Focus Areas
- Wealth Strategies
- Retirement Income Strategies
- Charitable Giving
- Socially Conscious Investing
- Intergenerational Planning
- Entrepreneurs & Business Owners
Personal Interests
- Spending Time with Family
- Hiking
- Outdoor Enthusiast
- Yoga
- Martial Arts
Contact Me
Contact Me
Office Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:30PM |
| Monday | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Tuesday | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Wednesday | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Thursday | 08:30AM - 04:30PM |
| Fri | 08:30AM - 12:00PM |
| Friday | 08:30AM - 12:00PM |
| Sat | Closed |
| Saturday | Closed |
| Sun | Closed |
| Sunday | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:30PM |
| Monday | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Tuesday | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Wednesday | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Thursday | 08:30AM - 04:30PM |
| Fri | 08:30AM - 12:00PM |
| Friday | 08:30AM - 12:00PM |
| Sat | Closed |
| Saturday | Closed |
| Sun | Closed |
| Sunday | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Fax
(888) 837-4862Branch Team
- Jennifer Beecher
- Sr. Branch Office Administrator
- Maureen Mills
- Sr. Branch Office Administrator
Branch Team
Office Address
251 U S Route 1Falmouth, ME 04105opens in a new window
Mailing address
251 US Route 1Falmouth, ME 04105
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.
Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.
Learn More