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Financial Advisors in Portland, Maine

Our hand-picked list of 8 financial advisors serving Portland, Maine. Compare contact info and request free quotes from local providers.

About Hiring a Financial Advisor in Portland

Financial professionals in Portland should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Maine securities regulator before sharing any financial information.

Licensing & verification: Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In Maine, verify with the FINRA / SEC / state before hiring.

Top Financial Advisors in Portland

ARIES WEALTH MANAGEMENT, LLC

70 CENTER STREET, PORTLAND, ME 04101

📞 (207) 536-••••

BIGELOW INVESTMENT ADVISORS, LLC

2 MONUMENT SQUARE, PORTLAND, ME 04101

📞 (207) 772-••••

CLARK & STUART INC

1945 CONGRESS STREET BUILDING A, PORTLAND, ME 04102

📞 (207) 775-••••

GREAT DIAMOND PARTNERS, LLC

22 MONUMENT SQUARE, PORTLAND, ME 04101

📞 (207) 274-••••

GREENBACKER CAPITAL MANAGEMENT LLC

30 DANFORTH STREET, PORTLAND, ME 04101

📞 (646) 556-••••

GUIDANCE POINT RETIREMENT SERVICES, LLC

136 COMMERCIAL STREET, PORTLAND, ME 04101

📞 (207) 358-••••

H.M. PAYSON

ONE PORTLAND SQUARE, 5TH FLOOR, PORTLAND, ME 04101

📞 (207) 772-••••

HEADINVEST

7 CUSTOM HOUSE ST, PORTLAND, ME 04101

📞 (207) 773-••••

Frequently Asked Questions

Where can I find financial advisors in Portland, Maine?

Portland, Maine has 8 financial advisors listed in our directory. ARIES WEALTH MANAGEMENT, LLC is one option in the area. Use the list above to compare providers and request a free quote.

Are financial advisors licensed in Maine?

Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In Maine, verify with the FINRA / SEC / state before hiring. Ask any provider for their current license number and verify it with the FINRA / SEC / state before you hire.

How do I choose the right financial advisor in Portland?

Financial professionals in Portland should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Maine securities regulator before sharing any financial information.

Can I get a free quote from a financial advisor in Portland?

Yes. Use our free quote form below — describe your project, and we'll match you with verified Portland-area financial advisors who can provide written estimates. There's no obligation, and most providers respond within 24 hours.

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