Retirement Planning
Do you know what you’ll need in your retirement? We specialize in tailoring retirement planning solutions to work towards meeting your needs and goals. Our advisors offer comprehensive strategies designed to maximize your savings, manage risk, and seek to ensure a confident financial future—while delivering personalized attention every step of the way.
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Stocks, Bonds and
Mutual Funds
Daunted by investing in stocks and bonds? Our team of investment professionals will provide seasoned guidance on all purchasing and selling decisions. We combine continuous investment assessment and monitoring with personalized service and extensive experience to work towards meeting your unique objectives.
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Estate Planning and Trusts
Do you have a legacy plan? Estate planning is a way to set and manage your financial priorities. Working with you and your other advisers, we’ll pursue all available and appropriate estate and tax strategies to help you protect, preserve, and pass on your wealth.
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College Savings
Want to set your children up for success? It’s never too early to start planning for your child’s education. The good news is that saving for college has become easier, thanks to state savings programs, federal tax incentives and education savings accounts. We can help you take advantage of these programs to start saving and to better prepare for your child’s education.
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Business Retirement Plans
Not sure what’s best for your employees? Let us tailor a retirement plan for your business that can also help attract and retain top talent. From 401(k) to SIMPLE IRAs, we customize solutions to align with your business goals and seek to ensure long-term financial confidence for you and your employees.
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MCB Wealth Management is a marketing name of Cetera Investment Services. Securities and insurance products are offered through Cetera Investment Services LLC, Member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera is not affiliated with the financial institution where investment services are offered.
Investments: · Are not FDIC/NCUSIF insured · May lose value · Are not bank guaranteed · Are not a deposit · Are not insured by any federal government agency Registered Branch Address and Phone: 254 Main Street, Biddeford ME, 04005, (207) 784-7204
This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information, please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com.
Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
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