Back Cove Financial
www.backcovefinancial.comBack Cove Financial is a privately held, independent business located in the Greater Portland area in Maine. We are Honest, Independent, and Experienced. Our goal is to establish long-term relationships, to effectively support clients to live life on their terms, making sure their finances match ever-changing needs. Through our holistic approach to wealth management, we assess what is reasonable for a client’s immediate situation and create an attainable plan of action. We are not beholden to any product; we recommend only what is best for the individual, family, and business. We offer client services including investment & portfolio management, retirement planning, college savings, corporate retirement plans, insurance planning, tax & estate planning. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, DC, FL, GA, IL, MA, MD, ME, MI, MN, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TX, VA, VT, WA, WI. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services Securities and advisory services offered through Commonwealth Financial Network®, http://www.FINRA.org/http://www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through Back Cove Financial. Please review our Terms of Use here: www.commonwealth.com/termsofuse.html
Read moreBack Cove Financial is a privately held, independent business located in the Greater Portland area in Maine. We are Honest, Independent, and Experienced. Our goal is to establish long-term relationships, to effectively support clients to live life on their terms, making sure their finances match ever-changing needs. Through our holistic approach to wealth management, we assess what is reasonable for a client’s immediate situation and create an attainable plan of action. We are not beholden to any product; we recommend only what is best for the individual, family, and business. We offer client services including investment & portfolio management, retirement planning, college savings, corporate retirement plans, insurance planning, tax & estate planning. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, DC, FL, GA, IL, MA, MD, ME, MI, MN, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TX, VA, VT, WA, WI. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services Securities and advisory services offered through Commonwealth Financial Network®, http://www.FINRA.org/http://www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through Back Cove Financial. Please review our Terms of Use here: www.commonwealth.com/termsofuse.html
Read moreCountry
State
Maine
City (Headquarters)
Portland
Employees
1-10
Founded
2001
Estimated Revenue
$1 to $1,000,000
Social
Employees statistics
View all employeesPotential Decision Makers
Client Relationship Manager
Email ****** @****.comPhone (***) ****-****Partner , Wealth Advisor
Email ****** @****.comPhone (***) ****-****Partner , Wealth Advisor
Email ****** @****.comPhone (***) ****-****Broker Assistant
Email ****** @****.comPhone (***) ****-****
Technologies
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