One of the first ‘new things’ I encountered in the business came as a result of the Taxpayer Relief Act of 1997. A bill sponsored by senator Bob Roth of Delaware became part of the Act and allowed for non-deductible IRA contributions to be made to a new kind of…
October 1st is somewhat special here in New England. Summer is officially done, leaves are changing, and some years (but not this one) we even have fall baseball! For those with college students, it’s also the beginning of FAFSA season. The Free Application for Federal Student Aid is now available…
A lot of estate planning work can be done relatively easily. Joint ownership and proper beneficiary designations can make things a lot easier for loved ones to handle after you die. Proper levels of insurance can make the survivorship needs of your loved ones easy to cover. In fact, for…
Team PFA retreated to the woods and got their hands dirty with Portland Trails today! We volunteered grooming a newer trail, creating a clearing and building a bench behind several of Portland’s Stroudwater area businesses. Check out the photos below!
We celebrated our grand opening by welcoming friends, family and new neighbors to our office, located at the corner of Hammond & Columbia Street in the heart of Downtown Bangor. We are excited to participate in the revitalization of Bangor. Since moving, we have seen our road re-paved, the sidewalk…
Tyler Hafford joined Penobscot Financial Advisors April 1st, 2019 as a Financial Advisor Associate. After graduating from University of Maine with a degree in Political Science/Pre Law, Tyler spent over half a decade in the legal industry before realizing his true calling was financial planning and helping clients reach their goals. While…
Portfolio Administrator Looking for Love… Penobscot Financial Advisors (PFA) is seeking a qualified individual to join our Team as Portfolio Administrator. You will be responsible for maintenance of the team’s investment models, client portfolios & reporting. Our team will direct much of your work, which includes gathering necessary data for…
Hammers are swinging and our new Portland office is in the works! The new space will have offices to accommodate our growing team, as well as a client meeting room and a conference room. Five sunny windows look out over Monument Square and Our Lady of Victories. To find out…
Abrin Berkemeyer has joined the PFA Team as an Associate Advisor! Abrin is honing his extensive financial market and mathematics knowledge into practical application as he works closely with the firm’s advisors, researching complex planning topics and crafting solutions for clients. When not working, or buried in his CFP Study…
Dear Valued Client, It’s hard to believe, but it has been about four months since my last letter. At that time I was announcing exciting progress as PFA registered with the SEC, becoming an independent Registered Investment Advisor. I am pleased to report today that our dual-registration status with Mid…
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