Wintergreen Financial Group | Portland, Maine

www.wintergreenfinancialgroup.com

Wintergreen Financial Group, founded over twenty years ago, provides personalized financial services to a wide range of clients. Wintergreen Financial Group is supported by LPL Financial, one of the leading financial services companies and the largest independent broker/dealer in the nation (as reported by Financial Planning magazine, June 1996-2021, based on total revenue). Securities and advisory services offered through LPL Financial, a registered investment advisor. Member SIPC sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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Wintergreen Financial Group, founded over twenty years ago, provides personalized financial services to a wide range of clients. Wintergreen Financial Group is supported by LPL Financial, one of the leading financial services companies and the largest independent broker/dealer in the nation (as reported by Financial Planning magazine, June 1996-2021, based on total revenue). Securities and advisory services offered through LPL Financial, a registered investment advisor. Member SIPC sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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Country

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Employees

1-10

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Founded

1995

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Estimated Revenue

$1,000,000 to $5,000,000

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Potential Decision Makers

  • Client Relationship Manager and Paraplanner

    Email ****** @****.com
    Phone (***) ****-****
  • Client Relationship Manager and Paraplanner

    Email ****** @****.com
    Phone (***) ****-****
  • Client Operations Specialist

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

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