Financial Planners Lewiston ME

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Mr. Barry L. Kohler, CFP®
(207) 376-3648
30 Lisbon St
Lewiston, ME
Firm
Androscoggin Bank
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Elder Care, Employee and Employer Plan Benefits
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided By:
Mr. James R. Sargent, CFP®
22 Fairmount Ave
Auburn, ME
Firm
ING
Areas of Specialization
Employee and Employer Plan Benefits

Data Provided By:
Mr. Edward M. Snook, CFP®
(207) 754-7857
49 Weatherly Pl
Auburn, ME
Firm
Evergreen Financial Inc

Data Provided By:
Mr. Kevin P. Carbin Jr., CFP®
(800) 284-5989
186 Maine St
Brunswick, ME
Firm
Northeast Financial Services
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement Income Management, Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000



Data Provided By:
Ms. Carol S. Taylor, CFP®
(207) 373-5124
55 Cushing St
Brunswick, ME
Firm
CUNA Mutual Group
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Management, Long-Term Care, Retirement Income Management
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided By:
Mr. John R. O'Malley, CFP®
(207) 784-3524
467 Sabattus St
Lewiston, ME
Firm
O'Malley Associates Inc
Areas of Specialization
Accounting, Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Elder Care, Investment Planning, Long-Term Care

Data Provided By:
Melinda F. Davis, CFP®
(207) 376-3160
195 Center St
Auburn, ME
Firm
Cornerstone Wealth Planning
Areas of Specialization
Investment Management

Data Provided By:
Mr. Michael R. Trenholm, CFP®
(207) 933-7124
832 Main St
Monmouth, ME
Firm
Central Maine Financial Servic
Areas of Specialization
Asset Allocation, Budget Development, Elder Care, General Financial Planning, Investment Management, Real Estate
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. Richard S Wilcox, CFP®
(207) 729-4410
14 Maine St # 23
Brunswick, ME
Firm
First Command Financial Planning
Areas of Specialization
Comprehensive Financial Planning, Government and Military, Insurance Planning, Investment Management, Long-Term Care, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $100,001 - $250,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided By:
Mr. John R. Krainis, CFP®
(207) 865-6800
PO Box 251
Freeport, ME
Firm
The Financial Network

Data Provided By:
Data Provided By:

Be A Savvy Financial Consumer

by Cesar Garcia on June 11, 2010

in La Buena Vida

The answer lies in the old saying that goes, “It’s not who you know, it’s what you know.” Yes, I changed the words around. The What in front of the Who. Say what?

Men Shaking Hands For many generations, the business world, which includes Wall Street, has been networking its corporate elite and others in order to drive sales and build a successful business. Networking is synonymous with a successful business. All the businessmen and businesswomen at the corporate level, including business and investment bankers achieve success through networking. Of course, in order to close a deal, they need to have the knowledge, expertise and the right information to complete that business transaction and call it a slam dunk of a deal. Financially Savvy Couple

Put yourself in the shoes of that businessman, businesswoman or banker. Now, call yourself a savvy financial consumer instead. Or, would you rather just call yourself a financial consumer? You decide. What’s the difference? A savvy financial consumer runs the show just like the knowledgeable businessman. Ever here of the saying, “ Oh, he’s a smart businessman.” Being a savvy consumer is about using money wisely, being informed and ultimately making a well-informed financial decision. In this tough economy, most of us are trying to squeeze as much value as possible out of every dollar and no one can afford to loose money. The savvy financial consumer creates a budget and best prepares himself or herself with knowledge and educational resources to tackle life’s financial objective.

Ok, so we figured out that to be a savvy financial consumer, one needs to be budget conscious and informed in order to make an educated decision. If you are still in that businessperson’s shoes, you are probably asking yourself what this all means or where does networking fit?

Girl With Calculator Let’s first talk about the economy. When you look at the state of many of the economies around the world, it’s a mystery why financial education is not required in schools. Yes, it’s not required. It is easy to blame banks, business or governments for our current economic condition but the fact is that the education of individuals is what needs to be addressed. Some argue that a better way to teach children about money is in the home, which may have its qualities but may create something of a cyclone out of control: when parents are themselves, financially challenged. What’s the government’s role in teaching financial education? From my experience in researching financial education and the resources that can help individuals and families better prepare themselves to make that slam dunk of a deal, the government and some private businesses are going to bat for you.

Throughout my financial quest in search of answers to everyday personal finance questions, I came to realize that there is way too much information out there! Information overload! The World Wide Web is amassed with hundreds of sites devoted to help...

Click here to read the rest of this article from Casa Latina