Financial Services Listing
Our annual Financial Resource Listing
FINANCIAL RESOURCE LISTING
MAINE BANKS + CREDIT UNIONS
Acadia Federal Credit Union
Multiple Locations
9 East Main St.
Fort Kent
207.834.6167
acadiafcu.org
Androscoggin Bank
Multiple Locations
30 Lisbon St.
Lewiston
207.784.9164
androscogginbank.com
Aroostook Savings & Loan
Multiple Locations
43 High St.
Caribou
207.498.8726
yourhomebank.com
Bangor Federal
Multiple Locations
339 Hogan Rd.
Bangor
207.947.0374
bangorfederal.com
Bangor Savings Bank
Multiple Locations
99 Franklin St.
Bangor
1.877.226.4671
bangor.com
Bank of America
Multiple Locations
888.550.6433
bankofamerica.com
Bar Harbor Savings & Loan
103 Main St.
Bar Harbor
207.288.3685
bhsla.com
Bath Savings Institution
Multiple Locations
105 Front St.
Bath
800.447.4559
bathsavings.com
Camden National Bank
Multiple Locations
2 Elm St.
Camden
207.236.8821
camdennational.com
Central Maine Federal Credit Union Maine Banks + Credit Unions
Multiple Locations
1000 Lisbon St.
Lewiston
207.783.1475
centralmainecu.com
Community Credit Union
Multiple Locations
144 Pine St.
Lewiston
207.783.2096
communitycreditunion.com
cPort Credit Union
Multiple Locations
50 Riverside Industrial Parkway
Portland
800.464.0253
cportcu.org
Cumberland County Teachers Federal Credit Union
Multiple Locations
101 Gray Rd.
Falmouth
207.878.3441
cumberlandcountyfcu.com
Damariscotta Bank & Trust Co.
