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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.

Read our mission

Our Process

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

See our process

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

James P. Carter

James P. Carter

Financial Advisor

(207) 602-7414

(207) 504-8035

Lisa P. Dube

Lisa P. Dube

Administrative Assistant

(207) 602-7373

(207) 504-8126

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