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Daren K

Series 63, Series 65

Bangor, ME

Cetera

Daren Kelley is a financial advisor with Cetera in Bangor, ME, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has previously worked with Avantax Advisory Services and Avantax Investment Services, among other firms. Kelley is the owner of Kelley Tax & Financial, where he prepares individual and business tax returns and provides related business services. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Matthew N

Series 63, Series 65

Bangor, ME

Cetera

Matthew Nye is a financial advisor with Cetera in Bangor, ME, holding the Series 63 and Series 65 designations and has 22 years of industry experience. His prior roles include positions at Avantax Insurance Agency and Avantax Advisory Services, as well as operating his own tax preparation and financial services businesses. Outside of advising, he serves as Treasurer and Comptroller for Bangor Youth Football and is Vice President of TMATT Inc., a tax preparation and accounting firm. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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