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Find Retirement Planners for Retirement Planning in Maine

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in Maine, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

List of Qualified Retirement Planners in Maine

advisor-photo

Sarah J. Halpin

Back Cove Financial

56 Depot Rd

Falmouth, ME 04105

207-541-9500

List of Additional Retirement Planners in Maine*

* Additional advisor listing is provided in partnership with Yext

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Harriman Wealth Management Group - UBS Financial Services Inc.

1 City Center
7th Floor

Portland, ME 04101
207-791-5558

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Sundance Campbell - Morgan Stanley

23 Water Street

Bangor, ME 04401
207-561-2032

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Zachary Burd - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
207-228-2705

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BGA Retirement Advisors

103 Park St

Lewiston, ME 04240
207-689-3400

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Steven Marsanskis - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-871-7326

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Aram Alex Khavari - Morgan Stanley

23 Water Street

Bangor, ME 04401
207-561-2017

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Robin Hodgskin - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-771-0888

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George E Gooley - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
207-228-2646

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Old Port Advisors

130 Middle Street
2nd Floor

Portland, ME 04101
207-774-6552

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Douglas M Becker - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
207-228-2674

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Leah M. Bartley - Morgan Stanley

23 Water Street

Bangor, ME 04401
207-561-2014

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Damien Saccani - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-771-0851

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Tyler Lapointe, Bankers Life Securities Financial Representative

360 US Route 1
Ste 202

Scarborough, ME 04074
207-536-2742

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Carol Poulin - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
207-228-2708

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Brendon Porter - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
207-228-2652

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Bryan Van Dussen - Ameriprise Financial Services, LLC

200 US Route 1
Ste 110

Scarborough, ME 04074
207-883-4200

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Michael O'Keefe - Ameriprise Financial Services, LLC

775 US Route 1
Ste 2

York, ME 03909
207-363-1830

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Janet Cobb - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
207-228-2659

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Jonathan Steinman - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
207-228-2704

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The Prichard Weston Group - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-771-0858

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Michael Secord, Bankers Life Securities Financial Representative

360 US Route 1
Ste 202

Scarborough, ME 04074
207-536-2742

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The Doolan/Eldredge Group - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-771-0800

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Justin Harlan - Ameriprise Financial Services, LLC

44 Main St

Orono, ME 04473
207-619-0440

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Shawn Denecker - Ameriprise Financial Services, LLC

10 Plaza Dr
Ste 102

Scarborough, ME 04074
207-289-1003

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Derek Nisbet - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
207-228-2657

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Dave Spellman

20 Independence Drive
Suite 1A

Freeport, ME 04032
207-869-5723

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Choice Investments

325-D Kennedy Memorial Dr.

Waterville, ME 04901
207-873-0996

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Michael Smith - Ameriprise Financial Services, LLC

8 Elm St

Gorham, ME 04038
207-222-0012

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Allstate Personal Financial Representative: William Campbell

1424 Washington Ave

Portland, ME 04103
207-772-1997

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John Lescure III

350 Fore Street

Portland, ME 04101
207-828-3104

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Carol Tondreau - Ameriprise Financial Services, LLC

60 S Chestnut St

Augusta, ME 04330
207-213-6138

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Gail Frongillo - Morgan Stanley

100 Middle St 3rd
Fl

Portland, ME 04101
207-771-0847

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Bob Daggett - Ameriprise Financial Services, LLC

15 Sky View Dr
Ste 102

Cumberland Foreside, ME 04110
207-805-1111

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Robert Emple - Morgan Stanley

100 Middle St 3rd
Fl

Portland, ME 04101
207-771-0809

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The Robichaud Team - UBS Financial Services Inc.

1 City Center
7th Floor

Portland, ME 04101
207-791-5584

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James Gavin, Bankers Life Securities Financial Representative

360 US Route 1
Ste 202

Scarborough, ME 04074
207-536-5002

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Edward Jones - Financial Advisor: Kimberly A Mackenzie

11 Violette Way
Suite 1

Manchester, ME 04351
207-377-1111

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Donald C Hagstrom - Ameriprise Financial Services, LLC

105 Main St
Ste 1

Bangor, ME 04401
207-942-2367

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Penobscot Financial Advisors - Bangor, Maine

74 Hammond Street

Bangor, ME 04401
207-990-1901

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Sarah Dunckel - Ameriprise Financial Services, LLC

168 Capitol St
Ste 2

Augusta, ME 04330
207-213-6007

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Ervin Dumond, Bankers Life Securities Financial Representative

360 US Route 1
Ste 202

Scarborough, ME 04074
207-536-2742

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Jason MacDonald - Ameriprise Financial Services, LLC