Multiple Locations
25 Main St.
Damariscotta
207.563.8121
damariscottabank.com
Down East Credit Union
Multiple Location
23 Third Ave.
Baileyville
207.427.3333
downeastcu.com
Evergreen Credit Union Maine Banks + Credit Unions
Multiple Locations
225 Riverside St.
Portland
207.221.5000
evergreencreditunion.org
Eastmill Federal Credit Union
Multiple Locations
60 Main St.
East Millinocket
207.746.3428
eastmillfcu.org
First Federal Savings & Loan Association of Bath
Multiple Locations
125 Front St.
Bath
207.442.8711
firstfederalbath.com
Five County Credit Union
Multiple Locations
765 Washington St.
Bath
1.800.750.0959
fivecounty.com
Franklin Savings Bank
Multiple locations
197 Main St.
Farmington
207.778.3339
franklinsavings.com
Gorham Savings Bank
Multiple Locations
10 Wentworth Dr.
Gorham
207.839.4796
gorhamsavingsbank.com
Kennebec Federal Savings
Multiple Locations
70 Main St.
Waterville
207.873.5151
kfsavings.com
Kennebec Savings Bank
Multiple Locations
150 State St.
Augusta
207.622.5801
kennebecsavings.com
Kennebunk Savings
Multiple Locations
104 Main St.
Kennebunk
1.800.339.6573
kennebunksavings.com
Key Bank
Multiple Locations
800.539.2968
key.com
Key Private Bank
Multiple Locations
800.539.2968
key.com
Lisbon Community Federal Credit Union
Multiple Location
325 Lisbon St.
Lisbon
207.353.4144
libsoncu.org
Machias Savings Bank
Multiple Locations
4 Center St.
Machias
207.255.3347
machiassavings.com
Maine Savings Federal Credit Union
Multiple Locations
101 Western Ave.
Hampden
207.862.6500
mainesavings.com
Maine State Credit Union
Multiple Locations
200 Capitol St.
Augusta
207.623.1851
mainestatecu.org
Midcoast Federal Credit Union
Multiple Locations
831 Middle St.
Bath
877.964.3262
midcoastfcu.net
Norway Savings Bank
Multiple Locations
261 Main St.
Norway
1.888.725.2207
norwaysavingsbank.com
Otis Federal Credit Union
170 Main St.
Jay
207.897.0900
otisfcu.coop
Peoples United Bank
Multiple Locations
800.894.0300
peoples.com
PeoplesChoice Credit Union
Multiple Locations
23 Industrial Park Rd.
Saco
207.282.4156
peopleschoiceme.org
Rainbow Federal Credit Union
Multiple Locations
381 Main St.
Lewiston
207.784.5435
rainbowfcu.com
Rockland Savings Bank
Multiple Locations
582 Main St.
Rockland
207.594.8465
rocklandsavingsbank.com
Saco Valley Credit Union
Multiple Locations
312 Main St.
Saco
207.282.6169
sacovalley.org
Sebasticook Valley Federal Credit Union
Multiple Locations
505 Somerset Ave.
207.487.5576
svfcume.com
TD Bank
Multiple Locations
207.317.8816
tdbank.com
Town & Country Federal Credit Union
Multiple Locations
557 Main St.
South Portland
207.773.5656
tcfcu.com
University Credit Union
Multiple Locations
139 Rangeley Rd.
Orono
800.696.8628
ucu.maine.edu
FINANCIAL CONSULTANTS
Allen Insurance and Financial
31 Chestnut St.
Camden
207.236.8376
allenfg.com
Androscoggin Banks Trust and Wealth Management
30 Lisbon St.
Lewiston
207.777.6651
androscoggintrust.com
Anton Lemieux Financial Group
Foreside Place, 202 U.S. Route 1
Falmouth
207.899.4248
antonlemieux.com
Ameriprise Financial
Ameriprise Financial has representatives in multiple locations throughout the state. Visit ameriprise.com to find a representative near you.
August Wealth Management, LLC
477 Congress St., Ste. 401
Portland
207.358.3110
augustwealthmanagement.com
Bangor Savings Bank
Multiple Locations
99 Franklin St.
Bangor
1.877.226.4671
bangor.com
Bar Harbor Trust Services
135 High St.
Ellsworth
207.667.3883
bhbt.com
BGA Financial
Multiple Locations
75 Market Ste. 401
Portland
207.772.4311
bgafinancial.com
Black Point Capital Management
One Canal Plaza, Ste. 801
Portland
207.358.7585
blackpointcapitalmanagement.com
Booth
1 Union St. Ste. 505
Portland
207.774.4030
boothmaine.com
Camden Financial Consultants
Multiple Locations
1768 Atlantic Highway
Waldoboro
207.230.2195
camdenfinancialconsultants.com
Charter Oak Capital Management
121 Middle St.
Portland
800.646.5720
charteroakcm.com
Commonwealth Financial Network
34 Summer St. Ste. 1
Bangor
207.942.0242
commonwealthfinancialbangor.com
Daren P. Seekins CFS
Northeast Planning Associates, Inc.
101 Western Ave.
Hampden
207.862.7247
darenseekins.com
Edward Jones
Edward Jones has representatives in multiple locations throughout the state. Visit edwardjones.com to find a representative near you.
Elder Planning Advisors of Maine Inc.
383 U.S. Rte. 1 Ste. 1B
Scarborough
207.767.8225
epame.com
Financial Response, Inc.
280 West St.
Rockport
207.236.8980
financialrespo.com
First Advisors
Multiple Locations
9 Bristol Rd.
Damariscotta
207.563.1900
firstadvisorsonline.com
Harvest Asset Group
50 Portland Pier, Ste. 300
Portland
207.775.1151
harvestassetgroup.com
H.M. Payson
Multiple Locations
1 Portland Sq. 5th floor
Portland
207.772.3761
hmpayson.com
Investment Concepts
475 Pleasant St. Ste. 21
Lewiston
207.784.5171
Kennebec Wealth Management
Multiple Locations
226 Main St.
Waterville
207.660.4100
kennebecwealth.com
Kennebunk Investment Services
50 Portland Rd.
Kennebunk
1.877.848.9653
kennebunksavings.com
Maine Financial Advisors Inc.
