⏰ Attention to those 73+ or with inherited pre-tax retirement accounts! Don’t miss your Required Minimum Distributions (RMDs) deadline on December 31st! It’s an important step to avoid unnecessary tax penalties and keep your financial plan on track.
About us
Our company specializes in plan participant-level asset management services. This page provides routine articles and resources that may be of interest to the plan participants, plan sponsors, and plan vendors who we service. Areas of special interest are: Cash Management Investment Planning Tax Planning Retirement Planning Estate Planning Risk Management Economics Articles of interest to those in our target client bases, including people who work in the fields of Education, Healthcare and Government Disclosure: Penobscot Wealth Management d/b/a Penobscot Financial Advisors is an SEC Registered Investment Advisor. Please visit our website https://penobscotfa.com/disclosure-privacy-policy/ for important disclosures.
- Website
-
http://www.penobscotfa.com
External link for Penobscot Financial Advisors
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Portland, ME
- Type
- Privately Held
- Founded
- 2001
- Specialties
- Invesment Management, In-Plan Asset Management, Comprehensive Financial Planning, Registered Investment Advisor, and Student Loan Management
Locations
-
Primary
Get directions
1 Monument Square
Suite 501
Portland, ME 04101, US
-
Get directions
74 Hammond Street
Bangor, ME 04401, US
Employees at Penobscot Financial Advisors
Updates
-
Curious about what’s happening in the market? Here’s a quick look at this quarter’s halftime report and what they could mean for your investments. 𝐁𝐨𝐭𝐭𝐨𝐦 𝐋𝐢𝐧𝐞? Resilience is key—stay steady as markets and policies shift. Watch PFA’s full Q4 Halftime Report with Sam Chaplin and Jim Bradley. https://lnkd.in/egJcdG7i Disclaimer: This post is for informational purposes only. For personalized advice, consult a financial professional.
-
-
Jim Bradley is back on the George Hale Ric Tyler Show 🎙️ This time, he’s sharing essential advice about Medicare’s annual open enrollment, ending on December 7th, and what changes kick in for 2024. Catch the full segment here: https://lnkd.in/eGRP44WT
-
It’s #GivingTuesday! Whether it's cash, stocks, or IRA distributions, there are smart ways to give back while making an impact. Watch the video to learn how your charitable contributions can work for you and your favorite causes! Let’s strategize and make your giving go further! 💡
-
🎉 Giving Tuesday is Almost Here! Maximize your impact and tax benefits this holiday season! From donor-advised funds to qualified charitable distributions, learn how to give efficiently while making a meaningful difference. 👇 https://lnkd.in/ePfUj3as
Tax efficient charitable giving over the Holidays | Penobscot Financial Advisors
https://penobscotfa.com
-
Jim is back on the George Hale Ric Tyler Show 🎙️ Catch him sharing smart holiday spending tips on the Money Men segment. Listen now: https://lnkd.in/ekZKAw4k
-
-
𝗖𝗹𝗶𝗲𝗻𝘁 𝗙𝗲𝗲𝗱𝗯𝗮𝗰𝗸 𝗠𝗲𝗮𝗻𝘀 𝗘𝘃𝗲𝗿𝘆𝘁𝗵𝗶𝗻𝗴 At Penobscot Financial Advisors, we pride ourselves on providing personalized, high-touch service for each client. Here's what one of our valued clients had to say. See all our reviews here 👉 https://bit.ly/3YnmJdX & https://bit.ly/4f179du
penobscot financial advisors - Google Search
google.com