- Retirement Services
At First Advisors, we know the value of a buck, and we work as hard as you do. We take a professional, personalized approach to wealth management. Our team of investment managers has more than 60 years combined experience managing individual and institutional portfolios, combining real-world market insight with sound strategies that align your financial goals with specific opportunities.
For individual, corporate or non-profit clients, we capably manage your portfolio, and will serve as sole trustee, co-trustee or successor trustee for fiduciary accounts. In addition, our services may also include custody, administration, investment, and reporting for municipalities in accordance with State of Maine Municipal Investment law.