1 Union St. Ste. #401
Portland
207.871.0320
Martin E. Lloyd, E.A.
41 Mechanic St. Ste. 209
Camden
207.236.9687
camdentax.com
Means Investment Company
802 Stillwater Ave.
Bangor
207.947.6763
meansinvestment.com
Michael OKeefe & Associates
775 US Rte. 1 Unit 2
York
207.363.1830
ameripriseadvisors.com
New England Credit Consultants
84 Middle St.
Portland
207.358.7490
necreditconsultants.com
Norway Savings Bank Asset Management Group
Multiple Locations
261 Main St.
Norway
1.888.725.2207
norwaysavingsbank.com
Nvest Financial Group, LLC
69 York St. Ste. 1
Kennebunk
207.985.8585
nvestfinancial.com
Portfolio Management Consultants
58 Applegate Ln.
Falmouth
207.781.2140
Portland Financial Planning Group
511 Congress St. Ste. 804
Portland
207.771.8821
pfpg.com
Reinhard & Associates
16 Casco St.
Portland
207.771.5300
ameripriseadvisors.com/luke.r.reinhard
R. M. Davis, Inc.
24 City Center
Portland
207.774.0022
rmdavis.com
Sagepath Financial Planning, LLC
27 State St. #32
Bangor
207.370.4269
sagepathfinancialplanning.com
Saltwater Harbor Financial LLC
1 Poplar Dr.
Brunswick
888.480.2650
saltwaterharbor.com
Shepard Financial
45 Forest Falls Dr. # B1
Yarmouth
207.847.4032
shepardfinancialmaine.com
Silver Maple Financial
26 Haley Rd.
Kittery
603.969.7257
silvermaplefinancial.com
SMI Management & Research LLC
15 Belvedere Rd.
Damariscotta
207.380.5375
smi-management.com
Smith & Associates, CPAS A Professional Association
500 U.S. Route One, Ste. 203
Yarmouth
207.846.8881
smithassociatescpa.com
Sullivan Wealth Management LLC and Raymond James
112 Clinton Ave.
Winslow
207.660.6637
sullivanwealthmanagement.com
Thomas B. Snow
Northeast Planning Associates, Inc.
426 Forest Ave.
Portland
207.553.5406
tbsnow.com
Western Mountain Financial
198 Front St.
Farmington
800.300.9779
westernmountainfinancial.com
William J. Towle
12 Woodland Rd.
Raymond
207.655.5116
INVESTMENT FIRMS
Acadia Trust, N.A.
Multiple Locations
5 Milk St.
Portland
207.774.3333
acadiatrust.com
Ameriprise Financial
Ameriprise Financial has representatives in multiple locations throughout the state. Visit ameriprise.com to find a representative near you.
Androscoggin Financial Services
30 Lisbon St.
Lewiston
207.777.6651
androscoggintrust.com
Anton Lemieux Financial Group
Foreside Place, 202 U.S. Rte. 1
Falmouth
207.899.4248
antonlemieux.com
August Wealth Management, LLC
477 Congress St., Ste. 401
Portland
207.358.3110
augustwealthmanagement.com
Bangor Savings Bank
Multiple Locations
99 Franklin St.
Bangor
1.877.226.4671
bangor.com
Bar Harbor Trust Services
135 High St.
Ellsworth
207.667.3883
bhbt.com
Bath Savings Trust Company
113 Front St.
Bath
207.443.6296
bathsavings.com
Bigelow Investment Advisors, LLC
4 Moulton St.
Portland
207.772.2900
bigelowadvisors.com
Black Point Capital Management
One Canal Plaza, Ste. 801
Portland
207.358.7585
blackpointcapitalmanagement.com
Charter Oak Capital Management
121 Middle St.
Portland
800.646.5720
charteroakcm.com
Christopher C. Robinson, II
Senior Vice President, Private Client Advisor
U.S. Trust, Bank of American Private Wealth Management
100 Middle St. Ste. 329
Portland
888.716.8338
ustrust.com
Clark & Stuart Inc.
