Top financial advisors in South Portland, 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 South Portland, ME, when facing decisions about healthcare costs or long-term care planning, especially as these can significantly impact your finances as you age. Without focused expertise, advisors may overlook how these expenses evolve, leading to gaps in your financial plan.
- Healthcare cost insight. Confirm how the advisor integrates local healthcare trends and costs into your financial outlook.
- Long-term care strategies. Ask about their approach to funding care options, including insurance and savings balance.
- Retirement income planning. Ensure they consider how healthcare expenses affect your income needs over time.
- Experience with aging clients. Look for advisors who understand the unique financial challenges of an aging population in your area.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Zeke H
Series 66
South Portland, ME
Voya financial Advisors, Inc.
Zeke Hall's 12 years of experience and Series 66 license equip him to address retirement income strategies and business ownership considerations relevant to South Portland's aging population. Working with Voya Financial Advisors, a large firm offering flat-fee planning and diverse advisory programs, he combines personalized consulting with access to extensive resources, differentiating him from advisors with smaller firm affiliations or narrower service models.
Experience: 12 years
Avg account: $236,678
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James B
Series 66
Portland, ME
LPL Financial
James Branscombe offers 22 years of experience in South Portland, ME, with expertise in tax-loss harvesting and active portfolio management, which can help address evolving healthcare costs and long-term care funding. Affiliated with Merrill, a large firm providing managed account programs and discretionary portfolio management, he serves a diverse client base including executives and mid-career professionals, charging a 1.10% fee for managed strategies under $2 million.
Experience: 23 years
Avg account: $399,489
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Jennifer K
Series 66
South Portland, ME
Edward Jones
Jennifer Kimborowicz offers retirement income strategy and general retirement planning expertise in South Portland, ME, which is crucial for managing healthcare and long-term care costs as you age. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, she provides access to diverse advisory programs and serves a broad client base, differentiating her through firm resources despite her relatively recent industry experience.
Experience: 1 year
Avg account: $246,728
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Sandra B
Series 63, Series 66
South Portland, ME
Cetera
Sandra Bailey's 22 years of experience and focus on clients approaching retirement make her well-suited to address healthcare and long-term care financial planning in South Portland, ME. Affiliated with Cetera, a large firm offering diverse portfolio management and flat-fee planning options, she also specializes in wealth management and tax-loss harvesting, providing a broad range of services compared to other local advisors.
Experience: 22 years
Avg account: $306,089
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Peter V
Series 65
South Portland, ME
Abington Investment Group, LLC
Peter Van Dessel in South Portland, ME, offers expertise in passive and alternative investments with 12 years of experience, serving high-net-worth clients through Abbington Investment Group. His firm’s macro-driven approach manages portfolio volatility and invests in diverse assets, providing tailored strategies that may address evolving healthcare and long-term care financial needs more comprehensively than advisors with narrower focuses.
Experience: 12 years
Avg account: $4,041,999
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