168 Capitol St
Ste 2

Augusta, ME 04330
207-213-6007

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Michael Neff

350 Fore Street

Portland, ME 04101
207-828-3010

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Hoenig & Hoenig - Ameriprise Financial Services, LLC

5 Bradeen St
Ste 100

Springvale, ME 04083
207-324-4560

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Penobscot Financial Advisors - Portland, Maine

1 Monument Square
Suite 501

Portland, ME 04101
207-990-1901

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O' Hare Financial

18 Ocean Street

South Portland, ME 04106
207-200-1500

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Fischer Financial Services

315 Main Street

Waterville, ME 04901
207-873-7654

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Joe Jabar, CFP®

315 Main Street

Waterville, ME 04901
207-873-7654

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Dan Tucker - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
207-772-1894

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Michelle Maki - Ameriprise Financial Services, LLC

2 Skyline Dr

Jay, ME 04239
207-897-5869

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Martin J Joyce - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
207-228-2707

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Sean Patrick Riley - Ameriprise Financial Services, LLC

215 Foreside Rd

Falmouth, ME 04105
207-899-2660

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Scott Lemieux - Ameriprise Financial Services, LLC

409 Bath Rd

Brunswick, ME 04011
207-729-0734

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Benjamin Henchel - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
207-228-2658

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David R Gardner - Ameriprise Financial Services, LLC

45 Forest Falls Dr
Ste B1

Yarmouth, ME 04096
207-846-1175

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David Ferland - Ameriprise Financial Services, LLC

28 Long Sands Rd
Ste 1

York, ME 03909
207-363-0626

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Casco Bay Group - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-771-0859

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ClearPoint Capital - Ameriprise Financial Services, LLC

23 Water St
Ste 405

Bangor, ME 04401
207-307-7718

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Allstate Personal Financial Representative: Martin Bailey

395 Sabattus St

Lewiston, ME 04240
207-671-5288

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Eric W Fullilove - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
207-228-2654

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Lance R Hoenig - Ameriprise Financial Services, LLC

5 Bradeen St
Ste 100

Springvale, ME 04083
207-324-4560

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Jeffrey A Bonney - Ameriprise Financial Services, LLC

62 Portland Rd
Ste 8

Kennebunk, ME 04043
207-985-6543

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Hollis Tedford, Bankers Life Securities Financial Representative

360 US Route 1
Ste 202

Scarborough, ME 04074
207-536-5019

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James E Lamb - Ameriprise Financial Services, LLC

200 US Route 1
Ste 111

Scarborough, ME 04074
207-289-1280

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Everspring Wealth - Ameriprise Financial Services, LLC

200 US Route 1
Ste 110

Scarborough, ME 04074
207-883-4200

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Paul Spizzuoco, CFP - UBS Financial Services Inc.

30 School Street

Rockland, ME 04841
207-593-3403

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Robin A Coombs - Morgan Stanley

23 Water Street

Bangor, ME 04401
207-561-2018

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Robert Harmatys, Bankers Life Securities Financial Representative

442 Civic Center Dr
Ste 450

Augusta, ME 04330
207-621-0548

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Durell Buzzini, CFP, RICP, CDFA - UBS Financial Services Inc.

One Merchants Plaza
3rd Floor

Bangor, ME 04401
207-262-7551

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April Cusson, Bankers Life Securities Financial Representative

360 US Route 1
Ste 202

Scarborough, ME 04074
207-536-2742

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Sean Steady - UBS Financial Services Inc.

1 City Center
7th Floor

Portland, ME 04101
207-791-5508

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Bridge Financial Advisors - UBS Financial Services Inc.

One Merchants Plaza
3rd Floor

Bangor, ME 04401
207-262-7551

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Mitchell Rosengarten - UBS Financial Services Inc.

1 City Center
7th Floor

Portland, ME 04101
207-791-5521

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Troy Malbon, AAMS - UBS Financial Services Inc.

1 City Center
7th Floor

Portland, ME 04101
207-791-5511

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Bayside Wealth Management - UBS Financial Services Inc.

1 City Center
7th Floor

Portland, ME 04101
207-791-5587

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Stonecoast Financial Group - UBS Financial Services Inc.

1 City Center
7th Floor

Portland, ME 04101
207-791-5544

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Jane Rice - Ameriprise Financial Services, LLC

45 Forest Falls Dr
Ste B1

Yarmouth, ME 04096
207-846-1175

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Monument Square Financial Advisors - UBS Financial Services Inc.

1 City Center
7th Floor

Portland, ME 04101
207-791-5101

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Portland, ME Branch Office - UBS Financial Services Inc.

