HeadInvest
Finance · Maine, United States · 11-50 Employees
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Overview
Headquarters
7 Custom House St Ste 4, Portland, Maine...Phone Number
(207) 773-5333Website
www.headinvest.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About HeadInvest
HeadInvest is an independent registered investment advisory firm based in Portland, Maine, with over 30 years of experience in helping individuals, families, and institutions manage and preserve their financial resources. The firm offers highly customized wealth management solutions delivered by experienced financial professionals, each with more than two decades in the industry. HeadInvest serves multi-generational families, individuals, and institutions, focusing on personalized financial planning and investment management. Their approach includes developing custom financial plans and continually reassessing them to adapt to clients' evolving needs.Explore more
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2020
Debt
$150K
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HeadInvest is an independent registered investment advisory firm based in Portland, Maine, with over 30 years of experience in helping individuals, families, and institutions manage and preserve their financial resources. The firm offers highly customized wealth management solutions delivered by experienced financial professionals, each with more t... Read More
