Top financial advisors in Bangor, ME
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
When you're planning for healthcare or long-term care needs as you age, having an advisor who understands these specific challenges is crucial. Without this focus, you might overlook important financial strategies that protect your resources and well-being.
- Healthcare cost insights. Look for advisors who can help you anticipate and plan for rising medical expenses, not just routine bills.
- Long-term care planning. Confirm they discuss options like insurance and asset protection tailored to your situation.
- Income sustainability. Ask how they balance your retirement income with potential healthcare costs to avoid running out of funds.
- Local knowledge. Advisors familiar with Bangor, ME, can navigate state-specific programs and resources that impact your planning.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Craig G
ChFC®, Series 66
Bangor, ME
Northeast Planning Associates, Inc.
Craig Grover in Bangor, ME, offers expertise in retirement plans for business owners, supported by 23 years of experience and ChFC® and Series 66 designations. His firm provides modular planning with access to investment management, charging flat fees up to $25,000 and monthly software fees, which may suit clients seeking transparent pricing and comprehensive retirement and healthcare cost planning.
Experience: 24 years
Avg account: $431,696
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Jean D
CFP®, Series 63
Bangor, ME
Birchbrook
Jean Deighan, a CFP® with 23 years of experience in Bangor, ME, offers expertise in estate planning and charitable giving, which can support healthcare and long-term care financial strategies. Affiliated with Birchbrook, she provides flat-fee planning and emphasizes fundamental investment analysis, serving a diverse client base including high-net-worth individuals and trusts, distinguishing her from advisors with narrower focuses or fee structures.
Experience: 23 years
Avg account: $908,254
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Jason R
Series 66
Bangor, ME
Cetera
Jason Roy in Bangor, ME, offers expertise in wealth management and retirement plans for business owners, with 17 years of experience and a Series 66 designation. His flat-fee financial planning through Cetera, a large firm, and focus on clients approaching retirement or high earners provide tailored strategies for managing healthcare and long-term care costs effectively.
Experience: 18 years
Avg account: $306,089
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Daniel M
Series 66
Bangor, ME
Edward Jones
Daniel Michaud, based in Bangor, ME, offers expertise in retirement plans for business owners and estate planning, which can support managing healthcare and long-term care costs. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he provides access to diverse investment solutions and serves a range of clients, differentiating him through broad institutional and individual client experience.
Experience: 4 years
Avg account: $246,728
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David K
Series 66
Bangor, ME
LPL Financial
David Krech in Bangor, ME, offers expertise in wealth management and retirement plans for business owners, supported by 17 years of experience and a Series 66 designation. His affiliation with LPL Financial, a large firm providing diverse investment solutions and flat-fee financial planning, distinguishes him from others by combining local knowledge with broad resources and flexible fee options.
Experience: 18 years
Avg account: $399,489
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