Investing near Falmouth, ME
-
{{ item.name }}
{{ item.address }} {{ item.name }}
- {{ item.properties.formatted }}
6 locations found near Falmouth
Filters
-
358 US-1, Falmouth ME 04105
“I have used one of the principals of DOW for 24 years as my investment advisor to build my retirement portfolio. DOW definitely has an "old money", intellectual approach to investment (think Charlie Munger) paired with very up-to-date technological solutions that allows me to see my portfolio being managed real time. The Strad product in particular bring a whole new dimension to everything. It allows for "family office" perks without the associated costs that usually come with that service. The low-key, patient investment approach combined with aggressive software tools to help you understand (and trust) the management of your funds is unique, IMO. It is something I have seen nowhere else. For us, this means forward thinking, five-star investment execution, across multiple years, that is helping us far exceed our original retirement benchmarks.”
-
2 Portland Sq, Portland ME 04101
“Jeffrey (owner) is a great guy and gets the job done quick. He is excellent, precise and friendly. He helped my parents replace their toliet that was causing a clog. Got it all taken care of and cleaned up in like 40mins. Totally recommend him!”
-
24 Portland Rd, Gray ME 04039
“The staff .. Mary,. Mary and Adam.. always smiling when I come in. They take such good care of me. Mary, the pretty teller up front always has a solution for me and I've seen nothing but beautiful things happen with her at the branch.”
-
63 Federal St, Portland ME 04101
“Steve was recommended by a fellow realtor, and extremely impressed would be an understatement. My client was experiencing last-minute financing issues and facing the potential of losing out on the property. Panicking, my client reached out to Steve late Friday evening in hopes he could save the transaction. Without any hesitation, Steve worked diligently and promptly to pull everything off in a little over a week. Prompt, professional, and seamless define the entire experience working with Steve. I would highly recommend him to anyone looking for private capital. Thank you for all your hard work Steve!”
-
100 Commercial St #106, Portland ME 04101
“Called Schwab with my dad for assistance with his investment account. We spoke to Jason from Dallas on 1/10/26 at about 5 pm. Jason was an amazing call center rep willing to do what it takes to help an older client. Truly appreciated the help. Thank you!”
-
3 Canal Plaza, Portland ME 04101
“The complaints concerning phone advice and service problems are like whining about the cold weather - what did you expect, anyway? If people need a hand holder then they should not be with Fidelity. Try your local stock gouger. He'll answer all your questions and charge five dollars a minute for "advice".Fidelity is top notch. I am in Portland frequently to visit my son but I have never felt the need to go into the Fidelity office. Why? This is a hands off low load / no load / no frills mutual find company that just so happens to offer many of the options that full service offers - without the service...When I want money / transfers / notaries / etc - I go into my credit union. They like holding hands and they also sell mittens.”
