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Using the financial needs analysis as a starting point, MAA is able to work with
investments throughout our clients' financial lives.
We educate our clients about dollar cost averaging, and establishing a
'saving habit' as early as possible. We show people the time-value of
money, and help them structure their finances so that saving money becomes as
much a part of their financial lives as spending.
Through investments, we help our clients meet their stated financial goals.
Whether saving for a home or vacation, education or health coverage, or
retirement, MAA has the products and services to accommodate our clients.
We work with businesses and individuals to help them determine an investment
plan suited to their needs.
Planning and consulting
services offered through Maine
Accountant Alliance, Inc. 50 Five Corners Rd., New Sharon, Maine
04955 (207)778-2250
Investment
advisory services and securities are offered through Cadaret, Grant & Co. Inc., Member
FINRA/SIPC One Lincoln Center, Syracuse,
NY 13202 (315) 471-2191
Maine Accountants Alliance,
Inc. and Cadaret, Grant & Co., Inc. are separate entities.
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