Our company specializes in plan participant-level asset management services. This page provides routine articles and resources that may be of interest to the plan participants, plan sponsors, and plan vendors who we service. Areas of special interest are: Cash Management Investment Planning Tax Planning Retirement Planning Estate Planning Risk Management Economics Articles of interest to those in our target client bases, including people who work in the fields of Education, Healthcare and Government Disclosure: Penobscot Wealth Management d/b/a Penobscot Financial Advisors is an SEC Registered Investment Advisor. Please visit our website https://penobscotfa.com/disclosure-privacy-policy/ for important disclosures.
View Top Employees from Penobscot Financial Advisors| Website | http://www.penobscotfa.com |
| Revenue | $1 million |
| Employees | 12 (12 on RocketReach) |
| Founded | 2001 |
| Address | 1 Monument Square Suite 501, Portland, Maine 04101, US |
| Phone | (207) 990-1901 |
| Technologies |
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| Industry | Financial Services, Finance General, Invesment Management, Finance, In-Plan Asset Management, Comprehensive Financial Planning |
| Competitors | Bollin Wealth Management LLC, Core Wealth Management (Jupiter, FL), Covenant Wealth Advisors, ProVise Management Group, LLC., Selkirk Wealth Advisors, LLC |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies |
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Penobscot Financial Advisors Questions
The Penobscot Financial Advisors annual revenue was $1 million in 2024.
James Bradley is the Founder and Chief Investment Officer of Penobscot Financial Advisors.
12 people are employed at Penobscot Financial Advisors.
Penobscot Financial Advisors is based in Portland, Maine.
The NAICS codes for Penobscot Financial Advisors are [5239, 523, 52393, 52].
The SIC codes for Penobscot Financial Advisors are [628, 62].
Top Penobscot Financial Advisors Employees
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1
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ViewHannah Tackett
Chief Operations Officer at Penobscot Financial Advisors
Portland, Maine, United States22 -
34
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21
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13
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Melissa Huang
Client Success Coordinator at Penobscot Financial Advisors
Jacksonville Beach, FL, US1 -
ViewTyler Hafford
Financial Advisor Associate at Penobscot Financial Advisors
Murray, Kentucky, United States11 -
21
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11
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