1 City Center
7th Floor

Portland, ME 04101
800-283-1008

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Joey Fenderson, Bankers Life Securities Financial Representative

442 Civic Center Dr
Ste 450

Augusta, ME 04330
207-621-0548

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Andrew Hess - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
207-228-2661

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Tim Keene - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
207-228-2639

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Adelphi Group - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
207-772-1894

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Giancotti Donovan Judkins Investment Group - UBS Financial Services Inc.

1 City Center
7th Floor

Portland, ME 04101
207-791-5569

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James Edward Vicenzi, CFP - UBS Financial Services Inc.

1 City Center
7th Floor

Portland, ME 04101
207-791-5552

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Rockland Financial Group - UBS Financial Services Inc.

30 School Street

Rockland, ME 04841
207-449-3404

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Kirsten Ismail, CFP - UBS Financial Services Inc.

One Merchants Plaza
3rd Floor

Bangor, ME 04401
207-262-7519

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Braden A Lafauce - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
207-228-2666

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Peter Thomas Buzzini, CEPA - UBS Financial Services Inc.

One Merchants Plaza
3rd Floor

Bangor, ME 04401
207-262-7552

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Summit Wealth Advisory Group - UBS Financial Services Inc.

1 City Center
7th Floor

Portland, ME 04101
207-791-5527

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Roger A Auger - Ameriprise Financial Services, LLC

200 US Route 1
Ste 110

Scarborough, ME 04074
207-883-4200

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Timothy Hiscock - UBS Financial Services Inc.

1 City Center
7th Floor

Portland, ME 04101
207-791-5551

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Morgan Stanley

100 Middle St 3rd
Fl

Portland, ME 04101
207-771-0800

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James L Gribbel - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-771-0817

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Mark Leighton - Morgan Stanley

100 Middle St 3rd
Fl

Portland, ME 04101
207-871-7329

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Catherine Cleale - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-771-0827

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Morgan Stanley

23 Water Street

Bangor, ME 04401
207-561-2000

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Glenn A Parkinson - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-871-7307

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William Engelberger - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-771-0808

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The Portland Group - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-771-0800

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The Blakeman/Mavor Group - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
800-442-6722

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Kris Rosado - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-771-0843

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Jeffrey F. O'Sullivan - Morgan Stanley

23 Water Street

Bangor, ME 04401
207-561-2002

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Peter Metcalf - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-771-0818

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Karrie Shaw - Ameriprise Financial Services, LLC

62 Portland Rd
Ste 8

Kennebunk, ME 04043
207-985-6543

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Lenroy Shaw - Morgan Stanley

100 Middle St 3rd
Fl

Portland, ME 04101
207-771-0854

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Bill Arnold - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
207-228-2668

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Christopher Robinson - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
207-228-2648

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Michael Wark - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
207-228-2710

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Jay M Cross - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-771-0816

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Matthew Brown - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
207-228-2673

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Jason Dalessandro - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
207-228-2650

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Jeremiah Burns - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-871-7373

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Christopher Gagnon - Ameriprise Financial Services, LLC

Two Portland Sq
Ste 700

Portland, ME 04101
207-228-2660

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Patrick Lawler - Ameriprise Financial Services, LLC

10 Plaza Dr
Ste 102

Scarborough, ME 04074
207-289-1004

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William P Smith - Morgan Stanley

100 Middle St 3rd
Fl

Portland, ME 04101
207-871-7324

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Jared O'Roak - Morgan Stanley

23 Water Street

Bangor, ME 04401
207-561-2006

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Brian R. McHugh - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-771-0849

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James M Olson - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-871-7319

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Andrew P. Thomas - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-771-0855

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Russell Barnard - Morgan Stanley

100 Middle St 3rd
Fl

Portland, ME 04101
615-665-4723

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Daniel A. Rozario - Morgan Stanley

23 Water Street

Bangor, ME 04401
207-561-2016

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Iain C. Eldredge, CFP® - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-771-0824

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Tammy L.M. Weston - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-771-0858

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Richard J. Rosu-Myles - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-771-0845

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Brian P Mavor - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-771-0826

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Stephen Roop - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-771-0882

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Gary Bergeron - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-871-7315

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Michael A. Boyson - Morgan Stanley

100 Middle St
3rd Fl

Portland, ME 04101
207-771-0804

* Additional advisor listing is provided in partnership with Yext

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Frequently Asked Questions

Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

  1. Are my current savings enough to get retired?
  2. With my current savings, what will my post-retirement lifestyle look like?
  3. Should I consider making investments right before my retirement?
  4. When is the right time to pay off my mortgage-pre or post-retirement?
  5. How can I mitigate my post-retirement financial risks?

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