IIS Financial is an independent financial planning firm with offices in Portland and Augusta, Maine. We help individuals, families, and employers with Maine connections pursue their financial and retirement planning goals across the State of Maine and country. Whether you're just starting out or nearing retirement, our goal is to help you grow your assets using comprehensive financial planning strategies that encompass your needs, values, and risk tolerance.
Our team at IIS Financial Services will work closely with you every step of the way, making sure that you understand and are comfortable with your decisions. We are committed to helping you understand your financial situation and providing you with a high-quality, detailed financial plan. Our objective is to help you pursue your financial goals by simplifying the process while working closely with you to make sure you are on track to reach them.
