A financial overview is available to clients, and based on the results of the overview, advisors can identify financial needs and products suitable for each client.  Advisors at MAA are licensed through both state and federal licensing agencies in the areas necessary to provide the products offered through MAA and Cadaret Grant.

Maine Accountants’ Alliance is licensed as an insurance agency through the state of Maine.   We provide a wide range of life and long-term care insurance products designed to protect our clients as they move through the various phases of their financial lives. 

Through our relationship with Cadaret Grant & Co, Inc., our broker/dealer, we are able to direct our client's investment interests utilizing a wide array of financial instruments, either through brokered retail accounts, or managed advisory accounts.  Through MAA, clients can fund their estate planning trusts, retirement plans, short and long-term investments, and educational accounts. 

MAA is also a service for tax professionals wishing to integrate financial services into their existing accounting practice.    With appropriate licensing, they are able to implement their financial planning suggestions for their clients.  MAA is specifically structured to respond to the needs and demands of accounting associates as they move through their business year, servicing their clients. Through MAA, tax professionals are able to provide ‘value-added’ service to their tax clients, allowing them to translate their advice directly to the financial vehicles that most appropriately meet their client’s needs.  MAA is tailored for flexibility, giving tax professionals the time to devote to taxes, or financial services, as the demands of their business require.

Financial products are offered through Maine Accountant Alliance, Inc.  50 Five Corners Rd., New Sharon, Maine  04955  (207)778-2250