Allen Financial Group

Financial planning services for individuals, families, businesses and non-profit organizations. Our office is closed to the public during the COVID-19 pandemic. Please call or email for prompt, professional service. Be well, and safe safe!

Categories: Financial Institutions and Services

Member Discount:

Bangor Savings Bank (Waterville)

About Us

If it matters to you, it matters to us.

Our employees are our key asset. We are dedicated to nurturing an internal culture of excellence for each of our employees, and ensuring that it shows in every interaction. We strive to do what is right for our employees so that they, in turn, will do what is right for customers — not just today, but well into the future.

No matter how large or small, we are committed to serving and meeting our customers’ needs. We build genuine relationships that last for generations by providing our customers with a differentiated experience, convenient technology, and personalized solutions.

It is important to us that we leave things better than we found them, do the right thing, and serve as a partner to the people and communities we serve. We are dedicated to providing support to our communities where we live and work. That is why last year, we invested over $2 million from the Bank’s Corporate Giving program and grant-making through the Bangor Savings Bank Foundation.

Bangor Savings Bank is an Equal Opportunity Employer.

Bangor Savings Bank (Winslow)

About Us

If it matters to you, it matters to us.

Our employees are our key asset. We are dedicated to nurturing an internal culture of excellence for each of our employees, and ensuring that it shows in every interaction. We strive to do what is right for our employees so that they, in turn, will do what is right for customers — not just today, but well into the future.

No matter how large or small, we are committed to serving and meeting our customers’ needs. We build genuine relationships that last for generations by providing our customers with a differentiated experience, convenient technology, and personalized solutions.

It is important to us that we leave things better than we found them, do the right thing, and serve as a partner to the people and communities we serve. We are dedicated to providing support to our communities where we live and work. That is why last year, we invested over $2 million from the Bank’s Corporate Giving program and grant-making through the Bangor Savings Bank Foundation.

Bangor Savings Bank is an Equal Opportunity Employer.

Bouchard and Associates, Inc.

Franklin D. Bouchard, CPA Business owner Frank Bouchard has been in the tax and accounting field for over 30 years, continuing the business his father and mother began in the 1960’s. He is very active in his community, having served multiple terms on the Fairfield Town Council, and has worked with various local nonprofits as Treasurer. He has become a trusted tax and accounting advisor to his clients and community.

Jennifer Bouchard is Certified Public Accountant with Bouchard & Associates, Inc., a tax preparation and professional services firm in Fairfield Maine. She has been in the accounting and tax field for 18 years, working with many individuals and a wide variety of small businesses. At Bouchard & Associates, Jennifer has built a strong professional network.

Jennifer offers a number of services, including personal, corporate, partnership, and non-profit income tax preparation, financial statement compilation, and small business accounting and advising. Jennifer can assist and advise during all aspects of the business cycle, from start-up, to continuing operations, to yearly tax preparation.

Get in touch today to see if her services are a fit for you. She values her business and personal relationships and takes pride in her quality work

Capital Area Federal Credit Union

Capital Area Federal Credit Union has been proud to serve our members for over 60 years. We have grown over time but have not forgotten who we are and those who have supported us over the years. We are proud to offer you a full range of financial services; from share accounts to checking accounts; youth saver programs and our young and free accounts; we have IRA products, and a wide variety of lending products from personal loans to real estate and commercial loans.

If you live, work, worship or attend school, a business and/or other legal entities located in Kennebec, Waldo or Lincoln County, and/or you are a relative of a current member or reside in the same household*, then you are eligible to join Capital Area!

At Capital Area- “It’s All About You!”

*Household is defined as persons living in the same residence and who maintain a single economic unit, including family members, domestic partners, foster children and legal guardian relationships.

Categories: Financial Institutions and Services

Member Discount:

Accepts Chamber Gift Certificates

Choice Wealth Advisors

Choice Wealth Advisors

Located in Waterville, Maine near the banks of the Kennebec River, Choice Wealth Advisors provides wealth management advisory services, retirement income planning, trust and nonprofit endowment management and alternative investments to families, businesses and nonprofits throughout the state of Maine.

