Portland, ME

Portland, ME

Phone: (207) 253-7600
Toll Free: (800) 787-6468
Fax: (800) 454-8633
Email Us
Baird
7 Custom House Street
3rd Floor, Suite3A
Portland, ME 04101
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Welcome to the Portland, Maine Branch

 

A true financial partner with your best interests in mind

 

People choose their careers for many different reasons. When we decided to become Financial Advisors, we were driven by a genuine passion for creating great outcomes in clients’ lives and a deep desire to help them achieve the things they wanted for themselves and the people they care about.

 

We have closely guided high-net-worth individuals, corporate executives and families through many market cycles, led by a thorough understanding of their unique situations and an unwavering commitment to keep their best interests first.

 

In Baird, we have a partner that shares our passion for wealth management, with world-class resources and deep expertise to support us in our mission to provide the very best advice and service we can in important areas, including:

  • Portfolio management
  • Saving for higher education
  • Planning for retirement
  • Estate planning services
  • Investment tax planning
  • Insurance