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   WealthSmith Financial PlanningFinancial Consulting

   5.0 1 review on

   Website

   We are a Wealth Accumulation, Financial Planning, and Retirement Income Planning firm. We help individuals and...

   MoreWe are a Wealth Accumulation, Financial Planning, and Retirement Income Planning firm. We help individuals and businesses implement the appropriate wealth accumulation techniques during their working years, and provide on going retirement planning and income distribution planning at the commencement of retirement, and follow the client through to the point of wealth transfer to the next generation. We couple the aforementioned with risk management strategies to insure that the appropriate levels of protection are also achieved. Our practice utilizes many different financial and insurance solutions to meet your needs. Also note that Third Party posts do not reflect the view of Cantella & Co., Inc. and any links to third party sites are believed to be reliable but have not been independently reviewed by Cantella &Co., Inc. Please be advised I am registered to conduct business in Maine and New Hampshire. Securities offered through Cantella & Co Inc member of finra and sipc. For hyperlinks to finra and sipc please refer to my website section. I currently hold multiple designations along with the finra series 6, 7, 24, 63, 65 licenses. Visitors to this profile must avoid endorsing or recommending me or my services as such testimonials are prohibited under state and federal securities laws. Less

   Website: wealthsmithfp.com

   Phone: (207) 850-0075

   Closed Now

   • Sun

     Closed

   • Mon

     9:00 AM

     5:00 PM

   • Tue

     9:00 AM

     5:00 PM

   • Wed

     9:00 AM

     5:00 PM

   • Thu

     9:00 AM

     5:00 PM

   • Fri

     9:00 AM

     5:00 PM

   • Sat

     Closed

   • Sun

     Closed

   7 Estate Dr Gorham, ME 04038 697.74 mi

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