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Find Retirement Advisors for Retirement Planning in Maine, New Gloucester

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 1 Retirement Planning firms in New Gloucester, Maine (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

41 Campus Drive, Suite 203
New Gloucester, ME, 04260
$446,184,778567
A percentage of AUM

Information on Top Retirement Planning firms in New Gloucester, Maine

QualificationsFirm CRD# 168996

Assets Under Management $446,184,778

No. Of Clients56

Clients Per Financial Advisor8

HARPSWELL CAPITAL ADVISORS, LLC is a financial advisory firm situated in New Gloucester, Maine. With a nearly $446M assets under management, the firm specializes in crafting personalized retirement planning solutions for 56 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

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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