Lewiston, ME
4 Financial Advisors near you
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Lewiston Financial Advisors

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

Top Pro
Harlow Financial Services
4.9
from 15 reviews
  • 14 years in business
  • 22 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
  • New on Thumbtack
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.

  • 6 years in business
  • 2 hires on Thumbtack
Lara R.
Verified review

Eric came to our home to notarize our wills. He was helpful, kind and efficient. Highly recommend his services!

About

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

  • New on Thumbtack
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.

  • New on Thumbtack
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

  • New on Thumbtack
About

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

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