MAINE ACCOUNTANTS ALLIANCE, INC.

Creating Financial Planning
The primary service offered by the associates of Maine Accountants Alliance, and the starting  point for all client services, is a financial needs 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.  The unique advantage offered by the alliance is that this planning is 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 your clients.

Securities offered through Northern Capital Securities Corporation, Member NASD/SIPC  300 Brickstone Square, Andover, MA 01810-1492 § (978) 289-1000

Investment advisory services offered through Maine Accountant Alliance Investment Advisor50 Five Corners Rd., New Sharon, Maine  04955  (207)778-2250

 

 

 

Copyright © 2006  Maine Accountants' Alliance, Inc.