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An Approach Designed For You

We help take the mystery out of investing and preserving wealth.

In It Together.

Our Mission

We serve as your local community’s financial resource, guide, and advocate.

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Our Process

We strive to help you identify and achieve your most valued financial goals.

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Our Services

We dedicate our expertise to instilling clarity and confidence in your financial life.

What we offer

Meet Our Team

Matthew A. Cyr, AIF®

Matthew A. Cyr, AIF®

Financial Services Program Manager & Senior Financial Advisor

(207) 602-7319

(207) 504-8125

Lisa P. Dube

Lisa P. Dube

Registered Sales Assistant

(207) 602-7373

(207) 504-8126

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