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INVESTMENT ADVISORY SERVICES
Through our association with Cadaret Grant Advisory Services, we offer fee-based
advisory accounts to investors who would like a
personal, active approach to their investments, with minimum account limit of
$25,000.
Patricia Barnes and Cheryl Evangelos are licensed IAR's at Maine Accountants
Alliance. For more information about either Trish or Cheryl, please go to
the MAA Associates tab above.
If you are interested in learning more about advisory services and managed
accounts, please contact:
Trish Barnes 50 Five Corners Rd., New Sharon, ME 04955
office :
207-778-2250
Financial products are offered through Maine
Accountant Alliance, Inc. 50 Five Corners Rd., New Sharon, Maine
04955 (207)778-2250
Investment
advisory services and securities are offered through Cadaret, Grant & Co. Inc., Member FINRA/SIPC One Lincoln Center, Syracuse,
NY 13202 (315) 471-2191.
Securities licensed in the following states: Maine, Florida.
Maine Accountants Alliance,
Inc. and Cadaret, Grant & Co., Inc. are separate entities. |
