Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

Your financial life deserves a plan built around you. Wherever you are today, we can help create personalized strategies aligned with your goals, values, and long-term vision—so you can move forward with clarity and confidence. Let’s Plan for More™ together.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Portland, ME area, Jason Dalessandro will take the time to understand you and your goals, as well as those changing... Read More about Jason Dalessandro - Private Wealth Advisor, Ameriprise Financial Services, LLC

Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning appointment online or by calling your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.

Plan your visit to Wilmington Trust's in Portland, ME by checking our hours of operation and giving us a call to schedule your appointment. Wilmington Trust is a premier provider of wealth management and trust services. We excel at finding the right strategy to achieve your personal and corporate goals.

Bridgepoint Capital is a real estate capital lender founded in 2018 known for top-notch customer service, innovative solutions, and honest direct interactions with our clients. Our firm specializes in helping businesses, property investors, and real estate agencies get the capital they need to grow. As a hard money lender, we require real estate collateral to secure our loans.

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.