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.
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Planning for your Financial Future
- STEP ONE - Getting to know you. Tell us your plans, hopes, worries and needs.
- STEP TW0 - 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 achieving your objectives.
- 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.
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In today’s global investment marketplace, you need comprehensive and competitive services to help meet your financial goals.
- Individual Planning
- Small Business Plans
- Asset Allocation
- Tax Deferred
- Tax Advantaged Investing
- Life Insurance
- 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.
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Come in. 12 North Street in Presque Isle or 65 North Street in Houlton
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 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.
|Not FDIC Insured||Not Bank Guaranteed||May Lose Value|
|Not Insured by any Federal Government Agency||Not a Bank Deposit|