S & B Financial Services

Your Local Community's Financial Guide and Advocate

S&B Financial Services stands as your trusted partner in achieving financial clarity, security, and growth. Located in Saco, Maine, we're a team of experienced professionals dedicated to guiding individuals and families throughout their financial journey.

Our Mission

Our mission is to empower our clients through personalized financial planning, fostering trust and security while promoting financial wellness. We believe in fostering open communication, collaboratively working with each client to identify their unique goals and tailor a strategy tailored specifically to their needs.

How We Can Help

We offer a comprehensive array of services designed to address every aspect of your financial life. Our services include:

- Retirement planning: Develop and implement strategies to maximize retirement accounts, investments, and tax efficiency.

- Estate planning: Create comprehensive estate plans encompassing wills, trusts, and power of attorney to ensure your assets are protected.

- Investment management: Construct and manage investment portfolios aligned with your risk tolerance, financial goals, and market conditions.

- Tax planning: Minimize your tax burden through strategic planning and efficient filing procedures.

- Financial counseling: Receive personalized guidance on budgeting, debt management, and spending habits to achieve your financial goals.

Meet Our Team of Experts

Our team of experienced financial professionals brings diverse backgrounds and expertise to the table. Each member is dedicated to exceeding client expectations and providing exceptional guidance through every step of the process.

Our Commitment to You

At S&B Financial Services, we believe in building lasting relationships with our clients. We are committed to providing:

• Personalized attention: You'll work directly with your dedicated financial advisor who will take the time to understand your unique needs and goals.
• Transparency: We believe in clear and open communication, providing regular updates and explanations of your financial plan.
• Innovation: We stay abreast of industry trends and regulations to offer you the most effective and innovative solutions.
• Client-centered service: Your satisfaction is our utmost priority. We are dedicated to exceeding your expectations and building trust for the long haul.

Let's Partner for Your Financial Success

Schedule a complimentary consultation with S&B Financial Services today and take the first step towards financial clarity and security. Your financial future is in good hands.