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Investment Management

Professional Guidance

Your investment portfolio is a major component of your financial picture. I am pleased to provide portfolio management for new or existing accounts including:

  • IRA / Beneficiary IRA

  • Roth IRA

  • Individual 

  • Joint 

  • Trust Account

  • Custodial Account

  • Accounts for small businesses owners

    • SIMPLE IRA​

    • SEP IRA

    • Individual 401(k)

    • Individual Roth 401(k)

    • LLC

 

Book an introductory meeting today to learn how an advisor can help you navigate through investing.

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All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.

Analysing the Numbers

(207) 579 - 9600  |  andrew@pillarmaine.com

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©2021 by Pillar Financial Solutions, LLC. Warren, Maine. 

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Disclosure

Privacy Policy

Insurance products are offered through the insurance business Pillar Financial Solution, LLC. Pillar Financial Solutions, LLC is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Pillar Financial Solutions, LLC are not subject to Investment Advisor requirements.

 

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

 

Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

 

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. 1922469 - 08/23

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