|
Maine Accountants Alliance, Inc. is licensed through the state of Maine as an Investment Advisory Firm. This allows MAA, and its licensed
Investment Advisor Representatives (IAR's), to provide fee-based, managed
accounts. These accounts are suitable for investors who would like a
personal, active approach to their investments, with minimum account limit of
$25,000.
Currently, both Patricia Barnes and Cheryl Evangelos are licensed IAR's at Maine Accountants
Alliance. For more information about either Cheryl or Trish, please go to
the MAA Associates tab above.
If you are interested in understanding more about advisory services and managed
accounts, please contact Trish Barnes at
MAA Financial Services, 50 Five Corners Rd., New Sharon, ME 04955
207-778-2250 office
or Cheryl Evangelos at
PROSPERITY PLANNING PLLC, 108 Patterson Mill Road Warren, Maine 04864
office 207-273-2490
Investment advisory services offered through Maine
Accountant Alliance Investment Advisor
50 Five Corners Rd., New Sharon, Maine 04955 (207)778-2250 |
