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Forming alliances between like-minded professionals in the financial services
world has proven to be a powerful and productive team approach to servicing the
needs of clients. MAA couples the expertise of the tax professional
with the financial planning perspective, and adds professional execution and
outstanding customer service to appropriate financial products. The
alliances that exist within MAA allow us to provide, as a team, optimal
solutions for our clients, in an atmosphere of cooperation and education.
We believe that clients who understand their plans are clients who will stay
the course.
Ethics and Compliance
At Maine Accountants Alliance, our clients' needs and best
interests are the focus around which our efforts center. Our clients needs
and interests always supersede the needs of any associated representative. We
recognize the trust and faith our clients place in us, and we strive to put
forth our best efforts in all our interactions.
Maine Accountants Alliance is formed of a group of successful
entrepreneurs, who are well-known and established in their communities.
Each has built a reputation for their honesty and adherence to ethical
principals. Adherence to the highest ethical
standards and compliance with all applicable regulatory agencies is a core value
of Maine Accountants Alliance. We hold ourselves individually and as a
group to the highest standards of honesty and integrity.
Please contact Patricia Barnes (see contact information) for a
copy of MAA's Code of Ethics, and Privacy Policy.
Planning and consulting
services 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
Maine Accountants Alliance,
Inc. and Cadaret, Grant & Co., Inc. are separate entities.
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