Lewiston, ME8 Financial Advisors near you

Where do you need the Financial Advisor?

Answer a few questions

Tell us what you need so we can bring you the right pros.

Get quotes

Receive quotes from pros who meet your needs.

Hire the right pro

Compare quotes, message pros, and hire when ready.

Lewiston Financial Advisors

Browse these financial services with great ratings from Thumbtack customers in Lewiston.

Top Pro
Harlow Financial Services
4.9
from 17 reviews
  • 14 years in business
  • 24 hires on Thumbtack
  • Top Pro on Thumbtack
Jeff M.
Verified review

Jack was great to work with, I highly recommend his financial services.

Thrive and Prosper
5.0
from 5 reviews
    Kyra D.
    Verified review

    Gayle-Rose has assisted me on a few occasions. She is very knowledgeable in the financial field. We have discussed retirement options, college savings plans, and taxes. If she didn't have the answer right away, she always had got back to me in a timely manner with the information I requested. She is knowledgeable, friendly, and very easy to work with. I have recommended her service on multiple occassions to friends.

    About

    Term Life Insurance, 401(k), Life Insurance, Estate Planning, Retirement Income

    About

    Skygate Financial Group is a financial services advisory firm. We help our clients with comprehensive financial planning, investment planning, full-service tax consulting, risk management, and cash management. We are a CPA and CFP practice that is independent, objective and experienced. Skygate Financial's offices are in Chester, VT, New York, NY and Greenwich, CT, and we serve clients across the country and around the world.

    About

    We serve as outsource "chief investment officer" to over $850MM of our client's assets. We primarily work with nonprofit organizations.

    About

    I do all facets of business, operations, and financial management. I am assisting small to large corporations in achieving their goals.

    About

    I can be one of the following: * Maine Tax Pro * Master of All Numbers * Business Survival Specialist * Financial Adviser * More than just a CPA! * Writer, Thinker and Polymath I specialize on the following areas: * Taxes, Accounting and Business Consulting * Retirement Planning and Family Wealth Management * Offer-in-Compromise and Forensic Accounting * Nonprofits and Personal Taxes * Entity Selection -- S Corps Versus LLC * Bookkeeping (QuickBooks Expertise) and Payroll

    About

    Medical/Legal/Financial/Office, Church cleaning. also dusting, vacuuming, carpet extraction, trash removal.

    Hire skilled professionals for absolutely everything.