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  • Financial & Accounting
2516 Atlantic Hwy
Lincolnville, Maine 04849
(207) 789-5347
(855) 713-9554 (fax)
Hours:
Monday through Friday, 9am to 4:30pm. Evenings by appointment Tues/Thurs. Closed National Holidays.

About Us

We help serious, long-term individual investors achieve their financial goals by understanding their needs and implementing tailored solutions. As an Edward Jones advisor, I focus my practice on read more
  • About

    We help serious, long-term individual investors achieve their financial goals by understanding their needs and implementing tailored solutions. As an Edward Jones advisor, I focus my practice on individual and family financial strategies, retirement income planning, business strategic planning, and trust and estate legacy strategies.

  • Highlights

    • Individual and family fnancial strategies
    • Retirement income planning
    • Business planning and retirement
    • Trust and estate legacy strategies
    • New investor education
  • Media

  • Directions

    Come see us at the beach! Headed south on US Route 1, we are in the building immediately prior to the Lincolnville Beach Post Office, and directly across from the beach parking lot.

    Become a Member

    Are you considering a membership to the Belfast Area Chamber of Commerce? Click the button below to join us today!

    2019 BELFAST & THE WONDERS OF WALDO COUNTY

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    Where to eat, play, stay and just hang out. A great resource for finding out what’s happening and what’s special about visiting and living in Waldo County. It’s all here in the 2019 Belfast & the Wonders of Waldo County magazine—the official publication of the Belfast Area Chamber of Commerce!

    View Online