Maine Accountants Alliance - MAA - was incorporated in February,
2006, and began operations June 1st. MAA is an umbrella for several
difference service areas.MAA is a service for tax professionals
wishing to integrate financial services into their existing accounting practice.
As such, it provides a structure and process for associated members to become
licensed and versed in product offerings. They are then able to go forward
to implement their financial planning suggestions for their clients.
MAA
is
specifically
structured
to
respond
to
the
needs
and
demands
of
accountants
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.
All Maine Accountants Alliance financial advisors offer a financial needs
analysis to clients, and on the basis of the results of the analysis, 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 various products offered
through MAA, including debt restructuring, insurances, and investments.
Maine Accountants Alliance is a licensed loan broker through the state of Maine. This allows
financial advisors at MAA to originate and
process loans as loan officers. As a broker, MAA has flexibility regarding
both the loans we are able to offer, as well as their pricing. Through our
association with various lenders, we are able to offer competitive pricing,
while maintaining a customized and personalized service. Throughout the process of restructuring debt, we
act as facilitators and advisors, and create a positive experience for clients
as we seek to help them bring their debt under control.
Additionally, Maine Accountants’ Alliance is licensed as an
insurance agency through the state of Maine. As an insurance agency, we
are able to 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 Northern Capital Securities Corporation, our broker
-dealer, we are able to direct our client's investment interests utilizing a
wide array of financial instruments from both the retail and institutional side. MAA
can actively facilitate funding of estate planning, trusts, retirement planning,
short and long-term investments, and educational accounts.
Finally, Maine Accountants Alliance, Inc. is licensed as an Investment Advisor through the state of Maine. Licensed representatives have the
capability to offer investment advice, and managed accounts, providing yet another avenue for
appropriate client services.
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 Advisor 50 Five Corners Rd., New Sharon, Maine
04955 (207)778-2250