Looking for a local Financial Advisor? 

Thu, 05/26/2022 - 7:00am
Have you recently moved to Maine? Or never worked with an advisor, but think it may be time to start? Some of my clients have moved from different parts of the country and wanted to connect with a local financial planner to help them achieve their financial goals. Other clients reached a point where they wanted someone else on their team to help navigate tough financial decisions. We talk about preparing for retirement, living in retirement, tax concerns, investments, self-employment, and protecting loved ones among many other concerns. 
 
If you need help achieving your financial goals, book a call today to learn more! 

 

Brie Pio, MBA, CFP®

Principal, Birch Point Wealth Management LLC