Financial advisors in Falmouth, ME

69 advisors · page 2 of 3

Dimitri Balatsos
Financial advisor at Tesseract Partners
Tesseract Partners
Verified
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Eric Lusk
Financial advisor at Bolton Global Asset Management
Bolton Global Asset Management · $8.28B AUM
VerifiedFinancial planning
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Jennifer Beecher
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Jennifer Lebel
Financial advisor at Valmark Advisers, Inc.
Valmark Advisers, Inc. · $10.17B AUM
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John Mueller
Financial advisor at Principal Asset Management
Principal Asset Management · $427.71B AUM
Verified
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Joshua Medeiros
Financial advisor at Valmark Advisers, Inc.
Valmark Advisers, Inc. · $10.17B AUM
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Joshua Rent
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Kellen Macdonald
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
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Kendrik Doughty
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Laura Gebhart
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
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Lawrence Perry
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
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Lynn Foley
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
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Madeline Darcy
Financial advisor at Bennett Selby Investments, L.p.
Bennett Selby Investments, L.p. · $335.9M AUM
Verified
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Madeline Rheaume
Financial advisor at Bolton Global Asset Management
Bolton Global Asset Management · $8.28B AUM
VerifiedFinancial planning
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Mark Macleod
Financial advisor at Rm Financial Services, LLC
Rm Financial Services, LLC · $245.4M AUM
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Mark Selby
Financial advisor at Bennett Selby Investments, L.p.
Bennett Selby Investments, L.p. · $335.9M AUM
Verified
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Matthew Arey
Financial advisor at Valmark Advisers, Inc.
Valmark Advisers, Inc. · $10.17B AUM
VerifiedFinancial planning
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Matthew Bennett
Financial advisor at Bennett Selby Investments, L.p.
Bennett Selby Investments, L.p. · $335.9M AUM
Verified
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Matthew Emery
Financial advisor at Hightower Advisors, LLC
Hightower Advisors, LLC · $198.58B AUM
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Matthew Rittenhouse
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
VerifiedFinancial planning
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Melissa Duffy
Financial advisor at Hightower Advisors, LLC
Hightower Advisors, LLC · $198.58B AUM
VerifiedFinancial planning
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Melissa Paione
Financial advisor at Valmark Advisers, Inc.
Valmark Advisers, Inc. · $10.17B AUM
VerifiedFinancial planning
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Michael Dow
Financial advisor at Bolton Global Asset Management
Bolton Global Asset Management · $8.28B AUM
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Micheline Romano
Financial advisor at Valmark Advisers, Inc.
Valmark Advisers, Inc. · $10.17B AUM
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Nathan Chisholm
Financial advisor at Valmark Advisers, Inc.
Valmark Advisers, Inc. · $10.17B AUM
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Normand Poulin
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
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Patricia Barnes
Financial advisor at Maine Advisory Associates
Maine Advisory Associates · $116.5M AUM
Verified
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Philip Harriman
Financial advisor at Valmark Advisers, Inc.
Valmark Advisers, Inc. · $10.17B AUM
VerifiedFinancial planning
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Rebecca Burchill
Financial advisor at Valmark Advisers, Inc.
Valmark Advisers, Inc. · $10.17B AUM
VerifiedFinancial planning
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Richard Benoit
Financial advisor at Bolton Global Asset Management
Bolton Global Asset Management · $8.28B AUM
VerifiedFinancial planning
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Falmouth, ME

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Falmouth, ME.

How this list works

Before you hire an advisor in Falmouth, ME