Back Cove Financial is a privately held, independent business located in the Greater Portland area in Maine. We are Honest, Independent, and Experienced. Our goal is to establish long-term relationships, to effectively support clients to live life on their terms, making sure their finances match ever-changing needs.
Through our holistic approach to wealth management, we assess what is reasonable for a client’s immediate situation and create an attainable plan of action. We are not beholden to any product; we recommend only what is best for the individual, family, and business. We offer client services including investment & portfolio management, retirement planning, college savings, corporate retirement plans, insurance planning, tax & estate planning.
The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s BrokerCheck for a list of current registrations.
Securities and advisory services offered through Commonwealth Financial Network®, Member https://www.FINRA.org, https://www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network ®.
Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.
Company Details
- Employees
- 10
- Founded
- -
- Address
- 56 Depot Rd, Falmouth,maine 04105,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- backcovefinancial.com
- Keywords
- Small Business Expertise, Wealth Accumulation and Management, Planning for Successful Retirement, Women and Investing, Performance Monitoring, Estate Planning, Investment Analysis, Budget and cash flow analysis, College Saving Strategies.
- HQ
- Falmouth, Maine
Back Cove Financial Questions
Back Cove Financial's website is backcovefinancial.com
Back Cove Financial's LinkedIn profile is https://www.linkedin.com/company/back-cove-financial
Back Cove Financial has
10 employees.
View email and phone details for 10
employees at Back Cove Financial.
Back Cove Financial's industry is
Financial Services
Back Cove Financial's top competitors are
Insightful Workplace Solutions,
Ledgehill Photography,
Commonwealth Financial Network,
The Boulos Company,
Plan To Prosper - Coronado, Ca,
Women Standing Together Maine,
Vista Wealth Strategies Llc,
Albin Randall & Bennett,
Zinn Wealth Management,
Kennebec Savings Bank.
Back Cove Financial's categories are Financial Services
Back Cove Financial's founding year is 2001