Our team has more than 50 years of combined experience within the financial services industry. All are active community members and natives of Maine. Our approach is inviting, helpful, compassionate, comprehensive and confidential.

Financial Investment Services Include:
Diversified Asset Allocation & Portfolio Management
Wealth Management Advisory Services
Retirement Income Planning
Trust & Nonprofit Endowment Management
Alternative Investments
Family Protection: Insurance, Estate & Trust Planning
Tax & Legacy Planning
Small Business Succession Planning

Connected Credit Union

Connected Credit Union

A not-for-profit, member-owned financial institution offering great rates and the latest technology in financial services. Proudly serving Kennebec, Somerset, Lincoln, and Waldo counties. Connected Credit Union strives to be the preferred and trusted provider of exceptional financial services to every eligible member and to enhance their lives and financial well-being. We will be socially responsible in the communities we serve while maintaining our fiscal strength and integrity.

 Building lifelong financial relationships…get connected, stay connected.

MAIN OFFICE –  P.O. Box 1096 85 Civic Center Drive, Augusta, ME 04330 (207) 623-3857
WINSLOW BRANCH – 12 Monument Street, Winslow, ME 04901 (207) 872-2636

Categories: Financial Institutions and Services

Member Discount:

Edward Jones Investments – Luke Rodrigue

Luke C Rodrigue, AAMS®
295 Kennedy Memorial Drive Suite 5, Waterville, ME 04901
Office Information
Office InformationLocation
295 Kennedy Memorial Drive
Suite 5
Waterville, ME 04901

Branch Team
Carrie Hapworth
Sr. Branch Office Administrator
Request appointment
Contact Me
Contact Methods
Phone: (207) 872-4510
Ask a Question
Refer a Friend
How We Work Together
As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It’s also important to understand the level of risk you’re comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.

Whether you’re planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we’re dedicated to providing you top-notch client service.

But we’re not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone’s expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.

Edward Jones Investments – Seth Carlson

Seth T Carlson
22 Common St, Waterville, ME 04901
Office Information
Office InformationLocation
22 Common St
Waterville, ME 04901
Branch Team
Kristie Warren
Sr. Branch Office Administrator
Request appointment
Contact Me
Contact Methods
Phone: (207) 859-3465
Ask a Question
Refer a Friend
How We Work Together
As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It’s also important to understand the level of risk you’re comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.

Whether you’re planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we’re dedicated to providing you top-notch client service.

But we’re not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone’s expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.

Gateway Financial Partners

Our goal is to provide our clients with trust and confidence throughout their Bench of Life™. We strive to be there for them and stay a step ahead of where they want to be in life. As an independent firm, we do not focus on particular products or platforms.

KV Federal Credit Union

Oakland Branch
35 Oak Street
Oakland, ME 04963

Phone: (207) 465-4423
Fax: (207) 465-9456

Lobby Hours:
Monday-Thursday: 8:30 am – 4:30 pm
Friday: 8:30 am – 5:00 pm
Saturday: Closed

Drive-Up Hours:
Monday-Thursday: 8:00 am – 4:30 pm
Friday: 8:00 am – 5:30 pm
Saturday: Closed

Maine Technology Institute

Maine Technology Institute Logo8 Venture Avenue
Brunswick Landing
Brunswick, ME 04011
(207) 582-4790

Investing in innovation for a prosperous Maine
MTI offers grants, loans, equity investments, and services to support Maine’s innovation economy. We support new ideas, products, or methods with the potential to grow and diversify Maine’s economy and increase the number of quality jobs throughout the state through direct support of innovators and through support of programs and infrastructure that encourage innovation.

New Dimensions Federal Credit Union

New Dimensions Federal Credit Union

Our mission is to provide relevant financial products and creative solutions to promote the uniqueness of the credit union philosophy.

