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Find Retirement Advisors for Retirement Planning in Maine, Bangor

Q: 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.

Q: 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.

Q: 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.

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

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Top 5 Retirement Planning firms in Bangor, Maine (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	802 Stillwater Ave., Bangor, ME, 04401-3614	$976,990,954	3038	21	A percentage of AUM, Hourly charges, Other (PROVIDE GENERAL ADVICE & FIN. PLANNING SVCS FOR A NEGOTIATED FEE)
2	128 Broadway, Bangor, ME, 04401	$328,778,720	2066	11	A percentage of AUM, Hourly charges, Fixed fees
3	82 Columbia St, Bangor, ME, 04401	$245,178,595	767	7	A percentage of AUM, Hourly charges, Fixed fees
4	One Cumberland Place, Suite 204 Bangor, ME, 04401	$129,696,230	497	6	A percentage of AUM, Hourly charges, Fixed fees
5	77 Exchange St., Suite 302 Bangor, ME, 04401	$101,292,356	94	1	A percentage of AUM, Fixed fees

Information on Top Retirement Planning firms in Bangor, Maine

MEANS WEALTH MANAGEMENT

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QualificationsFirm CRD# 2748

Assets Under Management $976,990,954

No. Of Clients3038

Clients Per Financial Advisor145

MEANS WEALTH MANAGEMENT is a financial advisory firm situated in Bangor, Maine. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3038 clients. The team consists of 21 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Other (PROVIDE GENERAL ADVICE & FIN. PLANNING SVCS FOR A NEGOTIATED FEE)

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Pesnsion consulting services
Publication of periodicals and newsletters
Education seminars/workshops
Other (PROVIDE GENERAL INVESTMENT ADVICE)

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VANCEGRAY WEALTH MANAGEMENT, INC.

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QualificationsFirm CRD# 142613

Assets Under Management $328,778,720

No. Of Clients2066

Clients Per Financial Advisor188

VANCEGRAY WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Bangor, Maine. With a nearly $329M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2066 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Education seminars/workshops

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BIRCHBROOK

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QualificationsFirm CRD# 105164

Assets Under Management $245,178,595

No. Of Clients767

Clients Per Financial Advisor110

BIRCHBROOK is a financial advisory firm situated in Bangor, Maine. With a nearly $245M assets under management, the firm specializes in crafting personalized retirement planning solutions for 767 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

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EAGLE FINANCIAL STRATEGIES

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QualificationsFirm CRD# 138825

Assets Under Management $129,696,230

No. Of Clients497

Clients Per Financial Advisor83

EAGLE FINANCIAL STRATEGIES is a financial advisory firm situated in Bangor, Maine. With a nearly $130M assets under management, the firm specializes in crafting personalized retirement planning solutions for 497 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

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OLDFIELD WEALTH PARTNERS

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QualificationsFirm CRD# 332765

Assets Under Management $101,292,356

No. Of Clients94

Clients Per Financial Advisor94

OLDFIELD WEALTH PARTNERS is a financial advisory firm situated in Bangor, Maine. With a nearly $101M assets under management, the firm specializes in crafting personalized retirement planning solutions for 94 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

View Full Profile

Frequently Asked Questions

Why do I need a retirement planner?

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?

How much does a retirement planner cost?

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

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

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