From the community

Casco Bay Wealth Advisors celebrates new venture in Brunswick

Posted May 16, 2014, at 5:25 p.m.

BRUNSWICK, Maine – Casco Bay Wealth Advisors will formally celebrate the successful launch of its new firm with an open house at 5:30 p.m. Thursday, May 22, at their office in Brunswick, 261 Bath Road Suite B.

Founded by six financial advisors previously with Northeast Financial Services, the firm opened its doors in December of 2013. Casco Bay Wealth Advisors’ focus is on helping to manage all aspects of their clients’ financial lives, from retirement planning to risk management to taxation. Combined, the six principals bring 125 years of combined financial industry experience to the firm.

Hors d’oeuvres and refreshments will be served. All are welcome to drop by. Please RSVP by May 19 to Judy Martin at (207) 844-2158 orjmartin@cascobaywa.com.

 

This post was contributed by a community member. Submit your news →

ADVERTISEMENT | Grow your business
ADVERTISEMENT | Grow your business

Similar Articles

More in Business