You’ve poured your heart and soul into building a career, planting your roots, and growing a family. Polish up your plan as you slide – or cannonball fearlessly – into whatever the future holds.
HomeWealth Management
Androscoggin Financial Services
When you need to make important financial decisions, we’ll navigate you through the complexities and provide you with the right services to ensure you meet your unique financial goals.
Investment services offered through the team at Androscoggin Financial Services include:
- Corporate Retirement Plan Consulting
- Financial Planning
- Investment Solutions
- Portfolio Management
- Retirement Planning
- Risk Management
Portland Trust Company
Portland Trust Company (PTC) opened in July 2015 as a non-depository trust company, and it now operates out of offices in Portland and Lewiston. Portland Trust Company’s principal owners are Androscoggin Bank and two of the top wealth management professionals in Maine: James MacLeod of Yarmouth, President, and Amelia Kurtz of Scarborough, Chief Executive Officer.
INSURANCE AND INVESTMENTS PRODUCTS
Not FDIC Insured | No Bank Guarantee | May Lose Value
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Androscoggin Financial Services and are not insured by any bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Androscoggin Bank, Portland Trust and the Androscoggin Financial Services are separately owned and operated and not independently registered as broker-dealers or investment advisers.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
30 Lisbon St.// Lewiston, ME 04240-7116 | T 800.966.9172 | BrokerCheck.finra.org | Raymond James Privacy Policy | Raymond James Legal Discosures
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