Back Cove Financial

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Financial Planners, Financial Planning Consultants, Financial Services

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(207) 541-9500Call

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Map & DirectionsDirections527 Ocean Ave Ste 1Portland, ME 04103 Write a ReviewWrite Review

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Neighborhood: East Deering
Categories: Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers

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10/16/2011

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I would highly recommend going...

I would highly recommend going here for pregnancy care. They don't judge any decisions that you want to make, or try to force your hand in anything. If you want someone to be more friendly, informative, and supportive during your pregnancy, Back Cove Midwives is a great choice. They support you every step of the way!

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Phone: (207) 541-9500

Address: 527 Ocean Ave Ste 1, Portland, ME 04103

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Back Cove Financial

Tax Planning
Tax Services
Income Tax

Investment Management
I help you to take charge of your financial future and I’m committed to providing you with the guidance and resources you need to achieve what matters most to you. I’ve been a Wealth Advisor for nearly 20 years and have experience in managing investment portfolios through varied financial market cycles. Whether it’s retirement planning, socially responsible investment management, or wealth-preservation, I think “outside of the box”, create the blueprint and tackle the details to help you get you there. I believe details matter, and make the difference between good results and great results!
Mutual Funds
We construct client portfolios using a fundamental approach to asset allocation. We have the flexibility to utilize, but are not limited to, stocks, bonds, ETFs, mutual funds and cash alternatives.
Bonds
Wealth Management
Back Cove Financial is proud to be a Certified B Corporation, joining the B Corp community in April of 2023. B Corporations are part of the B Lab nonprofit network, which works to transform the global economy by benefiting all people, communities, and the planet. Certified B Corp companies are held to a high standard of social and environmental performance, transparency, and accountability. Our certification means we consciously work towards providing responsible wealth management in line with exceptional levels of service, employee well-being and community enhancement. We are happy to be part of the Maine B Corp community.

Financial Planning
I’m proud to volunteer time to programs such as New Ventures Maine that improve the working and financial lives of families. I’ve served as the CFP Board Ambassador for Maine and have been on local news programs to educate consumers on financial planning. At home and in the office, I strive to help others realize their power and potential.
Retirement Planning
Partnering with Back Cove Financial for your company’s retirement plan, you can feel confident that your plan delivers the investment options, services, and value your participants expect. We are honest, independent, experienced, and focused on the long-term financial success of you and your employees. We will listen first, guide you, and help you take ownership of your corporate retirement planning. As an independent firm, we have access to a virtually unlimited universe of plan vendors.
Asset Management
We believe that asset allocation, how investment assets are divided among different asset classes, is one of the most important investment decisions.
College Funding

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