WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Falmouth, Maine. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
|Qualified Financial Advisors in Falmouth, Maine|
|Financial Advisor||Office Location||Phone Number|
|Sarah J. Halpin CERTIFIED FINANCIAL PLANNER"
Back Cove Financial
56 Depot Rd,
Falmouth, ME 04105
Series 7, 31, 63, 65
Fee-Based (Fee and Commissions), Based on Assets, Flat Fee, Hourly
56 Depot Rd,
ME 04105 Phone Number (207) 5419500
I learned early on in life that financial security is not a given. Family instability motivated me to become an expert on money and inspired me to help others achieve their financial goals. Over 30 years ago, I met my husband John by chance while I was working for a commodity trading firm in London and John was serving in the United States Air Force. We decided to settle and raise our family in Maine. I'm so fortunate to have the opportunity to make a difference for my clients and to build lasting relationships. I ask my clients the same questions I ask myself: What do I want and why?; What obstacles do I need to plan for?; What can I control and what can I let go of? I love to set goals, make big things doable, solve problems and find solutions to financial challenges for my clients. People know that I am completely on their side and dedicated to helping them live their best financial lives. That's why I'm a CERTIFIED FINANCIAL PLANNER" professional. When you work with a CFP ® you can be sure you're working with someone experienced and committed to providing the highest standard of financial planning. From budgeting and planning for retirement, to coping with the loss of a loved one or inheriting wealth, I make sure you are informed and in control of your financial life decisions.
The best way to decide if Back Cove Financial is the right firm for you is to spend a little time together. You can tell us about your interests, financial goals and anything else you'd like to share, and we'll explain our approach to investing, how we work with our clients, and answer any questions you may have. We believe in creating an environment that is respectful, trustworthy, and empowering. -We are independent, and not beholden to any product; we recommend only what is best for you. -We tell you the truth always, and are completely on your side. -We will take the time to help you understand, feel more in control and make informed decisions. -We are committed to ongoing education so that our knowledge and professional skills are relevant to your life circumstances.
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Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
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A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
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