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starting point for all client services is a financial analysis.
This analysis can range from a general overview of your financial situation to
an in-depth analysis of your debt, investments, business, retirement and
estate plans, and the insurance protection you have in place to protect you
given your current needs.
A unique advantage offered by the alliance is that this planning may be designed in light of a client's individual tax situation
by their accountant, now acting as their financial counselor.
Click on the links to the left to learn about the solutions we have to offer
clients.
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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