|
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 planning and consulting
services for our clients.
Through our assocation with Cadaret Grant Advisory Services, we offer fee-based advisory
accounts. These accounts are suitable for investors who would like a
personal, active approach to their investments, with minimum account limit of
$50,000.
Patricia Barnes, Cheryl Evangelos, and Monica Allen are licensed IAR's at Maine Accountants
Alliance. For more information about either Trish, Cheryl, or Monica, 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 MAAIA, 50 Five Corners Rd., New Sharon, ME 04955
office :
207-778-2250
Planning and consulting
services 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
Maine Accountants Alliance,
Inc. and Cadaret, Grant & Co., Inc. are separate entities. I |