NDFCU has spent more than 60 years working to develop individual relationships with our members. These special relationships enable us to offer creative solutions and products that are not only relevant but uniquely geared to each person’s financial needs. We are humbled every day by the loyalty and opportunity given by our members to furnish the financial strategies and products that enhance their lifestyles.

Categories: Financial Institutions and Services

Member Discount:

Accepts Chamber Gift Certificates

One River CPAs

With 30 years in business and locations in both central and mid-coast Maine , our CPA firm offers income tax preparation services, small business consulting, on-site QuickBooks training, audits for non-profit organizations, and business bookkeeping services to people and businesses throughout Maine. Our Tax, Audit, and Consulting divisions allow you to breathe easy knowing that your work is being handled by qualified professionals.

Our Tax Services Include:
Tax planning for people and businesses
Personal tax returns
Multi-state tax return preparation
State and local sales and use tax returns
Representation before IRS
Dependent tax return preparation

Pension plans & retirement planning
Estate & gift tax planning
Personal financial statements
Consulting » for small businesses or rental property owners
Bookkeeping » for small businesses or rental properties

Industry focus and experience…

Cannabis
Construction »
Timber and logging »
Manufacturing and Distribution »
Retail and restaurants »
Auto dealerships & repair shops »
Not-for-profit organizations »
Dentists and medical practices »
Small farms, alpaca ranches »
Fishing and Lobster »

Categories: Accountants and BookkeepersFinancial Institutions and Services

Member Discount:

Accepts Chamber Gift Certificates

Prime Financial, Inc.

PRIME FINANCIAL IS A FINANCIAL SERVICES COMPANY COMPOSED OF INVESTMENT MANAGEMENT, INVESTMENT ADVISORY SERVICES AND INSURANCE PROFESSIONALS READY TO CUSTOMIZE YOUR PERSONAL OR BUSINESS NEEDS.
We focus on building strong client relationships and positioning ourselves as advocates of our client’s short and long-term wealth and financial welfare.

The value and advantage of Prime Financial is not being a transaction based, sales driven group, which enables us to establish productive, strategic alliances with other professionals such as CPAs, Estate Planners, Accountants and Leagal Advisors. Adding a personal advantage for you with a team approch.
Your More Than Just A Number To Us…Your The Reason We’re Here!

Raymond James Financial Services

Raymond James Financial Services

At Raymond James, our business is you and your financial well-being.  We are dedicated to the interests of our clients, offering the professional guidance they need to help meet their financial goals and plan for their future and the future of their family.  When you become our client, your needs and the plans we design based on your objectives, drive everything we do.

Our goal has never been to be the biggest; it has always been to be the best.  That objective is exemplified by our focus on people, not product, and our conservative approach. We offer individualized solutions, tools and strategies tailored to specific objectives and technology designed to meets our clients’ needs.

Putting CLIENTS FIRST is the core of Raymond James commitment.

 

David V Smith – Branch Manager

 

Cheryl W Flewelling, CFP® – Financial Advisor

 

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Categories: Financial Institutions and Services

Member Discount:

Skowhegan Savings, Fairfield Branch

Skowhegan Savings is a participating member of Maine Cash Access, which gives our customers access to use their ATM cards at surcharge-free ATM locations across Maine, in addition to our Branch and ATM locations. Maine Cash Access is a surcharge free alliance of ATM’s that allows you to bank with people you know and trust, while providing the convenience of statewide ATM access.
92 Main Street
Fairfield, ME 04937

Mailing Address:
92 Main Street
Fairfield, ME 04937

Phone: 207.453.2521
Fax: 207.453.9431

Lobby Hours:
Mon-Thu: 8:30 am – 3:00 pm
Fri: 8:30 am – 4:30 pm

Drive-Up Hours:
Mon-Fri: 8:00 am – 5:00 pm
Sat: 8:30 am – 12:00 pm

ATM Info:
Cash & Deposit
24 Hr. Drive Through