Top financial advisors in Lewiston, 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.
You might seek a financial advisor in Lewiston, ME when you're planning for healthcare costs or long-term care, especially as you or a loved one ages. Without focused expertise, advisors may overlook how these expenses can impact your overall financial plan.
- Healthcare cost integration. Confirm how they incorporate current and future medical expenses into your retirement strategy.
- Long-term care planning. Ask about their approach to funding care needs without jeopardizing your financial security.
- Local knowledge. Advisors familiar with Maine's healthcare resources can better tailor your plan to regional realities.
- Experience with aging clients. Look for advisors who understand the unique challenges of managing finances during later life stages.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Craig D
Series 63, Series 65
Lewiston, ME
Gradient Securities, LLC
Craig Dickson in Lewiston, ME, brings 23 years of experience and specializes in retirement plans for business owners and estate planning guidance, which can be crucial when integrating healthcare costs into long-term financial strategies. His firm, Gradient Securities, offers flat-fee and negotiable AUM pricing, serving both individuals and business entities with a mix of advisory and broker-dealer services, setting him apart from advisors focused solely on individual clients.
Experience: 23 years
Avg account: $132,215
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Richard G
Series 63, Series 65, Series 66
Lewiston, ME
LPL Financial
Richard Garcia in Lewiston, ME, brings 13 years of experience and holds Series 63, 65, and 66 licenses, supporting his capability to address complex financial needs including healthcare cost planning. Affiliated with LPL Financial, a large firm offering both discretionary and non-discretionary management, he provides flat-fee and hourly consulting services, distinguishing him with flexible fee structures and broad institutional resources.
Experience: 13 years
Avg account: $399,489
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Marc P
Series 63, Series 65
Lewiston, ME
Equitable Advisors
Marc Poirier's 52 years of experience and focus on retirement income strategy and Social Security optimization make him well-suited to address healthcare and long-term care costs for aging clients in Lewiston, ME. Affiliated with Equitable Advisors, a large firm offering diverse financial planning and asset management services, he serves high-net-worth baby boomers and provides flexible fee structures including AUM and hourly options.
Experience: 52 years
Avg account: $570,841
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Chad R
Series 65, Series 63
Lewiston, ME
Raymond James Financial
Chad Richard's 25 years of experience and expertise in retirement income strategy and estate planning make him well-equipped to address healthcare and long-term care costs in Lewiston, ME. Operating within the large firm Raymond James Financial, he offers flat-fee planning and serves a diverse client base, providing tailored strategies supported by extensive resources, which distinguishes him from other local advisors.
Experience: 25 years
Avg account: $700,796
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Richard C
Series 63, Series 65
Lewiston, ME
Merrill
Richard Clough II in Lewiston, ME, offers expertise in retirement income strategy and general retirement planning, integrating Merrill's investment and Bank of America’s lending solutions to address healthcare and long-term care costs. With 24 years of industry experience and a focus on values-based and socially responsible investing, he specializes in serving education, healthcare, and non-profit professionals, providing personalized wealth management within a large-firm context.
Experience: 24 years
Avg account: $860,085
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