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An Approach Designed For You

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

It's A Mutual Thing.

Our Mission

Our Mission

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

Read our mission
Our Process

Our Process

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

See our process
Our Services

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

Senior Financial Services Assistant

(207) 602-7373

(207) 504-8126

Crysta C. Frost

Crysta C. Frost

Financial Services Assistant

(207) 602-7320

(207) 504-8118

Anna C. Vidoni

Anna C. Vidoni

Financial Services Assistant

(207)602-7661

(207)504-8118

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