Back Cove Financial

www.backcovefinancial.com

Back 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

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Back 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

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Country

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State

Maine

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City (Headquarters)

Portland

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Employees

1-10

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Founded

2001

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Estimated Revenue

$1 to $1,000,000

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Social

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Potential Decision Makers

  • Client Relationship Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Partner , Wealth Advisor

    Email ****** @****.com
    Phone (***) ****-****
  • Partner , Wealth Advisor

    Email ****** @****.com
    Phone (***) ****-****
  • Broker Assistant

    Email ****** @****.com
    Phone (***) ****-****

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