Financial Advising in Portland, ME

“I have been a client of Penobscot Financial Associates for many years and they are excellent. Every member of the team that I’ve worked with has been professional, knowledgeable, attentive to detail and personable. They do an excellent job truly managing my portfolio to meet my short and long-term goals and are always prompt responding to requests and/or following up on agreed upon actions.”

“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.”

“Updated review from 2021: (5 stars) Looks like they changed their investment limit policy. Super helpful staff and available to answer a wide range of questions. Glad to see this branch now provides assistance to the average Mainer.Previous review from 2019: (1 star) Couldn't make an appointment here as they only cater individuals with at least $500,000 invested. Not available for the average Maine resident. Lame.”