Private Banking Directory: 44 North Financial Partners < Portland Accountancy & Tax Planning


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44 North Financial Partners

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44 North Financial Partners

Let’s examine your current or past relationships with financial advisors. What are you happy with? What needs improvement? Does your advisor speak with you in a way that you understand, and without relying on industry jargon and terminology to complicate your interactions? Are fees transparent and easy to find? How about your investment performance?In establishing 44 North, we’ve done our best to think about these questions from a client’s perspective. We feel that the financial industry could do a better job in providing both service and clear communication to clients. Due to changing regulatory environment, we’ve seen a trend toward watered down advice and very general discussions. In addition, often times financial plans are presented without a clear path or follow-up process that would lead to action and an improvement in the client’s overall situation. In structuring our firm, each of us has committed to the following:

North America

USA

Maine

Portland

Address:

2 Cotton Street, Suite 200 Portland, ME 04101, USA

	Phone:	+1 207 319 7373
	Fax:	+1 207 319 7388

Web:

http://www.44northfp.com/

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