MAINE ACCOUNTANTS ALLIANCE, INC.

MAA Financial Services

Trish Barnes, the president and CEO of Maine Accountants Alliance, has worked in the financial services industry since 1992, providing financial plans to hundreds of families over the years.   She continues to find working with personal clients an exceptionally rewarding element of her business life.  Clients range from private individuals to non-profit agencies, small businesses, corporations, and teachers, among others.

In her capacity as a financial consultant, Trish designs financial plans for clients through a financial needs analysis.  She is licensed to offer debt restructuring and mortgage refinancing, as well as the term life and long term care insurances recommended to  support the financial plan as it matures.  She is able to provide the underlying investments required implement the plan.

In addition, Trish is licensed as an Investment Advisor Representative, through Maine Accountants Alliance, Inc.,  a licensed Investment Advisor Firm.    This gives Trish the ability to hold managed accounts for clients, offering flexibility to meet the needs of all types of clients - from those requiring their first financial plan, to those with sophisticated portfolios and holdings, desiring a managed account. 

Please contact Trish at

MAA Financial Services, 50 Five Corners Rd.,  New Sharon, ME 04955  

207-778-2250 office      207-778-0416 fax           tbarnes@maineaccountantsalliance.com

For all investment-related communications, please use maa@northerncapital.com

Securities offered through Northern Capital Securities Corporation, Member NASD/SIPC  300 Brickstone Square, Andover, MA 01810-1492 § (978) 289-1000

Investment advisory services offered through Maine Accountant Alliance Investment Advisor   50 Five Corners Rd., New Sharon, Maine  04955  (207)778-2250

 

 

 

 

Copyright © 2006  Maine Accountants' Alliance, Inc.