Financial Services and Investments | Katahdin Trust Company (Houlton, ME)

Katahdin Financial Services


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 pursue 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.

View Your Investment Account

View your account online anytime, anywhere. You can also check out market quotes, research, financial news and more.


Planning Your Financial Future

  • STEP ONE - Getting to know you. Tell us your plans, hopes, worries and needs.
  • STEP TWO - Putting a plan together. Once your unique circumstances and current investments and savings have been thoroughly assessed, your financial consultant will make recommendations designed to help you increase the likelihood of pursuing your financial goals.
  • STEP THREE - Providing feedback. And as your financial partner for life, your financial consultant will actively review your progress toward the achievement of your goals.

Make it Happen

In today’s global investment marketplace, you need comprehensive and competitive services to help pursue your financial goals. Our financial consultants will make recommendations designed to help you increase the likelihood of pursuing your objectives. We want to learn about you and your financial goals, to find out what you want and help to make it happen.

Retirement Planning

  • Individual Planning
  • Small Business Plans

Investment Management

  • Asset Allocation
  • Tax Deferred
  • Tax Advantaged Investing

Insurance Planning

  • Life Insurance
  • Annuities

Goal Planning

  • College
  • Income Generation
  • Tax Advantaged
  • Asset Protection

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.

Call(207) 764-2366 or Toll Free 1-800-379-2366
ClickSend us an email
Come in. 12 North Street in Presque Isle or 65 North Street in Houlton

We’ll set up an appointment that is convenient for you!

Meet Our Team

Brad Berthiaume

Brad Berthiaume, CMT®, CFP®, ChFC®

Senior Vice President
Financial Consultant

Adam Bither

Adam Bither,  CFP®

Vice President
Financial Consultant

Kelly Jo Cole

Kelly Jo Cole

Financial Services
Office Manager

Check the background of an investment professional on FINRA's BrokerCheck.

View Cetera Investment Services privacy policybusiness continuity plan and other important information.

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 published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed.

Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera is not affiliated with the financial institution where investment services are offered.  Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. Investments: 1) Are not FDIC/NCUSIF insured 2) May lose value 3) Are not financial institution guaranteed 4) Are not a deposit 5) Are not insured by any federal government agency.

Registered locations:  12 North St., Presque Isle, ME 04769 and 65 North St., Houlton, ME 04730.  Registered Phone Number: (207) 764-2366 or Toll Free:  (800) 379-2366.



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