Ed Foley

Ed Foley Email and Phone Number

Co-Founder at Saco River Financial @ Saco River Financial
Portland, ME, US
Ed Foley's Location
Portland, Maine Metropolitan Area, United States, United States
Ed Foley's Contact Details

Ed Foley personal email

n/a
About Ed Foley

Life is constantly in motion. Because of the constant movement, financial decisions can sometime be overwhelming and worse, placed on the back burner. To help pursue your financial goals, you need not only a clear vision of what you want to achieve but also the proper toolkit and an experienced guide. I can be of value in this regard.As a Financial Planner with Prudential Advisors, I specialize in comprehensive financial planning services for a fee. Throughout the consultative financial planning process, I work with my clients and their advisors, as applicable, to formulate a detailed and robust financial plan that is tailored to their needs. The process I follow utilizes an integrated approach, helping my clients become more aware of their personal finances, future needs and how one financial decision impacts another. I work closely with my clients to help them understand the results of their written plan which includes non product specific strategies to help them achieve their goals. The plan can then be implemented with me, other professionals, or a combination of both. My financial planning services cover:• Retirement planning• Education planning • Estate planning strategies • Risk Management • Insurance Needs• Investment Planning• Funding for a Major Purpose• Current Net Worth and Cash Flow Statements

Ed Foley's Current Company Details
Saco River Financial

Saco River Financial

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Co-Founder at Saco River Financial
Portland, ME, US
Employees:
1
Ed Foley Work Experience Details
  • Saco River Financial
    Saco River Financial
    Portland, Me, Us
  • Saco River Financial
    Co-Founder
    Saco River Financial Jan 2022 - Present
    • Ed Foley is a Financial Planner with, and offers securities and investment advisory services through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial. For hyperlinks to FINRA and SIPC, please refer to ‘Contact’ section.Financial professionals are licensed insurance agents of Prudential. These financial professionals are permitted to brand under “Prudential.” LPLE and LPL Financial are not affiliated with Saco River Financial or Prudential.• Third party posts found on this profile do not reflect the views of LPL Enterprise and have not been reviewed by LPL Enterprise as to accuracy or completeness.• The financial professionals associated with LPL Enterprise may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
  • Prudential Financial
    Financial Planner At Pruco Securities, Llc
    Prudential Financial Feb 2016 - Nov 2024
    Newark, New Jersey, Us
    A Financial Planner:• Assists in the clarification, understanding and quantification of client’s financial goals and needs.• Assists clients in gathering the information needed to prepare the financial plan.• Creates a financial plan that provides information and strategies to help clients make better informed financial decisions.• Educates clients on solutions to the potential hidden risks that may disrupt their financial plan.• Meets with family members, executors and other advisors to discuss the clients’ financial plan, if desired, for a concerted effort.• Periodically updates the clients’ financial plan, if desired, to help clients make adjustments due to our ever changing environment.
  • Modern Pest Services
    Commercial Service Advisor
    Modern Pest Services Mar 2006 - Jun 2016
    Brunswick, Maine, Us
    Developed the Commercial side of Modern's business in the Greater Portland area with a focus in the Food Service, Property Management, Hospitality, and Health Care industries.Held the following additional positions during my time with the company:-Training Specialist - 2011-2013-Service Manager - 2008-2011-Client Care Professional - 2007-2008-Service Technician - 2006-2007

Ed Foley Skills

Leadership Team Building Associate Certified Account Management Retirement Planning Sales Financial Planning Customer Retention Customer Satisfaction Business Development Associate Certified Entomologist Strategic Planning Sales Management Integrated Pest Investment Strategies Marketing New Business Development Training Employee Training Customer Service Management Inventory Management Marketing Strategy Integrated Pest Management

Frequently Asked Questions about Ed Foley

What company does Ed Foley work for?

Ed Foley works for Saco River Financial

What is Ed Foley's role at the current company?

Ed Foley's current role is Co-Founder at Saco River Financial.

What is Ed Foley's email address?

Ed Foley's email address is ed****@****ial.com

What are some of Ed Foley's interests?

Ed Foley has interest in Science And Technology, Education.

What skills is Ed Foley known for?

Ed Foley has skills like Leadership, Team Building, Associate Certified, Account Management, Retirement Planning, Sales, Financial Planning, Customer Retention, Customer Satisfaction, Business Development, Associate Certified Entomologist, Strategic Planning.

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