Investment Services locations near Long Island, ME

Edward Jones - Financial Advisor: Seth Cheikin

📍 251 US Route 1, Falmouth, ME, 04105

📞 207-781-5057

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Morgan Stanley

📍 100 Middle St 3rd Fl 3rd Fl, Portland, ME, 04101

📞 207-771-0800

We work with individuals, families, businesses and institutions to deliver specialized services and innovative strategies that help them build, preserve and manage their wealth.

Brian Gilpatrick - Prudential Financial

📍 2 Portland Sq Suite 403 4th Floor Suite 403 4th Fl, Portland, ME, 04101

📞 207-482-4923

For more than 135 years, Prudential Financial, Inc., has helped individual and institutional customers grow and protect their wealth.

Edward Jones - Financial Advisor: DAN Dougherty

📍 619 Forest Ave, Portland, ME, 04101

📞 207-772-9576

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Edward Jones - Financial Advisor: Jason A Seymour

📍 138 Ocean St, South Portland, ME, 04106

📞 207-799-2909

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Edward Jones - Financial Advisor: JIM O'Clair

📍 94 Auburn St Suite 209 Ste 209, Portland, ME, 04103

📞 207-797-4104

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Spinnaker Trust

📍 5 Milk St Ste 5, Portland, ME, 04101

📞 207-553-7160

🌐 www.spinnakertrust.com

Our mission is to help our clients build wealth, and protect it, while preserving peace of mind.

Bigelow Investment Advisors LLC

📍 4 Moulton St Ste 3c, Portland, ME, 04101

📞 207-772-2900

🌐 bigelowadvisors.com

Investment Management & Consulting Group

📍 97a Exchange St Ste 504, Portland, ME, 04101

📞 207-774-6552

FL Putnam Investment Management Company

📍 245 Commercial St Ste 500, Portland, ME, 04101

📞 207-775-3197

🌐 flputnam.com

FL Putnam Investment Management Company is an investment services firm located in Portland, Maine. It has an active online presence as of 2026, indicating ongoing operations. Clients seeking investment advice or management can find the firm in the Portland area.