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Showing 1 - 9 of 9 results
H.M. PAYSON & CO.
H.M. PAYSON & CO.
Portland, Maine
11-50 employees
HM Payson is a Maine Trust Company and SEC Registered Investment Advisor specializing in preserving and growing our clients'​ wealth. Our focus is on providing investment advice through stringent research and a highly disciplined approach. Most importantly, every client is a client of the firm. Our people are not compensated on individual performance but rather on how H.M. Payson performs overall. So although you work with one dedicated advisor, you have the power of the entire firm behind you.
Retirement Benefits Rank
Top Benefits
CHARTER OAK CAPITAL MANAGEMENT LLC
CHARTER OAK CAPITAL MANAGEMENT LLC
Portsmouth, New Hampshire
11-50 employees
Charter Oak Capital Management is a privately owned independent wealth management firm based in New Hampshire and Maine. We create success for our clients by identifying their goals and developing investment strategies that accomplish their financial objectives. As your fiduciary, it is very important to understand how we will be helping you achieve your goals. Items below outline what each of us needs to do to in order to make your investment and planning process successful. PARTNERSHIP - Be proactive and dynamic with our planning in regard to the ever-changing landscape of finance, making certain we help you make smart decisions with your money. KNOWLEDGE - Provide interesting information that will keep you up-to-date on the world of finance and investing. RESPECT - We display personal and professional integrity and treat others with the same level of respect that we deserve. As your wealth management team, we will try to do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your goals. For more information, please visit http://www.charteroakcm.com.
Retirement Benefits Rank
Market Laggard
VERIS WEALTH PARTNERS, LLC
VERIS WEALTH PARTNERS, LLC
Portmouth, New Hampshire
11-50 employees
Veris Wealth Partners, LLC is a partner-owned, independent wealth management firm that specializes in impact, ESG, and sustainable investing. Veris believes that superior investment performance and positive impact are complementary parts of a holistic investment strategy. Veris is a certified B Corp based in San Francisco with offices in New York, NY, Portsmouth, NH, and Denver, CO. For information, call 415.815.0580, or visit www.veriswp.com.
Retirement Benefits Rank
Market Leading
HEADINVEST LLC
HEADINVEST LLC
Portland, Maine
11-50 employees
Act as the initial point of contact for clients, brokerage houses & investment managers. Monthly reconciliation of client accounts. Assist with payroll & accounts payable.
Retirement Benefits Rank
Top Benefits
DEXTER ENTERPRISES LLC
DEXTER ENTERPRISES LLC
Portland, Maine
11-50 employees
Based in Portland, Maine, Dexter Enterprises, Inc. is a family wealth management firm. In addition, the company manages the day to day operations of the Harold Alfond Foundation, the State of Maine's largest charitable foundation, as well as other Alfond family foundations.
Retirement Benefits Rank
Below Market
WELLNESS PARTNERS, LLC
WELLNESS PARTNERS, LLC
Yarmouth, Maine
11-50 employees
W Capital Partners is a private equity firm that provides secondary liquidity to shareholders in private businesses and growth capital for those companies. With $2 billion of capital and investments in more than 90 leading growth equity and buyout stage businesses, W Capital is a leading provider of secondary market liquidity to private equity firms, venture capital firms, financial institutions, mezzanine lenders, corporations and founding shareholders for minority equity positions in private companies. W Capital’s target sectors include financial services, business services, Internet, technology, media, consumer, industrial and healthcare.
Retirement Benefits Rank
Market Leading
GATEWAY RETIREMENT SOLUTIONS INCORPORATED
GATEWAY RETIREMENT SOLUTIONS INCORPORATED
Dover, New Hampshire
11-50 employees
Gateway Investments, LLC, is a full service firm dedicated to assisting clients attain their financial goals through professional and comprehensive investment planning. We work with our clients to see the big picture – long-term financial stability and independence. By implementing strategies within a broad financial range, we aim to provide our clients the customized vision that will grow and preserve each client’s nest egg. At Gateway Investments, our most important product is integrity, and the foundation of our company is trust. We commit ourselves every day to provide clients with excellent service and deliver objective, independent and personalized financial advice. Our advisors are invested in what matters most – your financial security and independence so you can have the best years of your life. Our advisors invest time to gain your trust by meeting with you face-to face to understand your specific needs and risk tolerance. We then utilize our top-of-the-line resources as well as the knowledge of other experienced advisors in our office to develop a customized roadmap for you, our client, to reach your specific goals. Your success is our success, not the other way around. Find us on Facebook: www.facebook.com/gatewayinvestments Follow us on Twitter: www.twitter.com/gatewayinv Gateway Investments, LLC | Your Future - Our Focus. 200 Garden City Plaza, Suite 402, Garden City, NY 11530 IMPORTANT DISCLOSURES: www.gatewayinv.com/Custom.aspx?apId=91113 Securities, insurance and advisory services offered through Royal Alliance Associates Inc., member FINRA/SIPC. Gateway Investments, LLC is not an affiliate of Royal Alliance Associates Inc. or registered as a broker-dealer or investment advisor.
Retirement Benefits Rank
Market Competitive
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CORNERSTONE FINANCIAL PLANNING
CORNERSTONE FINANCIAL PLANNING
Portland, Maine
11-50 employees
Since 2004, Cornerstone Financial Planning has been helping our clients make wise financial decisions and plan for life's events so they can move forward with confidence and security. Our investment management clients have relied on us for objective, independent financial advice and a wide range of problem-solving services. Our goal is to simplify your life through a responsive, integrated approach to the accumulation, protection and transition of your wealth. With our exclusive fee-only structure, you are guaranteed the highest level of impartiality, available from few others in the market. Each member of our staff is an experienced professional dedicated to getting to know you on a personal level and helping you achieve your long-term financial goals. We are honored to serve as your trusted advisor and build rewarding long-term relationships with you, your family and future generations.
Retirement Benefits Rank
Market Leading
LAKE STREET ADVISORS GROUP, LLC
LAKE STREET ADVISORS GROUP, LLC
Portsmouth, New Hampshire
11-50 employees
Lake Street Advisors has been providing wealth management and legacy planning for entrepreneurs and executives since 2003. From years of working with founders, CEOs, and early investors, they have significant experience with financial strategies unique to early-stage and growth-stage companies. Lake Street Advisors has locations in Boston, MA and Portsmouth, NH, and serves clients throughout New England and across the country.
Retirement Benefits Rank
Top Benefits