Lucas Desmond, Financial Advisor located in Portland, ME

Financial Advisor
Lucas Desmond

CFP®, CEPA®
151 Newbury St, Portland, ME 04101opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Retirement Income Strategies
  • Wealth Strategies
  • Special Needs Financial Considerations

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Sailing
  • Music
  • Pets
  • Cooking
  • Active Lifestyle

Team Members

  • Courtney Amari
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 02:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(207) 613-9544

Fax

(877) 234-3552

Office Address

151 Newbury St
Portland, ME 04101opens in a new window

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