We provide investment management, financial planning and consulting services to high-net-worth clients and institutions, including endowments and foundations. For nearly 40 years, we have delivered a comprehensive set of solutions that help clients build, preserve and manage their wealth. We serve clients nationally from offices in Maine, Massachusetts, New Hampshire, New York and Rhode Island. Our disclosures can be found by visiting our website: https://www.flputnam.com/disclosures.

Harborview Advisors is a Maine based wealth management firm serving clients throughout Maine and throughout the US. We offer both financial planning and investment management services. “To view our firm’s full disclosures, please visit: www.wealthshieldpartners.com/social-media-disclosure” https://wealthshieldpartners.com/social-media-disclosure

Specializes in Operations Support Services for BerryDunn Wealth Management.Jess joined the client services team in October of 2007 as a Paraprofessional and works closely with the other members of BerryDunn Wealth Management to set up and maintain our clients’ financial and investment plans in a timely and seamless fashion. Jess’s position allows her to work closely with each of our clients. Her attention to detail and follow-through ensures that our clients’ investment accounts and financial plans continue to run smoothly and that all clients’ needs are met promptly. Jess holds her FINRA Series 6 Registration through Commonwealth Financial Network.Experience Highlights:• Client Services for both individual financial planning clients and retirement plans • Client support for all insurance services• Data coordination and input for investment analysis and portfolio reviews• Oversees maintenance and functionality of client information databaseSecurities offered through Commonwealth Financial Network, member www.FINRA.org/www.SIPC.org.This communication is strictly intended for individuals residing in the state of ME. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.BerryDunn Wealth Management 100 Middle Street, Portland, ME 04101. (207) 541-2200 Please review our Terms of Use here: www.commonwealth.com/termsofuse

Act as the initial point of contact for clients, brokerage houses & investment managers. Monthly reconciliation of client accounts. Assist with payroll & accounts payable.

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.

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.

Our company specializes in plan participant-level asset management services. This page provides routine articles and resources that may be of interest to the plan participants, plan sponsors, and plan vendors who we service. Areas of special interest are: Cash Management Investment Planning Tax Planning Retirement Planning Estate Planning Risk Management Economics Articles of interest to those in our target client bases, including people who work in the fields of Education, Healthcare and Government Disclosure: Penobscot Wealth Management d/b/a Penobscot Financial Advisors is an SEC Registered Investment Advisor. Please visit our website https://penobscotfa.com/disclosure-privacy-policy/ for important disclosures.

We are an independent financial services firm specializing in wealth management, retirement, insurance & tax planning. Securities offered through Securities America, Inc., member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Innova Financial Wealth & Insurance Advisors and Securities America are separate entities. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. Please see website for full disclosure.

Helping people improve their lives through financial planning and wealth management. We serve professionals, business owners, and others committed to building a secure and fulfilling future. We are especially focused on guiding clients through the complex decision making that accompanies the transition into retirement. The Foundry Financial Group, Inc. is a Registered Investment Advisor.

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.

Back Cove Financial is a privately held, independent business located in the Greater Portland area in Maine. We are Honest, Independent, and Experienced. Our goal is to establish long-term relationships, to effectively support clients to live life on their terms, making sure their finances match ever-changing needs. Through our holistic approach to wealth management, we assess what is reasonable for a client’s immediate situation and create an attainable plan of action. We are not beholden to any product; we recommend only what is best for the individual, family, and business. We offer client services including investment & portfolio management, retirement planning, college savings, corporate retirement plans, insurance planning, tax & estate planning. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s BrokerCheck for a list of current registrations. Securities and advisory services offered through Commonwealth Financial Network®, Member https://www.FINRA.org, https://www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network ®. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.

Corporate Finance Associates is an international investment banking firm serving middle-market businesses. For over 60 years Corporate Finance Associates has been advocating on behalf of business owners who are restructuring a company, either through divestiture, merger, acquisition or recapitalization. Whether you’re selling, buying or recapitalizing your company, our business is your business. CFA draws upon substantial research, valuation, marketing, industry-specific resources and expertise while regularly consulting with principals in over 30 offices spanning the United States, India, Belgium, Denmark, Ireland, Netherlands, Switzerland and United Kingdom.