IIS Financial Services is an independent financial planning firm with offices in Augusta and Portland, Maine. Whether you are just starting out, building and growing wealth, or nearing retirement, our goal as Financial Advisors is to help our clients understand their financial situation by providing a high-quality, detailed financial plan.
Our objective is to guide our clients through the process of obtaining their long term financial goals by simplifying the process and working closely with them to make sure they are on track to reach them.
IIS Financial Services is not captive and is free to find the right coverage and investments to meet your needs. Our comprehensive suite of wealth planning solutions and financial planning technology helps our clients create a financial plan based on their individual goals through education, communication, and service.
By working closely with our clients and their family's , we provide the foundation for a long-term relationship based on trust, integrity, knowledge and service which results in our clients pursuing their financial goals and objectives. You can trust IIS Financial Services to always be there when you need us, answering your questions and working with you in pursuit of your goals.
Securities and advisory services offered through Cetera Advisors LLC, member FINRA, SIPC. Cetera is under seperate ownership from any other named entity
Company Details
- Employees
- 11
- Founded
- -
- Address
- 707 Sable Oaks Drive,
- Phone
- +1 207-761-4733
- re****@****ial.com
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- http://www.iisfinancial.com/
- Keywords
- Retirement Planning, Wealth Management, Investments, Financial Planning, Financial Advisor, 401k, Employer Retirement Plans.
- HQ
- South Portland, Maine
Iis Financial Services Questions
Iis Financial Services's helpline number is +1 207-761-4733
Iis Financial Services's website is http://www.iisfinancial.com/
Iis Financial Services's LinkedIn profile is https://www.linkedin.com/company/iis-financial-services
Iis Financial Services has
11 employees.
View email and phone details for 11
employees at Iis Financial Services.
Iis Financial Services's industry is
Investment Management
Iis Financial Services's top competitors are
Coastline Wealth Management,
Simply Placed,
Foss Manufacturing Company Llc,
Truchoice Financial,
Global Investment Group - St Andrews,
Barker Specialty Company,
Maiden Cove Capital,
Penobscot Financial Advisors,
Birch Grove Branding,
Doing Well.
Iis Financial Services's support email address is retire@iisfinancial.com
Iis Financial Services's categories are Investment Management
Iis Financial Services's founding year is 2013
