Means Wealth Management opens in Presque Isle
Means Wealth Management has opened a new office in Presque Isle. Having operated solely out of Bangor since opening, this new office marks a milestone expansion for the 80-year-old firm. Initially the new office will be open on Wednesdays from 9 a.m. to 4 p.m. and by appointment. The office is located at 3 Houlton Rd., Suite 1, on the backside of the Central Aroostook Chamber of Commerce building.
Financial advisers from the Bangor office will be staffing the Presque Isle location on a rotating basis, providing both expertise and experience. Means Wealth Management offers a full range of top-performing, cost-effective investment products and services with personalized customer service from both locations.
Means Wealth Management Vice President and Financial Advisor Zach Means, said, “We are eager to serve northern Maine residents with the same high-quality service we are known for in Bangor. We pursued this opportunity because we have a passion for enhancing the financial future of our state as a whole. This new location gives us the chance to work alongside more Maine residents, working towards financial security.”
The Presque Isle office is now open. For more information or to make an appointment, call 760-7111 or email info@meanswealth.com.
Means Wealth Management has been serving investor needs since 1935. Founder David G. Means began the business with sound principles. He believed that investments would provide greater returns if investors used disciplined strategies. As the oldest independent investment firm in central and northern Maine, Means Wealth Management has had to adapt to the dynamics of ever-changing markets and certainly cannot rest on the laurels of its 75-plus years of success.
Today, Means Wealth Management uses National Financial Services, LLC as its Clearing Agency. This relationship has allowed the firm great efficiency in the management of all back-room operations and access to an overwhelming abundance of research information. Yet, it is the conservative investment philosophy and strategies of David G. Means that remain the bedrock foundation on which the firm and its clients continue to prosper.
