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Advisors near 04090

Out of 400,000+ nationwide

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Barry O

CFP®, Series 63, Series 65

Eliot, ME

O'Brien Asset Management

Life insurance needs analysis Disability insurance Long-term care insurance General retirement planning General estate planning guidance
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Matthew D

Series 66

North Berwick, ME

Dirigo Financial LLC

General retirement planning General tax planning College savings (529s, UTMA, etc.) Cash flow / budgeting Business Financial Management
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Zachary R

Series 63, Series 65

York, ME

Kingfisher Capital Management LLC

Wealth management Passive / index investing Active portfolio management
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Jennifer A

Series 63, Series 65

Kennebunk, ME

Atlantic Coast Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning Cash flow / budgeting
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Jason P

Series 65, Series 66

Kennebunkport, ME

Sonder Partners

Wealth management Passive / index investing
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Warren B

ChFC®, Series 63

Wells, ME

Salem Advisory Group LLC

Retirement plans for business owners (SEP, solo 401k) Long-term care insurance Medicare planning Wealth management Annuities Founder/Business Owner Retired
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Kevin C

CFP®, Series 63

Wells, ME

Salem Advisory Group LLC

Retirement plans for business owners (SEP, solo 401k) Long-term care insurance Medicare planning Wealth management Annuities Founder/Business Owner Retired
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Peter B

Series 63, Series 65

Wells, ME

Salem Advisory Group LLC

Retirement plans for business owners (SEP, solo 401k) Long-term care insurance Medicare planning Wealth management Annuities Founder/Business Owner Retired
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William R

Series 65

Wells, ME

Salem Advisory Group LLC

Retirement plans for business owners (SEP, solo 401k) Long-term care insurance Medicare planning Wealth management Annuities Founder/Business Owner Retired
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Charles D

CFA®

Kennebunk, ME

Seacrest Wealth Management, LLC

Annuities Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Founder/Business Owner Executive Approaching retirement
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