Financial Services
Hours:
08:30 AM - 4:30 PM. By appointment only.
For more than a decade James has been focused on the needs and unique challenges of the small business owner. Our firm has advised a wide range of clients including professional practices, family owned business and nonprofit organizations.
Small business retirements plans are our specialty.There are many types of retirement plans available. Each type of retirement plan has its own benefits, features, levels of complexity and costs. Some are designed for large companies; others, for smaller enterprises. We are here to help you choose a plan that is tai0red for your specific needs.
Effective relationships between investors and advisors are build on trust. That trust is grounded in a commitment by the advisor to act solely in your best interest.
As an Accredited Investment Fiduciary® all of our recommendations and investment decisions are conducted in a thorough, objective, and prudent manner.
James Heavey Wealth Advisors, LLC, is licensed as an investment adviser with the state of Maine. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements.