Contact Us

Here for You

We care about the people we work with and work to support their dreams and retirement goals.

Let’s talk about how we can support you.

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Ready to Get Started?

We start with a brief call to help us understand your goals and financial concerns. If our service offering aligns with your situation and goals, we’ll schedule another call to take a deeper look together and begin your retirement planning process.

Schedule a Call

In Our Office, On Your Campus

We’re available when and where you need us. You'll also find us in our office or on campus working with clients.

Contact

207-573-1402
207-433-1212
Email Us
324 Harlow Street, Suite B, Bangor, ME 04401

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Questions about retirement planning for university faculty and professionals? We're here to help!

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