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MAA Financial Services Clients
Now in her 20th year in financial services, the president and CEO of Maine
Accountants Alliance, Trish Barnes, has worked directly in hundreds of clients'
homes and businesses, providing financial advice and implementing her suggestions to improve their position.
As well as working with the accountants and their established clients, Trish
continues to accept private clients.
Advisory Clients
For the client with more substantial holdings, a managed account may be of
interest. This type of account provides more frequent interaction with
your advisor, and an account specifically tailored to your personal needs and
desires.
Tax Professionals
Clients of Maine Accountants Alliance
include the tax professionals who
have become members of the alliance. MAA is designed primarily for
the smaller, independent tax professional/business owner who enjoys accounting
and tax preparation as his/her primary business, but would like to add financial
services as a value-added service.
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.
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