To take advantage of all available opportunities, investors need two things: an understanding of which investment products are most appropriate for their situation and a relationship with a trustworthy representative who has a clear understanding of their needs.

By keeping clients' objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, our office maintains a constant commitment to putting service first.

As a full-service financial firm with offices conveniently located throughout the midcoast, we offer clients an assortment of quality, non-proprietary investments.

We invite you to call us or visit our website to learn more.

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Securities and Insurance Products offered through Linsco/Private Ledger, Member NASD/SIPC. Not FDIC Insured, No Bank Guarantee, May Lose Value, Not a Deposit, Not Insured by Any Federal Government Agency.

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we can only discuss or transact securities business with individuals residing in states where we are currently registered. We are licensed in the following states:

CA, DC, FL, GA, MA, ME, NH, SC, RI, TN, NY, VA, CT

Other Location

Coastal Market Place
Business Route One
4 Coastal Market Dr.
Damariscotta, Maine, 04543