Susan Veligor (BA, CFP®)

Susan Veligor focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • Hourly
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Women's Financial Planning Issues

Planning Specialties

We help clients organize their financial lives, identify their passions, and work toward realizing their goals. We endeavor to develop comfortable long-term relationships that promote rich and fulfilling lives.

NAPFA Start Date

January 21, 2000


This Office

38 Union Wharf Portland, ME 04101-4607 Phone: (207) 772-8133 Fax: (207) 772-8139