Financial Planners Waterville ME

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Mr. Alan D. Carey, CFP®
(207) 877-9450
P.O. Box 59
Waterville, ME
Firm
Prime Financial Investments &

Data Provided By:
Mr. Kenneth P. Viens, CFP®
(207) 660-4100
226 Main St
Waterville, ME
Firm
Kennebec Wealth Management
Areas of Specialization
General Financial Planning

Data Provided By:
Mr. Roland G. Fournier, CFP®
(207) 877-9450
753 West River Rd
Waterville, ME
Firm
Prime Financial
Areas of Specialization
General Financial Planning
Key Considerations
Average Net Worth: $100,001 - $250,000

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

Profession: Self-Employed Business Owners

Data Provided By:
Mr. John R. Williams Ii, CFP®
(207) 453-5300
43 Western Ave
Fairfield, ME
Firm
Cadaret Grant and Co., Inc.

Data Provided By:
Mrs. Sarah J. Dunckel, CFP®
(207) 622-9009
7 North Chestnut Street
Augusta, ME
Firm
Ameriprise Financial, Inc.
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Investment Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable



Data Provided By:
Mr. Albert J. Languet Iii, CFP®
(207) 873-2200
129 Silver Street
Waterville, ME
Firm
Golden Pond Wealth Management
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Estate Planning, Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Joseph M. Jabar Jr., CFP®
(207) 660-4100
226 Main St
Waterville, ME
Firm
LPL Financial
Areas of Specialization
Comprehensive Financial Planning, Investment Management

Data Provided By:
Ms. Suzanne I Uhl-Melanson, CFP®
(207) 859-8877
Uhl-Melanson Investor Services
Waterville, ME
Firm
Uhl-Melanson Investor Services LLC
Areas of Specialization
Budget Development, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Investment Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Ms. Nina J. Mendall, CFP®
(207) 621-2626
320 Water St Fl 4
Augusta, ME
Firm
Raymond James Financial Services, Inc.
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Planning for Couples, Retirement Income Management

Data Provided By:
Mr. Peter L Mendall, CFP®
(207) 621-2626
320 Water St Fl 4
Augusta, ME
Firm
Raymond James Financial Services, Inc.
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Securities
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Self-Employed Business Owners

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