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207-990-8909

Home
Investment
Retirement
Risk Management
Estate Planning
Education Planning
Business Services
- Business Continuation
- Business Retirement
Tax Accounting
About
BrokerCheck
RMS
Wealthscape
Contact
207-990-8909

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Tax Optimized Wealth Management

Contact Us

74 Gilman Road. Suite 3,
Bangor, Maine 04401

Hours:
Monday through Friday: 8:30 am - 5:00 pm

Home
Investment
Retirement
Risk Management
Estate Planning
Education Planning
Business Services
- Business Continuation
- Business Retirement
Tax Accounting
About
BrokerCheck
RMS
Wealthscape
Contact

Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. *Investment advisory services offered through Avantax Advisory Services℠ **Insurance services offered through an Avantax affiliated insurance agency.

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management℠ does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional
for specific information regarding your individual situation.

Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that all of the investments and services mentioned are available in every state.

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