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Bangor Office

67 Pine Street,

Suite 2
Bangor, ME 04401

Practical Planning for Practical Results

<b>Tax Integration</b>

Tax Integration

We create strategies that are tailored to your needs and goals.

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<strong>Goals-Based Planning</strong>

Goals-Based Planning

Years of experience have prepared us to guide you through life's transitions.

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<strong>Smart Investing</strong>

Smart Investing

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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<b>Who We Are.&#160;</b>

Who We Are. 

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

<b>Discover Hidden Opportunities.</b>

Discover Hidden Opportunities.

We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy. Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.

<b>Where do you want your financial roadmap to take you?</b>

Where do you want your financial roadmap to take you?

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.

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