IIS FINANCIAL

IIS Financial Services is an independent financial planning firm with offices in Portland and Augusta, Maine. We help individuals, families, and employers with Maine connections pursue their financial and retirement planning goals across the State of Maine and country. Whether you're just starting out or nearing retirement, our goal is to help you grow your assets using comprehensive financial planning strategies that encompass your needs, values, and risk tolerance... In 1994, IIS Financial Services started as an independent insurance agency called Innovative Insurance Solutions by servicing the retirement plan needs of Public Sector employees of municipalities, school districts, and the state. During the 2008 financial crisis and the three years following, the office recognized an emerging trend toward multi-dimensional planning. Thus began the journey toward developing the experience and credentials to advise clients in all areas of financial planning to include investments,..

Also known as: IIS Financial Services

Primary location: South Portland United States