Financial Advisors in BRUNSWICK, MAINE

Brunswick, ME

If you're looking for a financial advisor in the Brunswick area, we're here to help. Specializing in serving small business owners and female investors, we offer a full range of services including financial planning, tax and estate planning, and investment management to help you achieve your financial goals.

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CLIENT SUPPORT TEAM

Maranda Marsh Barrera
Client Relationship Manager

Geniffer Takacs, CFA
Associate Director, Investments

Jaymz McStowe, CFP®
Senior Financial Planner

Elena Lesnykh
Client Relationship Associate

Contact Our Brunswick Financial Advisors

Our Brunswick office invites you to visit and meet our financial advisors to see what our full-service team can provide.

WE KEEP YOU INFORMED

You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.

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