| Clients of Maine Accountants Alliance
include the tax professionals who
have become members of the alliance. MAA is designed primarily for
the smaller, independent tax professional/business owner who enjoys accounting
and tax preparation as his/her primary business, but would like to add financial
services as a value-added service, either as an MAA associate, or as an MAA
solicitor. The mission of Maine Accountants Alliance is to
provide excellent service, intelligent training and education, and quality
products to these primary clients, principals of established accounting firms.
MAA Financial Services Clients
For over eighteen years, the president and CEO of Maine Accountants Alliance,
Trish Barnes, has worked directly in hundreds of clients' homes, providing their
financial plan and implementing her suggestions to improve their position.
As well as working with the accountants and their established clients, Trish
continues to accept private clients.
Maine Accountants Alliance
Investment Advisory Clients
For the client with more substantial holdings, a managed account may be of
interest. This type of account provides more frequent interaction with
your advisor, and an account specifically tailored to your personal needs and
desires. 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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