Downeast Financial Group
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460 Main St Ste A | Lewiston, 04240
Last time updated: 2/9/23, 12:45 AM
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About

DOWNEAST FINANCIAL GROUP......welcomes you with additional resources to assist you with managing your financial future.Please remember that technology and information are only one small part of what we do. Without question, personalized service and human contact are the most important part of what we do!We want to emphasize that we are a valuable resource in assisting individuals and small businesses through our tax services, employee benefit analysis, pension analysis and implementation, insurance services and estate analysis. Greater Lewiston-Auburn's first Certified Financial Planner, MThe process begins with a no cost, no obligation initial consultation. If you wish to proceed, we can analyze your present financial situation, which will include a review of your assets and liabilities, your current income, your current insurance programs, and your investment portfolio, if applicable. We will then provide you with choices to consider touching on aspects such as the assets of your account, your income need, cash flow, tax consequences, insurance analysis, as well as special needs and other like matters deemed part of your particular financial affairs. We can commonly assist you in implementing your agreed upon approach to address your objectives. Investment Services:Let us help you begin or continue saving for retirement in your Traditional IRA, Roth IRA, SEP-IRA, or SIMPLE retirement accounts. We also provide college savings accounts and individual non-retirement accounts. Investment strategies available include Mutual Funds, Stocks, Bonds, Variable Annuities and Real Estate Investment Trusts, just to name a few. Securities by licensed individuals offered through Investacorp, Inc., a registered broker/dealer, member NASD, SIPC.Michael J. Poulin, founded Downeast Financial Group in 1978.

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