Honest, Independent, Experienced
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.
Compare Back Cove Financial with 3 companies in Financial-Services
| Comparison Field |
Back Cove FinancialMain Company |
GP
GPS Wealth Managemen...View Profile |
Henderson Brothers F...View Profile |
Evercore Wealth Mana...View Profile |
|---|---|---|---|---|
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Founded Year
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— | 2010 | 2005 | 2008 |
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Company Size
|
— | 2-10 | 11-50 | 51-200 |
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City
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Falmouth, Maine | League City, Texas | Pittsburgh, Pennsylvania | New York, New York |
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Country
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United States | United States | United States | |
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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
|
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