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Christmas without Cash Windham ME

Welcome to the Holidays on the Net Local Pages. Here you can find local information about Christmas without Cash in Windham, ME. We have compiled a list of businesses and services around Windham, including Financial Planners that should help you with your search. Should you wish to find help online, the ads on this page have also been targeted to Financial Planning in order to better help you find what you are looking for. We hope this page helps satisfy your local needs.

Susan Veligor
Cornerstone Financial Planning, LLC
(207) 772-8133
70 Center Street, 2nd Level
Portland, ME
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Estate & Generational Planning Issues, Hourly Financial Planning Services, Women's Financial Planning Issues, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, BA, CFP®

Karen Elise Kilbride
On Course Financial Group, LLC
(207) 775-1177
14 Pleasant Street
Portland, ME
Expertises
Retirement Planning & Distribution Rules, Ongoing Investment Management, Advising Employee Benefit Plan Participants, Women's Financial Planning Issues, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS

Jill Boynton
Cornerstone Financial Planning, LLC
(207) 772-8133
70 Center Street, 2nd Level
Portland, ME
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Divorce Planning, Hourly Financial Planning Services, Retirement Planning & Distribution Rules, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, BA, CDFA, CFP®

Mr. Peter C. Neelon, CFP®
(207) 893-2255
778 Roosevelt Trl
Windham, ME
Firm
Edward Jones Investments
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Elder Care

Data Provided By:
Mr. Jonathan Hiltz, CFP®
(207) 770-2004
75 Leighton Rd Bldg 3
Falmouth, ME
Firm
Baystate Financial Services
Areas of Specialization
Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Estate Planning, Long-Term Care, Retirement Planning, Wealth Management
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable



Data Provided By:
Thomas Rogers
Portland Financial Planning Group, LLC
(207) 771-8821
477 Congress Street, Suite 814
Portland, ME
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Planning Issues for Unmarried & Same-Sex Couples, Insurance Related Issues, including Annuities, Socially Responsible Investments
Certifications
NAPFA Registered Financial Advisor, BA, CFP®

Jeffrey Bogue
Bogue Asset Management
207-699-1331 Ext. 6331
415 Congress Street
Portland, ME
Expertises
Retirement Planning & Distribution Rules, Ongoing Investment Management, Planning Issues for Business Owners, Planning Concerns for Corporate Executives, Advising Medical Professionals, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Michael Donahoe
On Course Financial Group, LLC
(207) 775-1177
14 Pleasant Street
Portland, ME
Expertises
Retirement Planning & Distribution Rules, Ongoing Investment Management, Estate & Generational Planning Issues, Helping Clients Identify & Achieve Goals, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Mr. Denison Gallaudet, CFP®
(207) 400-1719
67 Range Rd
Cumberland, ME
Firm
Millbrook Advisors, LLC
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Debt Management, Education Planning, Elder Care, Estate Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable



Data Provided By:
Mr. William C Dow, CFP®
(207) 878-1573
134 US Route 1
Falmouth, ME
Firm
Dow Capital Management, LLC
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

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