Find Top Financial Advisors in Harpswell, Maine

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Qualifications of Financial Advisors in Harpswell

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Qualified Financial Advisors in Harpswell, Maine
Financial Advisor Office Location Phone Number
Back Cove Financial
56 Depot Rd,
Falmouth, ME  04105
(207) 541-9500

Information on Qualified Financial Advisors in Harpswell

Qualifications CRD# 2761998
FirmCRD# 8032
Series 7, 31, 63, 65

Compensation/Fee Fee-Based, Based on Assets, Flat Fee, Hourly

Office Location 56 Depot Rd,
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.

About Back Cove Financial

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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