Mutual Fund Software is an advance and efficient wealth management platform for the Mutual Fund Distributors which has features like Online ATM, White Labeled Solution, Management of multiple assets including PMS & Alternative Investment, Funds Analysis & Portfolio Re-Balancing, Transact Online, Video KYC, & more. We are client centered Fin-Tech Company dedicated to provide complete solutions through our advance Mutual Fund Software for Distributors including multiple features like Video KYC, White Labeling, Portfolio Rebalancing, Wealth Report, Multiple Assets Management and much more.

The Ellsworth, ME team of financial advisors are ready to help guide your financial future. Founded in 1997, Wealth Enhancement Group is a nationwide network of independent financial advisors focused on delivering personalized financial plans. Clients from over 50,000 households have access to a range of services, including retirement planning, wealth management, tax strategies, risk management, estate planning, and private client services, through their dedicated advisor. As a fiduciary, Wealth Enhancement always acts in the best interests of their clients and their unique situations, no matter how complex. Every financial plan is crafted with care, tailored with compassion, and built to handle what life brings.

Sarah J. Dunckel & Associates is a Financial Advisor located in Augusta, Maine and has been servicing all of Augusta and the surrounding areas for many years. We specialize in Retirement Planning, Investment Planning, Estate Planning, as well as Wealth Management. Here at Sarah J. Dunckel & Associates, our mission is to always provide quality service at an affordable price. The success of our company is due to the dedication we provide to our customers. No matter the job, customer satisfaction is always our number one priority! Don’t hesitate to give us a call! "Financial Planner ,Retirement Planning,Investment Planning,Estate Planning,Wealth Management" Cash, Visa, MasterCard, Discover, American, Check "Monday 08:00 AM - 05:00 PM Tuesday 08:00 AM - 05:00 PM Wednesday 08:00 AM - 05:00 PM Thursday 08:00 AM - 05:00 PM Friday 08:00 AM - 05:00 PM Saturday Closed - Closed Sunday Closed - Closed"

Welcome to Saltwater Harbor Financial Planning, where we guide you through building and securing your financial future. Our philosophy is simple, our clients come first. Working as a fee-only financial advising firm, we never take commissions, bonuses or gifts of any kind in exchange for your business. We are not here to sell you anything except the confidence that your financial future is in the hands of those who care about you, your family and your dreams. Let us help you design your financial future today. The Fee-Only Difference We are financial planners with a conscience. Saltwater Harbor works for their clients, not a commission check or percentage on the sale of your financial future. The Fee-Only model we work with allows our clients to see the compassion have for their future.

The Bangor, ME team of financial advisors are ready to help guide your financial future. Founded in 1997, Wealth Enhancement Group is a nationwide network of independent financial advisors focused on delivering personalized financial plans. Clients from over 50,000 households have access to a range of services, including retirement planning, wealth management, tax strategies, risk management, estate planning, and private client services, through their dedicated advisor. As a fiduciary, Wealth Enhancement always acts in the best interests of their clients and their unique situations, no matter how complex. Every financial plan is crafted with care, tailored with compassion, and built to handle what life brings.

Contact us at (207) 764-5639 in Presque Isle, ME, for financial planning and investment consulting from professionals experienced in life insurance.

1. What is your investment philosophy? We acknowledge that there are many valid approaches to investing. We are guided by a conservative-growth strategy, which emphasizes common stock ownership of high quality companies. Preservation of investors` capital, in real terms, is our first priority. For a thorough discussion of our philosophy, as well as our services, please review our booklet. 2. Where do you get your research? Clark & Stuart, Inc. was founded on the belief that our clients expect proprietary, value-added investment advice. Consequently, we do our own research. We study our companies thoroughly, monitor their progress quarterly, speak with management frequently, and meet with management regularly.