Portland / Maine / United States
Building a long-term relationship is my priority. I start the journey by taking the time to listen to and understand each of my clients personally. Together, we carefully chart a course to plan, strategize, and organize their financial future. I believe in using prudent investment strategies and thoughtful advice. The financial wisdom and guidance I offer is based on my years of financial industry experience with real world application of this experience. I am dedicated to helping nourish a clients financial wellness. I provide diverse guidance and insight to my clients. I recognize that each persons situation is unique, so I provide advice and aid in the development of financial plans that look to focus on helping each person pursue their financial goals. While providing a wide spectrum of financial services and forming a strong relationship, I assist my clients in planning to achieve their financial objectives prudently and thoughtfully, through a long-term relationship based on knowledgeable advice. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.