2385 Congress St.
Portland
207.775.1140
Commonwealth Financial Network
34 Summer St. Ste. 1
Bangor
207.942.0242
commonwealthfinancialbangor.com
Edward Jones
Edward Jones has representatives in multiple locations throughout the state. Visit edwardjones.com to find a representative near you.
First Advisors
Multiple Locations
9 Bristol Rd.
Damariscotta
207.563.1900
firstadvisorsonline.com
Harvest Asset Group
50 Portland Pier, Ste. 300
Portland
207.775.1151
harvestassetgroup.com
H.M. Payson
Multiple Locations
1 Portland Sq. 5th floor
Portland
207.772.3761
hmpayson.com
Kennebunk Investment Services
50 Portland Rd.
Kennebunk
1.877.848.9653
kennebunksavings.com
Kennebec Wealth Management
Multiple Locations
226 Main St.
Waterville
207.660.4100
kennebecwealth.com
Marshall Point Advisors LLC
#10 Hupper Island
Port Clyde
207.691.1280
marshallpoint.com
Means Investment Company
802 Stillwater Ave.
Bangor
207.947.6763
meansinvestment.com
Northport Capital Management
24 Kelly Cove Ln.
Northport
401.742.9349
Norway Savings Bank Asset Management Group
Multiple Locations
261 Main St.
Norway
1.888.725.2207
norwaysavingsbank.com
Nvest Financial Group, LLC
69 York St. Ste. 1
Kennebunk
207.985.8585
nvestfinancial.com
OBrien Asset Management LLC
382 Goodwin Rd.
Eliot
207.457.0346
obrienam.com
Pine Capital, LLC
100 Commercial St., Ste. 311
Portland
207.775.2260
pinecapital.com
Reinhard & Associates
16 Casco St.
Portland
207.771.5300
ameripriseadvisors.com/luke.r.reinhard
R. M. Davis, Inc.
24 City Center
Portland
207.774.0022
rmdavis.com
Silver Maple Financial
26 Haley Rd.
Kittery
603.969.7257
silvermaplefinancial.com
SMI Management & Research LLC
15 Belvedere Rd.
Damariscotta
207.380.5375
smi-management.com
Smith & Associates, CPAS A Professional Association
500 U.S. Route One, Ste. 203
Yarmouth
207.846.8881
smithassociatescpa.com
Sunrise Investment Services, Inc.
34 Mayo St.
Belfast
207.338.9228
Tesseract Partners
63 Foreside Common Dr.
Falmouth
207.781.5005
tesseractpartners.com
Western Mountain Financial
198 Front St.
Farmington
800.300.9779
westernmountainfinancial.com
VENTURE CAPITALISTS & OTHER INVESTORS IN MAINE
Borealis Fund, L.P.
114 N. Main St., Ste. 201
Concord, NH
603.226.4480
borealisventures.com
Brook Venture
301 Edgewater Place
Wakefield, MA
781.295.4000
brookventure.com
eCoast Angel Network
Portsmouth, NH
ecoastangels.com
CommonAngels
One Cranberry Hill
Lexington
781.274.9124
commonangels.com
First Run Angel Group
53 Technology Ln, Ste. 100
Conway, NH
603.447.6622
firstrunangelgroup.com
Little Diamond Island Enterprises
75 Pearl St.
Portland
207.761.0717
Maine Angels
Portland
maineangels.org
Maine Technology Institute
8 Venture Ave.
Brunswick
207.582.4790
mainetechnology.org
Maine Securities Corporation
15 Monument Sq.
Portland
207.775.0800
mainesecurities.com
Masthead Venture Partners
111 Commercial St., Ste. 302
Portland
207.780.0905
mvpartners.com
North Atlantic Capital
Two City Center, 5th Floor
Portland
207.772.4470
northatlanticcapital.com
Small Enterprise Growth Fund
Newport
207.504.1999
segfmaine.com
Spinnaker Trust
123 Free St.
Portland
207.553.7160
spinnakertrust.com