Financial Services Page
There's a solution for everyone. Let's find a way. Together.
Are you concerned that you might not be on track to achieve your financial goals? Do you find that you do not have enough time to manage your investments effectively?
Financial Consultants Brad Berthiaume and Adam Bither will work with you to determine which strategies are best suited for your unique financial situation. We take pride in taking the necessary time to learn about your unique needs so that we can help make a difference - for you, your family, and your future. There's a solution for everyone. Let's find a way. Together.
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Planning Your Financial Future
Make it Happen
In today’s global investment marketplace, you need comprehensive and competitive services to help meet your financial goals. Our financial consultants will make recommendations designed to help you increase the likelihood of achieving your objectives. We want to learn about you and your financial goals, to find out what you want and help to make it happen.
We're Here to Help!
Haven't heard from your financial advisor in a while and need better ongoing support? We offer a complimentary financial review to make sure your investments are working as hard as you are to earn your money. Contact us today to schedule a complimentary consultation with a financial consultant and we'll start creating your personalized comprehensive financial plan.
We’ll set up an appointment that is convenient for you!
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Neither Cetera, nor any of its representatives may give legal or tax advice. As part of a comprehensive review of your personal situation, always consult with a tax or legal Advisor. Advisory services may only be offered by Investment Adviser Representatives.
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. Cetera’s U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Securities and insurance products offered through Cetera (1) are not bank deposits; (2) are not insured or guaranteed by the FDIC, or any other federal government agency; (3) are not obligations of, or guaranteed by Katahdin Trust Company; and (4) subject to investment risks, including possible loss of principal amount invested.