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Find Retirement Advisors for Retirement Planning in Bangor, Maine

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 you 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 registrations check. 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 NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
MEANS WEALTH MANAGEMENT
802 Stillwater Ave.,
Bangor, ME, 04401-3614
$743,799,162281719
A Percentage of AUM, Hourly charges, Other (PROVIDE GENERAL INVESTMENT ADVICE FOR A NEGOTIATED FEE)
2
VANCEGRAY WEALTH MANAGEMENT, INC.
128 Broadway,
Bangor, ME, 4401
$252,609,305188311
A Percentage of AUM, Hourly charges, Fixed Fees
3
BIRCHBROOK
82 Columbia St,
Bangor, ME, 4401
$213,652,2288057
A Percentage of AUM, Hourly charges, Fixed Fees
4
ALTERITY FINANCIAL GROUP, LLC
21 Main Street, Suite 201
Bangor, ME, 4401
$119,358,1525237
A Percentage of AUM, Fixed Fees
5
EAGLE FINANCIAL STRATEGIES
One Cumberland Place, Suite 204
Bangor, ME, 4401
$103,166,1244755
A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Bangor, Maine

QualificationsFirm CRD# 2748

Assets Under Management $743,799,162

No. Of Clients2817

Clients Per Financial Advisor148

MEANS WEALTH MANAGEMENT is a financial advisory firm situated in Bangor, Maine. With a nearly $744M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2817 clients. The team consists of 19 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 INVESTMENT ADVICE FOR A NEGOTIATED FEE)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Pension Consulting Services
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 142613

Assets Under Management $252,609,305

No. Of Clients1883

Clients Per Financial Advisor171

VANCEGRAY WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Bangor, Maine. With a nearly $253M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1883 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 105164

Assets Under Management $213,652,228

No. Of Clients805

Clients Per Financial Advisor115

BIRCHBROOK is a financial advisory firm situated in Bangor, Maine. With a nearly $214M assets under management, the firm specializes in crafting personalized retirement planning solutions for 805 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 153534

Assets Under Management $119,358,152

No. Of Clients523

Clients Per Financial Advisor75

ALTERITY FINANCIAL GROUP, LLC is a financial advisory firm situated in Bangor, Maine. With a nearly $119M assets under management, the firm specializes in crafting personalized retirement planning solutions for 523 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
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 138825

Assets Under Management $103,166,124

No. Of Clients475

Clients Per Financial Advisor95

EAGLE FINANCIAL STRATEGIES is a financial advisory firm situated in Bangor, Maine. With a nearly $103M assets under management, the firm specializes in crafting personalized retirement planning solutions for 475 clients. The team consists of 5 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
  • Portfolio Management for Individuals
  • Pension Consulting Services
View Full Profile

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