Penobscot Financial Advisors

Penobscot Financial Advisors stands for so much more than just excellent financial planning. That’s because our focus isn’t on crowding our client roster; it’s on providing the best possible standard of care for you, our clients. This means our advisors wear a lot of hats—we’re life coaches, teachers, friends. It’s just what you do when you’re in it for the long haul, and we’re 100% committed to supporting and empowering you from the acquisition of your first asset onward. No confusing industry jargon, no judgment, just straightforward solutions and support as we help you optimize your finances to reflect your passions, interests and lifestyles.

At PFA, working in your best interest is more than a promise we make–it is the core standard by which we are measured, and is supported by our status as a fee-only fiduciary. As an SEC-Registered Investment Adviser, we are required to act solely in the best interest of our clients.

Additionally, for our Certified Financial Planner™ certificants, any recommendations we make must reflect the same level of diligence and care that a professional would make in their own situation. Our advisors work only in your best interest—our goal is helping you reach yours.

 

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

1 Monument Sq Ste 501 Portland, ME 04101-6418 Phone: (207) 990-1901

Primary Office

1 Monument Sq Ste 501 Portland, ME 04101-6418 Phone: (207) 990-1901

Other Offices

74 Hammond St. Bangor, ME 04401 Phone: (207) 990-1901