Back Cove Financial

Back Cove Financial

Financial-Services

Falmouth, Maine
Company Tagline

Honest, Independent, Experienced

Industry Category
Financial-Services
Company Description

Back Cove Financial is a leading financial services provider dedicated to helping clients achieve their financial goals through personalized and comprehensive strategies. Located in the Greater Portland and Midcoast regions of Maine, Back Cove Financial offers a holistic approach to wealth management, ensuring that financial plans align with clients' evolving needs.

With a commitment to independence and integrity, Back Cove Financial provides a range of services, including investment and portfolio management, retirement planning, college savings, corporate retirement plans, insurance planning, and tax and estate planning. Back Cove Financial's primary address is 56 Depot Rd, Falmouth, Maine 04105, US, with an additional location at 167 Park Row, Brunswick, Maine 04011, US. The firm focuses on building long-term relationships by delivering tailored financial solutions that empower clients to live life on their terms. Back Cove Financial's client-centric approach ensures recommendations are always in the best interest of the individual, family, and business.

Back Cove Financial is committed to providing expert guidance and support, helping clients navigate the complexities of the financial landscape with confidence. Discover how Back Cove Financial can assist you in securing your financial future. We invite the manager of Back Cove Financial to create a customized and exclusive company showcase and product listing on our platform.

Key Personnel / Employees
Joel Ouellette Shannon Norris SOPHIE HALPIN CFP® CSRIC™ Sarah Halpin CFP®

Compare Companies Side by Side

Compare Back Cove Financial with 3 companies in Financial-Services

4 Companies
Comparison Field
Back Cove Financial
Back Cove Financial
Main Company
GP
GPS Wealth Managemen...
View Profile
Henderson Brothers Financial Partners
Henderson Brothers F...
View Profile
Evercore Wealth Management
Evercore Wealth Mana...
View Profile
Founded Year
2010 2005 2008
Company Size
2-10 11-50 51-200
City
Falmouth, Maine League City, Texas Pittsburgh, Pennsylvania New York, New York
Country
United States United States United States
Skills & Keywords Comparing with main company
15 Total Skills
Financial Services Wealth Management Retirement Planning Investment Management Estate Planning Portfolio Management Financial Planning Budget & cash flow analysis Wealth Accumulation & Management College Saving Strategies Women & Investing Investment Analysis Planning for Successful Retirement Small Business Expertise Performance Monitoring
11 Total 2 Common 9 Unique
Match 13%
Common Skills:
Financial Planning Retirement Planning
Unique Skills:
& Long-term Care Insurance 401k-IRA Rollovers Buy/Sell & Exit Planning Disability Employee Benefits Exec Comp & Key Man Insurance +3
20 Total 1 Common 19 Unique
Match 7%
Common Skills:
Wealth Management
Unique Skills:
Alternative Income Strategies Benefit & Non-qualified Plans Corporate Retirement Plans Deferred Compensation Defined Contribution Distribution Assistance +13
7 Total 3 Common 4 Unique
Match 20%
Common Skills:
Investment Management Portfolio Management Wealth Management
Unique Skills:
Impact Investing Independent Fiduciary Philanthropy Transaction Planning
4
Total Companies
2005
Oldest Founded
1
Countries
47
Unique Skills

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Alternative Company Names

This company is also known as

Back Cove Financial 背湾金融 बैक कोव फाइनेंशियल باك كوف المالية Бэк Коув Финансиал