IIS Financial Services
Finance · Maine, United States · 11-50 Employees
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Overview
Headquarters
707 Sable Oaks Dr Ste 203, South Portlan...Phone Number
(207) 761-4733Website
www.iisfinancial.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About IIS Financial Services
Pine Harbor Advisors is a fiduciary financial advisory firm based in Maine, specializing in comprehensive financial planning, investment management, and retirement guidance. The firm serves a diverse clientele, including pre-retirees, retirees, business owners, public sector employees, young professionals, and families, offering tailored services to meet their unique financial needs. With a commitment to acting in clients' best interests, Pine Harbor Advisors provides clear, jargon-free advice and personal support throughout the financial planning process. Their proactive and tax-efficient services aim to help clients build sustainable financial outcomes and improve their financial literacy.Explore more
IIS Financial Services Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
IIS Financial Services
<$5M
11-50
Private
-
1994
MV
Michael VanBrienenFinancial Advisor & Associate Vice President
Company Profile Activity
Activity Insights
IIS Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.
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IIS Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about IIS Financial Services.
IIS Financial Services Tech Stack
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Pine Harbor Advisors is a fiduciary financial advisory firm based in Maine, specializing in comprehensive financial planning, investment management, and retirement guidance. The firm serves a diverse clientele, including pre-retirees, retirees, business owners, public sector employees, young professionals, and families, offering tailored services t... Read More
