Reviews 12
Filters:
Rating
Language
Sort:
Most recent
J
9 months ago

Penobscot Financial Advisors is a trusted name whe...

Penobscot Financial Advisors is a trusted name when it comes to financial services. I have been a customer for the past year and I can confidently say that they have exceeded my expectations. The team at penobscotfa.com is knowledgeable, professional, and always ready to help. They have helped me build a financial plan that aligns with my long-term goals. I appreciate their proactive approach and attention to detail. If you're looking for a reliable financial advisor, look no further than Penobscot Financial Advisors.

E
10 months ago

Penobscot Financial Advisors has been my trusted f...

Penobscot Financial Advisors has been my trusted financial partner for years. The team at penobscotfa.com has been instrumental in helping me shape my financial future. Their expertise and dedication are unmatched. I have always received personal and attentive service, and their financial advice has been highly valuable. I trust their recommendations and feel confident in my investment decisions. Penobscot Financial Advisors is truly a standout company in the financial industry.

V
11 months ago

I recently had the pleasure of working with a fina...

I recently had the pleasure of working with a financial advisor from penobscotfa.com. I was looking for some guidance on my investment portfolio and I must say, I was impressed with the level of knowledge and expertise they provided. The advisor was able to assess my goals and risk tolerance and recommend investment options that aligned perfectly with my needs. Their personalized approach and attention to detail made me feel valued as a customer. Overall, I had a great experience working with Penobscot Financial Advisors and I highly recommend their services.

S
11 months ago

I am really happy with the services provided by Pe...

I am really happy with the services provided by Penobscot Financial Advisors 😊. The team at penobscotfa.com has been incredibly helpful in managing my investments. They have helped me navigate through various market situations and have provided me with sound advice every step of the way. The advisors take the time to understand my financial goals and tailor their recommendations accordingly. Their expertise in wealth management is truly commendable. I am glad I chose Penobscot Financial Advisors as my financial partner.

B
1 year ago

I am really impressed with Penobscot Financial Adv...

I am really impressed with Penobscot Financial Advisors. From the moment I reached out to them through penobscotfa.com, I knew I was in good hands. The team was very responsive and the advisor I worked with was extremely knowledgeable. They took the time to understand my financial goals and crafted a customized plan that aligned perfectly with my needs. The ongoing support and guidance have been invaluable. I highly recommend Penobscot Financial Advisors to anyone in need of financial expertise.

L
1 year ago

Penobscot Financial Advisors is a reliable company...

Penobscot Financial Advisors is a reliable company that provides excellent financial services. I have been a customer for several years and I am extremely satisfied with their expertise and professionalism. The team at PenobscotFA.com is always available to answer my questions and provide me with the guidance I need. The investment strategies they have recommended have helped me grow my wealth and achieve my financial goals. I highly recommend Penobscot Financial Advisors to anyone looking for a trusted and experienced financial advisor.

G
1 year ago

I recently started working with Penobscot Financia...

I recently started working with Penobscot Financial Advisors and I am already impressed. The team at penobscotfa.com has been responsive and attentive to my needs. They have taken the time to understand my financial goals and have provided me with well-informed advice. I appreciate their proactive approach and thorough analysis of investment options. It is refreshing to work with a company that truly cares about its clients' financial success. I highly recommend Penobscot Financial Advisors to anyone looking for reliable financial guidance.

T
1 year ago

Penobscot Financial Advisors is the best 🌟 financi...

Penobscot Financial Advisors is the best 🌟 financial company I have ever dealt with. The team at penobscotfa.com is highly professional and always goes the extra mile to ensure customer satisfaction. They have been managing my investments for several years and I have seen consistent growth in my portfolio. The advisors are proactive in their approach and keep me informed about market trends and opportunities. I am truly impressed with their level of expertise and personalized service. Penobscot Financial Advisors is my go-to financial partner.

A
1 year ago

I had the opportunity to work with a financial adv...

I had the opportunity to work with a financial advisor from penobscotfa.com, and I must say it was a great experience. The advisor was extremely knowledgeable and provided me with valuable insights into the world of finance. They helped me understand various investment options and made recommendations based on my risk tolerance. The personalized service and attention to detail were impressive. I would recommend Penobscot Financial Advisors to anyone seeking expert financial guidance.

F
1 year ago

Working with Penobscot Financial Advisors has been...

Working with Penobscot Financial Advisors has been a game-changer for me. Their expertise and wealth management solutions have helped me achieve financial stability and peace of mind. The team at penobscotfa.com is professional, responsive, and truly cares about their clients. They have provided me with personalized advice that has made a significant impact on my financial journey. I can't thank them enough for their guidance and support. Penobscot Financial Advisors is a top-notch financial company.

S
1 year ago

I had the pleasure of working with Penobscot Finan...

I had the pleasure of working with Penobscot Financial Advisors recently and it was a wonderful experience. The team at penobscotfa.com was extremely helpful and knowledgeable. They provided me with expert advice tailored to my financial goals. Their attention to detail and personalized service were second to none. I am grateful for their guidance and highly recommend their services to anyone seeking professional financial assistance.

About Penobscot financial advisors

Penobscot Financial Advisors: Your Trusted Partner in Financial Planning

Penobscot Financial Advisors (PFA) is a leading financial planning firm that has been serving clients for over two decades. Our team of experienced financial advisors is committed to providing personalized and comprehensive financial planning services to help our clients achieve their goals.

At PFA, we believe that responsible and sustainable investing is the key to long-term success. We recognize the critical importance of Environmental, Social, and Governance (ESG) issues and strive to consider these issues in all areas of our business, including our investments and stakeholder relations.

Our Services

We offer a wide range of financial planning services tailored to meet the unique needs of each client. Our services include:

1. Retirement Planning: We help clients plan for retirement by developing customized strategies that take into account their current financial situation, future goals, and risk tolerance.

2. Investment Management: Our investment management services are designed to help clients build wealth over time while minimizing risk.

3. Estate Planning: We work with clients to develop estate plans that ensure their assets are distributed according to their wishes after they pass away.

4. Tax Planning: Our tax planning services are designed to help clients minimize their tax liability while maximizing their savings potential.

5. Insurance Planning: We provide insurance planning services that help protect our clients' assets from unforeseen events such as illness or death.

Our Approach

At PFA, we believe in taking a holistic approach to financial planning. This means considering all aspects of a client's life when developing a customized plan that meets their unique needs and goals.

We begin by getting to know each client on a personal level so we can better understand their values, priorities, and concerns. From there, we develop a comprehensive plan that takes into account all aspects of their finances including income sources, expenses, debts, investments, taxes, insurance coverage as well as any other relevant factors such as family dynamics or health concerns.

Our Commitment

At PFA we are committed not only to helping our clients achieve their financial goals but also making positive contributions towards society at large through responsible investing practices which align with ESG principles .

We believe ever company has an obligation towards its stakeholders - employees , customers , suppliers , shareholders -  and the wider community it operates within . By incorporating ESG considerations into our investment decisions ,we aim not only generate returns for investors but also contribute positively towards society .

In conclusion,Penobscot Financial Advisors is your trusted partner in achieving your long-term financial objectives through personalized service offerings tailored specifically for you . With years of experience under our belt coupled with an unwavering commitment towards responsible investing practices aligned with ESG principles ,we stand out from other firms offering similar solutions . Contact us today so we can start working together on your path towards achieving your dreams !

Penobscot financial advisors

Penobscot financial advisors

4