a Harvest Asset Group clie... See More

Portland Financial Planning Group
69 miles from Waterville, ME

Our mission at Portland Financial Planning Group is to help you achieve the peace of mind that accompanies financial security. We provide a coordinated approach to addressing each client’s financial circumstance. We promote practical solutions ... See More

TAK Advisory LLC
73 miles from Waterville, ME
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Laongdao "Tak" Suppasettawat, CFP, CPA
A meaningful relationship starts with thoughtful, two-way conversations. Share your life, your needs, your inspirations, you current situation and your concerns.
We will help you create a carefully thought-out ... See More

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