Annette Lease, Ctfa Email & Phone Number

Portland, Maine Area

Financial preparedness is crucial when facing retirement and life's transitions. Maine is on the forefront of meeting the needs of the aging retirement community. Through Machias Savings Bank, we're making good on our promise to participate in our customer's financial well-being one individual, one business, and one community at a time. We know that plan customization and educated decision making lead to successful outcomes. We offer fee-only financial planning that's as individualized as you are, with NO sales pitch. It's your life. It's your legacy. It's our community.

99 Franklin Street, Bangor Me 04401

I help people realize their hopes and dreams by living and leaving their legacy! I offer fee only, fiduciary-based, financial planning services via the Wealth Management Department of Bangor Savings Bank. We provide investment, fiduciary, and financial planning services to individuals and their families. We differentiate ourselves in the marketplace by providing our clients with pertinent information, education, advice and advocacy.Watch: The Retirement Gamble. It's the best 54 minutes spent on your finances this year. I promise.