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Showing 1 - 3 of 3 results
MEANS INVESTMENT COMPANY, INC. DBA MEANS WEALTH MANAGEMENT
MEANS INVESTMENT COMPANY, INC. DBA MEANS WEALTH MANAGEMENT
Bangor, Maine
1-24 employees
Since 1935, Means Wealth Management has helped families and businesses with their retirement planning and wealth management needs. As a Registered Investment Advisor, we have a fiduciary duty to always act in our clients’ best interest. For individual investors, we believe that your overall financial plan should dictate the way you invest. That’s why our wealth management services incorporate our financial planning services with full-service investment portfolio management. For those responsible for managing the assets of a business, non-profit, or endowment, we partner with you to ensure an appropriate Investment Policy is in place and that assets are managed in accordance with that policy and your institution’s goals. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Means Wealth Management and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. “Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
Retirement Benefits Rank
Top Benefits
GOLDEN POND FINANCIAL, INC. DBA GOLDEN POND WEALTH MANAGEMENT
GOLDEN POND FINANCIAL, INC. DBA GOLDEN POND WEALTH MANAGEMENT
Waterville, Maine
1-24 employees
Collaborating with our partners, our innovative and old fashioned capabilities result in a portfolio custom tailored to your goals and priorities. As an independent firm owned by the advisors, decisions are made based on your needs rather than any corporate or Wall Street bottom line. Our focus on serving a select group of clients results in you receiving a higher level of communication and personalized attention. Securities and Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC sipc.org and finra.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with Golden Pond Wealth Management may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Retirement Benefits Rank
Below Market
FOUR SEASONS FINANCIAL, LLC
FOUR SEASONS FINANCIAL, LLC
Oakland, Maine
1-24 employees
Founded and remotely operated this company that provided life and health insurance services to the local community. Primarily offered life, annuity, Medicare supplement, hospital indemnity, and ancillary insurance products to the communities we served in South Carolina, Missouri, and North Carolina. At peak, oversaw four staff members.
Retirement Benefits Rank
Market Leading