Maine Accountants Alliance - MAA, Inc. - was incorporated in February,
2006, and began operations June 1st. MAA is an umbrella for several
difference service areas.
A financial overview is available to clients, and based on the results of the
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
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
year, servicing their clients.
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
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.