Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Roland Gagne (CRD# 2124641) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in York, ME and has over 26 years of experience in the finance industry. Roland Gagne has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Maryan Twible (CRD# 6642415) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in York, ME and has 1 year of experience in the finance industry.
Nelson Burbank (CRD# 1277035) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in York, ME and has over 33 years of experience in the finance industry.
Nvest Financial Group is an independent boutique firm working with people just like you: individuals, families and businesses who demand the highest quality of service and attention to detail in their financial matters. We don't take earning your business lightly.
It is our commitment to provide you with unparalleled service and exclusive personal attention.
Our team of professionals will simplify the complexities of the financial world to meet your personal needs and goals. We consider each situation a unique relationship and not just a portfolio balance.
Everyone at Nvest is committed...